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 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
102+ 0.3% |
$3.31K - $4.1K
|
34.6K
$1.65M
|
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
100New |
$3.25K - $4.02K
|
100
$4.78K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
100New |
$3.25K - $4.02K
|
100
$4.78K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
98+ 1.29% |
$3.18K - $3.94K
|
7.67K
$366K
|
|
|
Nov 13, 2023
Q3 2023
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
98+ 0.21% |
$3.18K - $3.94K
|
47.9K
$2.28M
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
94+ 12.42% |
$3.05K - $3.78K
|
851
$40.6K
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
93New |
$3.02K - $3.74K
|
93
$4.44K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
92+ 0.67% |
$2.99K - $3.7K
|
13.7K
$656K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
91+ 3.2% |
$2.95K - $3.66K
|
2.94K
$140K
|
|
|
Oct 10, 2023
Q3 2023
|
Greenfield Savings Bank
|
BUY
|
- |
88+ 0.98% |
$2.86K - $3.54K
|
9.04K
$432K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
88+ 1.09% |
$2.86K - $3.54K
|
8.13K
$388K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
86+ 2.54% |
$2.79K - $3.46K
|
3.47K
$166K
|
|
|
Nov 13, 2023
Q3 2023
|
Schulhoff & CO Inc
|
BUY
|
- |
86+ 0.09% |
$2.79K - $3.46K
|
99.5K
$4.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
83+ 0.65% |
$2.7K - $3.34K
|
12.8K
$612K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
81+ 0.41% |
$2.63K - $3.26K
|
19.7K
$941K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
80+ 1.96% |
$2.6K - $3.22K
|
4.16K
$198K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
76+ 15.08% |
$2.47K - $3.06K
|
580
$27.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
75+ 16.97% |
$2.44K - $3.02K
|
517
$24.7K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
73+ 18.81% |
$2.37K - $2.94K
|
461
$22K
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
69+ 0.21% |
$2.24K - $2.78K
|
32.5K
$1.55M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
68+ 0.41% |
$2.21K - $2.74K
|
16.5K
$788K
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
BUY
|
- |
62+ 0.08% |
$2.01K - $2.49K
|
74.8K
$3.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
60+ 0.46% |
$1.95K - $2.41K
|
13K
$623K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
59+ 62.11% |
$1.92K - $2.37K
|
154
$7.35K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
59+ 46.46% |
$1.92K - $2.37K
|
186
$8.88K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
55+ 0.04% |
$1.79K - $2.21K
|
157K
$7.49M
|
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
53+ 0.78% |
$1.72K - $2.13K
|
6.86K
$328K
|
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
52+ 0.12% |
$1.69K - $2.09K
|
45.1K
$2.15M
|
|
|
Nov 08, 2023
Q3 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
50+ 0.57% |
$1.62K - $2.01K
|
8.81K
$421K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
48+ 0.17% |
$1.56K - $1.93K
|
28.4K
$1.36M
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
43+ 8.33% |
$1.4K - $1.73K
|
559
$26.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
43+ 0.48% |
$1.4K - $1.73K
|
8.99K
$429K
|
|
|
Nov 09, 2023
Q3 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
42+ 0.07% |
$1.36K - $1.69K
|
56.4K
$2.69M
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
BUY
|
- |
38+ 0.02% |
$1.23K - $1.53K
|
189K
$9M
|
|
|
Nov 09, 2023
Q3 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
38+ 0.11% |
$1.23K - $1.53K
|
35.8K
$1.71M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
37+ 0.13% |
$1.2K - $1.49K
|
28.2K
$1.35M
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
37New |
$1.2K - $1.49K
|
37
$1.77K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
35+ 0.22% |
$1.14K - $1.41K
|
16K
$764K
|
|
|
Oct 18, 2023
Q3 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
34+ 0.39% |
$1.1K - $1.37K
|
8.8K
$420K
|
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
32+ 0.43% |
$1.04K - $1.29K
|
7.49K
$357K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
32+ 4.69% |
$1.04K - $1.29K
|
715
$34.1K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
31+ 49.21% |
$1.01K - $1.25K
|
94
$4.49K
|
|
|
Nov 08, 2023
Q3 2023
|
Claris Advisors, LLC
|
BUY
|
- |
31+ 0.07% |
$1.01K - $1.25K
|
46.9K
$2.24M
|
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
BUY
|
- |
29+ 0.03% |
$942 - $1.17K
|
110K
$5.25M
|
|
|
Oct 31, 2023
Q3 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
28+ 0.14% |
$909 - $1.13K
|
19.7K
$942K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
28+ 0.33% |
$909 - $1.13K
|
8.5K
$406K
|
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
25+ 0.33% |
$812 - $1.01K
|
7.63K
$364K
|
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
BUY
|
- |
25+ 26.04% |
$812 - $1.01K
|
121
$5.78K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
25+ 0.59% |
$812 - $1.01K
|
4.28K
$204K
|
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
25+ 8.33% |
$812 - $1.01K
|
325
$15.5K
|