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 |
|---|---|---|---|---|---|---|---|
|
Jun 28, 2024
Q1 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
300New |
$9.89K - $14.9K
|
300
$14.3K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
290+ 1.87% |
$9.56K - $14.4K
|
15.8K
$756K
|
|
|
May 03, 2023
Q1 2023
|
Financial Advantage, Inc.
|
BUY
|
- |
288+ 0.37% |
$9.49K - $14.3K
|
78.4K
$3.75M
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
283+ 3.76% |
$9.32K - $14.1K
|
7.81K
$373K
|
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
BUY
|
- |
275+ 3.19% |
$9.06K - $13.7K
|
8.9K
$425K
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
272+ 0.71% |
$8.96K - $13.5K
|
38.5K
$1.84M
|
|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
BUY
|
- |
263+ 0.7% |
$8.67K - $13.1K
|
37.9K
$1.81M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
259New |
$8.53K - $12.9K
|
259
$12.4K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
255New |
$8.4K - $12.7K
|
255
$12.2K
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
250+ 7.98% |
$8.24K - $12.5K
|
3.38K
$162K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
250New |
$8.24K - $12.5K
|
250
$11.9K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
248New |
$8.17K - $12.4K
|
248
$11.8K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
247+ 1.2% |
$8.14K - $12.3K
|
20.8K
$992K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
247+ 7.74% |
$8.14K - $12.3K
|
3.44K
$164K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
241+ 0.36% |
$7.94K - $12K
|
66.7K
$3.18M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
240+ 3.21% |
$7.91K - $12K
|
7.71K
$368K
|
|
|
Apr 13, 2023
Q1 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
238+ 1.93% |
$7.84K - $11.9K
|
12.6K
$601K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
226+ 20.14% |
$7.45K - $11.3K
|
1.35K
$64.4K
|
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
222+ 2.47% |
$7.31K - $11.1K
|
9.22K
$441K
|
|
|
Apr 24, 2023
Q1 2023
|
Center For Asset Management LLC
|
BUY
|
- |
215+ 1.88% |
$7.08K - $10.7K
|
11.6K
$557K
|
|
|
May 03, 2023
Q1 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
212+ 1.84% |
$6.99K - $10.6K
|
11.7K
$560K
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
204New |
$6.72K - $10.2K
|
204
$9.75K
|
|
|
Apr 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
203+ 69.76% |
$6.69K - $10.1K
|
494
$23.6K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
195+ 1.35% |
$6.43K - $9.71K
|
14.6K
$699K
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
BUY
|
- |
185+ 5.58% |
$6.1K - $9.21K
|
3.5K
$167K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
183+ 1.58% |
$6.03K - $9.11K
|
11.8K
$564K
|
|
|
May 03, 2023
Q1 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
180+ 2.77% |
$5.93K - $8.96K
|
6.69K
$319K
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
180+ 1.06% |
$5.93K - $8.96K
|
17.1K
$817K
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
177+ 0.28% |
$5.83K - $8.81K
|
63.2K
$3.02M
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
170New |
$5.6K - $8.47K
|
170
$8.12K
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
BUY
|
- |
163+ 2.92% |
$5.37K - $8.12K
|
5.74K
$274K
|
|
|
May 12, 2023
Q1 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
154+ 0.8% |
$5.07K - $7.67K
|
19.5K
$932K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
145+ 2.26% |
$4.78K - $7.22K
|
6.57K
$314K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
139+ 29.02% |
$4.58K - $6.92K
|
618
$29.5K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
139+ 1.47% |
$4.58K - $6.92K
|
9.61K
$459K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
139+ 29.02% |
$4.58K - $6.92K
|
618
$29.5K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
135+ 0.63% |
$4.45K - $6.72K
|
21.6K
$1.03M
|
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
BUY
|
- |
128+ 0.19% |
$4.22K - $6.37K
|
67.9K
$3.25M
|
|
|
Apr 11, 2023
Q1 2023
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
127+ 0.24% |
$4.18K - $6.32K
|
52.1K
$2.49M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
125New |
$4.12K - $6.23K
|
125
$5.97K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
124+ 1.17% |
$4.09K - $6.18K
|
10.7K
$513K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
124+ 1.25% |
$4.09K - $6.18K
|
10.1K
$480K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
123+ 0.43% |
$4.05K - $6.13K
|
28.7K
$1.37M
|
|
|
May 05, 2023
Q1 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
120+ 0.83% |
$3.95K - $5.98K
|
14.6K
$700K
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
118+ 1.75% |
$3.89K - $5.88K
|
6.87K
$328K
|
|
|
Apr 10, 2023
Q1 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
110+ 1.78% |
$3.62K - $5.48K
|
6.28K
$300K
|
|
|
Apr 14, 2023
Q1 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
106+ 0.56% |
$3.49K - $5.28K
|
18.9K
$904K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
101+ 32.48% |
$3.33K - $5.03K
|
412
$19.7K
|
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
100+ 1.24% |
$3.3K - $4.98K
|
8.17K
$390K
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
97+ 0.11% |
$3.2K - $4.83K
|
86.2K
$4.12M
|