Stolper CO Liberty All Star Equity Fund Transaction History

Stolper CO

$306 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 09, 2021	SELL	$6.72 - $7.63 $666,543 - $756,804	-99,188 Closed	0 $0
Q4 2020 Jan 11, 2021	SELL	$5.8 - $6.9 $3,503 - $4,167	-604 Reduced 0.61%	99,188 $684,000
Q3 2020 Oct 08, 2020	BUY	$5.75 - $6.29 $573,804 - $627,691	99,792 New	99,792 $600,000

Others Institutions Holding USA

# of Institutions

192

Shares Held

29.8M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

3.54M
Shares

$24.8 Million
0.01% of portfolio
Morgan Stanley New York, NY

3.04M
Shares

$21.3 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

1.68M
Shares

$11.8 Million
0.01% of portfolio
Bensler, LLC Bellevue, WA

1.62M
Shares

$11.3 Million
1.45% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.49M
Shares

$10.4 Million
0.0% 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...

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