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 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 1.7M | $11M | 0% | Dec 2023 |
|
| Bensler | 1.4M | $8.9M | 8% | Dec 2023 |
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| Penserra Capital Management | 1.2M | $7.6M | 7% | Dec 2023 |
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| Advisor Group Holdings | 836k | $5.3M | -23% | Dec 2023 |
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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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| Janney Montgomery Scott | 724k | $4.6M | -2% | Dec 2023 |
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| Shaker Financial Services | 660k | $4.2M | 149% | 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 | 532k | $3.4M | 15% | Dec 2023 |
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| Nelson, Van Denburg & Campbell Wealth Management | 466k | $3.0M | 100% | Dec 2023 |
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| Pnc Financial Services | 374k | $2.4M | 0% | Dec 2023 |
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| Commonwealth Equity Services | 360k | $2.3M | 0% | Dec 2023 |
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| HighTower Advisors | 342k | $2.2M | 1% | Dec 2023 |
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| Bank of America Corporation | 301k | $1.9M | 12% | Dec 2023 |
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| Private Advisor | 277k | $1.8M | 2% | Dec 2023 |
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| Sheaff Brock Investment Advisors | 275k | $1.8M | -3% | Dec 2023 |
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| Weiss Asset Management LP[1 | 207k | $1.3M | 100% | Dec 2023 |
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| Wolverine Asset Management | 195k | $1.2M | 642% | Dec 2023 |
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| Kestra Private Wealth Services | 166k | $1.1M | 3% | Dec 2023 |
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| Steward Partners Investment Advisory | 162k | $1.0M | 46% | Dec 2023 |
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| Wedbush Morgan Securities | 161k | $1.0M | -3% | Dec 2023 |
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| Live Oak Private Wealth | 159k | $1.1M | 0% | Mar 2024 |
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| D.A. Davidson & Co. | 158k | $1.0M | -5% | Dec 2023 |
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| Lido Advisors | 156k | $1.0M | 0% | Dec 2023 |
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| Focus Financial Network | 150k | $977k | 100% | Dec 2023 |
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| Atria Wealth Solutions | 137k | $880k | 7% | Dec 2023 |
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| Bartlett & Co. | 136k | $894k | -9% | Dec 2023 |
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| Bartlett & Co. Wealth Management | 136k | $896k | -9% | Dec 2023 |
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| Mariner Wealth Advisors | 132k | $840k | 2% | Dec 2023 |
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| Landscape Capital Management | 131k | $838k | 100% | Dec 2023 |
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| National Asset Management | 126k | $826k | 0% | Dec 2023 |
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| RB Capital Management | 125k | $800k | -2% | Dec 2023 |
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| Clear Creek Financial Management | 124k | $788k | -2% | Dec 2023 |
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| Golden State Equity Partners | 115k | $732k | 0% | Dec 2023 |
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| Stockman Asset Management | 100k | $712k | 0% | Mar 2024 |
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| Stifel Financial | 96k | $611k | 18% | Dec 2023 |
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| All Season Financial Advisors | 88k | $625k | 100% | Mar 2024 |
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| Kestra Advisory Services | 81k | $517k | 24% | Dec 2023 |
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| WealthTrust Asset Management | 74k | $474k | 0% | Dec 2023 |
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| Elequin Capital | 72k | $458k | -43% | Dec 2023 |
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| Private Capital Management | 70k | $447k | 0% | Dec 2023 |
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| Institute For Wealth Management | 69k | $441k | -13% | Dec 2023 |
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| H D Vest Advisory Services | 69k | $440k | -21% | Dec 2023 |
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| Beacon Pointe Advisors | 68k | $432k | 100% | Dec 2023 |
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| Creative Planning | 67k | $428k | 34% | Dec 2023 |
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| Cornerstone Advisors | 63k | $404k | 100% | Dec 2023 |
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| Sage Capital Advisors | 58k | $416k | 4% | Mar 2024 |
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| Centaurus Financial | 58k | $370k | -65% | Dec 2023 |
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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 | $349k | 0% | Dec 2023 |
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| AE Wealth Management | 54k | $349k | -8% | Dec 2023 |
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| Sunesis Advisors | 53k | $338k | 0% | Dec 2023 |
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| Eudaimonia Partners | 51k | $323k | -21% | Dec 2023 |
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| Branch Banking & Trust Company | 46k | $290k | 0% | Dec 2023 |
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| Raymond James Trust | 43k | $307k | 40% | Mar 2024 |
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| Benjamin F. Edwards & Company | 41k | $262k | 0% | Dec 2023 |
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| Quad-Cities Investment Group | 36k | $260k | 1% | Mar 2024 |
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| Altus Wealth Group | 35k | $225k | 0% | Dec 2023 |
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| Two Sigma Securities | 34k | $219k | -2% | Dec 2023 |
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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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| Concurrent Investment Advisors | 31k | $199k | 100% | Dec 2023 |
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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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| Prospera Financial Services | 25k | $160k | -2% | Dec 2023 |
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| Nomura Holdings | 25k | $159k | 100% | Dec 2023 |
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| Relative Value Partners | 25k | $159k | 0% | Dec 2023 |
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| Ancora Advisors | 23k | $147k | -1% | Dec 2023 |
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| Oliver Lagore Vanvalin Investment Group | 23k | $144k | 0% | Dec 2023 |
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| IFP Advisors | 22k | $143k | 689% | Dec 2023 |
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| Primoris Wealth Advisors | 22k | $139k | -4% | Dec 2023 |
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| Buckingham Asset Management | 22k | $139k | -10% | Dec 2023 |
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| Consolidated Portfolio Review Corp | 20k | $127k | 0% | Dec 2023 |
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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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| Annex Advisory Services, LLC, d/b/a Annex Wealth Management | 19k | $136k | 100% | Mar 2024 |
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| Onyx Bridge Wealth Group | 19k | $120k | -5% | Dec 2023 |
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| Ingalls & Snyder | 18k | $117k | 0% | Dec 2023 |
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| Wealthcare Advisory Partners | 18k | $129k | 100% | Mar 2024 |
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| Integrated Advisors Network | 17k | $109k | -98% | Dec 2023 |
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| Sax Wealth Advisors | 17k | $107k | 0% | Dec 2023 |
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| Jane Street | 16k | $104k | 100% | Dec 2023 |
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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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| Beacon Capital Management | 16k | $93k | 0% | Dec 2023 |
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| Cary Street Partner Investment Advisory | 15k | $97k | 0% | Dec 2023 |
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| Graves-Light Private Wealth Management | 15k | $96k | 0% | Dec 2023 |
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| Wells Fargo & Company | 15k | $94k | -89% | Dec 2023 |
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| Camden Capital | 14k | $88k | 0% | Dec 2023 |
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| ICA Group Wealth Management | 12k | $76k | 0% | Dec 2023 |
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| Morris Retirement Advisors | 12k | $75k | 0% | Dec 2023 |
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| Lakeview Capital Partners | 12k | $75k | -9% | Dec 2023 |
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| Alpha Cubed Investments | 12k | $83k | 0% | Mar 2024 |
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| HB Wealth Management | 11k | $73k | 0% | Dec 2023 |
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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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| Moloney Securities Asset Management | 11k | $70k | 0% | Dec 2023 |
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| SignalPoint Asset Management | 11k | $78k | 0% | Mar 2024 |
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| Merit Financial Group | 11k | $69k | 0% | Dec 2023 |
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| Meridian Wealth Management | 11k | $69k | -50% | Dec 2023 |
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| Feltz Wealth PLAN | 11k | $68k | 0% | Dec 2023 |
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| Axxcess Wealth Management | 10k | $66k | 0% | Dec 2023 |
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| Mercer Global Advisors | 10k | $66k | -71% | Dec 2023 |
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| Strategic Financial Concepts | 10k | $74k | 100% | Mar 2024 |
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| Tiaa Trust, National Association | 10k | $66k | 100% | Dec 2023 |
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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 | $53k | 100% | Dec 2023 |
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| Hazlett, Burt & Watson | 7.7k | $49k | 0% | Dec 2023 |
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| Umb Bank N A | 5.8k | $37k | -1% | Dec 2023 |
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| Advisory Services Network | 5.7k | $36k | 100% | Dec 2023 |
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| Tradition Wealth Management | 5.0k | $32k | 0% | Dec 2023 |
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| Principal Securities | 4.2k | $27k | 100% | Dec 2023 |
|
| Stone House Investment Management | 3.6k | $23k | 0% | Dec 2023 |
|
| GoalVest Advisory | 3.6k | $26k | 0% | Mar 2024 |
|
| CWM | 2.8k | $20k | 24% | Mar 2024 |
|
| Community Bank | 2.4k | $15k | -50% | Dec 2023 |
|
| Private Trust Co Na | 2.4k | $15k | 0% | Dec 2023 |
|
| AdvisorNet Financial | 2.3k | $17k | 2% | Mar 2024 |
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| Tompkins Financial Corp | 2.1k | $15k | 0% | Mar 2024 |
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| Spotlight Asset Group | 1.9k | $11k | 0% | Dec 2023 |
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| Raleigh Capital Management | 1.8k | $12k | 12% | Dec 2023 |
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| AllSquare Wealth Management | 1.7k | $11k | 0% | Dec 2023 |
|
| Key FInancial | 1.3k | $8.2k | -48% | Dec 2023 |
|
| Venturi Wealth Management | 1.1k | $7.7k | 5% | Mar 2024 |
|
| FNY Investment Advisers | 1.0k | $6.0k | 100% | Dec 2023 |
|
| Bogart Wealth | 1.0k | $6.4k | 0% | Dec 2023 |
|
| Westside Investment Management | 996.00 | $7.1k | 5% | Mar 2024 |
|
| Thomas J. Herzfeld Advisors | 674.00 | $4.3k | -90% | Dec 2023 |
|
| First United Bank & Trust | 613.00 | $3.9k | 100% | Dec 2023 |
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| Jpmorgan Chase & Co | 495.00 | $3.2k | -99% | Dec 2023 |
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| Parallel Advisors | 472.00 | $3.0k | 0% | Dec 2023 |
|
| Coppell Advisory Solutions | 335.00 | $2.1k | -17% | Dec 2023 |
|
| Tucker Asset Management | 298.00 | $1.9k | 0% | Dec 2023 |
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| Harbour Investments | 280.00 | $1.8k | 100% | Dec 2023 |
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| Signature | 181.00 | $1.2k | 100% | Dec 2023 |
|
| Efficient Wealth Management | 100.00 | $1.0k | 0% | Dec 2023 |
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| Global Wealth Management Investment Advisory | 35.00 | $222.999000 | 0% | Dec 2023 |
|
| Cullen Frost Bankers | 28.00 | $179.001200 | 0% | Dec 2023 |
|
| Hollencrest Securities | 22.00 | $139.999200 | 0% | Dec 2023 |
|
| Huntington National Bank | 10.00 | $64.000000 | -100% | Dec 2023 |
|
Who sold out of Liberty All-Star Equity Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Financial Advocates Investment Management | Sep 2023 | 487k | $2.9M |
| Millennium Management | Sep 2023 | 53k | $313k |
| Dfpg Investments | Sep 2023 | 48k | $288k |
| Ameritas Advisory Services | Sep 2023 | 26k | $155k |
| Apollon Wealth Management | Sep 2023 | 25k | $148k |
| Advisor Resource Council | Dec 2023 | 24k | $152k |
| Koshinski Asset Management | Sep 2023 | 21k | $125k |
| Octavia Wealth Advisors | Dec 2023 | 15k | $98k |
| Captrust Financial Advisors | Sep 2023 | 13k | $74k |
| Kingsview Wealth Management | Sep 2023 | 10k | $62k |
| Fifth Third Bancorp | Dec 2023 | 7.2k | $46k |
| JFS Wealth Advisors | Sep 2023 | 3.2k | $19k |
| Arcadia Investment Management Corp | Dec 2023 | 200.00 | $1.3k |
| National Bank Of Canada /fi/ | Sep 2023 | 102.00 | $600.004800 |
| Morton Brown Family Wealth | Dec 2023 | 55.00 | $350.999000 |