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 202 institutions that hold shares in the stock, with a total of 32.6 Million shares, which have been reported (via 13F filing form) to have a value of $232 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
42,900
shares
|
$304,590
0.01% of portfolio
|
Q1 2024
Added 39.76%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
42,303
shares
|
$300,351
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
42,062
shares
|
$298,640
0.01% of portfolio
|
Q2 2024
Added 0.57%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Jan 30, 2025 Q4 2024 |
36,715
shares
|
$260,676
0.08% of portfolio
|
Q4 2024
Reduced 21.41%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
36,118
shares
|
$256,437
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
35,559
shares
|
$252,468
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
33,291
shares
|
$236,366
0.12% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
32,705
shares
|
$232,205
0.09% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
31,860
shares
|
$226,206
0.01% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
30,914
shares
|
$219,489
0.01% of portfolio
|
Q4 2024
Added 87.01%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
29,668
shares
|
$210,642
0.09% of portfolio
|
Q3 2024
Reduced 14.5%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
29,556
shares
|
$209,847
0.0% of portfolio
|
Q4 2024
Added 31.03%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
29,479
shares
|
$209,300
0.0% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
29,454
shares
|
$209,123
0.12% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
26,820
shares
|
$190,422
0.0% of portfolio
|
Q4 2024
Added 82.41%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
26,000
shares
|
$184,600
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
25,894
shares
|
$183,847
0.0% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
25,470
shares
|
$180,837
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
25,125
shares
|
$178,387
0.01% of portfolio
|
Q2 2024
Reduced 28.47%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
24,850
shares
|
$176,435
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
23,706
shares
|
$168,312
0.05% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
23,026
shares
|
$163,484
0.0% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
David J Yvars Group
|
Jan 13, 2025 Q4 2024 |
22,539
shares
|
$160,026
0.1% of portfolio
|
Q3 2024
Added 4.94%
|
|
|
Von Berge Wealth Management Group, LLC
|
Feb 06, 2025 Q4 2024 |
22,532
shares
|
$159,977
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
22,309
shares
|
$158,393
0.09% of portfolio
|
Q3 2024
Added 2.62%
|