Marks Group Wealth Management, Inc Liberty All Star Equity Fund Transaction History

Marks Group Wealth Management, Inc

$915 Million
Q1 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 06, 2023	SELL	$5.59 - $6.46 $1.51 Million - $1.74 Million	-269,952 Reduced 95.75%	11,995 $68,000
Q2 2022 Aug 09, 2022	BUY	$5.89 - $8.16 $14,648 - $20,293	2,487 Added 0.89%	281,947 $1.77 Million
Q4 2021 Feb 14, 2022	BUY	$7.88 - $9.21 $709,200 - $828,900	90,000 Added 47.5%	279,460 $2.34 Million
Q3 2021 Nov 15, 2021	SELL	$8.29 - $9.19 $39,858 - $44,185	-4,808 Reduced 2.47%	189,460 $1.63 Million
Q2 2021 Aug 10, 2021	BUY	$7.59 - $9.2 $36,492 - $44,233	4,808 Added 2.54%	194,268 $1.76 Million

Q4 2020 Feb 08, 2021	BUY	$5.8 - $6.9 $1.1 Million - $1.31 Million	189,460 New	189,460 $1.31 Million

Others Institutions Holding USA

# of Institutions

189

Shares Held

29M

Call Options Held

0

Put Options Held

0

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...

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