Oliver Lagore Vanvalin Investment Group Liberty All Star Equity Fund Transaction History
Oliver Lagore Vanvalin Investment Group
- $263 Million
- Q2 2025
A detailed history of Oliver Lagore Vanvalin Investment Group transactions in Liberty All Star Equity Fund stock. As of the latest transaction made, Oliver Lagore Vanvalin Investment Group holds 23,957 shares of USA stock, worth $154,762. This represents 0.06% of its overall portfolio holdings.
Number of Shares
23,957
Previous 23,706
1.06%
Holding current value
$154,762
Previous $164,000
0.61%
% of portfolio
0.06%
Previous 0.04%
Shares
8 transactions
Others Institutions Holding USA
# of Institutions
220Shares Held
36.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC4.37MShares$28.2 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.28MShares$21.2 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.04MShares$19.6 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A61.9MShares$12.3 Million0.0% of portfolio
-
Bensler, LLC Bellevue, WA1.71MShares$11 Million1.3% 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...