Purchases and Sales Made in Q3 2023 in Us Bancorp \De\ (USB)
This table provides information about the institutional ownership of Us Bancorp \De\ (USB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q3 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
2.01K+ 14.4% |
$65.2K - $80.8K
|
16K
$810K
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2K+ 5.15% |
$64.9K - $80.4K
|
40.8K
$2.07M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.97K+ 19.23% |
$64.1K - $79.4K
|
12.2K
$621K
|
|
|
Nov 06, 2023
Q3 2023
|
Abrdn PLC
|
BUY
|
- |
1.95K+ 0.52% |
$63.3K - $78.4K
|
379K
$19.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
1.94K+ 9.11% |
$63.1K - $78.2K
|
23.3K
$1.18M
|
|
|
Nov 06, 2023
Q3 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1.94K+ 4.95% |
$63K - $78K
|
41.1K
$2.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.9K+ 2.41% |
$61.6K - $76.3K
|
80.5K
$4.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
BUY
|
- |
1.88K+ 4.94% |
$61.1K - $75.8K
|
40K
$2.03M
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.85K+ 2.15% |
$60K - $74.3K
|
87.7K
$4.45M
|
|
|
Oct 30, 2023
Q3 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
1.8K+ 2.76% |
$58.4K - $72.3K
|
67K
$3.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
1.79K+ 3.02% |
$58.2K - $72.1K
|
61.1K
$3.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
1.77K+ 8.25% |
$57.4K - $71.1K
|
23.2K
$1.18M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.73K+ 19.44% |
$56.2K - $69.6K
|
10.6K
$539K
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.71K+ 18.7% |
$55.7K - $69K
|
10.9K
$552K
|
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
BUY
|
- |
1.7K+ 4.44% |
$55.3K - $68.6K
|
40.1K
$2.03M
|
|
|
Oct 10, 2023
Q3 2023
|
Ims Capital Management
|
BUY
|
- |
1.7K+ 3.41% |
$55.2K - $68.4K
|
51.6K
$2.62M
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
1.68K+ 6.6% |
$54.5K - $67.5K
|
27.1K
$1.37M
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1.66K+ 33.46% |
$53.9K - $66.8K
|
6.63K
$336K
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
1.64K+ 2.06% |
$53.2K - $65.9K
|
81.1K
$4.12M
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.63K+ 18.28% |
$53.1K - $65.7K
|
10.6K
$537K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.61K+ 4.61% |
$52.3K - $64.9K
|
36.5K
$1.85M
|
|
|
Oct 20, 2023
Q3 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.6K+ 3.72% |
$52.1K - $64.5K
|
44.8K
$2.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.6K+ 4.58% |
$52K - $64.4K
|
36.5K
$1.85M
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
1.59K+ 7.56% |
$51.6K - $63.9K
|
22.6K
$1.15M
|
|
|
Oct 27, 2023
Q3 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
1.56K+ 1.17% |
$50.6K - $62.7K
|
135K
$6.87M
|
|
|
Oct 27, 2023
Q3 2023
|
Chicago Trust CO Na
|
BUY
|
- |
1.53K+ 6.76% |
$49.7K - $61.6K
|
24.2K
$1.23M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
1.52KNew |
$49.3K - $61K
|
1.52K
$77K
|
|
|
Oct 24, 2023
Q3 2023
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
1.5K+ 3.08% |
$48.7K - $60.3K
|
50.2K
$2.55M
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.47K+ 1.75% |
$47.7K - $59.1K
|
85.4K
$4.34M
|
|
|
Oct 18, 2023
Q3 2023
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
1.45K+ 14.44% |
$47K - $58.2K
|
11.5K
$582K
|
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.44K+ 21.92% |
$46.9K - $58.1K
|
8.03K
$407K
|
|
|
Jan 26, 2024
Q3 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.44K+ 7.62% |
$46.8K - $57.9K
|
20.3K
$1.03M
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
1.4K+ 11.01% |
$45.4K - $56.2K
|
14.1K
$715K
|
|
|
Nov 14, 2023
Q3 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
1.4K+ 21.84% |
$45.3K - $56.1K
|
7.78K
$395K
|
|
|
Nov 14, 2023
Q3 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
1.39K+ 1.41% |
$45.1K - $55.8K
|
99.8K
$5.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.38K+ 6.2% |
$44.9K - $55.6K
|
23.7K
$1.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
BUY
|
- |
1.37K+ 14.34% |
$44.5K - $55.2K
|
10.9K
$555K
|
|
|
Nov 02, 2023
Q3 2023
|
Monarch Capital Management Inc
|
BUY
|
- |
1.36K+ 1.02% |
$44K - $54.5K
|
134K
$6.79M
|
|
|
Nov 07, 2023
Q3 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
1.34K+ 5.0% |
$43.6K - $54.1K
|
28.2K
$1.43M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
1.34K+ 1.52% |
$43.6K - $54K
|
89.7K
$4.55M
|
|
|
Nov 06, 2023
Q3 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.33K+ 10.49% |
$43.2K - $53.5K
|
14K
$711K
|
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
1.33K+ 5.4% |
$43K - $53.3K
|
25.9K
$1.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
1.32K+ 1.78% |
$42.9K - $53.1K
|
75.5K
$3.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.27K+ 2.53% |
$41.3K - $51.2K
|
51.5K
$2.61M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.27K+ 22.06% |
$41.1K - $50.9K
|
7K
$355K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1.25K+ 2.86% |
$40.6K - $50.3K
|
45K
$2.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
1.24K+ 1.68% |
$40.2K - $49.8K
|
74.9K
$3.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.23K+ 4.07% |
$39.9K - $49.4K
|
31.4K
$1.59M
|
|
|
Nov 14, 2023
Q3 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
1.22K+ 0.88% |
$39.6K - $49K
|
139K
$7.07M
|
|
|
Nov 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
1.2K+ 8.78% |
$39K - $48.4K
|
14.9K
$756K
|