Who owns Liberty All-Star Equity Fund?
- Ticker: USA
- CUSIP Number: 530158104
Tip: Access positions for across all investors
Analyze quarterly positions in Liberty All-Star Equity Fund with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Liberty All-Star Equity Fund stock
Who bought or sold Liberty All-Star Equity Fund this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| LPL Financial | 3.2M | $23M | 37% | Mar 2024 |
|
| Morgan Stanley | 3.2M | $23M | -15% | Mar 2024 |
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| Penserra Capital Management | 1.8M | $13M | 54% | Mar 2024 |
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| Royal Bank of Canada | 1.7M | $12M | 1% | Mar 2024 |
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| Bensler | 1.6M | $11M | 12% | Mar 2024 |
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| Ameriprise Financial | 1.3M | $9.0M | 23% | Mar 2024 |
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| Advisor Group Holdings | 919k | $6.6M | 10% | Mar 2024 |
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| Janney Montgomery Scott | 847k | $6.1M | 17% | Mar 2024 |
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| Cornerstone Advisors | 826k | $5.9M | 1204% | Mar 2024 |
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| Guggenheim Capital, LLC Managers | 812k | $5.2M | 0% | Dec 2023 |
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| Advisors Asset Management | 802k | $5.1M | -16% | Dec 2023 |
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| Cambridge Investment Research Advisors | 635k | $4.5M | 2% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 592k | $4.2M | 9% | Mar 2024 |
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| Raymond James & Associates | 570k | $4.1M | 24% | Mar 2024 |
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| Raymond James Financial Services Advisors | 568k | $4.1M | 3% | Mar 2024 |
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| UBS Group | 515k | $3.7M | -3% | Mar 2024 |
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| Pnc Financial Services | 374k | $2.7M | 0% | Mar 2024 |
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| Commonwealth Equity Services | 355k | $2.5M | -1% | Mar 2024 |
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| HighTower Advisors | 348k | $2.5M | 2% | Mar 2024 |
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| Bank of America Corporation | 305k | $2.2M | 1% | Mar 2024 |
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| Private Advisor | 282k | $2.0M | 1% | Mar 2024 |
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| Sheaff Brock Investment Advisors | 275k | $1.8M | -3% | Dec 2023 |
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| Cohen & Steers Capital Management | 270k | $1.9M | 0% | Mar 2024 |
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| Kestra Private Wealth Services | 169k | $1.2M | 2% | Mar 2024 |
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| Lido Advisors | 164k | $1.2M | 5% | Mar 2024 |
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| Qube Research & Technologies | 164k | $1.2M | 0% | Mar 2024 |
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| Steward Partners Investment Advisory | 161k | $1.2M | 0% | Mar 2024 |
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| Wedbush Morgan Securities | 161k | $1.0M | -3% | Dec 2023 |
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| D.A. Davidson & Co. | 159k | $1.1M | 0% | Mar 2024 |
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| Live Oak Private Wealth | 159k | $1.1M | 0% | Mar 2024 |
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| Bartlett & Co. Wealth Management | 156k | $1.1M | 15% | Mar 2024 |
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| Focus Financial Network | 150k | $977k | 100% | Dec 2023 |
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| Goss Wealth Management | 142k | $1.0M | 29% | Mar 2024 |
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| Bartlett & Co. | 136k | $894k | -9% | Dec 2023 |
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| Mariner Wealth Advisors | 136k | $969k | 3% | Mar 2024 |
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| Wells Fargo & Company | 132k | $942k | 791% | Mar 2024 |
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| Atria Wealth Solutions | 131k | $939k | -4% | Mar 2024 |
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| National Asset Management | 127k | $749k | 0% | Mar 2024 |
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| RB Capital Management | 125k | $800k | -2% | Dec 2023 |
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| Clear Creek Financial Management | 124k | $883k | 0% | Mar 2024 |
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| Flow State Investments | 119k | $854k | 100% | Mar 2024 |
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| Golden State Equity Partners | 115k | $732k | 0% | Dec 2023 |
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| Nelson, Van Denburg & Campbell Wealth Management | 104k | $741k | -78% | Mar 2024 |
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| Stockman Asset Management | 100k | $712k | 0% | Mar 2024 |
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| Samalin Investment Counsel | 90k | $641k | 34% | Mar 2024 |
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| Karpus Investment Management | 88k | $630k | 100% | Mar 2024 |
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| All Season Financial Advisors | 88k | $625k | 100% | Mar 2024 |
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| Stifel Financial | 86k | $615k | -10% | Mar 2024 |
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| Kestra Advisory Services | 81k | $517k | 24% | Dec 2023 |
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| WealthTrust Asset Management | 80k | $570k | 7% | Mar 2024 |
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| Elequin Capital | 72k | $458k | -43% | Dec 2023 |
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| Landscape Capital Management | 70k | $503k | -46% | Mar 2024 |
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| Private Capital Management | 70k | $447k | 0% | Dec 2023 |
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| Institute For Wealth Management | 70k | $500k | 1% | Mar 2024 |
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| Creative Planning | 69k | $495k | 3% | Mar 2024 |
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| Beacon Pointe Advisors | 68k | $432k | 100% | Dec 2023 |
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| Fisher Investments | 62k | $445k | 100% | Mar 2024 |
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| Flynn Zito Capital Management | 60k | $429k | 100% | Mar 2024 |
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| Sage Capital Advisors | 58k | $416k | 4% | Mar 2024 |
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| Whitcomb & Hess | 58k | $411k | 100% | Mar 2024 |
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| CoreCap Advisors | 57k | $363k | 11% | Dec 2023 |
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| Quantum Private Wealth | 55k | $391k | 0% | Mar 2024 |
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| Eudaimonia Partners | 53k | $381k | 5% | Mar 2024 |
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| Concurrent Investment Advisors | 48k | $345k | 55% | Mar 2024 |
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| LifePro Asset Management | 44k | $314k | 100% | Mar 2024 |
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| Raymond James Trust | 43k | $307k | 40% | Mar 2024 |
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| Branch Banking & Trust Company | 43k | $305k | -6% | Mar 2024 |
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| Benjamin F. Edwards & Company | 42k | $299k | 2% | Mar 2024 |
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| Quad-Cities Investment Group | 36k | $260k | 1% | Mar 2024 |
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| Altus Wealth Group | 35k | $252k | 0% | Mar 2024 |
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| Cary Street Partner Investment Advisory | 35k | $251k | 132% | Mar 2024 |
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| Brian McDonald | 33k | $239k | 144% | Mar 2024 |
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| H D Vest Advisory Services | 33k | $234k | -53% | Mar 2024 |
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| Oppenheimer & Co | 33k | $234k | 31% | Mar 2024 |
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| Centaurus Financial | 32k | $230k | -44% | Mar 2024 |
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| Mercer Global Advisors | 32k | $229k | 209% | Mar 2024 |
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| Astoria Portfolio Advisors | 32k | $217k | -14% | Mar 2024 |
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| Stratos Wealth Partners | 31k | $225k | 2% | Mar 2024 |
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| ELCO Management | 30k | $192k | 0% | Dec 2023 |
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| David J Yvars Group | 29k | $205k | 2% | Mar 2024 |
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| Stephens | 28k | $201k | 5% | Mar 2024 |
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| Citadel Advisors | 27k | $193k | 100% | Mar 2024 |
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| Envestnet Asset Management | 26k | $183k | -68% | Mar 2024 |
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| Imprint Wealth | 26k | $182k | 100% | Mar 2024 |
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| Prospera Financial Services | 25k | $160k | -2% | Dec 2023 |
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| Relative Value Partners | 25k | $163k | 0% | Mar 2024 |
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| J.w. Cole Advisors | 24k | $174k | 100% | Mar 2024 |
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| Calamos Advisors | 24k | $169k | 100% | Mar 2024 |
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| Ancora Advisors | 23k | $165k | 0% | Mar 2024 |
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| Oliver Lagore Vanvalin Investment Group | 23k | $163k | 1% | Mar 2024 |
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| IFP Advisors | 22k | $143k | 689% | Dec 2023 |
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| Primoris Wealth Advisors | 22k | $157k | 0% | Mar 2024 |
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| International Assets Investment Management | 20k | $142k | 5% | Mar 2024 |
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| Nbc Securities | 20k | $141k | 5% | Mar 2024 |
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| PFG Investments | 20k | $139k | 100% | Mar 2024 |
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| Consolidated Portfolio Review Corp | 20k | $139k | -2% | Mar 2024 |
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| Annex Advisory Services, LLC, d/b/a Annex Wealth Management | 19k | $136k | 100% | Mar 2024 |
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| Onyx Bridge Wealth Group | 19k | $127k | 0% | Mar 2024 |
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| Waterloo Capital | 19k | $133k | 100% | Mar 2024 |
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| Ingalls & Snyder | 18k | $132k | 0% | Mar 2024 |
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| Wealthcare Advisory Partners | 18k | $129k | 100% | Mar 2024 |
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| Mendel Capital Management | 18k | $127k | 100% | Mar 2024 |
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| FMR | 18k | $126k | 881150% | Mar 2024 |
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| Sax Wealth Advisors | 17k | $120k | 0% | Mar 2024 |
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| Beacon Capital Management | 17k | $118k | 5% | Mar 2024 |
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| Eclectic Associates | 16k | $114k | 0% | Mar 2024 |
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| Webster Bank, N. A. | 16k | $114k | 2% | Mar 2024 |
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| Shulman DeMeo Asset Management | 16k | $113k | 0% | Mar 2024 |
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| Graves-Light Private Wealth Management | 15k | $107k | 0% | Mar 2024 |
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| Lakeview Capital Partners | 14k | $103k | 22% | Mar 2024 |
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| Evernest Financial Advisors | 14k | $92k | 100% | Mar 2024 |
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| Camden Capital | 14k | $88k | 0% | Dec 2023 |
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| Emerald Investment Partners | 14k | $96k | 100% | Mar 2024 |
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| Cassaday & Co Wealth Management | 13k | $95k | 100% | Mar 2024 |
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| CWA Asset Management | 13k | $90k | 100% | Mar 2024 |
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| ICA Group Wealth Management | 13k | $89k | 5% | Mar 2024 |
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| Two Sigma Securities | 12k | $89k | -64% | Mar 2024 |
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| Morris Retirement Advisors | 12k | $89k | 5% | Mar 2024 |
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| Integrated Wealth Concepts | 12k | $86k | -3% | Mar 2024 |
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| Moloney Securities Asset Management | 12k | $83k | 5% | Mar 2024 |
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| Alpha Cubed Investments | 12k | $83k | 0% | Mar 2024 |
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| HB Wealth Management | 11k | $82k | 0% | Mar 2024 |
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| Atlantic Trust | 11k | $81k | -45% | Mar 2024 |
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| Prime Capital Investment Advisors | 11k | $72k | 7% | Dec 2023 |
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| Silverlake Wealth Management | 11k | $79k | 0% | Mar 2024 |
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| SignalPoint Asset Management | 11k | $78k | 0% | Mar 2024 |
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| Merit Financial Group | 11k | $74k | 0% | Mar 2024 |
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| Meridian Wealth Management | 11k | $78k | 0% | Mar 2024 |
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| Axxcess Wealth Management | 10k | $66k | 0% | Dec 2023 |
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| Strategic Financial Concepts | 10k | $74k | 100% | Mar 2024 |
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| Nations Financial Group | 10k | $72k | 0% | Mar 2024 |
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| High Net Worth Advisory Group | 10k | $72k | 100% | Mar 2024 |
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| Retirement Group | 8.3k | $59k | 0% | Mar 2024 |
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| Hazlett, Burt & Watson | 7.7k | $55k | 0% | Mar 2024 |
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| Umb Bank N A | 6.1k | $44k | 5% | Mar 2024 |
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| Principal Securities | 6.0k | $43k | 42% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 6.0k | $43k | -73% | Mar 2024 |
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| Stone House Investment Management | 3.8k | $27k | 5% | Mar 2024 |
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| GoalVest Advisory | 3.6k | $26k | 0% | Mar 2024 |
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| Hoey Investments | 3.1k | $22k | 0% | Mar 2024 |
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| Hilltop National Bank | 2.9k | $21k | 100% | Mar 2024 |
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| CWM | 2.8k | $20k | 24% | Mar 2024 |
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| Private Trust Co Na | 2.5k | $18k | 5% | Mar 2024 |
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| Community Bank | 2.4k | $17k | 0% | Mar 2024 |
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| AdvisorNet Financial | 2.3k | $17k | 2% | Mar 2024 |
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| Us Bancorp | 2.3k | $17k | 100% | Mar 2024 |
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| Tompkins Financial Corp | 2.1k | $15k | 0% | Mar 2024 |
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| Spotlight Asset Group | 2.0k | $14k | 5% | Mar 2024 |
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| Raleigh Capital Management | 1.8k | $13k | 0% | Mar 2024 |
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| AllSquare Wealth Management | 1.8k | $13k | 5% | Mar 2024 |
|
| Tower Research Capital | 357.00 | $2.6k | -83% | Mar 2024 |
|
Who sold out of Liberty All-Star Equity Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Shaker Financial Services | Dec 2023 | 660k | $4.2M |
| Weiss Asset Management LP[1 | Dec 2023 | 207k | $1.3M |
| Wolverine Asset Management | Dec 2023 | 195k | $1.2M |
| AE Wealth Management | Dec 2023 | 54k | $349k |
| Sunesis Advisors | Dec 2023 | 53k | $338k |
| Dfpg Investments | Sep 2023 | 48k | $288k |
| Ameritas Advisory Services | Sep 2023 | 26k | $155k |
| Boothbay Fund Management | Sep 2023 | 26k | $153k |
| Nomura Holdings | Dec 2023 | 25k | $159k |
| Advisor Resource Council | Dec 2023 | 24k | $152k |
| Buckingham Asset Management | Dec 2023 | 22k | $139k |
| Integrated Advisors Network | Dec 2023 | 17k | $109k |
| Jane Street | Dec 2023 | 16k | $104k |
| Octavia Wealth Advisors | Dec 2023 | 15k | $98k |
| Woodley Farra Manion Portfolio Management | Sep 2023 | 13k | $77k |
| Feltz Wealth PLAN | Dec 2023 | 11k | $68k |
| Tiaa Trust, National Association | Dec 2023 | 10k | $66k |
| Fifth Third Bancorp | Dec 2023 | 7.2k | $46k |
| Advisory Services Network | Dec 2023 | 5.7k | $36k |
| Tradition Wealth Management | Dec 2023 | 5.0k | $32k |