A detailed history of Principal Securities, Inc. transactions in Liberty All Star Equity Fund stock. As of the latest transaction made, Principal Securities, Inc. holds 20,303 shares of USA stock, worth $141,308. This represents 0.0% of its overall portfolio holdings.

Number of Shares
20,303
Previous 9,553 112.53%
Holding current value
$141,308
Previous $65 Million 121.91%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

BUY
$6.43 - $7.14 $69,122 - $76,755
10,750 Added 112.53%
20,303 $144 Million
Q2 2024

Jul 31, 2024

BUY
$6.54 - $7.15 $23,118 - $25,275
3,535 Added 58.74%
9,553 $65 Million
Q1 2024

May 10, 2024

BUY
$6.28 - $7.15 $11,209 - $12,762
1,785 Added 42.17%
6,018 $43 Million
Q4 2023

Feb 07, 2024

BUY
$5.64 - $6.44 $23,874 - $27,260
4,233 New
4,233 $27 Million

Others Institutions Holding USA

About LIBERTY ALL STAR EQUITY FUND


  • Ticker USA
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Liberty All Star Equity Fund is a closed-ended equity mutual fund launched and managed by ALPS Advisers, Inc. The fund is co-managed by Aristotle Capital Management, LLC, Pzena Investment Management, LLC, Delaware Investments Fund Advisers, Sustainable Growth Advisers, LP, and TCW Investment Management Company. It invests in the public equity ma...
More about USA
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