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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
SELL
|
- |
-435- 5.92% |
$13.3K - $19.7K
|
6.91K
$355K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-436- 1.44% |
$13.4K - $19.8K
|
29.8K
$1.53M
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-441- 6.05% |
$13.5K - $20K
|
6.85K
$352K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-450- 2.42% |
$13.8K - $20.4K
|
18.2K
$933K
|
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-451- 7.9% |
$13.8K - $20.4K
|
5.26K
$270K
|
|
|
Jan 23, 2024
Q4 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-454- 3.57% |
$13.9K - $20.6K
|
12.3K
$630K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-458- 1.89% |
$14K - $20.8K
|
23.7K
$1.22M
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-459- 3.85% |
$14.1K - $20.8K
|
11.5K
$588K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-470- 1.43% |
$14.4K - $21.3K
|
32.4K
$1.67M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-471- 0.92% |
$14.4K - $21.4K
|
50.5K
$2.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-472- 5.17% |
$14.5K - $21.4K
|
8.66K
$445K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-473- 3.66% |
$14.5K - $21.4K
|
12.4K
$639K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-477- 0.99% |
$14.6K - $21.6K
|
47.6K
$2.45M
|
|
|
Feb 07, 2024
Q4 2023
|
Karpas Strategies, LLC
|
SELL
|
- |
-483- 0.86% |
$14.8K - $21.9K
|
55.9K
$2.87M
|
|
|
Feb 02, 2024
Q4 2023
|
Terril Brothers, Inc.
|
SELL
|
- |
-491- 0.68% |
$15K - $22.3K
|
71.3K
$3.67M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-497- 4.06% |
$15.2K - $22.5K
|
11.7K
$603K
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
SELL
|
- |
-500- 22.22% |
$15.3K - $22.7K
|
1.75K
$89.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-500- 1.91% |
$15.3K - $22.7K
|
25.7K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-500- 4.69% |
$15.3K - $22.7K
|
10.2K
$522K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-500- 16.79% |
$15.3K - $22.7K
|
2.48K
$127K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-501- 2.51% |
$15.4K - $22.7K
|
19.5K
$1M
|
|
|
Jan 25, 2024
Q4 2023
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-514- 0.61% |
$15.7K - $23.3K
|
83.8K
$4.31M
|
|
|
Jan 17, 2024
Q4 2023
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-515- 1.25% |
$15.8K - $23.3K
|
40.6K
$2.09M
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-520- 1.05% |
$15.9K - $23.6K
|
48.8K
$2.51M
|
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-520- 6.87% |
$15.9K - $23.6K
|
7.05K
$362K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-522- 3.28% |
$16K - $23.7K
|
15.4K
$792K
|
|
|
Jan 25, 2024
Q4 2023
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-525- 1.67% |
$16.1K - $23.8K
|
31K
$1.59M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-527- 1.45% |
$16.1K - $23.9K
|
35.7K
$1.84M
|
|
|
Jan 26, 2024
Q4 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-528- 1.75% |
$16.2K - $23.9K
|
29.6K
$1.52M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-529- 1.63% |
$16.2K - $24K
|
32K
$1.64M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-530- 9.25% |
$16.2K - $24K
|
5.2K
$267K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-533- 9.44% |
$16.3K - $24.2K
|
5.11K
$263K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
SELL
|
- |
-534- 4.88% |
$16.4K - $24.2K
|
10.4K
$535K
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-540- 1.36% |
$16.5K - $24.5K
|
39.2K
$2.02M
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-551- 2.28% |
$16.9K - $25K
|
23.6K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-560- 9.18% |
$17.2K - $25.4K
|
5.54K
$285K
|
|
|
Jan 09, 2024
Q4 2023
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-573- 0.27% |
$17.6K - $26K
|
211K
$10.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-574- 3.98% |
$17.6K - $26K
|
13.8K
$711K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-580- 34.73% |
$17.8K - $26.3K
|
1.09K
$56K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
SELL
|
- |
-594- 0.79% |
$18.2K - $26.9K
|
74.2K
$3.81M
|
|
|
Jan 24, 2024
Q4 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-600- 6.92% |
$18.4K - $27.2K
|
8.07K
$415K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-600- 1.85% |
$18.4K - $27.2K
|
31.8K
$1.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-600- 17.47% |
$18.4K - $27.2K
|
2.83K
$146K
|
|
|
Feb 14, 2024
Q4 2023
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-607- 2.27% |
$18.6K - $27.5K
|
26.1K
$1.34M
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-611- 1.17% |
$18.7K - $27.7K
|
51.6K
$2.65M
|
|
|
Jan 11, 2024
Q4 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-615- 6.35% |
$18.8K - $27.9K
|
9.07K
$466K
|
|
|
Feb 13, 2024
Q4 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-622- 10.07% |
$19.1K - $28.2K
|
5.56K
$285K
|
|
|
Feb 02, 2024
Q4 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-625- 0.78% |
$19.2K - $28.3K
|
79.3K
$4.07M
|
|
|
Jan 09, 2024
Q4 2023
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-630- 4.57% |
$19.3K - $28.6K
|
13.2K
$677K
|
|
|
Jan 24, 2024
Q4 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-632- 7.23% |
$19.4K - $28.6K
|
8.11K
$417K
|