Gerber Kawasaki Wealth & Investment Management Liberty All Star Equity Fund Transaction History

Gerber Kawasaki Wealth & Investment Management

$2.28 Billion
Q4 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 11, 2022	SELL	$7.88 - $9.21 $7 - $9	-1 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$8.29 - $9.19 $8 - $9	1 New	1 $1,000

Others Institutions Holding USA

# of Institutions

214

Shares Held

33.2M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

3.65M
Shares

$24.2 Million
0.01% of portfolio
Morgan Stanley New York, NY

3.22M
Shares

$21.4 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.49M
Shares

$16.5 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

1.68M
Shares

$11.2 Million
0.01% of portfolio
Bensler, LLC Bellevue, WA

1.6M
Shares

$10.6 Million
1.32% of portfolio

View Full List

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gerber Kawasaki Wealth & Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Gerber Kawasaki Wealth & Investment Management with notifications on news.

Account