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 219 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 $238 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
11,745
shares
|
$78,574
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Apr 15, 2025 Q1 2025 |
11,719
shares
|
$78,400
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
11,570
shares
|
$77,403
0.0% of portfolio
|
Q4 2023
Added 9.67%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
11,500
shares
|
$76,935
0.01% of portfolio
|
Q1 2025
Reduced 67.66%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
11,325
shares
|
$75,764
0.0% of portfolio
|
Q4 2023
Reduced 44.55%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
11,200
shares
|
$74,928
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
11,075
shares
|
$74,091
0.03% of portfolio
|
Q4 2023
Reduced 20.39%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
11,052
shares
|
$73,937
0.11% of portfolio
|
Q3 2021
New holding
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
11,050
shares
|
$73,924
0.04% of portfolio
|
Q1 2025
Added 5.74%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
10,893
shares
|
$72,874
0.02% of portfolio
|
Q1 2023
Reduced 10.51%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
10,881
shares
|
$72,793
0.0% of portfolio
|
Q1 2025
Reduced 10.14%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
10,851
shares
|
$72,593
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
10,733
shares
|
$71,803
0.0% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
10,588
shares
|
$70,833
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
10,435
shares
|
$69,810
0.0% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
10,431
shares
|
$69,783
0.0% of portfolio
|
Q1 2025
Reduced 12.12%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
10,000
shares
|
$66,900
0.0% of portfolio
|
Q4 2024
Added 11.11%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
8,712
shares
|
$58,283
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
8,250
shares
|
$55,192
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
7,595
shares
|
$50,810
0.02% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
7,142
shares
|
$47,779
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
7,120
shares
|
$47,632
0.0% of portfolio
|
Q1 2025
Added 15.92%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
6,500
shares
|
$43,485
0.0% of portfolio
|
Q1 2025
Added 172.88%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
May 15, 2025 Q1 2025 |
6,363
shares
|
$42,568
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
5,000
shares
|
$33,450
0.0% of portfolio
|
Q2 2021
Reduced 20.63%
|