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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
760+ 2.58% |
$23.3K - $34.5K
|
30.2K
$1.44M
|
|
|
Jan 29, 2024
Q4 2023
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
751+ 8.11% |
$23K - $34K
|
10K
$479K
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
725+ 0.65% |
$22.2K - $32.9K
|
112K
$5.36M
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
722+ 9.48% |
$22.1K - $32.7K
|
8.34K
$398K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
710+ 37.29% |
$21.8K - $32.2K
|
2.61K
$125K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
710+ 37.29% |
$21.8K - $32.2K
|
2.61K
$125K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
700New |
$21.4K - $31.7K
|
700
$33.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
680+ 0.09% |
$20.8K - $30.8K
|
718K
$34.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
647+ 7.72% |
$19.8K - $29.3K
|
9.03K
$431K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
640New |
$19.6K - $29K
|
640
$30.6K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
633New |
$19.4K - $28.7K
|
633
$30.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
608+ 0.67% |
$18.6K - $27.6K
|
91.1K
$4.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
605+ 3.51% |
$18.5K - $27.4K
|
17.8K
$852K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
600+ 1.51% |
$18.4K - $27.2K
|
40.3K
$1.93M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
600New |
$18.4K - $27.2K
|
600
$28.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
599+ 6.33% |
$18.4K - $27.2K
|
10.1K
$481K
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
593+ 3.98% |
$18.2K - $26.9K
|
15.5K
$740K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
592+ 5.6% |
$18.1K - $26.8K
|
11.2K
$534K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
580+ 2.2% |
$17.8K - $26.3K
|
27K
$1.29M
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
575New |
$17.6K - $26.1K
|
575
$27.5K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
572+ 0.21% |
$17.5K - $25.9K
|
273K
$13M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
557+ 21.35% |
$17.1K - $25.2K
|
3.17K
$151K
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
537New |
$16.5K - $24.3K
|
537
$25.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
536+ 5.18% |
$16.4K - $24.3K
|
10.9K
$520K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
516+ 2.91% |
$15.8K - $23.4K
|
18.2K
$872K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
503+ 3.47% |
$15.4K - $22.8K
|
15K
$716K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
502+ 3.58% |
$15.4K - $22.8K
|
14.5K
$694K
|
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
500+ 1.62% |
$15.3K - $22.7K
|
31.4K
$1.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
499+ 3.69% |
$15.3K - $22.6K
|
14K
$670K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
497+ 4.86% |
$15.2K - $22.5K
|
10.7K
$512K
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
495+ 5.11% |
$15.2K - $22.4K
|
10.2K
$486K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
493+ 7.8% |
$15.1K - $22.3K
|
6.82K
$326K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
489+ 73.2% |
$15K - $22.2K
|
1.16K
$55.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
487+ 1.96% |
$14.9K - $22.1K
|
25.3K
$1.21M
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
459+ 3.07% |
$14.1K - $20.8K
|
15.4K
$736K
|
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
450New |
$13.8K - $20.4K
|
450
$21.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
BUY
|
- |
448+ 0.25% |
$13.7K - $20.3K
|
181K
$8.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
442New |
$13.5K - $20K
|
442
$21.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
436+ 1.76% |
$13.4K - $19.8K
|
25.2K
$1.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
BUY
|
- |
430+ 4.78% |
$13.2K - $19.5K
|
9.43K
$451K
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
429+ 3.48% |
$13.1K - $19.4K
|
12.7K
$609K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
418+ 0.86% |
$12.8K - $18.9K
|
49.1K
$2.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
417+ 817.65% |
$12.8K - $18.9K
|
468
$22.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
413+ 14.07% |
$12.7K - $18.7K
|
3.35K
$160K
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
412+ 0.65% |
$12.6K - $18.7K
|
64K
$3.06M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
400+ 39.8% |
$12.3K - $18.1K
|
1.41K
$67.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
395+ 1.2% |
$12.1K - $17.9K
|
33.3K
$1.59M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
395New |
$12.1K - $17.9K
|
395
$18.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
371New |
$11.4K - $16.8K
|
371
$17.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
369+ 15.62% |
$11.3K - $16.7K
|
2.73K
$130K
|