Sunbelt Securities, Inc. Liberty All Star Equity Fund Transaction History

Sunbelt Securities, Inc.

$924 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 15, 2020	SELL	$3.7 - $7.13 $81,229 - $156,532	-21,954 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$6.23 - $6.77 $47,129 - $51,215	7,565 Added 52.57%	21,954 $37.2 Million
Q3 2019 Nov 15, 2019	BUY	$6.02 - $6.64 $86,621 - $95,542	14,389 New	14,389 $92,000

Others Institutions Holding USA

# of Institutions

200

Shares Held

30M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

3.54M
Shares

$25.2 Million
0.01% of portfolio
Morgan Stanley New York, NY

3.04M
Shares

$21.7 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

1.68M
Shares

$12 Million
0.01% of portfolio
Bensler, LLC Bellevue, WA

1.6M
Shares

$11.4 Million
1.32% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.49M
Shares

$10.6 Million
0.0% 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...

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