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 224 institutions that hold shares in the stock, with a total of 39.4 Million shares, which have been reported (via 13F filing form) to have a value of $247 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Ingalls & Snyder LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
19,414
shares
|
$121,725
0.0% of portfolio
|
Q4 2024
Added 5.51%
|
|
|
Smith Asset Management Co., LLC
Chiefland, FL |
May 19, 2025 Q1 2025 |
18,651
shares
|
$116,941
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
18,166
shares
|
$113,900
0.02% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
18,076
shares
|
$113,336
0.0% of portfolio
|
Q2 2025
Reduced 16.93%
|
|
|
Mendel Capital Management LLC
|
Aug 14, 2025 Q2 2025 |
17,750
shares
|
$111,292
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
17,705
shares
|
$111,010
0.0% of portfolio
|
Q3 2025
Added 613.91%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
17,561
shares
|
$110,107
0.04% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
17,391
shares
|
$109,041
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
17,229
shares
|
$108,025
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Lokken Investment Group LLC
|
Jul 23, 2025 Q2 2025 |
16,882
shares
|
$105,850
0.05% of portfolio
|
Q2 2025
Reduced 10.59%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
16,760
shares
|
$105,085
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
16,511
shares
|
$103,523
0.0% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
16,397
shares
|
$102,809
0.01% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
16,082
shares
|
$100,834
0.01% of portfolio
|
Q2 2025
Reduced 39.14%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
15,898
shares
|
$99,680
0.01% of portfolio
|
Q1 2024
Added 2.4%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
15,376
shares
|
$96,407
0.01% of portfolio
|
Q2 2025
Reduced 10.33%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Jul 11, 2025 Q2 2025 |
15,091
shares
|
$94,620
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Oct 06, 2025 Q3 2025 |
15,000
shares
|
$94,050
0.01% of portfolio
|
Q2 2020
Added 50.0%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
Aug 08, 2025 Q2 2025 |
14,855
shares
|
$93,140
0.05% of portfolio
|
Q2 2025
Reduced 35.86%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
14,632
shares
|
$91,742
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
14,500
shares
|
$90,915
0.01% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jul 08, 2025 Q2 2025 |
14,025
shares
|
$87,936
0.05% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
13,841
shares
|
$86,783
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
13,698
shares
|
$85,886
0.01% of portfolio
|
Q3 2025
Added 16.54%
|
|
|
Primoris Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
13,497
shares
|
$84,626
0.06% of portfolio
|
Q3 2025
Reduced 10.36%
|