Purchases and Sales Made in Q3 2024 in Us Bancorp \De\ (USB)
This table provides information about the institutional ownership of Us Bancorp \De\ (USB) during Q3 2024. 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 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
467+ 3.47% |
$18.2K - $22.1K
|
13.9K
$675K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
466+ 72.14% |
$18.2K - $22K
|
1.11K
$53.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
463+ 3.92% |
$18.1K - $21.9K
|
12.3K
$595K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
457+ 5.0% |
$17.8K - $21.6K
|
9.59K
$465K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
446+ 3.63% |
$17.4K - $21.1K
|
12.7K
$617K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
441+ 222.73% |
$17.2K - $20.8K
|
639
$30.9K
|
|
|
Oct 09, 2024
Q3 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
437+ 87.4% |
$17.1K - $20.6K
|
937
$45.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
434+ 88.57% |
$16.9K - $20.5K
|
924
$44.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
432New |
$16.9K - $20.4K
|
432
$20.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
427+ 5.52% |
$16.7K - $20.2K
|
8.17K
$396K
|
|
|
Nov 12, 2024
Q3 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
418+ 2.12% |
$16.3K - $19.7K
|
20.2K
$977K
|
|
|
Nov 13, 2024
Q3 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
415+ 68.03% |
$16.2K - $19.6K
|
1.03K
$49.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
412+ 5.33% |
$16.1K - $19.5K
|
8.15K
$394K
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
398+ 5.86% |
$15.5K - $18.8K
|
7.2K
$348K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
394New |
$15.4K - $18.6K
|
394
$19.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
392+ 1.92% |
$15.3K - $18.5K
|
20.8K
$1.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
387+ 2.73% |
$15.1K - $18.3K
|
14.6K
$706K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
385+ 4.81% |
$15K - $18.2K
|
8.39K
$406K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
382+ 4.39% |
$14.9K - $18K
|
9.09K
$440K
|
|
|
Nov 15, 2024
Q3 2024
|
Gould Capital, LLC
|
BUY
|
- |
371+ 1.4% |
$14.5K - $17.5K
|
26.8K
$1.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Monarch Capital Management Inc
|
BUY
|
- |
370+ 0.28% |
$14.4K - $17.5K
|
132K
$6.38M
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
369+ 4.14% |
$14.4K - $17.4K
|
9.28K
$449K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
357+ 6.31% |
$13.9K - $16.9K
|
6.01K
$291K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
355+ 1.8% |
$13.9K - $16.8K
|
20.1K
$973K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
344+ 2.92% |
$13.4K - $16.2K
|
12.1K
$588K
|
|
|
Nov 12, 2024
Q3 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
343+ 4.81% |
$13.4K - $16.2K
|
7.47K
$362K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
333+ 5.32% |
$13K - $15.7K
|
6.6K
$319K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
332+ 4.22% |
$13K - $15.7K
|
8.2K
$397K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
320+ 4.41% |
$12.5K - $15.1K
|
7.58K
$367K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
316+ 2.84% |
$12.3K - $14.9K
|
11.4K
$554K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
300New |
$11.7K - $14.2K
|
300
$14.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
300+ 5.48% |
$11.7K - $14.2K
|
5.77K
$279K
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
300+ 5.82% |
$11.7K - $14.2K
|
5.46K
$264K
|
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
300+ 0.89% |
$11.7K - $14.2K
|
34K
$1.65M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
287+ 2.85% |
$11.2K - $13.6K
|
10.4K
$502K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
286+ 35.22% |
$11.2K - $13.5K
|
1.1K
$53.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
284New |
$11.1K - $13.4K
|
284
$13.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
282+ 0.66% |
$11K - $13.3K
|
42.9K
$2.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
278+ 1.28% |
$10.9K - $13.1K
|
22K
$1.06M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
265New |
$10.3K - $12.5K
|
265
$12.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
261+ 2.77% |
$10.2K - $12.3K
|
9.7K
$470K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
259+ 6.32% |
$10.1K - $12.2K
|
4.35K
$211K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
257+ 74.06% |
$10K - $12.1K
|
604
$29.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
250+ 9.71% |
$9.76K - $11.8K
|
2.83K
$137K
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
250+ 3.23% |
$9.76K - $11.8K
|
8K
$387K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
249+ 46.98% |
$9.72K - $11.8K
|
779
$37.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
249+ 6.21% |
$9.72K - $11.8K
|
4.26K
$206K
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
243+ 2.06% |
$9.49K - $11.5K
|
12.1K
$584K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
241New |
$9.41K - $11.4K
|
241
$11.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
230+ 15.22% |
$8.98K - $10.9K
|
1.74K
$84.3K
|