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 |
---|---|---|---|---|---|
First United Bank & Trust
|
Apr 29, 2024 Q1 2024 |
627
shares
|
$4,263
0.0% of portfolio
|
Q1 2024
Added 2.28%
|
|
Boyd Watterson Asset Management LLC
|
Apr 29, 2024 Q1 2024 |
500
shares
|
$3,400
0.0% of portfolio
|
Q1 2024
New holding
|
|
Parallel Advisors, LLC
|
May 06, 2024 Q1 2024 |
483
shares
|
$3,284
0.0% of portfolio
|
Q3 2023
Added 2.61%
|
|
United Community Bank
Greenville, SC |
May 03, 2024 Q1 2024 |
389
shares
|
$2,645
0.0% of portfolio
|
Q1 2024
New holding
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2024 Q1 2024 |
357
shares
|
$2,427
0.0% of portfolio
|
Q1 2024
Reduced 91.36%
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2024 Q4 2023 |
335
shares
|
$2,278
0.0% of portfolio
|
Q4 2023
Reduced 16.67%
|
|
Tucker Asset Management LLC
Littleton, CO |
Mar 04, 2024 Q4 2023 |
298
shares
|
$2,026
0.0% of portfolio
|
Q3 2023
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
280
shares
|
$1,904
0.0% of portfolio
|
Q4 2023
Added 100.0%
|
|
Signaturefd, LLC
Atlanta, GA |
May 03, 2024 Q1 2024 |
181
shares
|
$1,230
0.0% of portfolio
|
Q4 2023
New holding
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
132
shares
|
$897
0.0% of portfolio
|
Q4 2020
New holding
|
|
Avion Wealth
The Woodlands, TX |
May 03, 2024 Q1 2024 |
100
shares
|
$680
0.0% of portfolio
|
Q2 2021
New holding
|
|
Cullen/Frost Bankers, Inc.
|
May 10, 2024 Q1 2024 |
28
shares
|
$190
0.0% of portfolio
|
Q3 2023
Reduced 97.52%
|
|
Hollencrest Capital Management
|
May 01, 2024 Q1 2024 |
22
shares
|
$149
0.0% of portfolio
|
Q4 2022
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|