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 192 institutions that hold shares in the stock, with a total of 29.9 Million shares, which have been reported (via 13F filing form) to have a value of $214 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
5,000
shares
|
$35,850
0.0% of portfolio
|
Q2 2021
Reduced 20.63%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
4,034
shares
|
$28,923
0.01% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
4,017
shares
|
$28,801
0.0% of portfolio
|
Q1 2023
Reduced 49.88%
|
|
|
Goal Vest Advisory LLC
|
Nov 06, 2024 Q3 2024 |
3,600
shares
|
$25,812
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
3,053
shares
|
$21,890
0.0% of portfolio
|
Q4 2021
Added 10.02%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,050
shares
|
$21,868
0.0% of portfolio
|
Q3 2024
Added 111.95%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
2,869
shares
|
$20,570
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
2,632
shares
|
$18,871
0.0% of portfolio
|
Q3 2024
Added 2.57%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
2,439
shares
|
$17,487
0.0% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
2,402
shares
|
$17,222
0.0% of portfolio
|
Q4 2023
Reduced 50.01%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
2,402
shares
|
$17,222
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
2,383
shares
|
$17,086
0.0% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
2,330
shares
|
$16,706
0.0% of portfolio
|
Q1 2024
Added 1.57%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
2,233
shares
|
$16,010
0.0% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
2,011
shares
|
$14,418
0.01% of portfolio
|
Q2 2024
Added 2.6%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
1,872
shares
|
$13,422
0.01% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
1,700
shares
|
$12,189
0.0% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
1,600
shares
|
$11,472
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
1,412
shares
|
$10,124
0.0% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Oct 23, 2024 Q3 2024 |
1,250
shares
|
$8,962
0.0% of portfolio
|
Q4 2023
Closed
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,167
shares
|
$8,367
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,059
shares
|
$7,593
0.01% of portfolio
|
Q2 2022
Added 2.92%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
1,028
shares
|
$7,370
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
1,000
shares
|
$7,170
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
986
shares
|
$7,069
0.0% of portfolio
|
Q1 2024
New holding
|