Institutional Owners for USB
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
THRIVE WEALTH MANAGEMENT LLC COM NEW 1601 $355,486 10,753 0.00 0.00 -2,234 -17.20 09-30-2023
GYROSCOPE CAPITAL MANAGEMENT GROUP LLC COM NEW 1602 $355,494 10,753 0.00 10,753 +Inf 09-30-2023
EAGLE ROCK INVESTMENT COMPANY LLC COM NEW 1603 $480,525 10,750 0.00 0.00 0 0.00 03-31-2024
BENJAMIN EDWARDS INC COM NEW 1604 $479,000 10,708 0.10 0.15 -4,706 -30.53 03-31-2024
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