Pfg Investments, LLC Liberty All Star Equity Fund Transaction History
Pfg Investments, LLC
- $1.71 Trillion
- Q2 2025
A detailed history of Pfg Investments, LLC transactions in Liberty All Star Equity Fund stock. As of the latest transaction made, Pfg Investments, LLC holds 64,239 shares of USA stock, worth $422,050. This represents 0.03% of its overall portfolio holdings.
Number of Shares
64,239
Previous 74,467
13.73%
Holding current value
$422,050
Previous $488 Million
10.31%
% of portfolio
0.03%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding USA
# of Institutions
221Shares Held
37.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC4.54MShares$29.8 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.28MShares$21.6 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.04MShares$20 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A61.9MShares$12.5 Million0.0% of portfolio
-
Bensler, LLC Bellevue, WA1.71MShares$11.2 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...