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 |
|---|---|---|---|---|---|
|
Cushing Capital Partners, LLC
Delafield, WI |
Oct 15, 2025 Q3 2025 |
22,044
shares
|
$133,807
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
21,955
shares
|
$133,266
0.0% of portfolio
|
Q3 2025
Added 53.87%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
21,283
shares
|
$129,187
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
21,075
shares
|
$127,925
0.0% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
20,669
shares
|
$125,460
0.0% of portfolio
|
Q3 2025
Reduced 7.77%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
20,545
shares
|
$124,708
0.0% of portfolio
|
Q3 2025
Reduced 46.72%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
19,974
shares
|
$121,242
0.0% of portfolio
|
Q2 2025
Added 17.6%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Oct 29, 2025 Q3 2025 |
19,875
shares
|
$120,641
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
19,566
shares
|
$118,765
0.0% of portfolio
|
Q3 2025
Added 11.62%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
19,414
shares
|
$117,842
0.0% of portfolio
|
Q4 2024
Added 5.51%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
18,714
shares
|
$113,593
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Smith Asset Management Co., LLC
Chiefland, FL |
Nov 03, 2025 Q3 2025 |
18,651
shares
|
$113,211
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Manske Wealth Management
Houston, TX |
Nov 12, 2025 Q3 2025 |
18,519
shares
|
$112,410
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 07, 2025 Q3 2025 |
18,500
shares
|
$112,295
0.06% of portfolio
|
Q3 2025
Added 22.59%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
18,437
shares
|
$111,912
0.0% of portfolio
|
Q3 2025
Reduced 5.14%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2025 Q3 2025 |
18,170
shares
|
$110,291
0.02% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
18,039
shares
|
$109,496
0.04% of portfolio
|
Q3 2025
Added 2.72%
|
|
|
Mendel Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
17,750
shares
|
$107,742
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
17,705
shares
|
$107,469
0.0% of portfolio
|
Q3 2025
Added 613.91%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
17,342
shares
|
$105,265
0.0% of portfolio
|
Q3 2025
Reduced 53.09%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
16,844
shares
|
$102,243
0.01% of portfolio
|
Q3 2025
Added 2.73%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
16,780
shares
|
$101,854
0.0% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
16,760
shares
|
$101,733
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
16,362
shares
|
$99,317
0.01% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
16,148
shares
|
$98,018
0.0% of portfolio
|
Q3 2025
Reduced 38.23%
|
|