Purchases and Sales Made in Q2 2023 in Us Bancorp \De\ (USB)
This table provides information about the institutional ownership of Us Bancorp \De\ (USB) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
65+ 31.55% |
$1.86K - $2.34K
|
271
$14.2K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
65New |
$1.86K - $2.34K
|
65
$3.41K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
63New |
$1.81K - $2.27K
|
63
$3.31K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
60+ 222.22% |
$1.72K - $2.16K
|
87
$4.57K
|
|
|
Aug 11, 2023
Q2 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
57New |
$1.63K - $2.05K
|
57
$2.99K
|
|
|
Jul 07, 2023
Q2 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
56+ 0.48% |
$1.61K - $2.02K
|
11.7K
$613K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
56+ 0.88% |
$1.61K - $2.02K
|
6.4K
$336K
|
|
|
Aug 07, 2023
Q2 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
55+ 0.66% |
$1.58K - $1.98K
|
8.41K
$441K
|
|
|
Jul 31, 2023
Q2 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
54+ 0.7% |
$1.55K - $1.94K
|
7.79K
$409K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
49+ 0.55% |
$1.41K - $1.76K
|
8.94K
$469K
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
47+ 2.04% |
$1.35K - $1.69K
|
2.35K
$123K
|
|
|
Jul 10, 2023
Q2 2023
|
First Affirmative Financial Network
|
BUY
|
- |
46+ 0.37% |
$1.32K - $1.66K
|
12.5K
$657K
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
45+ 0.3% |
$1.29K - $1.62K
|
15K
$790K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
44+ 16.24% |
$1.26K - $1.58K
|
315
$16.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
42+ 0.07% |
$1.2K - $1.51K
|
56.3K
$2.96M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
41+ 1.79% |
$1.18K - $1.48K
|
2.33K
$122K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
41+ 5.62% |
$1.18K - $1.48K
|
770
$40.4K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
35+ 7.46% |
$1K - $1.26K
|
504
$26.5K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
34+ 13.6% |
$975 - $1.22K
|
284
$14.9K
|
|
|
Jul 17, 2023
Q2 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
31+ 0.42% |
$889 - $1.12K
|
7.45K
$391K
|
|
|
Aug 04, 2023
Q2 2023
|
Claris Advisors, LLC
|
BUY
|
- |
31+ 0.07% |
$889 - $1.12K
|
46.9K
$2.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
31+ 0.19% |
$889 - $1.12K
|
16.3K
$856K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
30New |
$860 - $1.08K
|
30
$1.57K
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
30+ 0.3% |
$860 - $1.08K
|
9.93K
$521K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
29+ 6.43% |
$832 - $1.04K
|
480
$25.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
BUY
|
- |
28+ 8.41% |
$803 - $1.01K
|
361
$18.9K
|
|
|
Jul 26, 2023
Q2 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
26+ 0.43% |
$746 - $936
|
6.12K
$321K
|
|
|
Jul 13, 2023
Q2 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
25+ 0.22% |
$717 - $900
|
11.6K
$611K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
24+ 0.57% |
$688 - $864
|
4.25K
$223K
|
|
|
Aug 10, 2023
Q2 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
24New |
$688 - $864
|
24
$1.26K
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
24+ 0.12% |
$688 - $864
|
19.7K
$1.03M
|
|
|
Aug 03, 2023
Q2 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
23+ 0.23% |
$660 - $828
|
10.1K
$530K
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
BUY
|
- |
20+ 0.21% |
$574 - $720
|
9.64K
$506K
|
|
|
Jul 31, 2023
Q2 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
20New |
$574 - $720
|
20
$1.05K
|
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
BUY
|
- |
17+ 0.21% |
$488 - $612
|
8.3K
$436K
|
|
|
Aug 07, 2023
Q2 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
17+ 0.14% |
$488 - $612
|
11.7K
$616K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
17+ 0.08% |
$488 - $612
|
20.4K
$1.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
15+ 3.51% |
$430 - $540
|
442
$23.2K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
14+ 0.22% |
$402 - $504
|
6.5K
$341K
|
|
|
Aug 07, 2023
Q2 2023
|
Human Investing LLC
|
BUY
|
- |
14+ 0.2% |
$402 - $504
|
7.14K
$375K
|
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
12+ 1.45% |
$344 - $432
|
840
$44.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
11+ 0.22% |
$315 - $396
|
4.92K
$258K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
11+ 3.94% |
$315 - $396
|
290
$15.2K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
11+ 3.94% |
$315 - $396
|
290
$15.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
10+ 0.03% |
$287 - $360
|
28.6K
$1.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
10+ 1.37% |
$287 - $360
|
738
$38.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advantage, Inc.
|
BUY
|
- |
10+ 0.01% |
$287 - $360
|
78.4K
$4.12M
|
|
|
Aug 08, 2023
Q2 2023
|
Excalibur Management Corp
|
BUY
|
- |
10+ 0.1% |
$287 - $360
|
9.73K
$511K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
10+ 5.05% |
$287 - $360
|
208
$10.9K
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
9+ 0.04% |
$258 - $324
|
21.5K
$1.13M
|