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 18, 2023
Q3 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
296+ 1.95% |
$9.61K - $11.9K
|
15.5K
$739K
|
|
Oct 30, 2023
Q3 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
291+ 2.59% |
$9.45K - $11.7K
|
11.5K
$551K
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
289+ 2.59% |
$9.38K - $11.6K
|
11.4K
$546K
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
280+ 68.29% |
$9.09K - $11.3K
|
690
$32.9K
|
|
Oct 31, 2023
Q3 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
280+ 2.02% |
$9.09K - $11.3K
|
14.2K
$676K
|
|
Oct 20, 2023
Q3 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
272+ 1.04% |
$8.83K - $10.9K
|
26.5K
$1.27M
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
271+ 0.82% |
$8.8K - $10.9K
|
33.4K
$1.59M
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
271New |
$8.8K - $10.9K
|
271
$12.9K
|
|
Nov 06, 2023
Q3 2023
|
Cairn Investment Group, Inc.
|
BUY
|
- |
257+ 0.97% |
$8.34K - $10.3K
|
26.7K
$1.27M
|
|
Oct 19, 2023
Q3 2023
|
Gateway Investment Advisers LLC
|
BUY
|
- |
254+ 4.13% |
$8.25K - $10.2K
|
6.4K
$306K
|
|
Oct 24, 2023
Q3 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
254+ 2.99% |
$8.25K - $10.2K
|
8.74K
$417K
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
253+ 212.61% |
$8.21K - $10.2K
|
372
$17.8K
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
250New |
$8.12K - $10.1K
|
250
$11.9K
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
250+ 15.11% |
$8.12K - $10.1K
|
1.9K
$90.9K
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
250+ 15.11% |
$8.12K - $10.1K
|
1.9K
$90.9K
|
|
Nov 13, 2023
Q3 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
249+ 2.63% |
$8.09K - $10K
|
9.72K
$464K
|
|
Oct 10, 2023
Q3 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
244+ 2.82% |
$7.92K - $9.82K
|
8.91K
$425K
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
243+ 3.27% |
$7.89K - $9.78K
|
7.66K
$366K
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
232+ 1.11% |
$7.53K - $9.33K
|
21.1K
$1.01M
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
224+ 0.75% |
$7.27K - $9.01K
|
30.2K
$1.44M
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
222+ 2.19% |
$7.21K - $8.93K
|
10.3K
$494K
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
217+ 40.33% |
$7.05K - $8.73K
|
755
$36.1K
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
BUY
|
- |
212+ 2.2% |
$6.88K - $8.53K
|
9.85K
$470K
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
207+ 1.27% |
$6.72K - $8.33K
|
16.5K
$786K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
190+ 0.34% |
$6.17K - $7.64K
|
55.9K
$2.67M
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
184+ 0.17% |
$5.97K - $7.4K
|
109K
$5.2M
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
171+ 0.25% |
$5.55K - $6.88K
|
68.6K
$3.28M
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
171+ 2.17% |
$5.55K - $6.88K
|
8.06K
$385K
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
169+ 24.6% |
$5.49K - $6.8K
|
856
$40.9K
|
|
Oct 31, 2023
Q3 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
166+ 1.87% |
$5.39K - $6.68K
|
9.06K
$432K
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
163+ 1.34% |
$5.29K - $6.56K
|
12.3K
$588K
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
BUY
|
- |
160+ 15.55% |
$5.2K - $6.44K
|
1.19K
$56.8K
|
|
Nov 01, 2023
Q3 2023
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
159+ 1.02% |
$5.16K - $6.4K
|
15.7K
$749K
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
154+ 1.96% |
$5K - $6.2K
|
8.02K
$383K
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
149+ 19.35% |
$4.84K - $5.99K
|
919
$43.9K
|
|
Oct 27, 2023
Q3 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
142+ 0.47% |
$4.61K - $5.71K
|
30.1K
$1.44M
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
140+ 14000.0% |
$4.55K - $5.63K
|
141
$6.73K
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
139+ 0.78% |
$4.51K - $5.59K
|
17.9K
$855K
|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
138+ 1.83% |
$4.48K - $5.55K
|
7.67K
$366K
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
131New |
$4.25K - $5.27K
|
131
$6.26K
|
|
Nov 13, 2023
Q3 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
129+ 2.08% |
$4.19K - $5.19K
|
6.32K
$302K
|
|
Nov 08, 2023
Q3 2023
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
125+ 0.19% |
$4.06K - $5.03K
|
67K
$3.2M
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
121+ 9.86% |
$3.93K - $4.87K
|
1.35K
$64.4K
|
|
Oct 20, 2023
Q3 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
116+ 1.48% |
$3.77K - $4.67K
|
7.96K
$380K
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
115+ 2.69% |
$3.73K - $4.63K
|
4.39K
$210K
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
114+ 0.63% |
$3.7K - $4.59K
|
18.2K
$868K
|
|
Nov 15, 2023
Q3 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
109+ 0.8% |
$3.54K - $4.39K
|
13.8K
$658K
|
|
Nov 14, 2023
Q3 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
106+ 1.62% |
$3.44K - $4.26K
|
6.63K
$317K
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
103+ 0.25% |
$3.34K - $4.14K
|
41.1K
$1.96M
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
103New |
$3.34K - $4.14K
|
103
$4.92K
|