Institutional Owners for USB
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| LAFFER TENGLER INVESTMENTS INC | COMMON STOCKS | 2501 | $58,731 | 1,357 | 0.00 | 0.00 | -1,153 | -45.94 | 12-31-2023 |
| CAPITAL ADVISORS LTD LLC | COM NEW | 2502 | $60,000 | 1,337 | 0.01 | 0.01 | 22 | 1.67 | 03-31-2024 |
| OSTERWEIS CAPITAL MANAGEMENT INC | COM NEW | 2503 | $56,654 | 1,309 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ADVANTAGE TRUST CO | COM NEW | 2504 | $58,110 | 1,300 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
