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 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
34+ 0.21% |
$1.33K - $1.61K
|
16.1K
$769K
|
|
|
Oct 29, 2024
Q3 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
34+ 0.66% |
$1.33K - $1.61K
|
5.16K
$246K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
33+ 0.36% |
$1.29K - $1.56K
|
9.22K
$441K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
31+ 88.57% |
$1.21K - $1.46K
|
66
$3.15K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
31+ 0.19% |
$1.21K - $1.46K
|
16K
$766K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
30+ 0.39% |
$1.17K - $1.42K
|
7.79K
$372K
|
|
|
Oct 31, 2024
Q3 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
30+ 0.54% |
$1.17K - $1.42K
|
5.62K
$269K
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
29+ 0.37% |
$1.13K - $1.37K
|
7.9K
$377K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
29+ 2.07% |
$1.13K - $1.37K
|
1.43K
$68.3K
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
28+ 0.07% |
$1.09K - $1.32K
|
39.3K
$1.88M
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
28New |
$1.09K - $1.32K
|
28
$1.34K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
25+ 3.35% |
$976 - $1.18K
|
771
$36.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
23+ 7.52% |
$898 - $1.09K
|
329
$15.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
22+ 0.11% |
$859 - $1.04K
|
19.8K
$946K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
22+ 1.66% |
$859 - $1.04K
|
1.35K
$64.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
21+ 0.41% |
$820 - $992
|
5.13K
$245K
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
21+ 4.67% |
$820 - $992
|
471
$22.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
15+ 0.26% |
$586 - $708
|
5.82K
$278K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
15+ 0.04% |
$586 - $708
|
38.1K
$1.82M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
15+ 0.2% |
$586 - $708
|
7.47K
$357K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
14New |
$547 - $661
|
14
$669
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
14+ 0.06% |
$547 - $661
|
22.9K
$1.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Wedgewood Investors Inc
|
BUY
|
- |
13+ 0.18% |
$508 - $614
|
7.28K
$348K
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
13+ 0.15% |
$508 - $614
|
8.5K
$406K
|
|
|
Nov 12, 2024
Q3 2024
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
11+ 0.03% |
$429 - $520
|
33.5K
$1.6M
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
10+ 0.12% |
$390 - $472
|
8.61K
$411K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
10+ 0.08% |
$390 - $472
|
12.1K
$578K
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
10+ 0.04% |
$390 - $472
|
27.7K
$1.32M
|
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
9+ 1.18% |
$351 - $425
|
774
$37K
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
BUY
|
- |
9+ 0.14% |
$351 - $425
|
6.6K
$315K
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
8+ 0.08% |
$312 - $378
|
10.6K
$506K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
7+ 0.06% |
$273 - $331
|
11K
$523K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
7+ 0.14% |
$273 - $331
|
5.18K
$247K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
7+ 0.13% |
$273 - $331
|
5.49K
$262K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
7+ 0.38% |
$273 - $331
|
1.84K
$87.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Terril Brothers, Inc.
|
BUY
|
- |
7+ 0.01% |
$273 - $331
|
71.3K
$3.41M
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
7New |
$273 - $331
|
7
$334
|
|
|
Nov 08, 2024
Q3 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
7+ 0.12% |
$273 - $331
|
5.69K
$272K
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
6+ 1.19% |
$234 - $283
|
511
$24.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6+ 0.51% |
$234 - $283
|
1.19K
$56.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
6+ 0.05% |
$234 - $283
|
11.5K
$552K
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
6+ 1.09% |
$234 - $283
|
556
$26.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
5+ 0.06% |
$195 - $236
|
8.09K
$386K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
5+ 0.03% |
$195 - $236
|
14.4K
$690K
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
5+ 0.09% |
$195 - $236
|
5.38K
$257K
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
4+ 1.11% |
$156 - $189
|
363
$17.3K
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
4+ 50.0% |
$156 - $189
|
12
$573
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
3+ 1.2% |
$117 - $142
|
253
$12.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
3+ 0.05% |
$117 - $142
|
5.49K
$262K
|
|
|
Oct 25, 2024
Q3 2024
|
Horrell Capital Management, Inc.
|
BUY
|
- |
3+ 1.36% |
$117 - $142
|
224
$10.7K
|