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 |
|---|---|---|---|---|---|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
4,236
shares
|
$28,338
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
4,017
shares
|
$26,873
0.0% of portfolio
|
Q1 2023
Reduced 49.88%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
4,000
shares
|
$26,760
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
3,600
shares
|
$24,084
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Apr 16, 2025 Q1 2025 |
3,053
shares
|
$20,424
0.0% of portfolio
|
Q4 2021
Added 10.02%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,050
shares
|
$20,404
0.0% of portfolio
|
Q3 2024
Added 111.95%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
2,869
shares
|
$19,193
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
2,808
shares
|
$18,785
0.0% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
2,519
shares
|
$16,852
0.0% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
2,480
shares
|
$16,591
0.0% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
2,402
shares
|
$16,069
0.0% of portfolio
|
Q4 2023
Reduced 50.01%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
2,402
shares
|
$16,069
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
2,330
shares
|
$15,587
0.0% of portfolio
|
Q1 2024
Added 1.57%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
2,296
shares
|
$15,360
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
May 12, 2025 Q1 2025 |
2,166
shares
|
$14,490
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
2,011
shares
|
$13,453
0.01% of portfolio
|
Q2 2024
Added 2.6%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
1,965
shares
|
$13,145
0.01% of portfolio
|
Q1 2025
Added 4.97%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
1,600
shares
|
$10,704
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
1,500
shares
|
$10,035
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
1,482
shares
|
$9,914
0.0% of portfolio
|
Q1 2025
Added 4.96%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
1,122
shares
|
$7,506
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,059
shares
|
$7,084
0.01% of portfolio
|
Q2 2022
Added 2.92%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
1,028
shares
|
$6,877
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
1,000
shares
|
$6,690
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
806
shares
|
$5,392
0.0% of portfolio
|
Q2 2022
New holding
|