Purchases and Sales Made in Q1 2023 in Us Bancorp \De\ (USB)
This table provides information about the institutional ownership of Us Bancorp \De\ (USB) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
1.47K+ 5.79% |
$48.5K - $73.4K
|
26.9K
$1.3M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.47K+ 10.88% |
$48.4K - $73.2K
|
15K
$726K
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.46K+ 16.9% |
$47.9K - $72.5K
|
10.1K
$487K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
1.42K+ 3.34% |
$46.7K - $70.6K
|
43.8K
$2.12M
|
|
|
May 15, 2023
Q1 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
1.4K+ 24.49% |
$46.2K - $69.9K
|
7.13K
$345K
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.39K+ 9.4% |
$45.8K - $69.2K
|
16.2K
$783K
|
|
|
May 09, 2023
Q1 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
1.38K+ 2.41% |
$45.6K - $68.9K
|
58.9K
$2.85M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.37K+ 26.26% |
$45.2K - $68.4K
|
6.6K
$320K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.36K+ 26.94% |
$44.9K - $67.9K
|
6.42K
$311K
|
|
|
Apr 06, 2023
Q1 2023
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
1.35K+ 2.84% |
$44.5K - $67.2K
|
48.9K
$2.37M
|
|
|
May 11, 2023
Q1 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
1.26K+ 10.71% |
$41.4K - $62.5K
|
13K
$628K
|
|
|
May 10, 2023
Q1 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
1.2K+ 24.72% |
$39.5K - $59.8K
|
6.05K
$293K
|
|
|
Mar 07, 2024
Q1 2023
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
1.2K+ 0.28% |
$39.5K - $59.8K
|
424K
$20.5M
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
1.2K+ 14.48% |
$39.5K - $59.7K
|
9.47K
$459K
|
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.19K+ 18.83% |
$39.1K - $59.2K
|
7.5K
$363K
|
|
|
May 11, 2023
Q1 2023
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
1.17K+ 3.16% |
$38.4K - $58.1K
|
38.1K
$1.84M
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
1.15K+ 4.68% |
$38K - $57.5K
|
25.8K
$1.25M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.15K+ 2.25% |
$37.9K - $57.2K
|
52.3K
$2.53M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.14K+ 6.06% |
$37.7K - $56.9K
|
20K
$968K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
1.12K+ 2.31% |
$36.9K - $55.8K
|
49.6K
$2.4M
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
1.11K+ 4.31% |
$36.7K - $55.4K
|
27K
$1.31M
|
|
|
May 05, 2023
Q1 2023
|
Renasant Bank
|
BUY
|
- |
1.11K+ 12.56% |
$36.7K - $55.4K
|
9.98K
$483K
|
|
|
May 22, 2023
Q1 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
1.11K+ 10.85% |
$36.6K - $55.3K
|
11.3K
$549K
|
|
|
Apr 11, 2023
Q1 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1.09K+ 10.32% |
$35.8K - $54.1K
|
11.6K
$563K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.09K+ 2.63% |
$35.8K - $54.1K
|
42.4K
$2.05M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.05K+ 2.5% |
$34.4K - $52K
|
42.8K
$2.07M
|
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
1.04K+ 6.83% |
$34.4K - $51.9K
|
16.3K
$790K
|
|
|
Apr 13, 2023
Q1 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.01K+ 6.63% |
$33.2K - $50.2K
|
16.2K
$785K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.01K+ 4.35% |
$33.2K - $50.2K
|
24.2K
$1.17M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.01K+ 0.51% |
$33.2K - $50.2K
|
199K
$9.62M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1K+ 3.8% |
$33.1K - $50K
|
27.5K
$1.33M
|
|
|
May 09, 2023
Q1 2023
|
Perkins Capital Management Inc
|
BUY
|
- |
1K+ 11.52% |
$33K - $49.8K
|
9.68K
$469K
|
|
|
May 01, 2023
Q1 2023
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
990+ 2.0% |
$32.6K - $49.3K
|
50.5K
$2.44M
|
|
|
Apr 04, 2023
Q1 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
985+ 10.64% |
$32.5K - $49.1K
|
10.2K
$496K
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
964+ 4.73% |
$31.8K - $48K
|
21.3K
$1.03M
|
|
|
May 15, 2023
Q1 2023
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
960+ 0.05% |
$31.6K - $47.8K
|
2.01M
$97.2M
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
952+ 3.08% |
$31.4K - $47.4K
|
31.9K
$1.54M
|
|
|
Apr 21, 2023
Q1 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
950+ 9.18% |
$31.3K - $47.3K
|
11.3K
$547K
|
|
|
May 03, 2023
Q1 2023
|
Mainstay Capital Management LLC
|
BUY
|
- |
935+ 2.71% |
$30.8K - $46.6K
|
35.4K
$1.72M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
934+ 4.11% |
$30.8K - $46.5K
|
23.7K
$1.15M
|
|
|
May 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
930+ 12.13% |
$30.6K - $46.3K
|
8.6K
$416K
|
|
|
Apr 10, 2023
Q1 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
925+ 3.63% |
$30.5K - $46.1K
|
26.4K
$1.28M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
924+ 51.28% |
$30.4K - $46K
|
2.73K
$132K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
914+ 3.54% |
$30.1K - $45.5K
|
26.8K
$1.3M
|
|
|
May 12, 2023
Q1 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
913+ 0.73% |
$30.1K - $45.5K
|
126K
$6.1M
|
|
|
May 05, 2023
Q1 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
900+ 18.22% |
$29.7K - $44.8K
|
5.84K
$283K
|
|
|
May 09, 2023
Q1 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
898+ 8.15% |
$29.6K - $44.7K
|
11.9K
$577K
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
888+ 11.13% |
$29.3K - $44.2K
|
8.86K
$429K
|
|
|
Apr 28, 2023
Q1 2023
|
Bray Capital Advisors
|
BUY
|
- |
882+ 1.62% |
$29.1K - $43.9K
|
55.4K
$2.68M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
879+ 7.9% |
$29K - $43.8K
|
12K
$582K
|