David J Yvars Group Liberty All Star Equity Fund Transaction History
David J Yvars Group
- $155 Million
- Q4 2024
A detailed history of David J Yvars Group transactions in Liberty All Star Equity Fund stock. As of the latest transaction made, David J Yvars Group holds 22,539 shares of USA stock, worth $159,350. This represents 0.1% of its overall portfolio holdings.
Number of Shares
22,539
Previous 22,539
-0.0%
Holding current value
$159,350
Previous $160,000
2.5%
% of portfolio
0.1%
Previous 0.1%
Shares
7 transactions
Others Institutions Holding USA
# of Institutions
214Shares Held
33.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC3.65MShares$25.8 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.22MShares$22.8 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.49MShares$17.6 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL1.68MShares$11.9 Million0.01% of portfolio
-
Bensler, LLC Bellevue, WA1.6MShares$11.3 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...