Purchases and Sales Made in Q2 2024 in Us Bancorp \De\ (USB)
This table provides information about the institutional ownership of Us Bancorp \De\ (USB) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
BUY
|
- |
537+ 1.27% |
$20.6K - $23.6K
|
42.7K
$2.13M
|
|
Aug 08, 2024
Q2 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
523+ 0.54% |
$20.1K - $23K
|
97K
$4.85M
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
520+ 6.13% |
$20K - $22.9K
|
9.01K
$450K
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
514+ 54.62% |
$19.8K - $22.6K
|
1.46K
$72.7K
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
507+ 1.59% |
$19.5K - $22.3K
|
32.4K
$1.62M
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
506+ 1.96% |
$19.5K - $22.2K
|
26.3K
$1.32M
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
501+ 6.67% |
$19.3K - $22K
|
8.01K
$400K
|
|
Jul 16, 2024
Q2 2024
|
Viking Fund Management LLC
|
BUY
|
- |
500+ 27.17% |
$19.2K - $22K
|
2.34K
$117K
|
|
Jul 17, 2024
Q2 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
500+ 9.32% |
$19.2K - $22K
|
5.87K
$293K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
495+ 2.48% |
$19K - $21.8K
|
20.5K
$1.02M
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
490+ 2.38% |
$18.8K - $21.5K
|
21.1K
$1.05M
|
|
Aug 06, 2024
Q2 2024
|
Fusion Capital, LLC
|
BUY
|
- |
480+ 5.23% |
$18.5K - $21.1K
|
9.67K
$483K
|
|
Jul 30, 2024
Q2 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
456+ 2.66% |
$17.5K - $20K
|
17.6K
$880K
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
451+ 6.3% |
$17.3K - $19.8K
|
7.61K
$380K
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
450+ 0.27% |
$17.3K - $19.8K
|
167K
$8.37M
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
448+ 9.23% |
$17.2K - $19.7K
|
5.3K
$265K
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
447+ 3.35% |
$17.2K - $19.6K
|
13.8K
$690K
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
443+ 4.25% |
$17K - $19.5K
|
10.9K
$543K
|
|
Jul 15, 2024
Q2 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
435+ 7.95% |
$16.7K - $19.1K
|
5.9K
$295K
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
434+ 9.29% |
$16.7K - $19.1K
|
5.11K
$255K
|
|
Jul 23, 2024
Q2 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
431+ 5.79% |
$16.6K - $18.9K
|
7.87K
$393K
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
430+ 0.19% |
$16.5K - $18.9K
|
230K
$11.5M
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
429+ 9.28% |
$16.5K - $18.9K
|
5.05K
$253K
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
416+ 2.03% |
$16K - $18.3K
|
20.9K
$1.05M
|
|
Aug 09, 2024
Q2 2024
|
Excalibur Management Corp
|
BUY
|
- |
415+ 4.19% |
$16K - $18.2K
|
10.3K
$516K
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
408+ 3.43% |
$15.7K - $17.9K
|
12.3K
$615K
|
|
Aug 14, 2024
Q2 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
400+ 1.92% |
$15.4K - $17.6K
|
21.2K
$1.06M
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
389+ 13.08% |
$15K - $17.1K
|
3.36K
$168K
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
388+ 3.72% |
$14.9K - $17.1K
|
10.8K
$541K
|
|
Aug 01, 2024
Q2 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
386+ 0.09% |
$14.8K - $17K
|
447K
$22.3M
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
380+ 5.16% |
$14.6K - $16.7K
|
7.74K
$387K
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
375+ 1.49% |
$14.4K - $16.5K
|
25.5K
$1.27M
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
371+ 1.33% |
$14.3K - $16.3K
|
28.3K
$1.41M
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
369+ 2.53% |
$14.2K - $16.2K
|
15K
$748K
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
363New |
$14K - $16K
|
363
$18.1K
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
360+ 2000.0% |
$13.8K - $15.8K
|
378
$18.9K
|
|
Aug 14, 2024
Q2 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
360+ 6.09% |
$13.8K - $15.8K
|
6.27K
$314K
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
355New |
$13.6K - $15.6K
|
355
$17.7K
|
|
Aug 14, 2024
Q2 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
350+ 0.56% |
$13.5K - $15.4K
|
63.3K
$3.17M
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
331+ 2.88% |
$12.7K - $14.5K
|
11.8K
$590K
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
331+ 3.66% |
$12.7K - $14.5K
|
9.37K
$468K
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
328+ 404.94% |
$12.6K - $14.4K
|
409
$20.4K
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
321+ 4.92% |
$12.3K - $14.1K
|
6.84K
$342K
|
|
Jul 31, 2024
Q2 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
315+ 3.43% |
$12.1K - $13.8K
|
9.51K
$475K
|
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
BUY
|
- |
315+ 0.66% |
$12.1K - $13.8K
|
48K
$2.4M
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
312+ 1418.18% |
$12K - $13.7K
|
334
$16.7K
|
|
Jul 26, 2024
Q2 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
305+ 0.76% |
$11.7K - $13.4K
|
40.5K
$2.02M
|
|
Aug 13, 2024
Q2 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
302+ 5.53% |
$11.6K - $13.3K
|
5.77K
$288K
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
286+ 2.76% |
$11K - $12.6K
|
10.6K
$531K
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
286+ 2.76% |
$11K - $12.6K
|
10.6K
$531K
|