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 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
6.23KNew |
$191K - $282K
|
6.23K
$288K
|
|
|
Feb 05, 2024
Q4 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
6.22KNew |
$191K - $282K
|
6.22K
$288K
|
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
6.08KNew |
$186K - $276K
|
6.08K
$281K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
6.08KNew |
$186K - $275K
|
6.08K
$281K
|
|
|
Feb 09, 2024
Q4 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
6.04KNew |
$185K - $274K
|
6.04K
$279K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
6.03KNew |
$185K - $273K
|
6.03K
$279K
|
|
|
Feb 12, 2024
Q4 2023
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
6.02KNew |
$184K - $273K
|
6.02K
$278K
|
|
|
Jan 08, 2024
Q4 2023
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
6.01KNew |
$184K - $273K
|
6.01K
$278K
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
5.96KNew |
$183K - $270K
|
5.96K
$275K
|
|
|
Feb 09, 2024
Q4 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
5.93KNew |
$182K - $269K
|
5.93K
$274K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
5.92K+ 36.48% |
$182K - $269K
|
22.2K
$1.02M
|
|
|
Jan 08, 2024
Q4 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
5.9KNew |
$181K - $267K
|
5.9K
$273K
|
|
|
Jan 23, 2024
Q4 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
5.85KNew |
$179K - $265K
|
5.85K
$270K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
5.81KNew |
$178K - $263K
|
5.81K
$268K
|
|
|
Jan 29, 2024
Q4 2023
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
5.79KNew |
$177K - $262K
|
5.79K
$268K
|
|
|
Jan 22, 2024
Q4 2023
|
Mcrae Capital Management Inc
|
BUY
|
- |
5.78KNew |
$177K - $262K
|
5.78K
$267K
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
5.78KNew |
$177K - $262K
|
5.78K
$267K
|
|
|
Feb 14, 2024
Q4 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
5.75KNew |
$176K - $260K
|
5.75K
$266K
|
|
|
Jan 23, 2024
Q4 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
5.72K+ 5.62% |
$175K - $259K
|
108K
$4.97M
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
5.66K+ 11.69% |
$173K - $257K
|
54.1K
$2.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
5.66K+ 49.11% |
$173K - $256K
|
17.2K
$794K
|
|
|
Jan 22, 2024
Q4 2023
|
Wendell David Associates Inc
|
BUY
|
- |
5.65KNew |
$173K - $256K
|
5.65K
$261K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
5.62KNew |
$172K - $255K
|
5.62K
$260K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.54K+ 36.91% |
$170K - $251K
|
20.6K
$951K
|
|
|
Feb 13, 2024
Q4 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
5.54K+ 10.14% |
$170K - $251K
|
60.2K
$2.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
5.54K+ 4.32% |
$170K - $251K
|
134K
$6.19M
|
|
|
Jan 18, 2024
Q4 2023
|
Fruth Investment Management
|
BUY
|
- |
5.5KNew |
$169K - $249K
|
5.5K
$254K
|
|
|
Jan 22, 2024
Q4 2023
|
Chicago Capital, LLC
|
BUY
|
- |
5.48KNew |
$168K - $249K
|
5.48K
$254K
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
5.47KNew |
$168K - $248K
|
5.47K
$253K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
5.47KNew |
$167K - $248K
|
5.47K
$253K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
5.45KNew |
$167K - $247K
|
5.45K
$252K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.45K+ 6.26% |
$167K - $247K
|
92.4K
$4.27M
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
5.42K+ 5.49% |
$166K - $246K
|
104K
$4.82M
|
|
|
Feb 08, 2024
Q4 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
5.4KNew |
$165K - $245K
|
5.4K
$250K
|
|
|
Jan 22, 2024
Q4 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
5.4KNew |
$165K - $245K
|
5.4K
$250K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
5.35KNew |
$164K - $243K
|
5.35K
$247K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
5.33KNew |
$163K - $242K
|
5.33K
$247K
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
5.31K+ 29.08% |
$163K - $241K
|
23.6K
$1.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
BUY
|
- |
5.31KNew |
$163K - $241K
|
5.31K
$246K
|
|
|
Feb 07, 2024
Q4 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
5.3K+ 4.79% |
$162K - $240K
|
116K
$5.36M
|
|
|
Jan 04, 2024
Q4 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
5.29KNew |
$162K - $240K
|
5.29K
$245K
|
|
|
Jan 12, 2024
Q4 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
5.27KNew |
$161K - $239K
|
5.27K
$243K
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
5.26KNew |
$161K - $238K
|
5.26K
$243K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
5.26KNew |
$161K - $238K
|
5.26K
$243K
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
5.25KNew |
$161K - $238K
|
5.25K
$243K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
5.23K+ 2.13% |
$160K - $237K
|
250K
$11.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
5.22KNew |
$160K - $237K
|
5.22K
$241K
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
5.21K+ 30.85% |
$160K - $236K
|
22.1K
$1.02M
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
5.21KNew |
$160K - $236K
|
5.21K
$241K
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
5.2KNew |
$159K - $236K
|
5.2K
$240K
|