Institutional Owners for USB
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| MOSAIC FAMILY WEALTH LLC | Stock | 1301 | $1,073,000 | 19,106 | 0.28 | 0.31 | 1 | 0.01 | 12-31-2021 |
| DOUBLELINE ETF ADVISER LP | COM NEW | 1302 | $833,213 | 19,106 | 0.00 | 19,106 | +Inf | 12-31-2022 | |
| GREAT VALLEY ADVISOR GROUP INC | COM NEW | 1303 | $628,781 | 19,029 | 0.00 | 0.04 | 2,062 | 12.15 | 06-30-2023 |
| MOSAIC FAMILY WEALTH PARTNERS LLC | COM NEW | 1304 | $626,751 | 18,958 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
