Aviance Capital Partners, LLC Liberty All Star Equity Fund Transaction History

Aviance Capital Partners, LLC

$690 Million
Q4 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Aug 10, 2018	SELL	$6.01 - $6.64 $85,804 - $94,799	-14,277 Closed	0 $0
Q1 2018 May 03, 2018	BUY	$6.02 - $6.77 $4,454 - $5,009	740 Added 5.47%	14,277 $87,000
Q3 2017 Nov 09, 2017	BUY	$5.55 - $6.03 $75,130 - $81,628	13,537	13,537 $82,000

Others Institutions Holding USA

# of Institutions

217

Shares Held

33.4M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

3.65M
Shares

$23.1 Million
0.01% of portfolio
Morgan Stanley New York, NY

3.22M
Shares

$20.4 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.49M
Shares

$15.8 Million
0.01% of portfolio
Bensler, LLC Bellevue, WA

1.69M
Shares

$10.7 Million
1.38% of portfolio
Raymond James & Associates St Petersburg, FL

1.68M
Shares

$10.7 Million
0.01% 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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