Kovitz Investment Group Partners, LLC Liberty All Star Equity Fund Transaction History
Kovitz Investment Group Partners, LLC
- $23.6 Billion
- Q3 2025
A detailed history of Kovitz Investment Group Partners, LLC transactions in Liberty All Star Equity Fund stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 24,850 shares of USA stock, worth $150,839. This represents 0.0% of its overall portfolio holdings.
Number of Shares
24,850
Previous 24,850
-0.0%
Holding current value
$150,839
Previous $169,000
7.1%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding USA
# of Institutions
247Shares 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...