David J Yvars Group Liberty All Star Equity Fund Transaction History
David J Yvars Group
- $157 Million
- Q3 2024
A detailed history of David J Yvars Group transactions in Liberty All Star Equity Fund stock. As of the latest transaction made, David J Yvars Group holds 22,539 shares of USA stock, worth $154,617. This represents 0.1% of its overall portfolio holdings.
Number of Shares
22,539
Previous 21,479
4.94%
Holding current value
$154,617
Previous $146,000
9.59%
% of portfolio
0.1%
Previous 0.09%
Shares
7 transactions
Others Institutions Holding USA
# of Institutions
192Shares Held
29.8MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC3.54MShares$24.3 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.04MShares$20.9 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL1.68MShares$11.6 Million0.01% of portfolio
-
Bensler, LLC Bellevue, WA1.62MShares$11.1 Million1.45% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.49MShares$10.2 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...