Purchases and Sales Made in Q4 2023 in Us Bancorp \De\ (USB)
This table provides information about the institutional ownership of Us Bancorp \De\ (USB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
342+ 7.79% |
$10.5K - $15.5K
|
4.73K
$248K
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
BUY
|
- |
321+ 3.52% |
$9.84K - $14.6K
|
9.44K
$495K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
310+ 0.35% |
$9.5K - $14.1K
|
88K
$4.62M
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
309+ 2.72% |
$9.47K - $14K
|
11.7K
$613K
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
308+ 1.89% |
$9.44K - $14K
|
16.6K
$873K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
308New |
$9.44K - $14K
|
308
$16.2K
|
|
|
Jan 24, 2024
Q4 2023
|
New York State Teachers Retirement System
|
BUY
|
- |
303+ 0.02% |
$9.28K - $13.7K
|
1.5M
$78.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
BUY
|
- |
300+ 4.93% |
$9.19K - $13.6K
|
6.39K
$335K
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
300+ 0.65% |
$9.19K - $13.6K
|
46.2K
$2.42M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
286New |
$8.76K - $13K
|
286
$15K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
285+ 8.21% |
$8.73K - $12.9K
|
3.76K
$197K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
266+ 0.54% |
$8.15K - $12.1K
|
49.2K
$2.58M
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
265+ 1.4% |
$8.12K - $12K
|
19.2K
$1.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
253+ 1.49% |
$7.75K - $11.5K
|
17.2K
$902K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
249+ 36.4% |
$7.63K - $11.3K
|
933
$49K
|
|
|
Feb 08, 2024
Q4 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
246+ 1.78% |
$7.54K - $11.2K
|
14K
$736K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
245+ 26.66% |
$7.51K - $11.1K
|
1.16K
$61.1K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
227New |
$6.96K - $10.3K
|
227
$11.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
224+ 0.64% |
$6.86K - $10.2K
|
35.5K
$1.86M
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
223+ 20.78% |
$6.83K - $10.1K
|
1.3K
$68K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
223+ 21.71% |
$6.83K - $10.1K
|
1.25K
$65.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
223+ 2.27% |
$6.83K - $10.1K
|
10.1K
$528K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
218+ 3.31% |
$6.68K - $9.88K
|
6.81K
$358K
|
|
|
Feb 08, 2024
Q4 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
215+ 1.7% |
$6.59K - $9.75K
|
12.9K
$677K
|
|
|
Jan 12, 2024
Q4 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
212+ 0.78% |
$6.5K - $9.61K
|
27.3K
$1.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
212+ 4.35% |
$6.5K - $9.61K
|
5.09K
$267K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
206+ 146.1% |
$6.31K - $9.34K
|
347
$18.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
200New |
$6.13K - $9.07K
|
200
$10.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
200+ 30.08% |
$6.13K - $9.07K
|
865
$45.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
BUY
|
- |
200+ 1.29% |
$6.13K - $9.07K
|
15.7K
$824K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
200New |
$6.13K - $9.07K
|
200
$10.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
198New |
$6.07K - $8.98K
|
198
$10.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
BUY
|
- |
190+ 0.56% |
$5.82K - $8.61K
|
34.1K
$1.79M
|
|
|
Jan 24, 2024
Q4 2023
|
Riverview Trust CO
|
BUY
|
- |
183+ 2.99% |
$5.61K - $8.3K
|
6.31K
$331K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
169+ 90.86% |
$5.18K - $7.66K
|
355
$18.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
BUY
|
- |
169+ 1.36% |
$5.18K - $7.66K
|
12.6K
$662K
|
|
|
Feb 01, 2024
Q4 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
165+ 2.03% |
$5.06K - $7.48K
|
8.31K
$436K
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
164+ 164.0% |
$5.02K - $7.43K
|
264
$13.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
161+ 1.02% |
$4.93K - $7.3K
|
16K
$840K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
153+ 3.68% |
$4.69K - $6.94K
|
4.31K
$226K
|
|
|
Feb 13, 2024
Q4 2023
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
150+ 1.99% |
$4.6K - $6.8K
|
7.67K
$403K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
145+ 1.8% |
$4.44K - $6.57K
|
8.2K
$431K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
145+ 5.37% |
$4.44K - $6.57K
|
2.85K
$149K
|
|
|
Feb 13, 2024
Q4 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
145+ 0.1% |
$4.44K - $6.57K
|
150K
$7.86M
|
|
|
Jan 19, 2024
Q4 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
143+ 1.25% |
$4.38K - $6.48K
|
11.6K
$610K
|
|
|
Jan 29, 2024
Q4 2023
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
143+ 0.31% |
$4.38K - $6.48K
|
46.7K
$2.45M
|
|
|
Feb 08, 2024
Q4 2023
|
Gs Investments, Inc.
|
BUY
|
- |
143+ 0.37% |
$4.38K - $6.48K
|
38.6K
$2.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
142+ 0.71% |
$4.35K - $6.44K
|
20.3K
$1.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
139+ 0.28% |
$4.26K - $6.3K
|
49.3K
$2.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Front Street Capital Management, Inc.
|
BUY
|
- |
136+ 3.74% |
$4.17K - $6.16K
|
3.78K
$198K
|