Lpl Financial LLC Liberty All Star Equity Fund Transaction History
Lpl Financial LLC
- $246 Billion
- Q1 2025
A detailed history of Lpl Financial LLC transactions in Liberty All Star Equity Fund stock. As of the latest transaction made, Lpl Financial LLC holds 4,368,444 shares of USA stock, worth $28.9 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,368,444
Previous 3,648,171
19.74%
Holding current value
$28.9 Million
Previous $25.4 Million
12.85%
% of portfolio
0.01%
Previous 0.01%
Shares
32 transactions
Others Institutions Holding USA
# of Institutions
221Shares Held
35.9MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.28MShares$21.7 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.04MShares$20.1 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A61.9MShares$12.6 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.69MShares$11.2 Million0.0% of portfolio
-
Bensler, LLC Bellevue, WA1.69MShares$11.1 Million1.38% 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...