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 192 institutions that hold shares in the stock, with a total of 29.9 Million shares, which have been reported (via 13F filing form) to have a value of $214 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ingalls & Snyder LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
18,400
shares
|
$131,928
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
18,327
shares
|
$131,404
0.0% of portfolio
|
Q3 2024
Reduced 45.5%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
18,218
shares
|
$130,623
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
17,777
shares
|
$127,461
0.03% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Mendel Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
17,750
shares
|
$127,267
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
17,294
shares
|
$123,997
0.02% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
16,760
shares
|
$120,169
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
True Mark Investments, LLC
Chicago, IL |
Oct 15, 2024 Q3 2024 |
16,687
shares
|
$119,645
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Annex Advisory Services, LLC
|
Oct 10, 2024 Q3 2024 |
16,531
shares
|
$118,527
0.0% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
16,357
shares
|
$117,279
0.05% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
15,898
shares
|
$113,988
0.01% of portfolio
|
Q1 2024
Added 2.4%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
15,834
shares
|
$113,529
0.01% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
15,725
shares
|
$112,748
0.0% of portfolio
|
Q3 2024
Reduced 27.72%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
15,666
shares
|
$112,325
0.01% of portfolio
|
Q3 2024
Added 65.88%
|
|
|
Camden Capital, LLC
|
Nov 12, 2024 Q3 2024 |
15,273
shares
|
$109,507
0.01% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
15,114
shares
|
$108,367
0.0% of portfolio
|
Q3 2024
Reduced 17.55%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Nov 14, 2024 Q3 2024 |
15,000
shares
|
$107,550
0.01% of portfolio
|
Q2 2020
Added 50.0%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
15,000
shares
|
$107,550
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
14,970
shares
|
$107,334
0.01% of portfolio
|
Q3 2024
Added 248.14%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
14,703
shares
|
$105,420
0.0% of portfolio
|
Q3 2024
Reduced 40.54%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
14,521
shares
|
$104,115
0.02% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
14,347
shares
|
$102,867
0.01% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Shulman De Meo Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
14,118
shares
|
$101,226
0.02% of portfolio
|
Q3 2024
Reduced 10.61%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
13,150
shares
|
$94,285
0.02% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Oct 03, 2024 Q3 2024 |
13,068
shares
|
$93,697
0.05% of portfolio
|
Q3 2024
Added 2.61%
|