Institutional Owners for USB
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
PINION INVESTMENT ADVISORS LLC COM NEW 2201 $213,845 4,784 0.00 4,784 +Inf 03-31-2024
WENDELL DAVID ASSOCIATES INC COMM 2202 $213,000 4,776 0.02 0.03 -870 -15.41 03-31-2024
LGT FINANCIAL ADVISORS LLC COM NEW 2203 $212,549 4,755 0.00 0.00 346 7.85 03-31-2024
ALAN B LANCZ & ASSOCIATES INC COM NEW 2204 $205,580 4,750 0.00 4,750 +Inf 12-31-2023
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