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USAUSA
7 quarters

Position history for RAYMOND JAMES FINANCIAL INCRAYMOND JAMES FINANCIAL INC's holdings in LIBERTY ALL STAR EQUITY FD

RAYMOND JAMES FINANCIAL INC holds 4.8M shares of USA (LIBERTY ALL STAR EQUITY FD), worth $27.9M as of 2026-Q2. The position was decreased (-11.8% shares). USA represents 0.0% of RAYMOND JAMES FINANCIAL INC's portfolio.

Current Value

$27.9M

Current Shares

4.8M

Total Value Change

+$10.6M

Total Shares Change

+2.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
4.8M
-11.8%
$27.9M0.0%$5.65
0
2026-Q1
Increased
5.5M
+13.3%
$30.2M0.0%$5.26
33
2025-Q4
Increased
4.8M
+17.4%
$30.2M0.0%$5.78
34
2025-Q3
Increased
4.1M
+27.7%
$26M0.0%$5.67
36
2025-Q2
Increased
3.2M
+5.4%
$21.8M0.0%$5.93
30
2025-Q1
Increased
3M
+22.1%
$19.9M0.0%$5.57
34
2024-Q4
New
2.5M
-
$17.3M0.0%$5.77
39

Other major holders of USA: Steward Partners Investment Advisory, LLC, MORGAN STANLEY, LPL Financial LLC

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