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 224 institutions that hold shares in the stock, with a total of 38.5 Million shares, which have been reported (via 13F filing form) to have a value of $253 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
4,536,023
shares
|
$29.8 Million
0.01% of portfolio
|
Q2 2025
Added 3.84%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
3,406,432
shares
|
$22.4 Million
0.0% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
3,205,944
shares
|
$21.1 Million
0.01% of portfolio
|
Q2 2025
Added 5.4%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,981,102
shares
|
$13 Million
0.0% of portfolio
|
Q2 2025
Added 4.09%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
1,742,069
shares
|
$11.4 Million
0.0% of portfolio
|
Q2 2025
Added 3.21%
|
|
|
Bensler, LLC
Bellevue, WA |
Aug 06, 2025 Q2 2025 |
1,706,977
shares
|
$11.2 Million
1.3% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,683,699
shares
|
$11.1 Million
0.01% of portfolio
|
Q3 2024
Added 167.26%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
1,201,819
shares
|
$7.9 Million
0.02% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
816,182
shares
|
$5.36 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
812,532
shares
|
$5.34 Million
0.05% of portfolio
|
Q2 2025
Reduced 6.17%
|
|
|
Shaker Financial Services, LLC
|
Aug 05, 2025 Q2 2025 |
803,925
shares
|
$5.28 Million
2.04% of portfolio
|
Q2 2025
Added 151.05%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
790,710
shares
|
$5.19 Million
0.08% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
695,156
shares
|
$4.57 Million
0.01% of portfolio
|
Q3 2024
Added 14.77%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Aug 07, 2025 Q2 2025 |
639,319
shares
|
$4.2 Million
0.13% of portfolio
|
Q2 2025
Added 1355.18%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
531,719
shares
|
$3.49 Million
0.0% of portfolio
|
Q2 2025
Added 28.18%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
507,575
shares
|
$3.33 Million
0.01% of portfolio
|
Q2 2025
Reduced 14.45%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
453,344
shares
|
$2.98 Million
0.0% of portfolio
|
Q2 2025
Added 6.73%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
447,391
shares
|
$2.94 Million
0.0% of portfolio
|
Q2 2025
Reduced 14.97%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
419,742
shares
|
$2.76 Million
0.0% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
419,289
shares
|
$2.75 Million
0.0% of portfolio
|
Q2 2025
Added 4.72%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
381,011
shares
|
$2.5 Million
0.0% of portfolio
|
Q2 2025
Added 6.96%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Aug 08, 2025 Q2 2025 |
377,247
shares
|
$2.48 Million
0.09% of portfolio
|
Q2 2025
Added 71.68%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
372,357
shares
|
$2.45 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
367,416
shares
|
$2.41 Million
1.16% of portfolio
|
Q2 2022
Added 0.75%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
366,940
shares
|
$2.41 Million
0.01% of portfolio
|
Q2 2025
Reduced 17.18%
|