Westside Investment Management, Inc. Liberty All Star Equity Fund Transaction History

Westside Investment Management, Inc.

$475 Billion
Q4 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 19, 2024	BUY	$6.28 - $7.15 $288 - $328	46 Added 4.84%	996 $7.12 Million
Q3 2023 Nov 15, 2023	BUY	$5.9 - $7.0 $135 - $161	23 Added 2.48%	950 $5.62 Million
Q2 2023 Jul 14, 2023	BUY	$5.86 - $6.47 $128 - $142	22 Added 2.43%	927 $6 Million
Q1 2023 May 17, 2023	BUY	$5.8 - $6.49 $249 - $279	43 Added 4.99%	905 $5.61 Million
Q3 2022 Nov 09, 2022	BUY	$5.52 - $7.01 $110 - $140	20 Added 2.38%	862 $4,000
Q2 2022 Jul 15, 2022	BUY	$5.89 - $8.16 $135 - $187	23 Added 2.81%	842 $5,000
Q1 2022 Apr 25, 2022	BUY	$7.0 - $8.45 $287 - $346	41 Added 5.27%	819 $6,000
Q3 2021 Oct 27, 2021	BUY	$8.29 - $9.19 $157 - $174	19 Added 2.5%	778 $6,000
Q2 2021 Jul 28, 2021	BUY	$7.59 - $9.2 $136 - $165	18 Added 2.43%	759 $6,000
Q1 2021 Apr 14, 2021	BUY	$6.72 - $7.63 $228 - $259	34 Added 4.81%	741 $5,000
Q3 2020 Oct 14, 2020	BUY	$5.75 - $6.29 $103 - $113	18 Added 2.61%	707 $4,000
Q2 2020 Jul 21, 2020	BUY	$4.39 - $6.03 $74 - $102	17 Added 2.53%	689 $3,000
Q1 2020 Apr 16, 2020	BUY	$3.7 - $7.13 $2,486 - $4,791	672 New	672 $3,000

Others Institutions Holding USA

# of Institutions

193

Shares Held

29.7M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

3.54M
Shares

$25.2 Million
0.01% of portfolio
Morgan Stanley New York, NY

3.04M
Shares

$21.7 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

1.68M
Shares

$12 Million
0.01% of portfolio
Bensler, LLC Bellevue, WA

1.62M
Shares

$11.5 Million
1.45% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.49M
Shares

$10.6 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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