Samalin Investment Counsel, LLC Liberty All Star Equity Fund Transaction History
Samalin Investment Counsel, LLC
- $223 Million
- Q4 2024
A detailed history of Samalin Investment Counsel, LLC transactions in Liberty All Star Equity Fund stock. As of the latest transaction made, Samalin Investment Counsel, LLC holds 97,324 shares of USA stock, worth $640,391. This represents 0.3% of its overall portfolio holdings.
Number of Shares
97,324
Previous 97,283
0.04%
Holding current value
$640,391
Previous $694,000
2.59%
% of portfolio
0.3%
Previous 0.31%
Shares
9 transactions
Others Institutions Holding USA
# of Institutions
214Shares Held
33.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC3.65MShares$24 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.22MShares$21.2 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.49MShares$16.4 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL1.68MShares$11.1 Million0.01% of portfolio
-
Bensler, LLC Bellevue, WA1.6MShares$10.5 Million1.32% 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...