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 | 4.7M | $30M | 3% | Sep 2025 |
|
| Raymond James Financial | 4.1M | $26M | 28% | Sep 2025 |
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| Morgan Stanley | 3.4M | $23M | 100% | Jun 2025 |
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| Rivernorth Capital Management | 2.0M | $13M | 100% | Sep 2025 |
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| Royal Bank of Canada | 2.0M | $13M | 2% | Sep 2025 |
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| Ameriprise Financial | 1.7M | $11M | 0% | Sep 2025 |
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| Janney Montgomery Scott | 1.3M | $8.3M | 10% | Sep 2025 |
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| Shaker Financial Services | 1.3M | $8.3M | 63% | Sep 2025 |
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| Cornerstone Advisors | 1.0M | $6.6M | 175% | Sep 2025 |
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| Penserra Capital Management | 976k | $6.2M | 23% | Sep 2025 |
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| Readystate Asset Management | 898k | $5.7M | 40% | Sep 2025 |
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| Advisor Group Holdings | 882k | $5.6M | -6% | Sep 2025 |
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| Guggenheim Capital, LLC Managers | 876k | $5.6M | 8% | Sep 2025 |
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| Wells Fargo & Company | 824k | $5.2M | 55% | Sep 2025 |
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| Polar Securities | 752k | $4.8M | 100% | Sep 2025 |
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| Wolverine Asset Management | 683k | $4.3M | 259% | Sep 2025 |
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| 1607 Capital Partners | 628k | $4.0M | 100% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 521k | $3.3M | 3% | Sep 2025 |
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| Invesco | 488k | $3.1M | 8% | Sep 2025 |
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| Cetera Investment Advisers | 457k | $2.9M | 23% | Sep 2025 |
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| UBS Group | 426k | $2.7M | -5% | Sep 2025 |
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| Cohen & Steers Capital Management | 400k | $2.5M | 48% | Sep 2025 |
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| Integrated Wealth Concepts | 394k | $2.5M | 3722% | Sep 2025 |
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| HighTower Advisors | 385k | $2.4M | 1% | Sep 2025 |
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| Pnc Financial Services | 382k | $2.4M | -9% | Sep 2025 |
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| Absolute Investment Advisers | 369k | $2.3M | 100% | Sep 2025 |
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| Private Advisor | 338k | $2.1M | 6% | Sep 2025 |
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| Kestra Advisory Services | 335k | $2.1M | 66% | Sep 2025 |
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| Cambridge Investment Research Advisors | 304k | $1.9M | -17% | Sep 2025 |
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| Balyasny Asset Management | 292k | $1.8M | -18% | Sep 2025 |
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| Commonwealth Equity Services | 244k | $1.5M | -42% | Sep 2025 |
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| Mindset Wealth Management | 238k | $1.5M | 1% | Sep 2025 |
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| Two Sigma Investments | 224k | $1.4M | 100% | Sep 2025 |
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| Principal Securities | 217k | $1.4M | 16% | Sep 2025 |
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| D.A. Davidson & Co. | 211k | $1.3M | 15% | Sep 2025 |
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| Flynn Zito Capital Management | 196k | $1.2M | 1% | Sep 2025 |
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| Goss Wealth Management | 180k | $1.1M | 27% | Sep 2025 |
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| Mariner Wealth Advisors | 176k | $1.1M | 2% | Sep 2025 |
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| Ashton Thomas Securities | 174k | $1.1M | 3% | Sep 2025 |
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| Kestra Private Wealth Services | 170k | $1.1M | 13% | Sep 2025 |
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| Westbourne Investment Advisors | 166k | $1.1M | 3% | Sep 2025 |
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| Stifel Financial | 163k | $1.0M | 3% | Sep 2025 |
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| CSS | 162k | $1.0M | 100% | Sep 2025 |
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| Live Oak Private Wealth | 159k | $1.0M | 0% | Sep 2025 |
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| Bartlett & Co. Wealth Management | 150k | $953k | 0% | Sep 2025 |
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| Oppenheimer & Co | 150k | $952k | -5% | Sep 2025 |
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| RB Capital Management | 150k | $950k | 5% | Sep 2025 |
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| J.w. Cole Advisors | 148k | $937k | -21% | Sep 2025 |
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| Triumph Capital Management | 126k | $796k | 18% | Sep 2025 |
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| Samalin Investment Counsel | 119k | $754k | 2% | Sep 2025 |
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| Kingswood Wealth Advisors | 117k | $744k | 7% | Sep 2025 |
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| Golden State Equity Partners | 110k | $699k | -1% | Sep 2025 |
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| Wedbush Morgan Securities | 109k | $694k | 4% | Sep 2025 |
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| Patten | 109k | $693k | -13% | Sep 2025 |
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| Advisors Asset Management | 106k | $674k | 0% | Sep 2025 |
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| Clear Creek Financial Management | 105k | $665k | 0% | Sep 2025 |
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| Concurrent Investment Advisors | 103k | $654k | 22% | Sep 2025 |
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| Abel Hall | 103k | $653k | 0% | Sep 2025 |
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| Stockman Asset Management | 100k | $631k | 0% | Sep 2025 |
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| Institute For Wealth Management | 89k | $564k | 2% | Sep 2025 |
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| Millennium Management | 88k | $558k | 100% | Sep 2025 |
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| WealthTrust Asset Management | 86k | $546k | 9% | Sep 2025 |
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| Hanson McClain Advisors | 82k | $518k | 0% | Sep 2025 |
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| Mezzasalma Advisors | 76k | $480k | 3% | Sep 2025 |
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| Creative Planning | 69k | $439k | -14% | Sep 2025 |
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| Intl Fcstone | 65k | $413k | 1% | Sep 2025 |
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| Atria Wealth Solutions | 63k | $440k | -23% | Jun 2025 |
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| PFG Investments | 63k | $399k | -2% | Sep 2025 |
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| Jane Street | 60k | $381k | -62% | Sep 2025 |
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| Heritage Wealth Management | 59k | $376k | 0% | Sep 2025 |
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| NWF Advisory Services | 57k | $358k | 5% | Sep 2025 |
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| Citadel Advisors | 56k | $353k | 100% | Sep 2025 |
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| IHT Wealth Management | 56k | $353k | -3% | Sep 2025 |
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| Mcdonald Partners | 55k | $350k | 3% | Sep 2025 |
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| Baird Financial | 52k | $331k | 107% | Sep 2025 |
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| Sage Capital Advisors | 48k | $302k | 0% | Sep 2025 |
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| Nelson, Van Denburg & Campbell Wealth Management | 46k | $289k | 0% | Sep 2025 |
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| MSH Capital Advisors | 44k | $281k | 0% | Sep 2025 |
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| Steward Partners Investment Advisory | 44k | $278k | -9% | Sep 2025 |
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| Benjamin Edwards | 43k | $274k | 1% | Sep 2025 |
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| Beacon Pointe Advisors | 41k | $260k | 100% | Sep 2025 |
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| Envestnet Asset Management | 41k | $257k | 18% | Sep 2025 |
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| Two Sigma Securities | 40k | $255k | 133% | Sep 2025 |
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| Nbc Securities | 38k | $243k | 3% | Sep 2025 |
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| Landscape Capital Management | 37k | $233k | 100% | Sep 2025 |
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| Quad-Cities Investment Group | 35k | $223k | 3% | Sep 2025 |
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| XTX Topco | 33k | $211k | 100% | Sep 2025 |
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| David J Yvars Group | 33k | $208k | 21% | Sep 2025 |
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| Astoria Portfolio Advisors | 32k | $207k | -2% | Sep 2025 |
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| Altus Wealth Group | 32k | $204k | -6% | Sep 2025 |
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| Onyx Bridge Wealth Group | 29k | $183k | 6% | Sep 2025 |
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| International Assets Investment Management | 28k | $194k | 8% | Sep 2025 |
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| Captrust Financial Advisors | 28k | $178k | -14% | Sep 2025 |
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| Mercer Global Advisors | 28k | $178k | 55% | Sep 2025 |
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| ELCO Management | 28k | $177k | -2% | Sep 2025 |
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| Stephens | 28k | $176k | 3% | Sep 2025 |
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| Quantum Private Wealth | 27k | $169k | 0% | Sep 2025 |
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| Ameriflex Group | 26k | $167k | 100% | Sep 2025 |
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| Cary Street Partners Financial | 26k | $164k | 3% | Sep 2025 |
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| AQR Capital Management | 26k | $163k | 0% | Sep 2025 |
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| Prospera Financial Services | 26k | $162k | 25% | Sep 2025 |
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| Kovitz Investment Group Partners | 25k | $158k | 0% | Sep 2025 |
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| H D Vest Advisory Services | 25k | $167k | 50% | Jun 2025 |
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| Oliver Lagore Vanvalin Investment Group | 24k | $157k | 100% | Jun 2025 |
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| Level Four Advisory Services | 24k | $150k | 3% | Sep 2025 |
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| Wiley Bros.-aintree Capital | 23k | $147k | 5% | Sep 2025 |
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| Next Level Wealth Planning | 23k | $143k | 0% | Sep 2025 |
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| Concorde Asset Management | 23k | $144k | 104% | Sep 2025 |
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| David Allen | 23k | $143k | 0% | Sep 2025 |
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| Cushing Capital Partners | 22k | $140k | 0% | Sep 2025 |
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| Farther Finance Advisors | 22k | $139k | 54% | Sep 2025 |
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| Integrity Alliance | 21k | $135k | 100% | Sep 2025 |
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| Resources Investment Advisors | 21k | $134k | 1% | Sep 2025 |
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| Wealthcare Advisory Partners | 21k | $131k | -8% | Sep 2025 |
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| AlphaCore Capital | 21k | $130k | -47% | Sep 2025 |
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| RFG Advisory | 20k | $127k | 0% | Sep 2025 |
|
| Vista Investment Partners Ii | 20k | $126k | 100% | Sep 2025 |
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| CoreCap Advisors | 20k | $124k | 12% | Sep 2025 |
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| Ingalls & Snyder | 19k | $123k | 0% | Sep 2025 |
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| Us Bancorp | 19k | $119k | 100% | Sep 2025 |
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| Smith Asset Management | 19k | $118k | 0% | Sep 2025 |
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| Manske Wealth Management | 19k | $117k | 0% | Sep 2025 |
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| Kapstone Financial Advisors | 19k | $117k | 23% | Sep 2025 |
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| Ancora Advisors | 18k | $117k | -5% | Sep 2025 |
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| Beacon Capital Management | 18k | $115k | 0% | Sep 2025 |
|
| United Community Bank | 18k | $114k | 3% | Sep 2025 |
|
| Mendel Capital Management | 18k | $113k | 0% | Sep 2025 |
|
| CWM | 18k | $112k | 614% | Sep 2025 |
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| Hrt Financial | 17k | $109k | -53% | Sep 2025 |
|
| Camden Capital | 17k | $107k | 3% | Sep 2025 |
|
| Streettalk Advisors | 17k | $106k | 2% | Sep 2025 |
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| Sax Wealth Advisors | 17k | $106k | 0% | Sep 2025 |
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| Emerald Investment Partners | 16k | $104k | 2% | Sep 2025 |
|
| Branch Banking & Trust Company | 16k | $102k | -38% | Sep 2025 |
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| Rockefeller Capital Management | 16k | $102k | 100% | Sep 2025 |
|
| Webster Bank, N. A. | 16k | $101k | 0% | Sep 2025 |
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| Bensler | 16k | $99k | -99% | Sep 2025 |
|
| Graves-Light Private Wealth Management | 15k | $95k | 0% | Sep 2025 |
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| Octavia Wealth Advisors | 15k | $95k | 100% | Sep 2025 |
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| Golden State Wealth Management | 15k | $94k | 3% | Sep 2025 |
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| We Are One Seven | 15k | $93k | 100% | Sep 2025 |
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| Stratos Wealth Partners | 15k | $92k | -58% | Sep 2025 |
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| Morris Retirement Advisors | 14k | $91k | 3% | Sep 2025 |
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| TrueMark Investments | 14k | $90k | 100% | Sep 2025 |
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| One Capital Management | 14k | $90k | 100% | Sep 2025 |
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| Silver Oak Securities | 14k | $87k | 17% | Sep 2025 |
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| Primoris Wealth Advisors | 14k | $86k | -10% | Sep 2025 |
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| Moloney Securities Asset Management | 14k | $85k | 3% | Sep 2025 |
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| Shulman DeMeo Asset Management | 13k | $85k | 0% | Sep 2025 |
|
| Valeo Financial Advisors | 13k | $83k | 0% | Sep 2025 |
|
| Mutual Advisors | 11k | $66k | -24% | Sep 2025 |
|
Who sold out of Liberty All-Star Equity Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Elequin Capital | Jun 2025 | 63k | $431k |
| Annex Advisory Services, LLC, d/b/a Annex Wealth Management | Jun 2025 | 31k | $211k |
| Susquehanna International | Jun 2025 | 28k | $194k |
| Eclectic Associates | Jun 2025 | 23k | $159k |
| Jaffetilchin Investment Partners | Jun 2025 | 23k | $155k |
| Canal Capital Management | Mar 2025 | 22k | $146k |
| Kovack Advisors | Jun 2025 | 17k | $118k |
| Lokken Investment Group | Jun 2025 | 17k | $115k |
| Consolidated Portfolio Review Corp | Jun 2025 | 15k | $105k |
| Kane Investment Management | Jun 2025 | 15k | $101k |