Summit Financial, LLC Liberty All Star Equity Fund Transaction History
Summit Financial, LLC
- $6 Billion
- Q3 2025
A detailed history of Summit Financial, LLC transactions in Liberty All Star Equity Fund stock. As of the latest transaction made, Summit Financial, LLC holds 10,085 shares of USA stock, worth $61,215. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10,085
Previous 10,005
0.8%
Holding current value
$61,215
Previous $68,000
7.35%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding USA
# of Institutions
241Shares Held
45.6MCall 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...