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USB.PRM
U.S. Bancorp Depositary Shares, each representing 1/1000th interest in a share of Series F Non-Cumul
USB.PRM
USB.PRM
Delisted
USB.PRM was delisted on the 14th of January, 2022.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
FIMS
1
FBL Investment Management Services
West Des Moines,
Iowa
| $4.87M | +$4.92M | +180,000 | New |
|
| 2 |
ARMC
2
American Research & Management Company
Marion,
Massachusetts
| $2.19M | – | – | – |
|
| 3 |
SIM
3
Sonora Investment Management
Tucson,
Arizona
| $2.04M | +$379K | +13,871 | +22% |
|
| 4 |
PTC
4
Private Trust Company
Cleveland,
Ohio
| $533K | – | – | – |
|
| 5 |
BWAM
5
Boyd Watterson Asset Management
Cleveland,
Ohio
| $268K | – | – | – |
|
| 6 |
WCG
6
Weaver Consulting Group
Huntington Beach,
California
| $1K | +$519 | +19 | New |
|
| 7 |
RIG
7
Roosevelt Investment Group
New York
| – | -$4.54M | -171,484 | Closed |
|
| 8 |
KIA
8
KCM Investment Advisors
Greenbrae,
California
| – | -$1.38M | -52,259 | Closed |
|
| 9 |
SWP
9
Strategic Wealth Partners
Independence,
Ohio
| – | -$106K | -3,933 | Closed |
|
| 10 |
EI
10
Ellevest Inc
New York
| – | -$22K | -800 | Closed |
|