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 $198 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 13, 2024 Q1 2024 |
89,646
shares
|
$609,592
0.32% of portfolio
|
Q1 2024
Added 1.14%
|
|
Karpus Management, Inc.
Pittsford, NY |
May 13, 2024 Q1 2024 |
88,070
shares
|
$598,876
0.02% of portfolio
|
Q1 2024
Added 75.09%
|
|
All Season Financial Advisors, Inc.
|
Apr 17, 2024 Q1 2024 |
87,462
shares
|
$594,741
0.53% of portfolio
|
Q1 2024
New holding
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
85,979
shares
|
$584,657
0.0% of portfolio
|
Q1 2024
Reduced 10.22%
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
May 03, 2024 Q1 2024 |
79,767
shares
|
$542,415
0.43% of portfolio
|
Q1 2024
Added 7.36%
|
|
Landscape Capital Management, L.L.C.
|
May 09, 2024 Q1 2024 |
70,335
shares
|
$478,278
0.05% of portfolio
|
Q1 2024
Reduced 46.46%
|
|
Private Capital Management LLC
|
Apr 10, 2024 Q1 2024 |
69,989
shares
|
$475,925
0.1% of portfolio
|
Q2 2023
New holding
|
|
Institute For Wealth Management, Llc.
|
Apr 30, 2024 Q1 2024 |
69,890
shares
|
$475,252
0.07% of portfolio
|
Q1 2024
Added 1.16%
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
69,279
shares
|
$471,097
0.0% of portfolio
|
Q1 2024
Added 3.22%
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 09, 2024 Q1 2024 |
62,202
shares
|
$422,973
0.0% of portfolio
|
Q1 2024
New holding
|
|
Flynn Zito Capital Management, LLC
|
Apr 30, 2024 Q1 2024 |
60,009
shares
|
$408,061
0.22% of portfolio
|
Q1 2024
New holding
|
|
Sage Capital Advisors,Llc
|
Apr 15, 2024 Q1 2024 |
58,165
shares
|
$395,522
0.12% of portfolio
|
Q1 2024
Added 3.93%
|
|
Whitcomb & Hess, Inc.
|
Apr 15, 2024 Q1 2024 |
57,501
shares
|
$391,006
0.13% of portfolio
|
Q1 2024
New holding
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
57,085
shares
|
$388,178
0.01% of portfolio
|
Q4 2017
Reduced 98.21%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 12, 2024 Q4 2023 |
56,899
shares
|
$386,913
0.02% of portfolio
|
Q4 2023
Added 10.75%
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
May 07, 2024 Q1 2024 |
54,715
shares
|
$372,062
0.15% of portfolio
|
Q2 2023
Reduced 26.77%
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
53,289
shares
|
$362,365
0.01% of portfolio
|
Q3 2022
Added 2.35%
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
53,237
shares
|
$362,011
0.09% of portfolio
|
Q1 2024
Added 5.16%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
May 07, 2024 Q1 2024 |
48,179
shares
|
$327,617
0.01% of portfolio
|
Q1 2024
Added 54.52%
|
|
Life Pro Asset Management
|
Apr 25, 2024 Q1 2024 |
43,850
shares
|
$298,180
0.22% of portfolio
|
Q1 2024
New holding
|
|
Raymond James Trust N.A.
|
Apr 24, 2024 Q1 2024 |
42,900
shares
|
$291,720
0.01% of portfolio
|
Q1 2024
Added 39.76%
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
42,635
shares
|
$289,918
0.0% of portfolio
|
Q1 2024
Reduced 6.26%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Apr 29, 2024 Q1 2024 |
41,825
shares
|
$284,410
0.01% of portfolio
|
Q1 2024
Added 1.68%
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Apr 12, 2024 Q1 2024 |
36,377
shares
|
$247,363
0.15% of portfolio
|
Q1 2024
Added 1.36%
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
May 02, 2024 Q1 2024 |
35,255
shares
|
$239,734
0.13% of portfolio
|
Q4 2022
Added 12.57%
|