A detailed history of Triumph Capital Management transactions in Liberty All Star Equity Fund stock. As of the latest transaction made, Triumph Capital Management holds 125,609 shares of USA stock, worth $762,446. This represents 0.24% of its overall portfolio holdings.

Number of Shares
125,609
Previous 125,609 -0.0%
Holding current value
$762,446
Previous $796,000 -0.0%
% of portfolio
0.24%
Previous 0.22%

Shares

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

Nov 14, 2025

BUY
$6.34 - $6.94 $118,779 - $130,020
18,735 Added 17.53%
125,609 $796,000
Q2 2025

Dec 23, 2025

SELL
$5.9 - $6.81 $110,536 - $127,585
-18,735 Reduced 14.92%
106,874 $727,000
Q2 2025

Jul 09, 2025

BUY
$5.9 - $6.81 $37,317 - $43,073
6,325 Added 6.29%
106,874 $727,000
Q1 2025

May 06, 2025

BUY
$6.41 - $7.32 $61,388 - $70,103
9,577 Added 10.53%
100,549 $658,000
Q4 2024

Feb 14, 2025

BUY
$6.82 - $7.46 $811 - $887
119 Added 0.13%
90,972 $632,000
Q3 2024

Feb 14, 2025

BUY
$6.43 - $7.14 $584,184 - $648,690
90,853 New
90,853 $648,000

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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