Level Four Advisory Services, LLC Liberty All Star Equity Fund Transaction History
Level Four Advisory Services, LLC
- $2.66 Billion
- Q3 2025
A detailed history of Level Four Advisory Services, LLC transactions in Liberty All Star Equity Fund stock. As of the latest transaction made, Level Four Advisory Services, LLC holds 23,676 shares of USA stock, worth $143,713. This represents 0.01% of its overall portfolio holdings.
Number of Shares
23,676
Previous 23,018
2.86%
Holding current value
$143,713
Previous $156,000
3.85%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding USA
# of Institutions
243Shares Held
45.5MCall 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...