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 |
---|---|---|---|---|---|
Goal Vest Advisory LLC
|
Apr 15, 2024 Q1 2024 |
3,600
shares
|
$24,480
0.01% of portfolio
|
Q2 2023
New holding
|
|
Hoey Investments, Inc
Coatesville, PA |
May 09, 2024 Q1 2024 |
3,053
shares
|
$20,760
0.0% of portfolio
|
Q4 2021
Added 10.02%
|
|
Hilltop National Bank
Casper, WY |
May 06, 2024 Q1 2024 |
2,869
shares
|
$19,509
0.01% of portfolio
|
Q1 2024
New holding
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
2,837
shares
|
$19,291
0.0% of portfolio
|
Q1 2024
Added 24.21%
|
|
Private Trust CO Na
|
Apr 24, 2024 Q1 2024 |
2,500
shares
|
$17,000
0.0% of portfolio
|
Q1 2024
Added 4.95%
|
|
Community Bank, N.A.
|
May 15, 2024 Q1 2024 |
2,402
shares
|
$16,333
0.0% of portfolio
|
Q4 2023
Reduced 50.01%
|
|
Advisor Net Financial, Inc
|
Apr 12, 2024 Q1 2024 |
2,330
shares
|
$15,844
0.0% of portfolio
|
Q1 2024
Added 1.57%
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
2,322
shares
|
$15,789
0.0% of portfolio
|
Q1 2024
New holding
|
|
Tompkins Financial Corp
|
Apr 08, 2024 Q1 2024 |
2,100
shares
|
$14,280
0.0% of portfolio
|
Q2 2022
Added 96.26%
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
May 13, 2024 Q1 2024 |
1,960
shares
|
$13,328
0.01% of portfolio
|
Q1 2024
Added 4.98%
|
|
Raleigh Capital Management Inc.
Cary, NC |
May 13, 2024 Q1 2024 |
1,800
shares
|
$12,240
0.01% of portfolio
|
Q4 2023
Added 12.5%
|
|
All Square Wealth Management LLC
Albany, NY |
May 07, 2024 Q1 2024 |
1,778
shares
|
$12,090
0.01% of portfolio
|
Q1 2024
Added 4.96%
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2024 Q1 2024 |
1,600
shares
|
$10,880
0.0% of portfolio
|
Q1 2024
New holding
|
|
Fin Trust Capital Advisors, LLC
|
May 02, 2024 Q1 2024 |
1,439
shares
|
$9,785
0.0% of portfolio
|
Q3 2023
New holding
|
|
Key F Inancial Inc
|
May 13, 2024 Q1 2024 |
1,341
shares
|
$9,118
0.0% of portfolio
|
Q1 2024
Added 4.93%
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
May 29, 2024 Q1 2024 |
1,250
shares
|
$8,500
0.0% of portfolio
|
Q1 2024
New holding
|
|
Cbiz Investment Advisory Services, LLC
|
May 13, 2024 Q1 2024 |
1,194
shares
|
$8,119
0.0% of portfolio
|
Q1 2024
New holding
|
|
Venturi Wealth Management, LLC
Austin, TX |
Apr 23, 2024 Q1 2024 |
1,077
shares
|
$7,323
0.0% of portfolio
|
Q1 2024
Added 4.97%
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,059
shares
|
$7,201
0.01% of portfolio
|
Q2 2022
Added 2.92%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
1,000
shares
|
$6,800
0.0% of portfolio
|
Q1 2024
Added 102.02%
|
|
Bogart Wealth, LLC
|
Apr 25, 2024 Q1 2024 |
1,000
shares
|
$6,800
0.0% of portfolio
|
Q2 2023
New holding
|
|
Westside Investment Management, Inc.
|
Apr 19, 2024 Q1 2024 |
996
shares
|
$6,772
0.0% of portfolio
|
Q1 2024
Added 4.84%
|
|
Gables Capital Management Inc.
|
May 03, 2024 Q1 2024 |
986
shares
|
$6,704
0.0% of portfolio
|
Q1 2024
New holding
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
806
shares
|
$5,480
0.0% of portfolio
|
Q2 2022
New holding
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
May 13, 2024 Q1 2024 |
674
shares
|
$4,583
0.0% of portfolio
|
Q4 2023
Reduced 89.8%
|