Verus Capital Partners, LLC Liberty All Star Equity Fund Transaction History

Verus Capital Partners, LLC

$1.33 Billion
Q3 2025

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Aug 09, 2022	SELL	$7.0 - $8.45 $2,541 - $3,067	-363 Closed	0 $0
Q1 2020 May 26, 2020	BUY	$3.7 - $7.13 $66 - $128	18 Added 5.22%	363 $2,000
Q4 2019 Feb 27, 2020	BUY	$6.23 - $6.77 $2,149 - $2,335	345 New	345 $2,000

Others Institutions Holding USA

# of Institutions

247

Shares Held

48.1M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

4.65M
Shares

$28.2 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

4.1M
Shares

$24.9 Million
0.01% of portfolio
Morgan Stanley New York, NY

3.41M
Shares

$20.7 Million
0.0% of portfolio
Absolute Investment Advisers LLC

2.7M
Shares

$16.4 Million
1.95% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

2.02M
Shares

$12.3 Million
1.13% 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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