Steward Partners Investment Advisory, LLC Liberty All Star Equity Fund Transaction History
Steward Partners Investment Advisory, LLC
- $11 Billion
- Q4 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in Liberty All Star Equity Fund stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 196,905 shares of USA stock, worth $1.39 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
196,905
Previous 181,643
8.4%
Holding current value
$1.39 Million
Previous $1.3 Million
5.56%
% of portfolio
0.01%
Previous 0.01%
Shares
33 transactions
Others Institutions Holding USA
# of Institutions
210Shares Held
32.8MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC3.65MShares$25.8 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.04MShares$21.5 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.49MShares$17.6 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL1.68MShares$11.9 Million0.01% of portfolio
-
Bensler, LLC Bellevue, WA1.6MShares$11.3 Million1.32% 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...