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 |
---|---|---|---|---|---|
Morris Retirement Advisors, LLC
Parsippany, NJ |
May 03, 2024 Q1 2024 |
12,407
shares
|
$84,367
0.05% of portfolio
|
Q1 2024
Added 5.02%
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
12,047
shares
|
$81,919
0.0% of portfolio
|
Q1 2024
Reduced 8.02%
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
11,745
shares
|
$79,866
0.0% of portfolio
|
Q1 2024
New holding
|
|
Moloney Securities Asset Management, LLC
|
May 01, 2024 Q1 2024 |
11,594
shares
|
$78,839
0.01% of portfolio
|
Q1 2024
Added 5.04%
|
|
Alpha Cubed Investments, LLC
|
Apr 22, 2024 Q1 2024 |
11,570
shares
|
$78,676
0.0% of portfolio
|
Q4 2023
Added 9.67%
|
|
Hb Wealth Management, LLC
|
Apr 30, 2024 Q1 2024 |
11,414
shares
|
$77,615
0.0% of portfolio
|
Q3 2022
Reduced 30.46%
|
|
Cibc Private Wealth Group, LLC
|
May 10, 2024 Q1 2024 |
11,325
shares
|
$77,010
0.0% of portfolio
|
Q4 2023
Reduced 44.55%
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
11,200
shares
|
$76,160
0.01% of portfolio
|
Q3 2017
New holding
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 18, 2024 Q1 2024 |
11,075
shares
|
$75,310
0.04% of portfolio
|
Q4 2023
Reduced 20.39%
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
11,052
shares
|
$75,153
0.11% of portfolio
|
Q3 2021
New holding
|
|
Signal Point Asset Management, LLC
|
Apr 11, 2024 Q1 2024 |
10,893
shares
|
$74,072
0.02% of portfolio
|
Q1 2023
Reduced 10.51%
|
|
Merit Financial Group, LLC
|
May 06, 2024 Q1 2024 |
10,884
shares
|
$74,011
0.0% of portfolio
|
Q3 2023
New holding
|
|
Meridian Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
10,851
shares
|
$73,786
0.01% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
May 14, 2024 Q1 2024 |
10,357
shares
|
$70,427
0.0% of portfolio
|
Q3 2022
Reduced 17.94%
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 22, 2024 Q1 2024 |
10,326
shares
|
$70,216
0.02% of portfolio
|
Q1 2024
New holding
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Apr 23, 2024 Q1 2024 |
10,074
shares
|
$68,503
0.01% of portfolio
|
Q1 2024
Added 0.19%
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Apr 11, 2024 Q1 2024 |
10,003
shares
|
$68,020
0.02% of portfolio
|
Q1 2024
New holding
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
8,250
shares
|
$56,100
0.02% of portfolio
|
Q4 2023
New holding
|
|
Hazlett, Burt & Watson, Inc.
|
Apr 29, 2024 Q1 2024 |
7,663
shares
|
$52,108
0.03% of portfolio
|
Q1 2024
Added 0.04%
|
|
Umb Bank, N.A.
|
Apr 26, 2024 Q1 2024 |
6,104
shares
|
$41,507
0.0% of portfolio
|
Q1 2024
Added 5.02%
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
6,018
shares
|
$40,922
0.0% of portfolio
|
Q1 2024
Added 42.17%
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
6,001
shares
|
$40,806
0.0% of portfolio
|
Q1 2024
Reduced 83.12%
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
5,000
shares
|
$34,000
0.0% of portfolio
|
Q2 2021
Reduced 20.63%
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
4,017
shares
|
$27,315
0.0% of portfolio
|
Q1 2023
Reduced 49.88%
|
|
Stone House Investment Management, LLC
|
May 15, 2024 Q1 2024 |
3,829
shares
|
$26,037
0.01% of portfolio
|
Q1 2024
Added 5.02%
|