Global Wealth Management Investment Advisory, Inc. Liberty All Star Equity Fund Transaction History

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 10, 2023	BUY	$5.86 - $6.47 $205 - $226	35 New	35 $0
Q3 2020 Nov 16, 2020	SELL	$5.75 - $6.29 $149 - $163	-26 Reduced 42.62%	35 $0
Q2 2019 Aug 20, 2019	BUY	$5.92 - $6.44 $207 - $225	35 Added 134.62%	61 $0
Q4 2018 Feb 14, 2019	BUY	$4.95 - $6.83 $128 - $177	26 New	26 $0

Others Institutions Holding USA

# of Institutions

193

Shares Held

29.7M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

3.54M
Shares

$25.2 Million
0.01% of portfolio
Morgan Stanley New York, NY

3.04M
Shares

$21.7 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

1.68M
Shares

$12 Million
0.01% of portfolio
Bensler, LLC Bellevue, WA

1.62M
Shares

$11.5 Million
1.45% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.49M
Shares

$10.6 Million
0.0% 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 Global Wealth Management Investment Advisory, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Global Wealth Management Investment Advisory, Inc. with notifications on news.

Account