Institutional shares held 29.8 Million
0 calls
0 puts
Total value of holdings $203M
$0 calls
$0 puts
Market Cap N/A
Institutional ownership N/A
# of Institutions 192


Latest Institutional Activity in USA

Top Purchases

Q3 2024
Raymond James & Associates Shares Held: 1.68M ($11.7M)
Q3 2024
Lpl Financial LLC Shares Held: 3.54M ($24.6M)
Q3 2024
International Assets Investment Management, LLC Shares Held: 148K ($1.03M)
Q3 2024
Invesco Ltd. Shares Held: 351K ($2.44M)
Q3 2024
Ameriprise Financial Inc Shares Held: 1.49M ($10.3M)

Top Sells

Q3 2024
Penserra Capital Management LLC Shares Held: 704K ($4.9M)
Q3 2024
Shaker Financial Services, LLC Shares Held: 510K ($3.55M)
Q3 2024
Cornerstone Advisors, LLC Shares Held: 228K ($1.59M)
Q3 2024
Cambridge Investment Research Advisors, Inc. Shares Held: 513K ($3.57M)
Q3 2024
Royal Bank Of Canada Shares Held: 1.47M ($10.2M)

About USA

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 markets of the United States. The fund seeks to invest in stocks of companies operating across diversified sectors. It primarily invests in value and growth stocks of large cap companies. The fund benchmarks the performance of its portfolio against the Lipper Large-Cap Core Mutual Fund Average, the Dow Jones Industrial Average, the NASDAQ Composite Index, and the S&P 500 Index. Liberty All Star Equity Fund was formed on October 31, 1986 and is domiciled in the United States.


Insider Transactions at USA

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
7.65K Shares
From 3 Insiders
Open market or private purchase 7.65K shares
Sell / Disposition
0 Shares
From 0 Insiders

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