Kestra Advisory Services, LLC Liberty All Star Equity Fund Transaction History
Kestra Advisory Services, LLC
- $20.1 Billion
- Q3 2025
A detailed history of Kestra Advisory Services, LLC transactions in Liberty All Star Equity Fund stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 334,538 shares of USA stock, worth $2.03 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
334,538
Previous 201,493
66.03%
Holding current value
$2.03 Million
Previous $1.37 Million
54.52%
% of portfolio
0.01%
Previous 0.01%
Shares
21 transactions
Others Institutions Holding USA
# of Institutions
246Shares Held
46.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC4.65MShares$28.2 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.1MShares$24.9 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.41MShares$20.7 Million0.0% of portfolio
-
Rivernorth Capital Management, LLC West Palm Beach, FL2.02MShares$12.3 Million1.13% of portfolio
-
Royal Bank Of Canada Toronto, A62.02MShares$12.2 Million0.0% 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...