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 |
|---|---|---|---|---|---|
|
Mendel Capital Management LLC
|
Apr 24, 2025 Q1 2025 |
17,750
shares
|
$122,475
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
17,473
shares
|
$120,563
0.01% of portfolio
|
Q1 2025
Reduced 8.13%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
17,178
shares
|
$118,528
0.04% of portfolio
|
Q1 2025
Added 5.02%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
17,147
shares
|
$118,314
0.02% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
16,985
shares
|
$117,196
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
16,760
shares
|
$115,644
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
16,352
shares
|
$112,828
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
16,295
shares
|
$112,435
0.0% of portfolio
|
Q1 2025
Added 2.91%
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
16,039
shares
|
$110,669
0.01% of portfolio
|
Q1 2025
Added 5.02%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
15,898
shares
|
$109,696
0.01% of portfolio
|
Q1 2024
Added 2.4%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Jul 11, 2025 Q2 2025 |
15,091
shares
|
$104,127
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
15,013
shares
|
$103,589
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
15,000
shares
|
$103,500
0.01% of portfolio
|
Q2 2020
Added 50.0%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
15,000
shares
|
$103,500
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
14,269
shares
|
$98,456
0.0% of portfolio
|
Q2 2025
Added 14.55%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
14,184
shares
|
$97,869
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jul 08, 2025 Q2 2025 |
14,025
shares
|
$96,772
0.05% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
13,841
shares
|
$95,502
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Shulman De Meo Asset Management LLC
|
Apr 09, 2025 Q1 2025 |
13,348
shares
|
$92,101
0.02% of portfolio
|
Q4 2024
Reduced 5.45%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
13,272
shares
|
$91,576
0.02% of portfolio
|
Q4 2024
Reduced 8.6%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
13,150
shares
|
$90,735
0.02% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
12,939
shares
|
$89,279
0.01% of portfolio
|
Q2 2025
Reduced 14.89%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
12,826
shares
|
$88,499
0.01% of portfolio
|
Q1 2025
Added 5.02%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Jul 09, 2025 Q2 2025 |
12,800
shares
|
$88,320
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
12,779
shares
|
$88,175
0.05% of portfolio
|
Q2 2024
Added 2.64%
|