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 214 institutions that hold shares in the stock, with a total of 33.2 Million shares, which have been reported (via 13F filing form) to have a value of $219 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
David J Yvars Group
|
Jan 13, 2025 Q4 2024 |
22,539
shares
|
$149,884
0.1% of portfolio
|
Q3 2024
Added 4.94%
|
|
|
Von Berge Wealth Management Group, LLC
|
Feb 06, 2025 Q4 2024 |
22,532
shares
|
$149,837
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
22,341
shares
|
$148,567
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
Jan 30, 2025 Q4 2024 |
22,050
shares
|
$146,632
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Feb 07, 2025 Q4 2024 |
22,044
shares
|
$146,592
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Eclectic Associates Inc
|
Jan 21, 2025 Q4 2024 |
21,760
shares
|
$144,704
0.05% of portfolio
|
Q4 2024
Added 14.8%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
20,944
shares
|
$139,277
0.02% of portfolio
|
Q4 2024
Added 96.14%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Feb 13, 2025 Q4 2024 |
20,864
shares
|
$138,745
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
20,843
shares
|
$138,605
0.01% of portfolio
|
Q4 2024
Reduced 85.92%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
20,275
shares
|
$134,828
0.01% of portfolio
|
Q4 2024
Added 28.93%
|
|
|
Primoris Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
19,957
shares
|
$132,714
0.11% of portfolio
|
Q4 2024
Reduced 9.11%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
19,437
shares
|
$129,256
0.0% of portfolio
|
Q4 2024
Reduced 15.59%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
19,414
shares
|
$129,103
0.01% of portfolio
|
Q4 2024
Added 5.51%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
19,381
shares
|
$128,883
0.0% of portfolio
|
Q4 2024
Reduced 5.38%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
19,020
shares
|
$126,483
0.01% of portfolio
|
Q4 2024
Reduced 65.55%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
18,999
shares
|
$126,343
0.02% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Lokken Investment Group LLC
|
Feb 12, 2025 Q4 2024 |
18,879
shares
|
$125,545
0.06% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
18,218
shares
|
$121,149
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
17,777
shares
|
$118,217
0.02% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Mendel Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
17,750
shares
|
$118,037
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
17,507
shares
|
$116,421
0.0% of portfolio
|
Q4 2024
Added 15.83%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
17,294
shares
|
$115,005
0.02% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
16,760
shares
|
$111,454
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
16,357
shares
|
$108,774
0.04% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
15,898
shares
|
$105,721
0.01% of portfolio
|
Q1 2024
Added 2.4%
|