Triumph Capital Management Liberty All Star Equity Fund Transaction History
Triumph Capital Management
- $270 Million
- Q4 2024
A detailed history of Triumph Capital Management transactions in Liberty All Star Equity Fund stock. As of the latest transaction made, Triumph Capital Management holds 90,972 shares of USA stock, worth $637,713. This represents 0.23% of its overall portfolio holdings.
Number of Shares
90,972
Previous 90,853
0.13%
Holding current value
$637,713
Previous $648,000
2.47%
% of portfolio
0.23%
Previous 0.25%
Shares
2 transactions
Others Institutions Holding USA
# of Institutions
213Shares Held
33.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC3.65MShares$25.6 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.22MShares$22.6 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.49MShares$17.5 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL1.68MShares$11.8 Million0.01% of portfolio
-
Bensler, LLC Bellevue, WA1.6MShares$11.2 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...