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 192 institutions that hold shares in the stock, with a total of 29.9 Million shares, which have been reported (via 13F filing form) to have a value of $214 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
3,536,582
shares
|
$25.4 Million
0.01% of portfolio
|
Q3 2024
Added 4.91%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
3,043,238
shares
|
$21.8 Million
0.0% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,683,699
shares
|
$12.1 Million
0.01% of portfolio
|
Q3 2024
Added 167.26%
|
|
|
Bensler, LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
1,618,860
shares
|
$11.6 Million
1.45% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
1,486,272
shares
|
$10.7 Million
0.0% of portfolio
|
Q3 2024
Added 6.41%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,471,702
shares
|
$10.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
918,048
shares
|
$6.58 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
888,231
shares
|
$6.37 Million
0.05% of portfolio
|
Q3 2024
Added 5.24%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
749,807
shares
|
$5.38 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
704,113
shares
|
$5.05 Million
0.11% of portfolio
|
Q3 2024
Reduced 62.52%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
695,156
shares
|
$4.98 Million
0.01% of portfolio
|
Q3 2024
Added 14.77%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
689,391
shares
|
$4.94 Million
0.01% of portfolio
|
Q3 2024
Added 4.53%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
513,125
shares
|
$3.68 Million
0.01% of portfolio
|
Q3 2024
Reduced 14.51%
|
|
|
Shaker Financial Services, LLC
|
Oct 31, 2024 Q3 2024 |
510,094
shares
|
$3.66 Million
1.4% of portfolio
|
Q3 2024
Reduced 32.09%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
506,236
shares
|
$3.63 Million
0.07% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
498,698
shares
|
$3.58 Million
0.0% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
453,339
shares
|
$3.25 Million
0.0% of portfolio
|
Q3 2024
Added 21.2%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
392,032
shares
|
$2.81 Million
0.0% of portfolio
|
Q3 2024
Added 7.28%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
384,470
shares
|
$2.76 Million
0.0% of portfolio
|
Q3 2024
Added 10.04%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
367,416
shares
|
$2.63 Million
1.16% of portfolio
|
Q2 2022
Added 0.75%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
350,624
shares
|
$2.51 Million
0.0% of portfolio
|
Q3 2024
Added 36.32%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
339,334
shares
|
$2.43 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.07%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
316,041
shares
|
$2.27 Million
0.01% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
288,443
shares
|
$2.07 Million
0.01% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
274,230
shares
|
$1.97 Million
0.17% of portfolio
|
Q3 2024
Added 0.22%
|