Purchases and Sales Made in Q1 2024 in Us Bancorp \De\ (USB)
This table provides information about the institutional ownership of Us Bancorp \De\ (USB) during Q1 2024. The information is specifically focused on institutions that hold shares of US BANCORP \DE\.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
2.44K+ 55.45% |
$97.4K - $109K
|
6.84K
$312K
|
|
Apr 26, 2024
Q1 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
2.44K+ 6.07% |
$97.3K - $109K
|
42.6K
$1.94M
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.43K+ 5.64% |
$97K - $109K
|
45.6K
$2.08M
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.43K+ 6.11% |
$96.8K - $108K
|
42.1K
$1.92M
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
2.37K+ 38.18% |
$94.7K - $106K
|
8.59K
$392K
|
|
May 14, 2024
Q1 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
2.35K+ 2.73% |
$93.6K - $105K
|
88.2K
$4.03M
|
|
Apr 10, 2024
Q1 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
2.34K+ 2.79% |
$93.4K - $105K
|
86.2K
$3.93M
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.29K+ 4.44% |
$91.5K - $102K
|
53.9K
$2.46M
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
2.2K+ 31.49% |
$87.9K - $98.4K
|
9.19K
$420K
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2.18K+ 18.48% |
$87K - $97.4K
|
14K
$638K
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.16K+ 29.84% |
$86.2K - $96.5K
|
9.39K
$429K
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
2.14K+ 50.54% |
$85.4K - $95.7K
|
6.37K
$291K
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
2.13K+ 5.05% |
$85.2K - $95.4K
|
44.4K
$2.03M
|
|
May 15, 2024
Q1 2024
|
Fusion Capital, LLC
|
BUY
|
- |
2.08K+ 29.31% |
$83.1K - $93.1K
|
9.19K
$419K
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.06K+ 10.54% |
$82.3K - $92.2K
|
21.6K
$988K
|
|
May 06, 2024
Q1 2024
|
Ballast, Inc.
|
BUY
|
- |
2.05K+ 32.66% |
$81.9K - $91.7K
|
8.33K
$380K
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.05K+ 18.43% |
$81.8K - $91.6K
|
13.2K
$601K
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
2.04K+ 3.89% |
$81.3K - $91.1K
|
54.4K
$2.49M
|
|
May 10, 2024
Q1 2024
|
Davidson Trust CO
|
BUY
|
- |
2K+ 13.0% |
$79.8K - $89.4K
|
17.4K
$793K
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.98K+ 48.95% |
$79.1K - $88.6K
|
6.03K
$275K
|
|
Apr 23, 2024
Q1 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
1.94K+ 2.32% |
$77.5K - $86.8K
|
85.7K
$3.91M
|
|
May 14, 2024
Q1 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
1.93K+ 0.79% |
$77K - $86.3K
|
245K
$11.2M
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.92K+ 7.08% |
$76.8K - $86K
|
29.1K
$1.33M
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.92K+ 9.05% |
$76.4K - $85.6K
|
23.1K
$1.05M
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.9KNew |
$75.9K - $85K
|
1.9K
$86.8K
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.89K+ 23.27% |
$75.4K - $84.5K
|
10K
$457K
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.89K+ 1.81% |
$75.4K - $84.4K
|
106K
$4.85M
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.88K+ 12.24% |
$75K - $84K
|
17.2K
$787K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.87K+ 20.86% |
$74.5K - $83.5K
|
10.8K
$494K
|
|
May 09, 2024
Q1 2024
|
Lindenwold Advisors
|
BUY
|
- |
1.86K+ 6.73% |
$74.2K - $83.1K
|
29.5K
$1.35M
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.86K+ 1.0% |
$74.1K - $83K
|
187K
$8.54M
|
|
May 15, 2024
Q1 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.85K+ 4.28% |
$73.8K - $82.7K
|
45.1K
$2.06M
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
1.79K+ 2.21% |
$71.4K - $79.9K
|
82.7K
$3.77M
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.79K+ 12.17% |
$71.3K - $79.8K
|
16.5K
$751K
|
|
May 13, 2024
Q1 2024
|
Eukles Asset Management
|
BUY
|
- |
1.76K+ 5.16% |
$70.3K - $78.7K
|
35.9K
$1.64M
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.74K+ 3.46% |
$69.3K - $77.6K
|
51.9K
$2.37M
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.74K+ 8.71% |
$69.3K - $77.6K
|
21.7K
$989K
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
1.71K+ 15.97% |
$68.3K - $76.5K
|
12.4K
$568K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.71K+ 0.92% |
$68.3K - $76.5K
|
188K
$8.58M
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1.69K+ 32.2% |
$67.6K - $75.7K
|
6.95K
$317K
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.68K+ 6.6% |
$66.9K - $75K
|
27.1K
$1.24M
|
|
Sep 24, 2025
Q1 2024
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
1.63K+ 49.89% |
$64.9K - $72.6K
|
4.88K
$223K
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.62K+ 7.45% |
$64.7K - $72.5K
|
23.4K
$1.07M
|
|
Apr 15, 2024
Q1 2024
|
Viking Fund Management LLC
|
BUY
|
- |
1.6K+ 666.67% |
$63.9K - $71.5K
|
1.84K
$84K
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.6K+ 27.02% |
$63.7K - $71.4K
|
7.51K
$343K
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.58K+ 17.76% |
$62.9K - $70.5K
|
10.5K
$477K
|
|
May 03, 2024
Q1 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
1.56K+ 5.69% |
$62.2K - $69.6K
|
28.9K
$1.32M
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.56K+ 13.25% |
$62.1K - $69.5K
|
13.3K
$607K
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
BUY
|
- |
1.53K+ 4.62% |
$61.1K - $68.5K
|
34.7K
$1.58M
|
|
Aug 15, 2025
Q1 2024
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
1.5K+ 4.74% |
$59.7K - $66.8K
|
33.1K
$1.51M
|