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 241 institutions that hold shares in the stock, with a total of 45.6 Million shares, which have been reported (via 13F filing form) to have a value of $277 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
4,651,450
shares
|
$28.2 Million
0.01% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
4,095,005
shares
|
$24.9 Million
0.01% of portfolio
|
Q3 2025
Added 27.73%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
3,409,523
shares
|
$20.7 Million
0.0% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Nov 14, 2025 Q3 2025 |
2,018,714
shares
|
$12.3 Million
1.13% of portfolio
|
Q3 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
2,015,842
shares
|
$12.2 Million
0.0% of portfolio
|
Q2 2025
Added 4.09%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
1,741,817
shares
|
$10.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,683,699
shares
|
$10.2 Million
0.01% of portfolio
|
Q3 2024
Added 167.26%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
1,316,829
shares
|
$7.99 Million
0.02% of portfolio
|
Q3 2025
Added 9.57%
|
|
|
Shaker Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
1,307,623
shares
|
$7.94 Million
2.94% of portfolio
|
Q3 2025
Added 62.65%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 07, 2025 Q3 2025 |
1,035,627
shares
|
$6.29 Million
0.22% of portfolio
|
Q3 2025
Added 174.52%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
976,416
shares
|
$5.93 Million
0.08% of portfolio
|
Q3 2025
Added 23.49%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Nov 07, 2025 Q3 2025 |
898,123
shares
|
$5.45 Million
0.24% of portfolio
|
Q3 2025
Added 40.48%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
882,078
shares
|
$5.35 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.81%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
876,092
shares
|
$5.32 Million
0.04% of portfolio
|
Q3 2025
Added 7.82%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
824,191
shares
|
$5 Million
0.0% of portfolio
|
Q3 2025
Added 55.0%
|
|
|
Polar Asset Management Partners Inc.
Toronto, A6 |
Dec 01, 2025 Q3 2025 |
752,232
shares
|
$4.57 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
695,156
shares
|
$4.22 Million
0.01% of portfolio
|
Q3 2024
Added 14.77%
|
|
|
Wolverine Asset Management LLC
|
Oct 28, 2025 Q3 2025 |
683,152
shares
|
$4.15 Million
0.07% of portfolio
|
Q3 2025
Added 258.99%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Nov 14, 2025 Q3 2025 |
628,404
shares
|
$3.81 Million
0.3% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
520,913
shares
|
$3.16 Million
0.01% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
488,288
shares
|
$2.96 Million
0.0% of portfolio
|
Q3 2025
Added 7.71%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
456,839
shares
|
$2.77 Million
0.0% of portfolio
|
Q3 2025
Added 22.69%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
425,625
shares
|
$2.58 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.87%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
400,000
shares
|
$2.43 Million
0.0% of portfolio
|
Q3 2025
Added 48.15%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
393,595
shares
|
$2.39 Million
0.02% of portfolio
|
Q3 2025
Added 3721.68%
|
|