J.W. Cole Advisors, Inc. Liberty All Star Equity Fund Transaction History
J.W. Cole Advisors, Inc.
- $4.58 Billion
- Q2 2025
A detailed history of J.W. Cole Advisors, Inc. transactions in Liberty All Star Equity Fund stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 186,262 shares of USA stock, worth $1.22 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
186,262
Previous 185,955
0.17%
Holding current value
$1.22 Million
Previous $1.22 Million
4.11%
% of portfolio
0.03%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding USA
# of Institutions
221Shares Held
37.5MCall 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...