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 201 institutions that hold shares in the stock, with a total of 30 Million shares, which have been reported (via 13F filing form) to have a value of $213 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
13,507
shares
|
$96,980
0.01% of portfolio
|
Q4 2024
Added 28.67%
|
|
|
Shulman De Meo Asset Management LLC
|
Jan 14, 2025 Q4 2024 |
13,348
shares
|
$95,838
0.02% of portfolio
|
Q4 2024
Reduced 5.45%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
13,150
shares
|
$94,417
0.02% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
13,068
shares
|
$93,828
0.05% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
12,779
shares
|
$91,753
0.05% of portfolio
|
Q2 2024
Added 2.64%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
12,643
shares
|
$90,776
0.0% of portfolio
|
Q3 2024
Reduced 46.59%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
12,372
shares
|
$88,830
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
12,213
shares
|
$87,689
0.01% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
11,869
shares
|
$85,219
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
11,745
shares
|
$84,329
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
11,652
shares
|
$83,661
0.0% of portfolio
|
Q3 2024
Reduced 6.24%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
11,570
shares
|
$83,072
0.0% of portfolio
|
Q4 2023
Added 9.67%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
11,400
shares
|
$81,852
0.05% of portfolio
|
Q3 2024
Added 4.59%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
11,325
shares
|
$81,313
0.0% of portfolio
|
Q4 2023
Reduced 44.55%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
11,287
shares
|
$81,040
0.0% of portfolio
|
Q3 2024
Reduced 6.04%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
11,200
shares
|
$80,416
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
11,075
shares
|
$79,518
0.03% of portfolio
|
Q4 2023
Reduced 20.39%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
11,052
shares
|
$79,353
0.11% of portfolio
|
Q3 2021
New holding
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
10,893
shares
|
$78,211
0.02% of portfolio
|
Q1 2023
Reduced 10.51%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
10,851
shares
|
$77,910
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,678
shares
|
$76,668
0.0% of portfolio
|
Q3 2024
Reduced 34.09%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
10,190
shares
|
$73,164
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
10,094
shares
|
$72,474
0.01% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
9,000
shares
|
$64,620
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
8,250
shares
|
$59,235
0.02% of portfolio
|
Q4 2023
New holding
|