Shaker Financial Services, LLC Liberty All Star Equity Fund Transaction History
Shaker Financial Services, LLC
- $268 Million
- Q2 2025
A detailed history of Shaker Financial Services, LLC transactions in Liberty All Star Equity Fund stock. As of the latest transaction made, Shaker Financial Services, LLC holds 803,925 shares of USA stock, worth $5.21 Million. This represents 2.04% of its overall portfolio holdings.
Number of Shares
803,925
Previous 320,223
151.05%
Holding current value
$5.21 Million
Previous $2.1 Million
161.04%
% of portfolio
2.04%
Previous 0.85%
Shares
25 transactions
Others Institutions Holding USA
# of Institutions
223Shares Held
38.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC4.54MShares$29.4 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.41MShares$22.1 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.21MShares$20.8 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A61.98MShares$12.8 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.74MShares$11.3 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...