Morris Retirement Advisors, LLC Liberty All Star Equity Fund Transaction History
Morris Retirement Advisors, LLC
- $234 Million
- Q4 2025
A detailed history of Morris Retirement Advisors, LLC transactions in Liberty All Star Equity Fund stock. As of the latest transaction made, Morris Retirement Advisors, LLC holds 13,454 shares of USA stock, worth $81,665. This represents 0.03% of its overall portfolio holdings.
Number of Shares
13,454
Previous 14,407
6.61%
Holding current value
$81,665
Previous $91,000
10.99%
% of portfolio
0.03%
Previous 0.04%
Shares
15 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...