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 |
|---|---|---|---|---|---|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
44,943
shares
|
$300,668
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Readystate Asset Management LP
Chicago, IL |
May 06, 2025 Q1 2025 |
43,934
shares
|
$293,918
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
43,850
shares
|
$293,356
0.24% of portfolio
|
Q1 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
42,900
shares
|
$287,001
0.01% of portfolio
|
Q1 2024
Added 39.76%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
42,775
shares
|
$286,164
0.0% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
42,770
shares
|
$286,131
0.09% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
42,222
shares
|
$282,465
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
42,062
shares
|
$281,394
0.01% of portfolio
|
Q2 2024
Added 0.57%
|
|
|
Wolverine Asset Management LLC
|
May 12, 2025 Q1 2025 |
40,346
shares
|
$269,914
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
38,302
shares
|
$256,240
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
May 13, 2025 Q1 2025 |
36,715
shares
|
$245,623
0.09% of portfolio
|
Q4 2024
Reduced 21.41%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
36,537
shares
|
$244,432
0.02% of portfolio
|
Q1 2025
Added 104291.43%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
34,955
shares
|
$233,848
0.0% of portfolio
|
Q1 2025
Reduced 48.06%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
34,527
shares
|
$230,985
0.0% of portfolio
|
Q1 2025
Reduced 48.63%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Apr 25, 2025 Q1 2025 |
34,122
shares
|
$228,276
0.11% of portfolio
|
Q4 2024
Added 15.01%
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
33,482
shares
|
$223,994
0.08% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Apr 09, 2025 Q1 2025 |
33,464
shares
|
$223,874
0.11% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
31,647
shares
|
$211,718
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
31,460
shares
|
$210,467
0.0% of portfolio
|
Q1 2025
Added 62.32%
|
|
|
Annex Advisory Services, LLC
|
Apr 10, 2025 Q1 2025 |
30,914
shares
|
$206,814
0.01% of portfolio
|
Q4 2024
Added 87.01%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
30,638
shares
|
$204,968
0.0% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
29,275
shares
|
$195,849
0.01% of portfolio
|
Q1 2025
Added 44.39%
|
|
|
Elco Management Co., LLC
New York, NY |
May 01, 2025 Q1 2025 |
28,454
shares
|
$190,357
0.1% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
28,323
shares
|
$189,480
0.03% of portfolio
|
Q1 2025
Added 4171.95%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
28,091
shares
|
$187,928
0.0% of portfolio
|
Q1 2025
Reduced 4.71%
|