Clearstead Advisors, LLC Liberty All Star Equity Fund Transaction History
Clearstead Advisors, LLC
- $6.31 Billion
- Q3 2024
A detailed history of Clearstead Advisors, LLC transactions in Liberty All Star Equity Fund stock. As of the latest transaction made, Clearstead Advisors, LLC holds 1,028 shares of USA stock, worth $7,319. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,028
Previous 1,028
-0.0%
Holding current value
$7,319
Previous $6,000
16.67%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding USA
# of Institutions
193Shares Held
29.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC3.54MShares$25.2 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.04MShares$21.7 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL1.68MShares$12 Million0.01% of portfolio
-
Bensler, LLC Bellevue, WA1.62MShares$11.5 Million1.45% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.49MShares$10.6 Million0.0% of portfolio
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...