Purchases and Sales Made in Q4 2021 in Us Bancorp \De\ (USB)
This table provides information about the institutional ownership of Us Bancorp \De\ (USB) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-41- 0.12% |
$2.25K - $2.57K
|
33.9K
$1.81M
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
SELL
|
- |
-42- 1.05% |
$2.3K - $2.64K
|
3.97K
$212K
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-47- 20.17% |
$2.58K - $2.95K
|
186
$9.95K
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-49Closed |
$2.69K - $3.07K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-50- 0.1% |
$2.74K - $3.14K
|
48.1K
$2.57M
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-50- 0.77% |
$2.74K - $3.14K
|
6.49K
$347K
|
|
Feb 09, 2022
Q4 2021
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-50- 12.53% |
$2.74K - $3.14K
|
349
$18.7K
|
|
Feb 14, 2022
Q4 2021
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-50- 0.87% |
$2.74K - $3.14K
|
5.69K
$305K
|
|
Feb 14, 2022
Q4 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-52- 0.79% |
$2.85K - $3.26K
|
6.56K
$351K
|
|
Feb 11, 2022
Q4 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-54- 6.75% |
$2.96K - $3.39K
|
746
$39.9K
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-56Closed |
$3.07K - $3.51K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-58Closed |
$3.18K - $3.64K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-61- 0.07% |
$3.35K - $3.83K
|
82.3K
$4.4M
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-65Closed |
$3.57K - $4.08K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-66- 0.31% |
$3.62K - $4.14K
|
21.3K
$1.14M
|
|
Feb 01, 2022
Q4 2021
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-66- 0.64% |
$3.62K - $4.14K
|
10.3K
$550K
|
|
Jan 27, 2022
Q4 2021
|
Mattern Wealth Management LLC
|
SELL
|
- |
-67- 1.15% |
$3.67K - $4.2K
|
5.74K
$307K
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-69- 0.35% |
$3.78K - $4.33K
|
19.6K
$1.05M
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
SELL
|
- |
-72- 1.35% |
$3.95K - $4.52K
|
5.27K
$282K
|
|
Feb 14, 2022
Q4 2021
|
Marco Investment Management LLC
|
SELL
|
- |
-73- 0.79% |
$4K - $4.58K
|
9.12K
$487K
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-75- 1.63% |
$4.11K - $4.71K
|
4.54K
$243K
|
|
Jan 18, 2022
Q4 2021
|
First National Bank Of South Miami
|
SELL
|
- |
-83- 3.52% |
$4.55K - $5.21K
|
2.27K
$122K
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-83- 1.44% |
$4.55K - $5.21K
|
5.67K
$303K
|
|
Jan 26, 2022
Q4 2021
|
Welch Group, LLC
|
SELL
|
- |
-85- 0.9% |
$4.66K - $5.33K
|
9.39K
$502K
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-89- 0.32% |
$4.88K - $5.58K
|
27.6K
$1.48M
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-91- 0.08% |
$4.99K - $5.71K
|
108K
$5.8M
|
|
Feb 03, 2022
Q4 2021
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-91- 75.21% |
$4.99K - $5.71K
|
30
$1.6K
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-96Closed |
$5.27K - $6.02K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Hartford Financial Management Inc.
|
SELL
|
- |
-97- 0.28% |
$5.32K - $6.09K
|
34.8K
$1.86M
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-99- 0.36% |
$5.43K - $6.21K
|
27.3K
$1.46M
|
|
Jan 10, 2022
Q4 2021
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-100- 1.44% |
$5.49K - $6.27K
|
6.83K
$365K
|
|
Jan 18, 2022
Q4 2021
|
Courier Capital LLC
|
SELL
|
- |
-100- 0.85% |
$5.49K - $6.27K
|
11.6K
$621K
|
|
Feb 02, 2022
Q4 2021
|
Hallmark Capital Management Inc
|
SELL
|
- |
-100- 1.4% |
$5.49K - $6.27K
|
7.05K
$377K
|
|
Feb 15, 2022
Q4 2021
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-100- 2.25% |
$5.49K - $6.27K
|
4.35K
$233K
|
|
Feb 10, 2022
Q4 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-100- 2.65% |
$5.49K - $6.27K
|
3.67K
$196K
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-102- 1.17% |
$5.59K - $6.4K
|
8.62K
$461K
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-108Closed |
$5.92K - $6.78K
|
0
$0
|
|
Sep 21, 2023
Q4 2021
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-108Closed |
$5.92K - $6.78K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Bank Ozk
|
SELL
|
- |
-112- 2.84% |
$6.14K - $7.03K
|
3.84K
$205K
|
|
Feb 07, 2022
Q4 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-116- 0.4% |
$6.36K - $7.28K
|
29K
$1.55M
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-120- 2.04% |
$6.58K - $7.53K
|
5.75K
$307K
|
|
Jan 19, 2022
Q4 2021
|
Curbstone Financial Management Corp
|
SELL
|
- |
-120- 0.25% |
$6.58K - $7.53K
|
47.8K
$2.56M
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-124Closed |
$6.8K - $7.78K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Middleton & CO Inc
|
SELL
|
- |
-125- 1.11% |
$6.86K - $7.84K
|
11.1K
$594K
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-126- 0.02% |
$6.91K - $7.91K
|
720K
$38.5M
|
|
Feb 07, 2022
Q4 2021
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-126- 1.98% |
$6.91K - $7.91K
|
6.25K
$334K
|
|
Jan 04, 2022
Q4 2021
|
Ellenbecker Investment Group
|
SELL
|
- |
-128- 2.4% |
$7.02K - $8.03K
|
5.2K
$278K
|
|
Jan 25, 2022
Q4 2021
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-129- 2.73% |
$7.08K - $8.09K
|
4.6K
$246K
|
|
Jan 24, 2022
Q4 2021
|
Sky Investment Group LLC
|
SELL
|
- |
-130- 0.25% |
$7.13K - $8.16K
|
51.8K
$2.77M
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-130- 2.9% |
$7.13K - $8.16K
|
4.35K
$232K
|