Lpl Financial LLC Liberty All Star Equity Fund Transaction History
Lpl Financial LLC
- $183 Billion
- Q1 2024
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 3,185,790 shares of USA stock, worth $21.6 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,185,790
Previous 3,009,751
5.85%
Holding current value
$21.6 Million
Previous $19.2 Million
18.62%
% of portfolio
0.01%
Previous 0.01%
Shares
28 transactions
Others Institutions Holding USA
# of Institutions
189Shares Held
29MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.15MShares$21.4 Million0.0% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.84MShares$12.5 Million0.16% of portfolio
-
Royal Bank Of Canada Toronto, A61.69MShares$11.5 Million0.0% of portfolio
-
Bensler, LLC Bellevue, WA1.56MShares$10.6 Million1.62% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.25MShares$8.51 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...