Patten Group, Inc. Liberty All Star Equity Fund Transaction History
Patten Group, Inc.
- $460 Million
- Q2 2025
A detailed history of Patten Group, Inc. transactions in Liberty All Star Equity Fund stock. As of the latest transaction made, Patten Group, Inc. holds 125,899 shares of USA stock, worth $789,386. This represents 0.19% of its overall portfolio holdings.
Number of Shares
125,899
Previous 126,305
0.32%
Holding current value
$789,386
Previous $827,000
3.63%
% of portfolio
0.19%
Previous 0.19%
Shares
5 transactions
Others Institutions Holding USA
# of Institutions
223Shares Held
39.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC4.54MShares$28.4 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.41MShares$21.4 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.21MShares$20.1 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A61.98MShares$12.4 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.74MShares$10.9 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...