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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
91+ 0.47% |
$3.55K - $4.3K
|
19.4K
$925K
|
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
88+ 0.54% |
$3.44K - $4.16K
|
16.3K
$777K
|
|
|
Oct 17, 2024
Q3 2024
|
Cairn Investment Group, Inc.
|
BUY
|
- |
87+ 0.33% |
$3.4K - $4.11K
|
26.2K
$1.25M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
83+ 1.3% |
$3.24K - $3.92K
|
6.47K
$309K
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
81+ 0.14% |
$3.16K - $3.83K
|
60.1K
$2.87M
|
|
|
Oct 28, 2024
Q3 2024
|
Human Investing LLC
|
BUY
|
- |
81+ 1.11% |
$3.16K - $3.83K
|
7.37K
$352K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
81+ 13.55% |
$3.16K - $3.83K
|
679
$32.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
77+ 1.39% |
$3.01K - $3.64K
|
5.62K
$269K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
75+ 23.51% |
$2.93K - $3.54K
|
394
$18.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Gs Investments, Inc.
|
BUY
|
- |
75+ 0.19% |
$2.93K - $3.54K
|
39K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Excalibur Management Corp
|
BUY
|
- |
75+ 0.73% |
$2.93K - $3.54K
|
10.4K
$497K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
71+ 13.15% |
$2.77K - $3.35K
|
611
$29.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
71+ 1.38% |
$2.77K - $3.35K
|
5.21K
$249K
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
BUY
|
- |
69+ 0.04% |
$2.69K - $3.26K
|
165K
$7.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
68+ 0.07% |
$2.65K - $3.21K
|
91.1K
$4.35M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
67New |
$2.62K - $3.16K
|
67
$3.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
67+ 0.79% |
$2.62K - $3.16K
|
8.59K
$410K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
67+ 0.64% |
$2.62K - $3.16K
|
10.6K
$505K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
66+ 0.07% |
$2.58K - $3.12K
|
88.1K
$4.21M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
65+ 23.21% |
$2.54K - $3.07K
|
345
$16.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
65+ 87.84% |
$2.54K - $3.07K
|
139
$6.64K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
65+ 7.08% |
$2.54K - $3.07K
|
983
$47K
|
|
|
Oct 07, 2024
Q3 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
64+ 0.84% |
$2.5K - $3.02K
|
7.73K
$369K
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
64New |
$2.5K - $3.02K
|
64
$3.06K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
63+ 0.36% |
$2.46K - $2.98K
|
17.7K
$848K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
63+ 0.39% |
$2.46K - $2.98K
|
16.1K
$769K
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
61+ 0.55% |
$2.38K - $2.88K
|
11.2K
$536K
|
|
|
Oct 24, 2024
Q3 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
58+ 0.03% |
$2.26K - $2.74K
|
208K
$9.93M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
57New |
$2.23K - $2.69K
|
57
$2.72K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
56New |
$2.19K - $2.64K
|
56
$2.68K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
55+ 38.19% |
$2.15K - $2.6K
|
199
$9.51K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
54+ 46.55% |
$2.11K - $2.55K
|
170
$8.12K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
52+ 12.75% |
$2.03K - $2.46K
|
460
$22K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
52+ 12.94% |
$2.03K - $2.46K
|
454
$21.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
51+ 0.56% |
$1.99K - $2.41K
|
9.1K
$435K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
51+ 0.54% |
$1.99K - $2.41K
|
9.52K
$455K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
50+ 1.79% |
$1.95K - $2.36K
|
2.85K
$136K
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
49+ 0.63% |
$1.91K - $2.31K
|
7.86K
$376K
|
|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
49+ 0.33% |
$1.91K - $2.31K
|
15K
$719K
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
45+ 0.39% |
$1.76K - $2.13K
|
11.5K
$547K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
43+ 6.15% |
$1.68K - $2.03K
|
742
$35.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
42+ 0.23% |
$1.64K - $1.98K
|
18K
$858K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
41+ 66.13% |
$1.6K - $1.94K
|
103
$4.92K
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
41+ 0.07% |
$1.6K - $1.94K
|
57K
$2.72M
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
41+ 4.93% |
$1.6K - $1.94K
|
872
$41.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
40+ 3.61% |
$1.56K - $1.89K
|
1.15K
$54.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
40+ 0.58% |
$1.56K - $1.89K
|
6.9K
$330K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
39+ 2.68% |
$1.52K - $1.84K
|
1.5K
$71.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
35+ 20.11% |
$1.37K - $1.65K
|
209
$9.99K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
35+ 3.1% |
$1.37K - $1.65K
|
1.16K
$55.6K
|