Institutional Owners for USB
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CUTLER GROUP LLC / CA | COM NEW | Liquidated | $0 | 0 | 0.03 | 0.03 | -1,729 | -20.54 | 03-31-2024 |
| TRINITY FINANCIAL ADVISORS LLC | COM NEW | 1952 | $297,247 | 6,650 | 0.00 | 0.00 | -2,154 | -24.47 | 03-31-2024 |
| BEACON FINANCIAL GROUP | COM NEW | 1953 | $297,255 | 6,650 | 0.00 | 0.00 | -656 | -8.98 | 03-31-2024 |
| NINEPOINTTWO CAPITAL LLC | COM NEW | 1954 | $219,000 | 6,647 | 0.09 | 6,647 | +Inf | 09-30-2023 |
