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 |
|---|---|---|---|---|---|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
108,123
shares
|
$775,241
0.02% of portfolio
|
Q2 2024
Reduced 14.58%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
106,807
shares
|
$765,806
0.09% of portfolio
|
Q3 2024
Reduced 11.15%
|
|
|
Stockman Wealth Management, Inc.
|
Nov 04, 2024 Q3 2024 |
99,563
shares
|
$713,866
0.11% of portfolio
|
Q3 2023
Reduced 8.23%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Nov 12, 2024 Q3 2024 |
99,332
shares
|
$712,210
0.54% of portfolio
|
Q3 2024
Added 13.19%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
97,283
shares
|
$697,519
0.31% of portfolio
|
Q3 2024
Added 8.32%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
84,461
shares
|
$605,585
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
84,054
shares
|
$602,667
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
76,533
shares
|
$548,741
0.02% of portfolio
|
Q3 2024
Added 17.24%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
71,330
shares
|
$511,436
0.07% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
70,467
shares
|
$505,248
0.03% of portfolio
|
Q3 2024
Added 15.58%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
69,248
shares
|
$496,508
0.0% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Sage Capital Advisors,Llc
|
Oct 08, 2024 Q3 2024 |
68,433
shares
|
$490,664
0.13% of portfolio
|
Q3 2024
Added 7.33%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
61,934
shares
|
$444,066
0.0% of portfolio
|
Q3 2024
Reduced 17.26%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
61,577
shares
|
$441,507
0.02% of portfolio
|
Q2 2024
Reduced 40.55%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
57,085
shares
|
$409,299
0.01% of portfolio
|
Q4 2017
Reduced 98.21%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
55,819
shares
|
$400,222
0.02% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
55,218
shares
|
$395,913
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
53,289
shares
|
$382,082
0.01% of portfolio
|
Q3 2022
Added 2.35%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
53,237
shares
|
$381,709
0.09% of portfolio
|
Q1 2024
Added 5.16%
|
|
|
Mcdonald Partners LLC
|
Oct 15, 2024 Q3 2024 |
50,000
shares
|
$358,500
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Oct 31, 2024 Q3 2024 |
46,715
shares
|
$334,946
0.12% of portfolio
|
Q2 2024
Reduced 14.62%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
46,665
shares
|
$334,588
0.0% of portfolio
|
Q3 2024
Added 46.83%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
43,850
shares
|
$314,404
0.24% of portfolio
|
Q1 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
42,900
shares
|
$307,593
0.01% of portfolio
|
Q1 2024
Added 39.76%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
42,303
shares
|
$303,312
0.0% of portfolio
|
Q3 2024
New holding
|