Institutional Ownership Liberty All Star Equity Fund (USA)
This table provides information about the institutional ownership of Liberty All Star Equity Fund (USA). We have compiled data on the 189 institutions that hold shares in the stock, with a total of 29 Million shares, which have been reported (via 13F filing form) to have a value of $197 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
3,185,790
shares
|
$21.6 Million
0.01% of portfolio
|
Q1 2024
Added 5.85%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
3,151,614
shares
|
$21.4 Million
0.0% of portfolio
|
Q1 2024
Reduced 11.78%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
May 15, 2024 Q1 2024 |
1,836,718
shares
|
$12.5 Million
0.16% of portfolio
|
Q1 2024
Added 53.99%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
1,687,436
shares
|
$11.5 Million
0.0% of portfolio
|
Q1 2024
Added 0.67%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 30, 2024 Q1 2024 |
1,561,759
shares
|
$10.6 Million
1.62% of portfolio
|
Q1 2024
Added 11.58%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
1,252,948
shares
|
$8.51 Million
0.0% of portfolio
|
Q1 2024
Added 4.13%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
919,043
shares
|
$6.24 Million
0.02% of portfolio
|
Q1 2024
Added 9.94%
|
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
846,492
shares
|
$5.75 Million
0.02% of portfolio
|
Q1 2024
Added 16.87%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2024 Q1 2024 |
836,904
shares
|
$5.68 Million
0.04% of portfolio
|
Q1 2024
Added 3.11%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
May 10, 2024 Q1 2024 |
825,501
shares
|
$5.61 Million
0.25% of portfolio
|
Q1 2024
Added 1204.17%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
634,920
shares
|
$4.31 Million
0.02% of portfolio
|
Q1 2024
Added 2.45%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 14, 2024 Q1 2024 |
607,970
shares
|
$4.13 Million
0.09% of portfolio
|
Q1 2024
Reduced 24.15%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
592,157
shares
|
$4.02 Million
0.01% of portfolio
|
Q1 2024
Added 8.92%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
570,133
shares
|
$3.87 Million
0.0% of portfolio
|
Q1 2024
Added 23.91%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
568,252
shares
|
$3.86 Million
0.01% of portfolio
|
Q1 2024
Added 3.42%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
514,944
shares
|
$3.5 Million
0.0% of portfolio
|
Q1 2024
Reduced 3.21%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
374,025
shares
|
$2.54 Million
0.0% of portfolio
|
Q4 2023
Added 0.27%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
367,416
shares
|
$2.49 Million
1.16% of portfolio
|
Q2 2022
Added 0.75%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
355,444
shares
|
$2.41 Million
0.0% of portfolio
|
Q1 2024
Reduced 1.35%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
347,614
shares
|
$2.36 Million
0.0% of portfolio
|
Q1 2024
Added 1.8%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
304,611
shares
|
$2.07 Million
0.0% of portfolio
|
Q1 2024
Added 1.16%
|
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
281,498
shares
|
$1.91 Million
0.01% of portfolio
|
Q1 2024
Added 1.48%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 14, 2024 Q1 2024 |
271,730
shares
|
$1.85 Million
0.12% of portfolio
|
Q1 2024
Reduced 1.24%
|
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2024 Q1 2024 |
270,000
shares
|
$1.83 Million
0.0% of portfolio
|
Q3 2023
Added 8.0%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
263,503
shares
|
$1.79 Million
0.94% of portfolio
|
Q4 2022
Reduced 0.54%
|
|