Ota Financial Group L.P. Liberty All Star Equity Fund Transaction History

Ota Financial Group L.P.

$143 Million
Q2 2023

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Jan 24, 2019	SELL	$4.95 - $6.83 $322,680 - $445,234	-65,188 Closed	0 $0
Q2 2018 Jul 16, 2018	SELL	$6.01 - $6.64 $36,396 - $40,211	-6,056 Reduced 8.5%	65,188 $417,000
Q3 2017 Oct 20, 2017	BUY	$5.55 - $6.03 $395,404 - $429,601	71,244	71,244 $388,000

Others Institutions Holding USA

# of Institutions

193

Shares Held

29.7M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

3.54M
Shares

$25.2 Million
0.01% of portfolio
Morgan Stanley New York, NY

3.04M
Shares

$21.7 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

1.68M
Shares

$12 Million
0.01% of portfolio
Bensler, LLC Bellevue, WA

1.62M
Shares

$11.5 Million
1.45% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.49M
Shares

$10.6 Million
0.0% 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...

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