Concurrent Investment Advisors, LLC Liberty All Star Equity Fund Transaction History
Concurrent Investment Advisors, LLC
- $5.17 Trillion
- Q2 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Liberty All Star Equity Fund stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 84,404 shares of USA stock, worth $554,534. This represents 0.01% of its overall portfolio holdings.
Number of Shares
84,404
Previous 84,404
-0.0%
Holding current value
$554,534
Previous $553 Million
3.97%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding USA
# of Institutions
219Shares Held
37.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC4.54MShares$29.8 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.28MShares$21.6 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.04MShares$20 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A61.9MShares$12.5 Million0.0% of portfolio
-
Bensler, LLC Bellevue, WA1.71MShares$11.2 Million1.3% 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...