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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
148+ 19.0% |
$6.51K - $7.94K
|
927
$42.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
147+ 1.06% |
$6.47K - $7.89K
|
14.1K
$651K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
147+ 3.3% |
$6.47K - $7.89K
|
4.6K
$212K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
146+ 0.41% |
$6.42K - $7.83K
|
35.8K
$1.65M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
146New |
$6.42K - $7.83K
|
146
$6.75K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
141+ 1.55% |
$6.2K - $7.57K
|
9.23K
$427K
|
|
|
Feb 05, 2025
Q4 2024
|
Fusion Capital, LLC
|
BUY
|
- |
137+ 1.02% |
$6.03K - $7.35K
|
13.5K
$625K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
135+ 0.57% |
$5.94K - $7.24K
|
24K
$1.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
135+ 2.46% |
$5.94K - $7.24K
|
5.62K
$260K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
134New |
$5.89K - $7.19K
|
134
$6.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
133+ 2.68% |
$5.85K - $7.14K
|
5.1K
$236K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
132New |
$5.81K - $7.08K
|
132
$6.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
132+ 1.55% |
$5.81K - $7.08K
|
8.64K
$399K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
130+ 89.66% |
$5.72K - $6.98K
|
275
$12.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
129+ 0.35% |
$5.67K - $6.92K
|
36.8K
$1.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
128+ 2.43% |
$5.63K - $6.87K
|
5.39K
$249K
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
126+ 0.9% |
$5.54K - $6.76K
|
14.2K
$655K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
125+ 2.1% |
$5.5K - $6.71K
|
6.07K
$281K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
124+ 1.46% |
$5.45K - $6.65K
|
8.64K
$400K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
122+ 1.11% |
$5.37K - $6.55K
|
11.2K
$516K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
120+ 1.72% |
$5.28K - $6.44K
|
7.09K
$328K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
117+ 2.5% |
$5.15K - $6.28K
|
4.79K
$221K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
113+ 11.02% |
$4.97K - $6.06K
|
1.14K
$52.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
109+ 24.01% |
$4.79K - $5.85K
|
563
$26K
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
108+ 2.46% |
$4.75K - $5.8K
|
4.51K
$208K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
107+ 6.55% |
$4.71K - $5.74K
|
1.74K
$80.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
105+ 0.38% |
$4.62K - $5.63K
|
27.8K
$1.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
103+ 1.68% |
$4.53K - $5.53K
|
6.24K
$289K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
101+ 0.42% |
$4.44K - $5.42K
|
24K
$1.11M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
100+ 1.06% |
$4.4K - $5.37K
|
9.58K
$443K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
97+ 2.13% |
$4.27K - $5.21K
|
4.65K
$215K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
97+ 0.3% |
$4.27K - $5.21K
|
32.1K
$1.48M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
93+ 7.41% |
$4.09K - $4.99K
|
1.35K
$62.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
92+ 1.0% |
$4.05K - $4.94K
|
9.34K
$432K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
92+ 0.51% |
$4.05K - $4.94K
|
18K
$832K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
90New |
$3.96K - $4.83K
|
90
$4.16K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
90+ 0.24% |
$3.96K - $4.83K
|
38K
$1.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
87+ 1.03% |
$3.83K - $4.67K
|
8.51K
$394K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
86+ 1.35% |
$3.78K - $4.61K
|
6.47K
$299K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
86+ 5.09% |
$3.78K - $4.61K
|
1.78K
$82.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
86+ 1.12% |
$3.78K - $4.61K
|
7.74K
$358K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
85+ 60.28% |
$3.74K - $4.56K
|
226
$10.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
83+ 1.14% |
$3.65K - $4.45K
|
7.34K
$339K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
82New |
$3.61K - $4.4K
|
82
$3.79K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
81New |
$3.56K - $4.35K
|
81
$3.75K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
79+ 1.55% |
$3.47K - $4.24K
|
5.17K
$239K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
77+ 31.95% |
$3.39K - $4.13K
|
318
$14.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
75+ 0.15% |
$3.3K - $4.02K
|
49.5K
$2.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
71+ 0.08% |
$3.12K - $3.81K
|
88.2K
$4.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
69+ 0.2% |
$3.03K - $3.7K
|
34.6K
$1.6M
|