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 |
---|---|---|---|---|---|
Nbc Securities, Inc.
Birmingham, AL |
Apr 05, 2024 Q1 2024 |
19,744
shares
|
$134,259
0.01% of portfolio
|
Q1 2024
Added 4.8%
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 22, 2024 Q1 2024 |
19,491
shares
|
$132,538
0.01% of portfolio
|
Q1 2024
New holding
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 30, 2024 Q1 2024 |
19,491
shares
|
$132,538
0.04% of portfolio
|
Q1 2024
Reduced 1.89%
|
|
Annex Advisory Services, LLC
|
Apr 12, 2024 Q1 2024 |
19,022
shares
|
$129,349
0.0% of portfolio
|
Q1 2024
New holding
|
|
Lokken Investment Group LLC
|
May 14, 2024 Q1 2024 |
18,877
shares
|
$128,363
0.07% of portfolio
|
Q1 2024
Added 0.01%
|
|
Onyx Bridge Wealth Group LLC
|
Apr 29, 2024 Q1 2024 |
18,749
shares
|
$127,493
0.02% of portfolio
|
Q4 2023
Reduced 5.06%
|
|
Waterloo Capital, L.P.
Austin, TX |
May 13, 2024 Q1 2024 |
18,636
shares
|
$126,724
0.02% of portfolio
|
Q1 2024
Reduced 5.57%
|
|
Ingalls & Snyder LLC
New York, NY |
May 13, 2024 Q1 2024 |
18,400
shares
|
$125,120
0.01% of portfolio
|
Q3 2023
New holding
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 15, 2024 Q1 2024 |
17,966
shares
|
$122,168
0.0% of portfolio
|
Q1 2024
New holding
|
|
Mendel Capital Management LLC
|
May 15, 2024 Q1 2024 |
17,750
shares
|
$120,700
0.08% of portfolio
|
Q1 2024
New holding
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 13, 2024 Q1 2024 |
16,760
shares
|
$113,968
0.01% of portfolio
|
Q4 2020
New holding
|
|
Beacon Capital Management, LLC
|
May 16, 2024 Q1 2024 |
16,470
shares
|
$111,996
0.02% of portfolio
|
Q1 2024
Added 4.97%
|
|
Eclectic Associates Inc
|
Apr 22, 2024 Q1 2024 |
15,993
shares
|
$108,752
0.05% of portfolio
|
Q1 2023
New holding
|
|
Webster Bank, N. A.
|
Apr 16, 2024 Q1 2024 |
15,898
shares
|
$108,106
0.01% of portfolio
|
Q1 2024
Added 2.4%
|
|
Shulman De Meo Asset Management LLC
|
Apr 15, 2024 Q1 2024 |
15,793
shares
|
$107,392
0.03% of portfolio
|
Q4 2023
Reduced 39.28%
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
May 13, 2024 Q1 2024 |
15,000
shares
|
$102,000
0.01% of portfolio
|
Q2 2020
Added 50.0%
|
|
Camden Capital, LLC
|
May 15, 2024 Q1 2024 |
14,500
shares
|
$98,600
0.01% of portfolio
|
Q1 2024
Added 5.03%
|
|
Bison Wealth, LLC
|
May 10, 2024 Q1 2024 |
14,353
shares
|
$97,600
0.02% of portfolio
|
Q1 2024
Added 22.03%
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
May 10, 2024 Q1 2024 |
14,044
shares
|
$95,499
0.04% of portfolio
|
Q1 2024
New holding
|
|
Wealth Shield Partners, LLC
Cary, NC |
Apr 29, 2024 Q1 2024 |
13,465
shares
|
$91,562
0.02% of portfolio
|
Q1 2024
New holding
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 08, 2024 Q1 2024 |
13,255
shares
|
$90,134
0.0% of portfolio
|
Q1 2024
New holding
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
May 14, 2024 Q1 2024 |
13,149
shares
|
$89,413
0.02% of portfolio
|
Q2 2023
Added 53.14%
|
|
Cwa Asset Management Group, LLC
|
May 13, 2024 Q1 2024 |
12,572
shares
|
$85,489
0.01% of portfolio
|
Q1 2024
New holding
|
|
Ica Group Wealth Management, LLC
Denver, CO |
May 14, 2024 Q1 2024 |
12,450
shares
|
$84,660
0.02% of portfolio
|
Q1 2024
Added 5.04%
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2024 Q1 2024 |
12,438
shares
|
$84,578
0.0% of portfolio
|
Q1 2024
Reduced 63.82%
|