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 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
634+ 0.51% |
$20.6K - $25.5K
|
124K
$6.37M
|
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
615+ 9.44% |
$20K - $24.7K
|
7.13K
$366K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
608+ 4.88% |
$19.7K - $24.5K
|
13.1K
$672K
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
606+ 5.95% |
$19.7K - $24.4K
|
10.8K
$554K
|
|
|
Oct 16, 2023
Q3 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
606+ 7.42% |
$19.7K - $24.4K
|
8.77K
$451K
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
600+ 0.23% |
$19.5K - $24.1K
|
264K
$13.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
BUY
|
- |
595+ 3.77% |
$19.3K - $23.9K
|
16.4K
$842K
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
588+ 4.24% |
$19.1K - $23.7K
|
14.5K
$743K
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
588+ 4.24% |
$19.1K - $23.7K
|
14.5K
$743K
|
|
|
Nov 01, 2023
Q3 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
575+ 1.97% |
$18.7K - $23.1K
|
29.8K
$1.53M
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
552+ 5.08% |
$17.9K - $22.2K
|
11.4K
$587K
|
|
|
Nov 08, 2023
Q3 2023
|
Tealwood Asset Management Inc
|
BUY
|
- |
532+ 1.15% |
$17.3K - $21.4K
|
46.9K
$2.41M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
525+ 4.46% |
$17K - $21.1K
|
12.3K
$632K
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
521+ 6.63% |
$16.9K - $21K
|
8.38K
$431K
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
520+ 7.64% |
$16.9K - $20.9K
|
7.33K
$377K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
518New |
$16.8K - $20.8K
|
518
$26.6K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
509+ 1.6% |
$16.5K - $20.5K
|
32.3K
$1.66M
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
507New |
$16.5K - $20.4K
|
507
$26.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
505+ 5.06% |
$16.4K - $20.3K
|
10.5K
$539K
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
500New |
$16.2K - $20.1K
|
500
$25.7K
|
|
|
Dec 07, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
496+ 0.86% |
$16.1K - $20K
|
58K
$2.98M
|
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
BUY
|
- |
490+ 5.07% |
$15.9K - $19.7K
|
10.2K
$522K
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
461+ 5.67% |
$15K - $18.5K
|
8.59K
$441K
|
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
450+ 1.94% |
$14.6K - $18.1K
|
23.7K
$1.22M
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
447+ 1.78% |
$14.5K - $18K
|
25.6K
$1.31M
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
426+ 3.18% |
$13.8K - $17.1K
|
13.8K
$710K
|
|
|
Oct 12, 2023
Q3 2023
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
420+ 0.94% |
$13.6K - $16.9K
|
45.1K
$2.32M
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
400+ 2.65% |
$13K - $16.1K
|
15.5K
$797K
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
398+ 4.01% |
$12.9K - $16K
|
10.3K
$531K
|
|
|
Oct 16, 2023
Q3 2023
|
Gam Holding Ag
|
BUY
|
- |
392+ 0.32% |
$12.7K - $15.8K
|
124K
$6.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
388+ 2.31% |
$12.6K - $15.6K
|
17.2K
$885K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
384+ 4.3% |
$12.5K - $15.4K
|
9.31K
$478K
|
|
|
Nov 01, 2023
Q3 2023
|
Eliot Finkel Investment Counsel, LLC
|
BUY
|
- |
360+ 0.31% |
$11.7K - $14.5K
|
118K
$6.06M
|
|
|
Nov 09, 2023
Q3 2023
|
Excalibur Management Corp
|
BUY
|
- |
360+ 3.7% |
$11.7K - $14.5K
|
10.1K
$519K
|
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
BUY
|
- |
356+ 1.7% |
$11.6K - $14.3K
|
21.4K
$1.1M
|
|
|
Oct 17, 2023
Q3 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
355+ 4.56% |
$11.5K - $14.3K
|
8.14K
$418K
|
|
|
Nov 08, 2023
Q3 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
353+ 3.47% |
$11.5K - $14.2K
|
10.5K
$541K
|
|
|
Oct 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
351+ 3.96% |
$11.4K - $14.1K
|
9.22K
$474K
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
350+ 116.67% |
$11.4K - $14.1K
|
650
$33.4K
|
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
348+ 3.34% |
$11.3K - $14K
|
10.8K
$553K
|
|
|
Oct 23, 2023
Q3 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
348+ 4.03% |
$11.3K - $14K
|
8.99K
$462K
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
338+ 2.69% |
$11K - $13.6K
|
12.9K
$663K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
326+ 10.17% |
$10.6K - $13.1K
|
3.53K
$181K
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
326New |
$10.6K - $13.1K
|
326
$16.8K
|
|
|
Oct 24, 2023
Q3 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
325+ 34.83% |
$10.6K - $13.1K
|
1.26K
$64.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Equitable Trust CO
|
BUY
|
- |
316+ 1.69% |
$10.3K - $12.7K
|
19K
$979K
|
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
300+ 2.89% |
$9.74K - $12.1K
|
10.7K
$549K
|
|
|
Oct 27, 2023
Q3 2023
|
River Oaks Capital LLC
Wayzata, MN |
BUY
|
- |
300+ 0.67% |
$9.74K - $12.1K
|
44.9K
$2.31M
|
|
|
Nov 02, 2023
Q3 2023
|
Perkins Capital Management Inc
|
BUY
|
- |
300+ 2.04% |
$9.74K - $12.1K
|
15K
$770K
|
|
|
Oct 18, 2023
Q3 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
296+ 1.95% |
$9.61K - $11.9K
|
15.5K
$795K
|