A detailed history of Principal Securities, Inc. transactions in Liberty All Star Equity Fund stock. As of the latest transaction made, Principal Securities, Inc. holds 6,018 shares of USA stock, worth $40,922. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,018
Previous 4,233 42.17%
Holding current value
$40,922
Previous $27 Million 59.33%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024

BUY
$6.28 - $7.15 $11,209 - $12,762
1,785 Added 42.17%
6,018 $43 Million
Q4 2023

Feb 07, 2024

BUY
$5.64 - $6.44 $23,874 - $27,260
4,233 New
4,233 $27 Million

Others Institutions Holding USA

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...
More about USA
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