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 |
---|---|---|---|---|---|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Apr 30, 2024 Q1 2024 |
35,125
shares
|
$238,850
0.01% of portfolio
|
Q1 2024
Added 132.23%
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
33,393
shares
|
$227,072
0.0% of portfolio
|
Q1 2024
Added 11.17%
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
32,742
shares
|
$222,645
0.0% of portfolio
|
Q1 2024
Reduced 52.52%
|
|
Oppenheimer & CO Inc
New York, NY |
May 06, 2024 Q1 2024 |
32,733
shares
|
$222,584
0.0% of portfolio
|
Q1 2024
Added 0.97%
|
|
Centaurus Financial, Inc.
|
May 14, 2024 Q1 2024 |
32,225
shares
|
$219,130
0.02% of portfolio
|
Q1 2024
Reduced 44.43%
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
31,990
shares
|
$217,532
0.0% of portfolio
|
Q1 2024
Added 208.87%
|
|
Astoria Portfolio Advisors Llc.
|
Apr 16, 2024 Q1 2024 |
31,703
shares
|
$215,580
0.09% of portfolio
|
Q1 2024
Reduced 14.33%
|
|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
31,435
shares
|
$213,758
0.0% of portfolio
|
Q1 2024
Added 1.94%
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
30,258
shares
|
$205,754
0.01% of portfolio
|
Q1 2024
Added 5.0%
|
|
Elco Management Co., LLC
New York, NY |
May 14, 2024 Q1 2024 |
30,084
shares
|
$204,571
0.13% of portfolio
|
Q4 2023
Reduced 1.69%
|
|
David J Yvars Group
|
Apr 11, 2024 Q1 2024 |
28,719
shares
|
$195,289
0.14% of portfolio
|
Q1 2024
Added 2.4%
|
|
Stephens Inc
|
May 15, 2024 Q1 2024 |
28,082
shares
|
$190,957
0.0% of portfolio
|
Q1 2024
Added 4.84%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
27,050
shares
|
$183,940
0.0% of portfolio
|
Q1 2024
New holding
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
25,572
shares
|
$173,889
0.0% of portfolio
|
Q1 2024
Reduced 49.95%
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
25,470
shares
|
$173,196
0.04% of portfolio
|
Q1 2024
New holding
|
|
Prospera Financial Services Inc
|
Feb 14, 2024 Q4 2023 |
24,998
shares
|
$169,986
0.01% of portfolio
|
Q4 2023
Reduced 2.33%
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
May 13, 2024 Q1 2024 |
24,850
shares
|
$168,980
0.01% of portfolio
|
Q3 2023
Reduced 2.97%
|
|
J.W. Cole Advisors, Inc.
|
Apr 30, 2024 Q1 2024 |
24,315
shares
|
$165,342
0.01% of portfolio
|
Q1 2024
New holding
|
|
Calamos Advisors LLC
|
May 08, 2024 Q1 2024 |
23,589
shares
|
$160,405
0.0% of portfolio
|
Q1 2024
New holding
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2024 Q1 2024 |
23,026
shares
|
$156,576
0.0% of portfolio
|
Q4 2023
Reduced 0.77%
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
May 15, 2024 Q1 2024 |
22,854
shares
|
$155,407
0.05% of portfolio
|
Q1 2024
Added 1.01%
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
22,342
shares
|
$151,925
0.01% of portfolio
|
Q4 2023
Added 688.63%
|
|
Primoris Wealth Advisors, LLC
|
May 07, 2024 Q1 2024 |
21,889
shares
|
$148,845
0.13% of portfolio
|
Q1 2024
Added 0.28%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
May 14, 2024 Q1 2024 |
21,575
shares
|
$146,710
0.01% of portfolio
|
Q1 2024
New holding
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 11, 2024 Q1 2024 |
19,787
shares
|
$134,551
0.01% of portfolio
|
Q1 2024
Added 5.04%
|