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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.2K+ 3.33% |
$39K - $48.3K
|
37.3K
$1.89M
|
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1.2K+ 121.46% |
$39K - $48.3K
|
2.19K
$111K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.19KNew |
$38.6K - $47.8K
|
1.19K
$60.3K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
1.19K+ 19.23% |
$38.5K - $47.7K
|
7.35K
$373K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.19K+ 83.22% |
$38.5K - $47.7K
|
2.61K
$132K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
1.17K+ 11.81% |
$38K - $47K
|
11.1K
$561K
|
|
|
Nov 01, 2023
Q3 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.15K+ 6.72% |
$37.3K - $46.3K
|
18.3K
$927K
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.14K+ 1.68% |
$36.9K - $45.7K
|
68.9K
$3.49M
|
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.12K+ 14.83% |
$36.5K - $45.2K
|
8.7K
$442K
|
|
|
Oct 13, 2023
Q3 2023
|
Matisse Capital
|
BUY
|
- |
1.11K+ 7.72% |
$36K - $44.7K
|
15.5K
$786K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.11K+ 7.97% |
$36K - $44.6K
|
15K
$762K
|
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
1.1KNew |
$35.8K - $44.3K
|
1.1K
$55.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
1.09K+ 12.55% |
$35.3K - $43.7K
|
9.74K
$494K
|
|
|
Apr 09, 2024
Q3 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
1.09K+ 12.55% |
$35.3K - $43.7K
|
9.74K
$494K
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.07KNew |
$34.8K - $43.2K
|
1.07K
$54.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.07K+ 1.21% |
$34.6K - $42.9K
|
89.1K
$4.52M
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
1.06K+ 8.57% |
$34.5K - $42.7K
|
13.4K
$682K
|
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.06K+ 6.01% |
$34.3K - $42.4K
|
18.6K
$944K
|
|
|
Oct 12, 2023
Q3 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
1.01K+ 3.03% |
$32.8K - $40.6K
|
34.4K
$1.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
990+ 0.05% |
$32.1K - $39.8K
|
2.01M
$102M
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
990+ 2.91% |
$32.1K - $39.8K
|
35K
$1.78M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
985+ 6.04% |
$32K - $39.6K
|
17.3K
$877K
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
968+ 3.55% |
$31.4K - $38.9K
|
28.2K
$1.43M
|
|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
965+ 0.87% |
$31.3K - $38.8K
|
112K
$5.66M
|
|
|
Oct 30, 2023
Q3 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
955+ 1.4% |
$31K - $38.4K
|
69.1K
$3.51M
|
|
|
Oct 12, 2023
Q3 2023
|
Baker Boyer National Bank
|
BUY
|
- |
911+ 7.93% |
$29.6K - $36.6K
|
12.4K
$629K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
906+ 8.18% |
$29.4K - $36.4K
|
12K
$608K
|
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
BUY
|
- |
894+ 11.03% |
$29K - $36K
|
9K
$457K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
893New |
$29K - $35.9K
|
893
$45.3K
|
|
|
Oct 20, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
888+ 12.02% |
$28.8K - $35.7K
|
8.28K
$420K
|
|
|
Oct 31, 2023
Q3 2023
|
Wright Investors Service Inc
|
BUY
|
- |
888+ 2.31% |
$28.8K - $35.7K
|
39.3K
$1.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
884+ 24.31% |
$28.7K - $35.6K
|
4.52K
$229K
|
|
|
Oct 19, 2023
Q3 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
835+ 12.18% |
$27.1K - $33.6K
|
7.69K
$390K
|
|
|
Oct 26, 2023
Q3 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
833+ 12.54% |
$27K - $33.5K
|
7.47K
$379K
|
|
|
Nov 02, 2023
Q3 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
826+ 9.04% |
$26.8K - $33.2K
|
9.97K
$506K
|
|
|
Nov 14, 2023
Q3 2023
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
800+ 9.31% |
$26K - $32.2K
|
9.39K
$476K
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
788+ 41.85% |
$25.6K - $31.7K
|
2.67K
$136K
|
|
|
Nov 02, 2023
Q3 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
779New |
$25.3K - $31.3K
|
779
$39.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Martin Capital Partners, LLC
|
BUY
|
- |
750+ 0.51% |
$24.4K - $30.2K
|
149K
$7.55M
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
700+ 1.89% |
$22.7K - $28.2K
|
37.8K
$1.92M
|
|
|
Oct 17, 2023
Q3 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
697+ 0.83% |
$22.6K - $28K
|
84.4K
$4.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
692+ 3.81% |
$22.5K - $27.8K
|
18.8K
$956K
|
|
|
Oct 25, 2023
Q3 2023
|
Eukles Asset Management
|
BUY
|
- |
684+ 2.06% |
$22.2K - $27.5K
|
34K
$1.72M
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
681+ 1.92% |
$22.1K - $27.4K
|
36.2K
$1.84M
|
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
677+ 4.15% |
$22K - $27.2K
|
17K
$862K
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
663+ 7.51% |
$21.5K - $26.7K
|
9.49K
$481K
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
662+ 9.21% |
$21.5K - $26.6K
|
7.85K
$398K
|
|
|
Nov 03, 2023
Q3 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
654+ 2.71% |
$21.2K - $26.3K
|
24.8K
$1.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
647+ 10.12% |
$21K - $26K
|
7.04K
$357K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
640+ 2.19% |
$20.8K - $25.7K
|
29.8K
$1.51M
|