A detailed history of Pensionmark Financial Group, LLC transactions in Liberty All Star Equity Fund stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 12,195 shares of USA stock, worth $74,023. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,195
Holding current value
$74,023
% of portfolio
0.0%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025

BUY
$6.34 - $6.94 $77,316 - $84,633
12,195 New
12,195 $77,000

Others Institutions Holding USA

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...
More about USA
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