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Liberty All-Star Equity Fund shares owned by Sheaff Brock Investment Advisors

Quarter-by-quarter ownership of Liberty All-Star Equity Fund (USA) shares owned by Sheaff Brock Investment Advisors from 13F filings

Historical chart of Sheaff Brock Investment Advisors investment in Liberty All-Star Equity Fund

Tip: Access up to 7 years of quarterly data

All positions including Liberty All-Star Equity Fund held by Sheaff Brock Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Liberty All-Star Equity Fund by Sheaff Brock Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.8M 275k 6.38
2023-09-30 $1.7M 284k 5.92
2023-06-30 $2.3M 362k 6.47
2023-03-31 $2.2M 362k 6.20
2022-12-31 $2.1M 362k 5.70
2022-09-30 $2.0M 362k 5.53
2022-06-30 $2.2M 345k 6.28
2022-03-31 $2.7M 331k 8.08
2021-12-31 $2.8M 329k 8.38
2021-09-30 $2.5M 295k 8.60
2021-06-30 $2.6M 287k 9.04
2021-03-31 $2.1M 278k 7.63
2020-12-31 $1.8M 259k 6.90
2020-09-30 $1.6M 259k 6.01
2020-06-30 $1.4M 245k 5.72
2020-03-31 $1.0M 214k 4.84
2019-12-31 $1.4M 201k 6.77
2019-09-30 $1.3M 200k 6.40
2019-06-30 $1.2M 195k 6.42
2019-03-31 $1.2M 189k 6.11
2018-12-31 $1.3M 233k 5.38
2018-09-30 $1.5M 227k 6.81
2018-06-30 $1.4M 222k 6.40
2018-03-31 $1.3M 214k 6.13
2017-12-31 $1.3M 203k 6.30
2017-09-30 $1.2M 203k 6.03
2017-06-30 $1.1M 200k 5.66
2017-03-31 $1.1M 196k 5.46
2016-12-31 $960k 186k 5.16
2016-09-30 $930k 180k 5.18
2016-06-30 $881k 176k 5.02
2016-03-31 $848k 171k 4.97
2015-12-31 $868k 162k 5.35

More positions owned by Sheaff Brock Investment Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Microsoft Corporation (MSFT)
Eli Lilly & Co. (LLY)
Amazon (AMZN)
Listed Fd Tr Dividend Perfmrs (IPDP)
Cisco Systems (CSCO)
Home Depot (HD)
JPMorgan Chase & Co. (JPM)
Invesco Qqq Tr Put Put Option (Principal) (QQQ)
Oracle Corporation (ORCL)
Cme (CME)
Kla Corp Com New (KLAC)
Iron Mountain (IRM)

View all positions for Sheaff Brock Investment Advisors

Top funds holding Liberty All-Star Equity Fund

Royal Bank of Canada
Bensler
Penserra Capital Management
Advisor Group Holdings
Guggenheim Capital, LLC Managers
Advisors Asset Management
Janney Montgomery Scott
Shaker Financial Services
Cambridge Investment Research Advisors
Wealth Enhancement Advisory Services
Raymond James & Associates
Raymond James Financial Services Advisors
UBS Group
Nelson, Van Denburg & Campbell Wealth Management
Pnc Financial Services

View all funds holding Liberty All-Star Equity Fund