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 30, 2023
Q3 2023
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-1- -0.0% |
$32.5 - $40.2
|
105K
$5.03M
|
|
|
Oct 30, 2023
Q3 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-1- -0.0% |
$32.5 - $40.2
|
27.1K
$1.29M
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-1- 0.06% |
$32.5 - $40.2
|
1.79K
$85.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-1- 0.07% |
$32.5 - $40.2
|
1.41K
$67.5K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-5- 0.81% |
$162 - $201
|
609
$29.1K
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-5- 29.41% |
$162 - $201
|
12
$573
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-6- 2.11% |
$195 - $241
|
278
$13.3K
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-16Closed |
$520 - $644
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-20- 7.02% |
$649 - $805
|
265
$12.7K
|
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
SELL
|
- |
-21- 0.18% |
$682 - $845
|
11.4K
$543K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-21- 1.83% |
$682 - $845
|
1.12K
$53.7K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-32- 96.97% |
$1.04K - $1.29K
|
1
$47.8
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-33- 0.01% |
$1.07K - $1.33K
|
293K
$14M
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-35- 0.2% |
$1.14K - $1.41K
|
17.7K
$847K
|
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-35- 0.14% |
$1.14K - $1.41K
|
24.8K
$1.19M
|
|
|
Oct 05, 2023
Q3 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-38- 0.35% |
$1.23K - $1.53K
|
10.8K
$515K
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-38- 15.77% |
$1.23K - $1.53K
|
203
$9.69K
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-39- 0.17% |
$1.27K - $1.57K
|
22.7K
$1.08M
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-40- 14.49% |
$1.3K - $1.61K
|
236
$11.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-40- 0.61% |
$1.3K - $1.61K
|
6.53K
$312K
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-43- 6.05% |
$1.4K - $1.73K
|
668
$31.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-45- 1.25% |
$1.46K - $1.81K
|
3.56K
$170K
|
|
|
Oct 23, 2023
Q3 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-45- 0.18% |
$1.46K - $1.81K
|
24.8K
$1.18M
|
|
|
Oct 17, 2023
Q3 2023
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-47- 0.1% |
$1.53K - $1.89K
|
46.5K
$2.22M
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
SELL
|
- |
-47- 0.37% |
$1.53K - $1.89K
|
12.8K
$609K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-48- 16.55% |
$1.56K - $1.93K
|
242
$11.6K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-48- 16.55% |
$1.56K - $1.93K
|
242
$11.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-51- 40.8% |
$1.66K - $2.05K
|
74
$3.53K
|
|
|
Oct 12, 2023
Q3 2023
|
Clean Yield Group
|
SELL
|
- |
-55- 0.22% |
$1.79K - $2.21K
|
24.8K
$1.18M
|
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-55- 0.88% |
$1.79K - $2.21K
|
6.22K
$297K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-55- 6.49% |
$1.79K - $2.21K
|
793
$37.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-60- 0.02% |
$1.95K - $2.41K
|
254K
$12.1M
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-62- 8.95% |
$2.01K - $2.49K
|
631
$30.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-65- 0.2% |
$2.11K - $2.61K
|
32.2K
$1.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-67- 0.56% |
$2.18K - $2.7K
|
12K
$571K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-68- 9.04% |
$2.21K - $2.74K
|
684
$32.7K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-73- 11.93% |
$2.37K - $2.94K
|
539
$25.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-75- 1.16% |
$2.44K - $3.02K
|
6.41K
$306K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-76- 0.72% |
$2.47K - $3.06K
|
10.5K
$499K
|
|
|
Nov 09, 2023
Q3 2023
|
Hardy Reed LLC
|
SELL
|
- |
-76- 1.1% |
$2.47K - $3.06K
|
6.86K
$328K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-79- 0.34% |
$2.57K - $3.18K
|
22.9K
$1.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-83- 0.25% |
$2.7K - $3.34K
|
33.2K
$1.59M
|
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-87- 0.96% |
$2.82K - $3.5K
|
9K
$430K
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-88- 0.78% |
$2.86K - $3.54K
|
11.2K
$535K
|
|
|
Oct 31, 2023
Q3 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-91- 0.23% |
$2.95K - $3.66K
|
39.6K
$1.89M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-99- 4.24% |
$3.21K - $3.98K
|
2.23K
$107K
|
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-100- 0.25% |
$3.25K - $4.02K
|
39.8K
$1.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-100- 1.04% |
$3.25K - $4.02K
|
9.5K
$454K
|
|
|
Oct 30, 2023
Q3 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-104- 0.37% |
$3.38K - $4.18K
|
27.7K
$1.32M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-111- 0.62% |
$3.6K - $4.47K
|
17.8K
$850K
|