Nwf Advisory Services Inc. Liberty All Star Equity Fund Transaction History
Nwf Advisory Services Inc.
- $911 Billion
- Q3 2025
A detailed history of Nwf Advisory Services Inc. transactions in Liberty All Star Equity Fund stock. As of the latest transaction made, Nwf Advisory Services Inc. holds 56,525 shares of USA stock, worth $343,106. This represents 0.04% of its overall portfolio holdings.
Number of Shares
56,525
Previous 55,158
2.48%
Holding current value
$343,106
Previous $376 Million
4.59%
% of portfolio
0.04%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding USA
# of Institutions
232Shares Held
40.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC4.65MShares$28.2 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.1MShares$24.9 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.41MShares$20.7 Million0.0% of portfolio
-
Rivernorth Capital Management, LLC West Palm Beach, FL2.02MShares$12.3 Million1.13% of portfolio
-
Royal Bank Of Canada Toronto, A62.02MShares$12.2 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...