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 | 3.6M | $25M | 3% | Dec 2024 |
|
| Morgan Stanley | 3.2M | $22M | 6% | Dec 2024 |
|
| Raymond James Financial | 2.5M | $17M | 100% | Dec 2024 |
|
| Bensler | 1.7M | $11M | 6% | Mar 2025 |
|
| Ameriprise Financial | 1.6M | $11M | 6% | Dec 2024 |
|
| Royal Bank of Canada | 1.6M | $11M | 7% | Dec 2024 |
|
| Janney Montgomery Scott | 1.0M | $7.0M | 10% | Dec 2024 |
|
| Guggenheim Capital, LLC Managers | 867k | $6.0M | -2% | Dec 2024 |
|
| Penserra Capital Management | 755k | $5.2M | 7% | Dec 2024 |
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| Advisor Group Holdings | 709k | $5.0M | -5% | Dec 2024 |
|
| UBS Group | 631k | $4.4M | 26% | Dec 2024 |
|
| Wealth Enhancement Advisory Services | 593k | $3.9M | -5% | Mar 2025 |
|
| Advisors Asset Management | 482k | $3.3M | -5% | Dec 2024 |
|
| Cambridge Investment Research Advisors | 472k | $3.3M | -8% | Dec 2024 |
|
| Commonwealth Equity Services | 438k | $3.0M | 14% | Dec 2024 |
|
| Pnc Financial Services | 429k | $3.0M | -5% | Dec 2024 |
|
| Shaker Financial Services | 409k | $2.9M | -20% | Dec 2024 |
|
| Invesco | 400k | $2.8M | 14% | Dec 2024 |
|
| Bank of America Corporation | 370k | $2.6M | -6% | Dec 2024 |
|
| Cetera Investment Advisers | 336k | $2.3M | 6% | Dec 2024 |
|
| HighTower Advisors | 332k | $2.3M | -2% | Dec 2024 |
|
| Private Advisor | 290k | $2.0M | 1% | Dec 2024 |
|
| Sheaff Brock Investment Advisors | 274k | $1.9M | 0% | Dec 2024 |
|
| Cohen & Steers Capital Management | 270k | $1.9M | 0% | Dec 2024 |
|
| Wells Fargo & Company | 199k | $1.4M | 15% | Dec 2024 |
|
| Steward Partners Investment Advisory | 197k | $1.4M | 8% | Dec 2024 |
|
| Kestra Advisory Services | 192k | $1.3M | 68% | Dec 2024 |
|
| Lido Advisors | 173k | $1.2M | 0% | Dec 2024 |
|
| Flynn Zito Capital Management | 168k | $1.2M | 31% | Dec 2024 |
|
| Bartlett & Co. Wealth Management | 163k | $1.2M | 0% | Dec 2024 |
|
| D.A. Davidson & Co. | 163k | $1.1M | 1% | Dec 2024 |
|
| Mariner Wealth Advisors | 161k | $1.1M | 9% | Dec 2024 |
|
| Ashton Thomas Securities | 160k | $1.1M | 3% | Dec 2024 |
|
| Live Oak Private Wealth | 159k | $1.1M | 0% | Dec 2024 |
|
| Patten | 150k | $1.0M | 6% | Dec 2024 |
|
| Kestra Private Wealth Services | 150k | $1.0M | -2% | Dec 2024 |
|
| RB Capital Management | 139k | $967k | -3% | Dec 2024 |
|
| Stifel Financial | 138k | $960k | 17% | Dec 2024 |
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| Goss Wealth Management | 136k | $944k | -14% | Dec 2024 |
|
| Baird Financial | 134k | $928k | 1% | Dec 2024 |
|
| Golden State Equity Partners | 110k | $766k | -1% | Dec 2024 |
|
| Wedbush Morgan Securities | 110k | $762k | -35% | Dec 2024 |
|
| Clear Creek Financial Management | 105k | $729k | -2% | Dec 2024 |
|
| WealthTrust Asset Management | 103k | $716k | 4% | Dec 2024 |
|
| Stockman Asset Management | 100k | $692k | 0% | Dec 2024 |
|
| Samalin Investment Counsel | 97k | $676k | 0% | Dec 2024 |
|
| Atria Wealth Solutions | 93k | $660k | -16% | Dec 2024 |
|
| Talon Private Wealth | 91k | $632k | 100% | Dec 2024 |
|
| Triumph Capital Management | 91k | $632k | 0% | Dec 2024 |
|
| Heritage Wealth Management | 84k | $582k | -1% | Dec 2024 |
|
| Institute For Wealth Management | 79k | $548k | 11% | Dec 2024 |
|
| Principal Securities | 78k | $542k | 284% | Dec 2024 |
|
| Intl Fcstone | 73k | $508k | 100% | Dec 2024 |
|
| PFG Investments | 71k | $490k | 0% | Dec 2024 |
|
| Mezzasalma Advisors | 69k | $479k | 100% | Dec 2024 |
|
| Creative Planning | 69k | $477k | -1% | Dec 2024 |
|
| Concurrent Investment Advisors | 68k | $475k | -11% | Dec 2024 |
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| Susquehanna International | 67k | $468k | 100% | Dec 2024 |
|
| Stratos Wealth Partners | 67k | $467k | 44% | Dec 2024 |
|
| TrueMark Investments | 60k | $415k | 258% | Dec 2024 |
|
| Kingswood Wealth Advisors | 58k | $400k | 100% | Dec 2024 |
|
| Sage Capital Advisors | 52k | $343k | -7% | Mar 2025 |
|
| Nelson, Van Denburg & Campbell Wealth Management | 52k | $359k | -16% | Dec 2024 |
|
| Mcdonald Partners | 50k | $348k | 0% | Dec 2024 |
|
| J.w. Cole Advisors | 48k | $331k | -15% | Dec 2024 |
|
| Benjamin Edwards | 42k | $294k | 0% | Dec 2024 |
|
| MSH Capital Advisors | 42k | $294k | 100% | Dec 2024 |
|
| Jaffetilchin Investment Partners | 41k | $283k | 100% | Dec 2024 |
|
| IHT Wealth Management | 37k | $260k | 17% | Dec 2024 |
|
| Quantum Private Wealth | 37k | $255k | -21% | Dec 2024 |
|
| Nbc Securities | 37k | $239k | 104291% | Mar 2025 |
|
| Silver Oak Securities | 36k | $249k | 100% | Dec 2024 |
|
| Altus Wealth Group | 34k | $237k | 15% | Dec 2024 |
|
| Quad-Cities Investment Group | 34k | $219k | 1% | Mar 2025 |
|
| Astoria Portfolio Advisors | 33k | $228k | 2% | Dec 2024 |
|
| Canal Capital Management | 32k | $220k | 100% | Dec 2024 |
|
| Annex Advisory Services, LLC, d/b/a Annex Wealth Management | 31k | $203k | 0% | Mar 2025 |
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| Gwn Securities | 30k | $213k | 100% | Dec 2024 |
|
| Branch Banking & Trust Company | 30k | $205k | 31% | Dec 2024 |
|
| Stephens | 30k | $205k | 0% | Dec 2024 |
|
| ELCO Management | 29k | $198k | -3% | Dec 2024 |
|
| Oppenheimer & Co | 27k | $186k | 82% | Dec 2024 |
|
| Prospera Financial Services | 26k | $180k | 0% | Dec 2024 |
|
| Kovitz Investment Group Partners | 25k | $173k | 0% | Dec 2024 |
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| Global Assets Advisory | 23k | $160k | 3% | Dec 2024 |
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| Eclectic Associates | 23k | $150k | 5% | Mar 2025 |
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| Wealthcare Advisory Partners | 23k | $148k | 29% | Mar 2025 |
|
| David J Yvars Group | 23k | $157k | 0% | Dec 2024 |
|
| Von Berge Wealth Management Group | 23k | $161k | 100% | Dec 2024 |
|
| EP Wealth Advisors | 22k | $155k | 100% | Dec 2024 |
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| Next Level Wealth Planning | 22k | $153k | 100% | Dec 2024 |
|
| Cushing Capital Partners | 22k | $157k | 100% | Dec 2024 |
|
| Two Sigma Securities | 21k | $146k | 96% | Dec 2024 |
|
| Bank Of Hawaii | 21k | $145k | 100% | Dec 2024 |
|
| International Assets Investment Management | 21k | $146k | -86% | Dec 2024 |
|
| Ameritas Advisory Services | 20k | $141k | 29% | Dec 2024 |
|
| Primoris Wealth Advisors | 20k | $139k | -9% | Dec 2024 |
|
| Ancora Advisors | 19k | $135k | -16% | Dec 2024 |
|
| Ingalls & Snyder | 19k | $135k | 6% | Dec 2024 |
|
| Envestnet Asset Management | 19k | $135k | -5% | Dec 2024 |
|
| CoreCap Advisors | 19k | $132k | -66% | Dec 2024 |
|
| Onyx Bridge Wealth Group | 19k | $132k | 0% | Dec 2024 |
|
| Lokken Investment Group | 19k | $131k | 0% | Dec 2024 |
|
| Wiley Bros.-aintree Capital | 18k | $128k | 0% | Dec 2024 |
|
| Consolidated Portfolio Review Corp | 18k | $124k | 0% | Dec 2024 |
|
| Mendel Capital Management | 18k | $123k | 0% | Dec 2024 |
|
| Beacon Capital Management | 17k | $120k | 0% | Dec 2024 |
|
| RFG Advisory | 17k | $111k | 100% | Mar 2025 |
|
| Sax Wealth Advisors | 17k | $117k | 0% | Dec 2024 |
|
| United Community Bank | 16k | $114k | 0% | Dec 2024 |
|
| Webster Bank, N. A. | 16k | $104k | 0% | Mar 2025 |
|
| Streettalk Advisors | 16k | $110k | 0% | Dec 2024 |
|
| Camden Capital | 15k | $106k | 0% | Dec 2024 |
|
| Fiduciary Alliance | 15k | $100k | 100% | Mar 2025 |
|
| Graves-Light Private Wealth Management | 15k | $98k | 0% | Mar 2025 |
|
| Octavia Wealth Advisors | 15k | $98k | 0% | Mar 2025 |
|
| Kane Investment Management | 15k | $103k | 100% | Dec 2024 |
|
| Emerald Investment Partners | 14k | $102k | 0% | Dec 2024 |
|
| Brian McDonald | 14k | $97k | -24% | Dec 2024 |
|
| Mutual Advisors | 14k | $98k | 100% | Dec 2024 |
|
| Morris Retirement Advisors | 14k | $90k | 5% | Mar 2025 |
|
| Golden State Wealth Management | 14k | $94k | 100% | Dec 2024 |
|
| Shulman DeMeo Asset Management | 13k | $87k | 0% | Mar 2025 |
|
| Lakeview Capital Partners | 13k | $92k | -9% | Dec 2024 |
|
| Carolinas Wealth Consulting | 13k | $94k | 0% | Dec 2024 |
|
| Cornerstone Advisors | 13k | $88k | -94% | Dec 2024 |
|
| Farther Finance Advisors | 13k | $82k | 967% | Mar 2025 |
|
| Moloney Securities Asset Management | 12k | $85k | 0% | Dec 2024 |
|
| Ameriflex Group | 12k | $86k | 100% | Dec 2024 |
|
| Ashton Thomas Private Wealth | 12k | $86k | -23% | Dec 2024 |
|
| Meridian Investment Counsel | 12k | $83k | 100% | Dec 2024 |
|
| Apollon Wealth Management | 12k | $83k | 100% | Dec 2024 |
|
| Fmb Wealth Management | 12k | $77k | 100% | Mar 2025 |
|
| Alpha Cubed Investments | 12k | $80k | 0% | Dec 2024 |
|
| Atlantic Trust | 11k | $80k | 0% | Dec 2024 |
|
| Silverlake Wealth Management | 11k | $77k | 0% | Dec 2024 |
|
| SignalPoint Asset Management | 11k | $76k | 0% | Dec 2024 |
|
| Meridian Wealth Management | 11k | $75k | 0% | Dec 2024 |
|
| Concorde Asset Management | 11k | $73k | -8% | Dec 2024 |
|
| HPM Partners | 10k | $72k | 100% | Dec 2024 |
|
| Integrated Wealth Concepts | 10k | $72k | -9% | Dec 2024 |
|
| Independent Advisor Alliance | 10k | $70k | 100% | Dec 2024 |
|
| EverSource Wealth Advisors | 10k | $70k | 11% | Dec 2024 |
|
| Brown Brothers Harriman & Co. | 9.3k | $65k | 100% | Dec 2024 |
|
| Hazlett, Burt & Watson | 7.6k | $54k | 0% | Dec 2024 |
|
| Crews Bank & Trust | 7.1k | $50k | 100% | Dec 2024 |
|
| Northwestern Mutual Wealth Management Company | 6.1k | $43k | 0% | Dec 2024 |
|
| Transce3nd | 4.3k | $30k | 100% | Dec 2024 |
|
| Bryn Mawr Trust | 4.0k | $28k | 0% | Dec 2024 |
|
| GoalVest Advisory | 3.6k | $24k | 0% | Mar 2025 |
|
Who sold out of Liberty All-Star Equity Fund?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Millennium Management | Sep 2024 | 84k | $597k |
| Mercer Global Advisors | Sep 2024 | 62k | $440k |
| Sequoia Financial Advisors | Sep 2024 | 36k | $256k |
| Williams Jones Wealth Management | Sep 2024 | 26k | $185k |
| Cary Street Partner Investment Advisory | Sep 2024 | 25k | $178k |
| Larson Financial Group | Sep 2024 | 15k | $106k |
| Citadel Advisors | Sep 2024 | 13k | $90k |
| Modern Wealth Management | Sep 2024 | 12k | $88k |
| Tiaa Trust, National Association | Sep 2024 | 12k | $83k |
| One Capital Management | Sep 2024 | 10k | $72k |
| Nations Financial Group | Sep 2024 | 10k | $72k |
| Stone House Investment Management | Sep 2024 | 4.0k | $29k |