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 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.91K- 2.71% |
$54.8K - $68.8K
|
68.5K
$3.66M
|
|
|
Jul 18, 2023
Q2 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-1.93K- 19.26% |
$55.3K - $69.4K
|
8.08K
$432K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-1.97K- 48.1% |
$56.6K - $71K
|
2.13K
$114K
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.98K- 17.27% |
$56.9K - $71.4K
|
9.5K
$508K
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
SELL
|
- |
-1.99K- 9.85% |
$57K - $71.6K
|
18.2K
$973K
|
|
|
Jul 07, 2023
Q2 2023
|
Founders Capital Management
|
SELL
|
- |
-2K- 90.17% |
$57.4K - $72K
|
218
$11.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-2.02K- 10.86% |
$57.8K - $72.6K
|
16.6K
$885K
|
|
|
Jul 14, 2023
Q2 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-2.02K- 9.52% |
$58K - $72.9K
|
19.2K
$1.03M
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-2.03K- 3.32% |
$58.1K - $72.9K
|
58.9K
$3.15M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-2.03K- 70.54% |
$58.2K - $73.1K
|
848
$45.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-2.06K- 23.39% |
$59.2K - $74.3K
|
6.76K
$362K
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.06K- 7.52% |
$59.2K - $74.3K
|
25.4K
$1.36M
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
SELL
|
- |
-2.07K- 4.99% |
$59.3K - $74.4K
|
39.4K
$2.11M
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-2.1K- 20.42% |
$60.2K - $75.6K
|
8.19K
$438K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.11K- 1.68% |
$60.4K - $75.8K
|
123K
$6.59M
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.13K- 1.7% |
$61.2K - $76.8K
|
123K
$6.58M
|
|
|
Jul 20, 2023
Q2 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-2.26K- 8.87% |
$64.7K - $81.3K
|
23.2K
$1.24M
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.31K- 8.44% |
$66.4K - $83.3K
|
25.1K
$1.34M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.38K- 5.55% |
$68.4K - $85.8K
|
40.6K
$2.17M
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.39K- 9.69% |
$68.5K - $86K
|
22.3K
$1.19M
|
|
|
Jul 17, 2023
Q2 2023
|
Martin Capital Partners, LLC
|
SELL
|
- |
-2.4K- 1.6% |
$68.9K - $86.5K
|
148K
$7.92M
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.43K- 10.02% |
$69.5K - $87.3K
|
21.8K
$1.16M
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-2.47K- 71.07% |
$70.8K - $88.9K
|
1.01K
$53.7K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.47K- 22.48% |
$70.9K - $89K
|
8.53K
$456K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-2.5K- 28.5% |
$71.7K - $90K
|
6.27K
$335K
|
|
|
Aug 09, 2023
Q2 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-2.52K- 6.6% |
$72.3K - $90.8K
|
35.7K
$1.91M
|
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2.55K- 0.71% |
$73.1K - $91.8K
|
357K
$19.1M
|
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-2.58K- 19.88% |
$74.1K - $93K
|
10.4K
$556K
|
|
|
Aug 14, 2023
Q2 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-2.65K- 7.2% |
$76K - $95.5K
|
34.2K
$1.83M
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.67K- 12.91% |
$76.5K - $96.1K
|
18K
$963K
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-2.69K- 9.73% |
$77.2K - $96.9K
|
25K
$1.33M
|
|
|
Aug 07, 2023
Q2 2023
|
Lindenwold Advisors
|
SELL
|
- |
-2.74K- 8.02% |
$78.5K - $98.6K
|
31.4K
$1.68M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-2.81K- 26.27% |
$80.6K - $101K
|
7.89K
$422K
|
|
|
Aug 11, 2023
Q2 2023
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-2.81K- 1.33% |
$80.7K - $101K
|
208K
$11.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-2.81K- 6.67% |
$80.7K - $101K
|
39.4K
$2.11M
|
|
|
Aug 09, 2023
Q2 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-2.83K- 8.07% |
$81.3K - $102K
|
32.3K
$1.73M
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.84K- 16.97% |
$81.3K - $102K
|
13.9K
$742K
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.84K- 16.97% |
$81.3K - $102K
|
13.9K
$742K
|
|
|
Jul 14, 2023
Q2 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-2.85K- 18.6% |
$81.6K - $102K
|
12.5K
$666K
|
|
|
Aug 14, 2023
Q2 2023
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-2.9K- 8.48% |
$83.2K - $104K
|
31.3K
$1.67M
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-2.96K- 18.1% |
$84.9K - $107K
|
13.4K
$716K
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.99K- 20.92% |
$85.8K - $108K
|
11.3K
$605K
|
|
|
Jul 31, 2023
Q2 2023
|
Am Squared LTD
Hong Kong, K3 |
SELL
|
- |
-3K- 51.72% |
$86K - $108K
|
2.8K
$150K
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3.01K- 25.32% |
$86.2K - $108K
|
8.87K
$474K
|
|
|
Aug 14, 2023
Q2 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-3.01K- 0.92% |
$86.3K - $108K
|
324K
$17.3M
|
|
|
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-3.03K- 96.38% |
$87K - $109K
|
114
$6.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-3.05K- 21.1% |
$87.5K - $110K
|
11.4K
$610K
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-3.14K- 8.04% |
$90K - $113K
|
35.9K
$1.92M
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-3.19K- 8.68% |
$91.4K - $115K
|
33.5K
$1.79M
|
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-3.23K- 2.51% |
$92.6K - $116K
|
125K
$6.69M
|