David J Yvars Group Liberty All Star Equity Fund Transaction History
David J Yvars Group
- $172 Million
- Q2 2025
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 27,179 shares of USA stock, worth $168,509. This represents 0.11% of its overall portfolio holdings.
Number of Shares
27,179
Previous 22,539
20.59%
Holding current value
$168,509
Previous $147,000
25.85%
% of portfolio
0.11%
Previous 0.12%
Shares
8 transactions
Others Institutions Holding USA
# of Institutions
223Shares Held
38.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC4.54MShares$28.1 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.41MShares$21.1 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.21MShares$19.9 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A61.98MShares$12.3 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.74MShares$10.8 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...