Patten Group, Inc. Liberty All Star Equity Fund Transaction History
Patten Group, Inc.
- $440 Million
- Q3 2024
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 141,581 shares of USA stock, worth $1.04 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
141,581
Previous 116,827
21.19%
Holding current value
$1.04 Million
Previous $794,000
27.2%
% of portfolio
0.23%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding USA
# of Institutions
196Shares Held
29.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC3.54MShares$25.9 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.04MShares$22.3 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL1.68MShares$12.3 Million0.01% of portfolio
-
Bensler, LLC Bellevue, WA1.6MShares$11.7 Million1.32% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.49MShares$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...