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 |
|---|---|---|---|---|---|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
806
shares
|
$5,779
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Nov 12, 2024 Q3 2024 |
746
shares
|
$5,348
0.0% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
733
shares
|
$5,255
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
627
shares
|
$4,495
0.0% of portfolio
|
Q1 2024
Added 2.28%
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
500
shares
|
$3,585
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
483
shares
|
$3,463
0.0% of portfolio
|
Q3 2023
Added 2.61%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
335
shares
|
$2,401
0.0% of portfolio
|
Q4 2023
Reduced 16.67%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
274
shares
|
$1,964
0.0% of portfolio
|
Q3 2024
Reduced 8.05%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
181
shares
|
$1,297
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
132
shares
|
$946
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
100
shares
|
$717
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
36
shares
|
$258
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
28
shares
|
$200
0.0% of portfolio
|
Q3 2023
Reduced 97.52%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
22
shares
|
$157
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
6
shares
|
$43
0.0% of portfolio
|
Q1 2024
Reduced 97.39%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
4
shares
|
$28
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|