Purchases and Sales Made in Q4 2024 in Us Bancorp \De\ (USB)
This table provides information about the institutional ownership of Us Bancorp \De\ (USB) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
633+ 6.52% |
$27.8K - $34K
|
10.3K
$501K
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
630+ 11.7% |
$27.7K - $33.8K
|
6.01K
$291K
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
618+ 4.82% |
$27.2K - $33.2K
|
13.4K
$651K
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
618+ 7.13% |
$27.2K - $33.2K
|
9.28K
$449K
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
565+ 1.89% |
$24.8K - $30.3K
|
30.4K
$1.47M
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
542+ 5.11% |
$23.8K - $29.1K
|
11.1K
$540K
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
538+ 1.37% |
$23.7K - $28.9K
|
39.9K
$1.93M
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
519+ 8.02% |
$22.8K - $27.8K
|
6.99K
$338K
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
513+ 1.05% |
$22.6K - $27.5K
|
49.6K
$2.4M
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
500New |
$22K - $26.8K
|
500
$24.2K
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
490+ 1088.89% |
$21.6K - $26.3K
|
535
$25.9K
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
479New |
$21.1K - $25.7K
|
479
$23.2K
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
445+ 8.94% |
$19.6K - $23.9K
|
5.42K
$263K
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
434New |
$19.1K - $23.3K
|
434
$21K
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
410+ 8.56% |
$18K - $22K
|
5.2K
$252K
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
407+ 5.27% |
$17.9K - $21.8K
|
8.13K
$394K
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
400New |
$17.6K - $21.5K
|
400
$19.4K
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
398+ 7.03% |
$17.5K - $21.4K
|
6.06K
$293K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
394+ 1.96% |
$17.3K - $21.1K
|
20.5K
$994K
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
393+ 5.61% |
$17.3K - $21.1K
|
7.4K
$358K
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
392+ 47.52% |
$17.2K - $21K
|
1.22K
$58.9K
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
335+ 4.41% |
$14.7K - $18K
|
7.93K
$384K
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
335+ 92.8% |
$14.7K - $18K
|
696
$33.7K
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
311+ 7.14% |
$13.7K - $16.7K
|
4.67K
$226K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
309New |
$13.6K - $16.6K
|
309
$15K
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
300+ 8.95% |
$13.2K - $16.1K
|
3.65K
$177K
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
289+ 3.13% |
$12.7K - $15.5K
|
9.51K
$461K
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
250+ 70.82% |
$11K - $13.4K
|
603
$29.2K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
226+ 5.15% |
$9.94K - $12.1K
|
4.61K
$223K
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
224+ 0.73% |
$9.85K - $12K
|
31K
$1.5M
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
220New |
$9.68K - $11.8K
|
220
$10.7K
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
216+ 1.78% |
$9.5K - $11.6K
|
12.4K
$598K
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
215+ 4.42% |
$9.46K - $11.5K
|
5.08K
$246K
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
211+ 1.06% |
$9.28K - $11.3K
|
20.1K
$974K
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
181+ 25.78% |
$7.96K - $9.71K
|
883
$42.8K
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
177+ 0.23% |
$7.78K - $9.5K
|
78.3K
$3.79M
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
168+ 1.43% |
$7.39K - $9.01K
|
11.9K
$578K
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
158+ 2.03% |
$6.95K - $8.48K
|
7.94K
$385K
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
135+ 0.57% |
$5.94K - $7.24K
|
24K
$1.16M
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
132New |
$5.81K - $7.08K
|
132
$6.39K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
125+ 2.1% |
$5.5K - $6.71K
|
6.07K
$294K
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
124+ 1.46% |
$5.45K - $6.65K
|
8.64K
$419K
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
100+ 1.06% |
$4.4K - $5.37K
|
9.58K
$464K
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
93+ 7.41% |
$4.09K - $4.99K
|
1.35K
$65.3K
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
92+ 0.51% |
$4.05K - $4.94K
|
18K
$871K
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
92+ 1.0% |
$4.05K - $4.94K
|
9.34K
$452K
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
86+ 1.35% |
$3.78K - $4.61K
|
6.47K
$313K
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
82New |
$3.61K - $4.4K
|
82
$3.97K
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
81New |
$3.56K - $4.35K
|
81
$3.92K
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
77+ 31.95% |
$3.39K - $4.13K
|
318
$15.4K
|