Institutional Owners for USB
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| PRINCIPLE WEALTH PARTNERS LLC | COM NEW | 951 | $1,850,020 | 41,387 | 0.00 | 0.00 | 883 | 2.18 | 03-31-2024 |
| STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM NEW | 952 | $1,782,284 | 41,180 | 0.00 | 0.00 | -404 | -0.97 | 12-31-2023 |
| MOLONEY SECURITIES ASSET MANAGEMENT LLC | COM | 953 | $1,817,284 | 40,655 | 0.00 | 0.00 | -3,641 | -8.22 | 03-31-2024 |
| PORTSIDE WEALTH GROUP LLC | COM NEW | 954 | $1,816,832 | 40,645 | 0.00 | 0.00 | -11,048 | -21.37 | 03-31-2024 |
