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 |
|---|---|---|---|---|---|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
107,833
shares
|
$721,402
0.03% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
104,857
shares
|
$701,493
0.08% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Triumph Capital Management
|
May 06, 2025 Q1 2025 |
100,549
shares
|
$672,672
0.24% of portfolio
|
Q1 2025
Added 10.53%
|
|
|
Stockman Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
99,563
shares
|
$666,076
0.1% of portfolio
|
Q3 2023
Reduced 8.23%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
May 01, 2025 Q1 2025 |
96,741
shares
|
$647,197
0.48% of portfolio
|
Q1 2025
Reduced 6.09%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
84,404
shares
|
$564,662
0.01% of portfolio
|
Q1 2025
Added 23.62%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
83,039
shares
|
$555,530
0.0% of portfolio
|
Q1 2025
Added 20.91%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
82,675
shares
|
$553,095
0.18% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
82,282
shares
|
$550,466
0.01% of portfolio
|
Q1 2025
Reduced 11.15%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
78,696
shares
|
$526,476
0.07% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
78,047
shares
|
$522,134
0.01% of portfolio
|
Q4 2024
Added 284.41%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
74,467
shares
|
$498,184
0.03% of portfolio
|
Q1 2025
Added 5.68%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
73,556
shares
|
$492,089
0.03% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
May 15, 2025 Q1 2025 |
73,110
shares
|
$489,105
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Mezzasalma Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
72,192
shares
|
$482,964
0.17% of portfolio
|
Q1 2025
Added 4.79%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
60,846
shares
|
$407,059
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
58,182
shares
|
$389,237
0.01% of portfolio
|
Q1 2025
Added 55.73%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
57,085
shares
|
$381,898
0.01% of portfolio
|
Q4 2017
Reduced 98.21%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
55,961
shares
|
$374,379
0.01% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
53,289
shares
|
$356,503
0.01% of portfolio
|
Q3 2022
Added 2.35%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
53,237
shares
|
$356,155
0.09% of portfolio
|
Q1 2024
Added 5.16%
|
|
|
Mcdonald Partners LLC
|
May 15, 2025 Q1 2025 |
52,510
shares
|
$351,291
0.09% of portfolio
|
Q1 2025
Added 5.02%
|
|
|
Sage Capital Advisors,Llc
|
Apr 04, 2025 Q1 2025 |
52,399
shares
|
$350,549
0.09% of portfolio
|
Q1 2025
Reduced 7.25%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
52,258
shares
|
$349,606
0.03% of portfolio
|
Q1 2025
Added 28.43%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
45,577
shares
|
$304,910
0.01% of portfolio
|
Q1 2025
Reduced 11.63%
|