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 26, 2024
Q2 2024
|
Conning Inc.
|
BUY
|
- |
143+ 1.45% |
$5.5K - $6.28K
|
9.99K
$500K
|
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
140+ 20.0% |
$5.38K - $6.15K
|
840
$42K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
136New |
$5.23K - $5.98K
|
136
$6.8K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
135+ 0.76% |
$5.19K - $5.93K
|
17.9K
$895K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
133+ 9.65% |
$5.11K - $5.85K
|
1.51K
$75.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
132+ 2.45% |
$5.08K - $5.8K
|
5.52K
$276K
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
132+ 0.41% |
$5.08K - $5.8K
|
32.4K
$1.62M
|
|
|
Aug 07, 2024
Q2 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
129+ 0.99% |
$4.96K - $5.67K
|
13.2K
$660K
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
128+ 0.21% |
$4.92K - $5.63K
|
60.4K
$3.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
128+ 1.27% |
$4.92K - $5.63K
|
10.2K
$512K
|
|
|
Aug 13, 2024
Q2 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
127+ 6.04% |
$4.88K - $5.58K
|
2.23K
$111K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
125+ 63.13% |
$4.81K - $5.49K
|
323
$16.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
123+ 2.3% |
$4.73K - $5.41K
|
5.48K
$274K
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
123+ 1.84% |
$4.73K - $5.41K
|
6.8K
$340K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
116New |
$4.46K - $5.1K
|
116
$5.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Monarch Capital Management Inc
|
BUY
|
- |
116+ 0.09% |
$4.46K - $5.1K
|
131K
$6.56M
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
112+ 18.36% |
$4.31K - $4.92K
|
722
$36.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
112+ 180.65% |
$4.31K - $4.92K
|
174
$8.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
BUY
|
- |
105+ 0.9% |
$4.04K - $4.61K
|
11.8K
$589K
|
|
|
Aug 07, 2024
Q2 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
105+ 0.69% |
$4.04K - $4.61K
|
15.3K
$766K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
104+ 0.19% |
$4K - $4.57K
|
54.1K
$2.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
BUY
|
- |
103+ 0.06% |
$3.96K - $4.53K
|
165K
$8.26M
|
|
|
Jul 30, 2024
Q2 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
102+ 1.35% |
$3.92K - $4.48K
|
7.66K
$383K
|
|
|
Jul 12, 2024
Q2 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
97+ 0.9% |
$3.73K - $4.26K
|
10.8K
$542K
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
90+ 0.44% |
$3.46K - $3.96K
|
20.6K
$1.03M
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
86+ 0.13% |
$3.31K - $3.78K
|
68.4K
$3.42M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
86+ 0.72% |
$3.31K - $3.78K
|
12K
$600K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
83+ 26.02% |
$3.19K - $3.65K
|
402
$20.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
77+ 14.78% |
$2.96K - $3.38K
|
598
$29.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
76+ 1.13% |
$2.92K - $3.34K
|
6.8K
$340K
|
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
73+ 0.25% |
$2.81K - $3.21K
|
29.3K
$1.46M
|
|
|
Jul 03, 2024
Q2 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
70+ 0.34% |
$2.69K - $3.08K
|
20.6K
$1.03M
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
67+ 0.62% |
$2.58K - $2.94K
|
10.9K
$547K
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
67+ 0.43% |
$2.58K - $2.94K
|
15.6K
$780K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
64+ 0.23% |
$2.46K - $2.81K
|
28.5K
$1.42M
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
63+ 0.22% |
$2.42K - $2.77K
|
28.6K
$1.43M
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
61+ 8.82% |
$2.35K - $2.68K
|
753
$37.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
61+ 0.54% |
$2.35K - $2.68K
|
11.4K
$567K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
54+ 69.23% |
$2.08K - $2.37K
|
132
$6.6K
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
51+ 51.0% |
$1.96K - $2.24K
|
151
$7.55K
|
|
|
Jul 30, 2024
Q2 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
51+ 0.36% |
$1.96K - $2.24K
|
14.2K
$709K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
44+ 0.23% |
$1.69K - $1.93K
|
19.3K
$965K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
43+ 0.3% |
$1.65K - $1.89K
|
14.3K
$714K
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
43+ 0.42% |
$1.65K - $1.89K
|
10.2K
$509K
|
|
|
Aug 07, 2024
Q2 2024
|
Marco Investment Management LLC
|
BUY
|
- |
42+ 0.45% |
$1.61K - $1.85K
|
9.48K
$474K
|
|
|
Jul 31, 2024
Q2 2024
|
Gs Investments, Inc.
|
BUY
|
- |
40+ 0.1% |
$1.54K - $1.76K
|
38.9K
$1.94M
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
39+ 0.96% |
$1.5K - $1.71K
|
4.1K
$205K
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
39+ 0.71% |
$1.5K - $1.71K
|
5.55K
$277K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
39+ 169.57% |
$1.5K - $1.71K
|
62
$3.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Searle & Co.
|
BUY
|
- |
37+ 0.09% |
$1.42K - $1.63K
|
39.2K
$1.96M
|