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 |
---|---|---|---|---|---|---|---|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-974- 5.32% |
$29.8K - $44.2K
|
17.3K
$910K
|
|
Jan 16, 2024
Q4 2023
|
Exeter Financial, LLC
|
SELL
|
- |
-975- 1.15% |
$29.9K - $44.2K
|
83.7K
$4.39M
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-979- 1.08% |
$30K - $44.4K
|
90K
$4.72M
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.01K- 12.13% |
$30.9K - $45.6K
|
7.29K
$383K
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-1.01K- 13.77% |
$30.9K - $45.7K
|
6.32K
$332K
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-1.03K- 0.54% |
$31.5K - $46.6K
|
188K
$9.85M
|
|
Feb 09, 2024
Q4 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-1.04K- 1.49% |
$31.7K - $46.9K
|
68.6K
$3.6M
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.04K- 9.95% |
$31.8K - $47K
|
9.38K
$493K
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.04K- 12.94% |
$31.8K - $47.1K
|
6.99K
$367K
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.04K- 1.62% |
$31.9K - $47.2K
|
63.4K
$3.33M
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.06K- 30.43% |
$32.4K - $47.9K
|
2.42K
$127K
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.06K- 15.04% |
$32.4K - $48K
|
5.98K
$314K
|
|
Feb 14, 2024
Q4 2023
|
Ariel Investments, LLC
Chicago, IL |
SELL
|
- |
-1.09K- 0.67% |
$33.4K - $49.4K
|
161K
$8.44M
|
|
Feb 09, 2024
Q4 2023
|
Northeast Investment Management
|
SELL
|
- |
-1.1K- 4.85% |
$33.6K - $49.7K
|
21.5K
$1.13M
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-1.1KClosed |
$33.8K - $50K
|
0
$0
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
SELL
|
- |
-1.12K- 81.86% |
$34.2K - $50.5K
|
247
$13K
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-1.12K- 8.84% |
$34.2K - $50.6K
|
11.5K
$604K
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-1.13K- 94.7% |
$34.5K - $51K
|
63
$3.31K
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-1.13K- 4.92% |
$34.6K - $51.2K
|
21.8K
$1.15M
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.13K- 8.93% |
$34.7K - $51.3K
|
11.5K
$606K
|
|
Feb 08, 2024
Q4 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-1.14K- 2.76% |
$34.9K - $51.6K
|
40.2K
$2.11M
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.14K- 2.79% |
$34.9K - $51.7K
|
39.7K
$2.08M
|
|
Feb 05, 2024
Q4 2023
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-1.14K- 1.08% |
$35K - $51.7K
|
104K
$5.47M
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-1.14K- 15.28% |
$35K - $51.8K
|
6.33K
$332K
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.14K- 17.79% |
$35K - $51.8K
|
5.28K
$277K
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-1.15K- 9.96% |
$35.2K - $52.1K
|
10.4K
$545K
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
SELL
|
- |
-1.16K- 1.05% |
$35.4K - $52.4K
|
109K
$5.72M
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.16K- 1.41% |
$35.4K - $52.4K
|
80.7K
$4.24M
|
|
Feb 14, 2024
Q4 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-1.17K- 1.17% |
$35.8K - $52.9K
|
98.6K
$5.18M
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
SELL
|
- |
-1.17K- 8.7% |
$35.8K - $53K
|
12.3K
$644K
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-1.17K- 10.56% |
$35.8K - $53K
|
9.9K
$519K
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-1.17K- 10.56% |
$35.8K - $53K
|
9.9K
$519K
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.19K- 14.47% |
$36.3K - $53.8K
|
7.01K
$368K
|
|
Jan 29, 2024
Q4 2023
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-1.19K- 0.73% |
$36.5K - $54K
|
162K
$8.51M
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.19K- 15.06% |
$36.5K - $54K
|
6.72K
$353K
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.2K- 0.85% |
$36.7K - $54.4K
|
139K
$7.32M
|
|
Jan 11, 2024
Q4 2023
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-1.2K- 0.28% |
$36.8K - $54.4K
|
423K
$22.2M
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.2K- 5.68% |
$36.8K - $54.4K
|
19.9K
$1.05M
|
|
Jan 23, 2024
Q4 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.25K- 1.59% |
$38.3K - $56.7K
|
77.2K
$4.05M
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-1.26K- 11.06% |
$38.7K - $57.3K
|
10.2K
$533K
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.26K- 9.66% |
$38.7K - $57.3K
|
11.8K
$620K
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.28K- 13.73% |
$39.2K - $57.9K
|
8.03K
$422K
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-1.28K- 5.35% |
$39.2K - $58K
|
22.6K
$1.19M
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.28K- 8.53% |
$39.2K - $58K
|
13.7K
$720K
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.3K- 20.38% |
$39.9K - $59.1K
|
5.09K
$267K
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.31K- 3.94% |
$40K - $59.2K
|
31.8K
$1.67M
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.31K- 8.3% |
$40.1K - $59.3K
|
14.5K
$759K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.35K- 4.92% |
$41.3K - $61.2K
|
26.1K
$1.37M
|
|
Feb 15, 2024
Q4 2023
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-1.35K- 15.3% |
$41.4K - $61.3K
|
7.48K
$393K
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
SELL
|
- |
-1.36K- 20.03% |
$41.5K - $61.4K
|
5.41K
$284K
|