Purchases and Sales Made in Q1 2025 in Us Bancorp \De\ (USB)
This table provides information about the institutional ownership of Us Bancorp \De\ (USB) during Q1 2025. 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 29, 2025
Q1 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
253+ 3.25% |
$10.4K - $12.9K
|
8.03K
$385K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
253+ 112.44% |
$10.4K - $12.9K
|
478
$22.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
247+ 8.49% |
$10.1K - $12.6K
|
3.16K
$151K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
239+ 0.96% |
$9.78K - $12.2K
|
25.1K
$1.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
238+ 1.18% |
$9.74K - $12.1K
|
20.3K
$975K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
238+ 0.45% |
$9.74K - $12.1K
|
52.6K
$2.52M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
237+ 2.49% |
$9.7K - $12.1K
|
9.75K
$467K
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
235+ 1.16% |
$9.62K - $12K
|
20.5K
$983K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
232+ 2.43% |
$9.49K - $11.8K
|
9.79K
$469K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
232New |
$9.49K - $11.8K
|
232
$11.1K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
227+ 1.85% |
$9.29K - $11.6K
|
12.5K
$600K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
225New |
$9.21K - $11.5K
|
225
$10.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
224+ 2.82% |
$9.17K - $11.4K
|
8.17K
$391K
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
222+ 0.47% |
$9.08K - $11.3K
|
47.8K
$2.29M
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
BUY
|
- |
221+ 1052.38% |
$9.04K - $11.2K
|
242
$11.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
213+ 2.83% |
$8.72K - $10.8K
|
7.74K
$371K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
212+ 51.83% |
$8.68K - $10.8K
|
621
$29.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
209+ 3.9% |
$8.55K - $10.6K
|
5.57K
$267K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
203+ 21.5% |
$8.31K - $10.3K
|
1.15K
$55K
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
200New |
$8.18K - $10.2K
|
200
$9.59K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
200New |
$8.18K - $10.2K
|
200
$9.59K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
197+ 13.52% |
$8.06K - $10K
|
1.65K
$79.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
194+ 0.59% |
$7.94K - $9.87K
|
33K
$1.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
192+ 0.22% |
$7.86K - $9.77K
|
88.4K
$4.24M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
183+ 29.52% |
$7.49K - $9.31K
|
803
$38.5K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
181+ 3.92% |
$7.41K - $9.21K
|
4.8K
$230K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
176+ 2.67% |
$7.2K - $8.96K
|
6.77K
$325K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
176+ 112.82% |
$7.2K - $8.96K
|
332
$15.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
169+ 71.31% |
$6.92K - $8.6K
|
406
$19.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
167+ 1.57% |
$6.83K - $8.5K
|
10.8K
$519K
|
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
160+ 0.98% |
$6.55K - $8.14K
|
16.5K
$793K
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
159+ 1.35% |
$6.51K - $8.09K
|
12K
$573K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
152+ 15.2% |
$6.22K - $7.74K
|
1.15K
$55.2K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
151+ 2.21% |
$6.18K - $7.69K
|
6.99K
$335K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
147+ 8.44% |
$6.02K - $7.48K
|
1.89K
$90.5K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
146+ 0.17% |
$5.97K - $7.43K
|
84.2K
$4.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
145+ 0.73% |
$5.93K - $7.38K
|
20.1K
$964K
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
144+ 1.19% |
$5.89K - $7.33K
|
12.3K
$588K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
143+ 2.29% |
$5.85K - $7.28K
|
6.38K
$306K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
140New |
$5.73K - $7.13K
|
140
$6.71K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
136+ 1.22% |
$5.57K - $6.92K
|
11.3K
$541K
|
|
|
Apr 17, 2025
Q1 2025
|
Wd Rutherford LLC
|
BUY
|
- |
133+ 0.16% |
$5.44K - $6.77K
|
84.2K
$4.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
132+ 240.0% |
$5.4K - $6.72K
|
187
$8.96K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
129+ 2.58% |
$5.28K - $6.57K
|
5.13K
$246K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
128+ 22.74% |
$5.24K - $6.52K
|
691
$33.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
126+ 2.08% |
$5.16K - $6.41K
|
6.19K
$297K
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
125+ 2.46% |
$5.12K - $6.36K
|
5.2K
$249K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
124+ 0.78% |
$5.07K - $6.31K
|
15.9K
$764K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
122+ 39.74% |
$4.99K - $6.21K
|
429
$20.6K
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
118+ 1.57% |
$4.83K - $6.01K
|
7.65K
$367K
|