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 219 institutions that hold shares in the stock, with a total of 35.8 Million shares, which have been reported (via 13F filing form) to have a value of $238 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
4,368,444
shares
|
$29.2 Million
0.01% of portfolio
|
Q1 2025
Added 19.74%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
3,284,905
shares
|
$22 Million
0.0% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
3,041,649
shares
|
$20.3 Million
0.01% of portfolio
|
Q1 2025
Added 22.08%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,903,229
shares
|
$12.7 Million
0.0% of portfolio
|
Q1 2025
Added 21.24%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
1,687,876
shares
|
$11.3 Million
0.0% of portfolio
|
Q1 2025
Added 7.25%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
1,686,808
shares
|
$11.3 Million
1.38% of portfolio
|
Q1 2025
Added 5.74%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,683,699
shares
|
$11.3 Million
0.01% of portfolio
|
Q3 2024
Added 167.26%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
1,178,002
shares
|
$7.88 Million
0.02% of portfolio
|
Q1 2025
Added 16.23%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
865,993
shares
|
$5.79 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
832,922
shares
|
$5.57 Million
0.01% of portfolio
|
Q1 2025
Added 17.41%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
767,336
shares
|
$5.13 Million
0.09% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
695,156
shares
|
$4.65 Million
0.01% of portfolio
|
Q3 2024
Added 14.77%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
593,341
shares
|
$3.97 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.39%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
526,142
shares
|
$3.52 Million
0.0% of portfolio
|
Q1 2025
Reduced 16.59%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
443,044
shares
|
$2.96 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.03%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
424,761
shares
|
$2.84 Million
0.0% of portfolio
|
Q1 2025
Added 6.31%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
419,353
shares
|
$2.81 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
414,832
shares
|
$2.78 Million
0.0% of portfolio
|
Q1 2025
Added 109.01%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
400,407
shares
|
$2.68 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.61%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
372,667
shares
|
$2.49 Million
0.0% of portfolio
|
Q1 2025
Added 10.98%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
367,416
shares
|
$2.46 Million
1.16% of portfolio
|
Q2 2022
Added 0.75%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
365,988
shares
|
$2.45 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
356,206
shares
|
$2.38 Million
0.0% of portfolio
|
Q1 2025
Added 7.41%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
333,649
shares
|
$2.23 Million
0.01% of portfolio
|
Q1 2025
Added 15.06%
|
|
|
Shaker Financial Services, LLC
|
May 09, 2025 Q1 2025 |
320,223
shares
|
$2.14 Million
0.85% of portfolio
|
Q1 2025
Reduced 21.72%
|