Mcdonald Partners LLC Liberty All Star Equity Fund Transaction History
Mcdonald Partners LLC
- $404 Million
- Q2 2025
A detailed history of Mcdonald Partners LLC transactions in Liberty All Star Equity Fund stock. As of the latest transaction made, Mcdonald Partners LLC holds 53,682 shares of USA stock, worth $339,807. This represents 0.09% of its overall portfolio holdings.
Number of Shares
53,682
Previous 52,510
2.23%
Holding current value
$339,807
Previous $343,000
6.41%
% of portfolio
0.09%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding USA
# of Institutions
228Shares Held
40MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC4.54MShares$28.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.41MShares$21.6 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.21MShares$20.3 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A61.98MShares$12.5 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.74MShares$11 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...