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 213 institutions that hold shares in the stock, with a total of 33.3 Million shares, which have been reported (via 13F filing form) to have a value of $234 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
3,648,171
shares
|
$25.6 Million
0.01% of portfolio
|
Q4 2024
Added 3.16%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
3,218,879
shares
|
$22.6 Million
0.0% of portfolio
|
Q4 2024
Added 5.77%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
2,491,548
shares
|
$17.5 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,683,699
shares
|
$11.8 Million
0.01% of portfolio
|
Q3 2024
Added 167.26%
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
1,595,299
shares
|
$11.2 Million
1.32% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
1,573,832
shares
|
$11 Million
0.0% of portfolio
|
Q4 2024
Added 5.89%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,569,751
shares
|
$11 Million
0.0% of portfolio
|
Q4 2024
Added 6.66%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
1,013,472
shares
|
$7.1 Million
0.02% of portfolio
|
Q4 2024
Added 10.39%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
866,662
shares
|
$6.08 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
754,971
shares
|
$5.29 Million
0.1% of portfolio
|
Q4 2024
Added 7.22%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
709,400
shares
|
$4.97 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.39%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
695,156
shares
|
$4.87 Million
0.01% of portfolio
|
Q3 2024
Added 14.77%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
690,167
shares
|
$4.84 Million
0.01% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
630,796
shares
|
$4.42 Million
0.0% of portfolio
|
Q4 2024
Added 26.49%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
481,732
shares
|
$3.38 Million
0.06% of portfolio
|
Q4 2024
Reduced 4.84%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
471,456
shares
|
$3.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.12%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
438,121
shares
|
$3.07 Million
0.0% of portfolio
|
Q4 2024
Added 13.95%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
429,003
shares
|
$3.01 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.37%
|
|
|
Shaker Financial Services, LLC
|
Feb 13, 2025 Q4 2024 |
409,094
shares
|
$2.87 Million
1.13% of portfolio
|
Q4 2024
Reduced 19.8%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
399,539
shares
|
$2.8 Million
0.0% of portfolio
|
Q4 2024
Added 13.95%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
369,739
shares
|
$2.59 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.69%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
367,416
shares
|
$2.58 Million
1.16% of portfolio
|
Q2 2022
Added 0.75%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
335,793
shares
|
$2.35 Million
0.01% of portfolio
|
Q4 2024
Added 6.25%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
331,633
shares
|
$2.32 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
289,973
shares
|
$2.03 Million
0.01% of portfolio
|
Q4 2024
Added 0.53%
|