Psi Advisors, LLC Liberty All Star Equity Fund Transaction History

Psi Advisors, LLC

$334 Million
Q4 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 20, 2022	SELL	$7.0 - $8.45 $420 - $506	-60 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$8.29 - $9.19 $497 - $551	60 New	60 $1,000
Q1 2020 May 15, 2020	SELL	$3.7 - $7.13 $2,105 - $4,056	-569 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$6.23 - $6.77 $3,544 - $3,852	569 New	569 $3,000

Others Institutions Holding USA

# of Institutions

214

Shares Held

33.3M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

3.65M
Shares

$24.3 Million
0.01% of portfolio
Morgan Stanley New York, NY

3.22M
Shares

$21.5 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.49M
Shares

$16.6 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

1.68M
Shares

$11.2 Million
0.01% of portfolio
Bensler, LLC Bellevue, WA

1.6M
Shares

$10.6 Million
1.32% 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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