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 221 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 $247 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
David J Yvars Group
|
Jul 09, 2025 Q2 2025 |
27,179
shares
|
$187,535
0.11% of portfolio
|
Q2 2025
Added 20.59%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
26,424
shares
|
$182,325
0.02% of portfolio
|
Q1 2025
Added 84.18%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
26,171
shares
|
$180,579
0.03% of portfolio
|
Q1 2025
Added 37.75%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
25,470
shares
|
$175,743
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
25,125
shares
|
$173,362
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
25,013
shares
|
$172,589
0.0% of portfolio
|
Q1 2025
Reduced 81.27%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
24,850
shares
|
$171,465
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
23,957
shares
|
$165,303
0.06% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
May 12, 2025 Q1 2025 |
23,162
shares
|
$159,817
0.07% of portfolio
|
Q1 2025
Added 56.92%
|
|
|
Eclectic Associates Inc
|
Apr 10, 2025 Q1 2025 |
22,853
shares
|
$157,685
0.05% of portfolio
|
Q1 2025
Added 5.02%
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
May 06, 2025 Q1 2025 |
22,605
shares
|
$155,974
0.11% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
22,572
shares
|
$155,746
0.0% of portfolio
|
Q1 2025
Added 28.93%
|
|
|
Von Berge Wealth Management Group, LLC
|
Apr 25, 2025 Q1 2025 |
22,532
shares
|
$155,470
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
22,150
shares
|
$152,835
0.0% of portfolio
|
Q1 2025
Added 21.58%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Apr 18, 2025 Q1 2025 |
22,044
shares
|
$152,103
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
21,891
shares
|
$151,047
0.01% of portfolio
|
Q1 2025
Added 5.03%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
21,761
shares
|
$150,150
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
20,254
shares
|
$139,752
0.0% of portfolio
|
Q1 2025
Reduced 21.78%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
19,437
shares
|
$134,115
0.0% of portfolio
|
Q4 2024
Reduced 15.59%
|
|
|
Ingalls & Snyder LLC
New York, NY |
May 12, 2025 Q1 2025 |
19,414
shares
|
$133,956
0.0% of portfolio
|
Q4 2024
Added 5.51%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
19,275
shares
|
$132,997
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lokken Investment Group LLC
|
May 01, 2025 Q1 2025 |
18,881
shares
|
$130,278
0.06% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Smith Asset Management Co., LLC
Chiefland, FL |
May 19, 2025 Q1 2025 |
18,651
shares
|
$128,691
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Primoris Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
18,526
shares
|
$127,829
0.1% of portfolio
|
Q1 2025
Reduced 7.17%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
18,162
shares
|
$125,317
0.02% of portfolio
|
Q1 2025
Added 5.02%
|