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 | 3.5M | $25M | 5% | Sep 2024 |
|
| Morgan Stanley | 3.0M | $20M | -5% | Jun 2024 |
|
| Raymond James & Associates | 1.7M | $12M | 167% | Sep 2024 |
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| Bensler | 1.6M | $12M | 4% | Sep 2024 |
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| Royal Bank of Canada | 1.5M | $10M | -4% | Sep 2024 |
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| Janney Montgomery Scott | 918k | $6.5M | 0% | Sep 2024 |
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| Guggenheim Capital, LLC Managers | 888k | $6.3M | 5% | Sep 2024 |
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| Advisor Group Holdings | 750k | $5.3M | -18% | Sep 2024 |
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| Penserra Capital Management | 704k | $5.0M | -63% | Sep 2024 |
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| Raymond James Financial Services Advisors | 695k | $4.9M | 15% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 660k | $4.5M | 11% | Jun 2024 |
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| Cambridge Investment Research Advisors | 513k | $3.6M | -15% | Sep 2024 |
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| Shaker Financial Services | 510k | $3.6M | -32% | Sep 2024 |
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| Advisors Asset Management | 506k | $3.6M | 2% | Sep 2024 |
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| Pnc Financial Services | 453k | $3.2M | 21% | Sep 2024 |
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| Bank of America Corporation | 392k | $2.8M | 7% | Sep 2024 |
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| Commonwealth Equity Services | 385k | $2.7M | 10% | Sep 2024 |
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| HighTower Advisors | 354k | $2.4M | 2% | Jun 2024 |
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| Invesco | 351k | $2.5M | 36% | Sep 2024 |
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| Cetera Investment Advisers | 306k | $2.1M | 21% | Jun 2024 |
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| Private Advisor | 288k | $2.0M | 1% | Sep 2024 |
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| Sheaff Brock Investment Advisors | 274k | $1.9M | 0% | Sep 2024 |
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| Cohen & Steers Capital Management | 270k | $1.8M | 0% | Jun 2024 |
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| Cornerstone Advisors | 228k | $1.6M | -28% | Sep 2024 |
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| H D Vest Advisory Services | 174k | $1.2M | 431% | Jun 2024 |
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| Wells Fargo & Company | 173k | $1.2M | 12% | Sep 2024 |
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| Steward Partners Investment Advisory | 173k | $1.2M | 7% | Jun 2024 |
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| Lido Advisors | 171k | $1.2M | 4% | Jun 2024 |
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| Wedbush Morgan Securities | 169k | $1.2M | 1% | Sep 2024 |
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| Bartlett & Co. Wealth Management | 163k | $1.2M | 0% | Sep 2024 |
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| D.A. Davidson & Co. | 159k | $1.1M | 0% | Jun 2024 |
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| Live Oak Private Wealth | 159k | $1.1M | 0% | Sep 2024 |
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| Goss Wealth Management | 157k | $1.1M | 11% | Jun 2024 |
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| Ashton Thomas Securities | 156k | $1.1M | 100% | Sep 2024 |
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| Kestra Private Wealth Services | 153k | $1.1M | -11% | Sep 2024 |
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| Mariner Wealth Advisors | 148k | $1.1M | 13% | Sep 2024 |
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| International Assets Investment Management | 148k | $21M | 629% | Sep 2024 |
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| RB Capital Management | 144k | $1.0M | 3% | Sep 2024 |
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| Patten | 142k | $1.0M | 21% | Sep 2024 |
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| Flynn Zito Capital Management | 128k | $906k | 35% | Sep 2024 |
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| Kestra Advisory Services | 114k | $808k | -15% | Sep 2024 |
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| Golden State Equity Partners | 111k | $791k | -5% | Sep 2024 |
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| Atria Wealth Solutions | 110k | $779k | -11% | Sep 2024 |
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| Clear Creek Financial Management | 107k | $758k | -11% | Sep 2024 |
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| Stockman Asset Management | 100k | $707k | 0% | Sep 2024 |
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| WealthTrust Asset Management | 99k | $705k | 13% | Sep 2024 |
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| Stifel Financial | 96k | $651k | 11% | Jun 2024 |
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| Heritage Wealth Management | 85k | $600k | 0% | Sep 2024 |
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| Concurrent Investment Advisors | 77k | $543k | 17% | Sep 2024 |
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| Mercer Global Advisors | 75k | $509k | 134% | Jun 2024 |
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| Institute For Wealth Management | 71k | $507k | 2% | Sep 2024 |
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| Private Capital Management | 70k | $476k | 0% | Jun 2024 |
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| Creative Planning | 69k | $492k | -4% | Sep 2024 |
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| Sage Capital Advisors | 68k | $486k | 7% | Sep 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 62k | $437k | 0% | Sep 2024 |
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| PFG Investments | 61k | $415k | 213% | Jun 2024 |
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| J.w. Cole Advisors | 56k | $396k | 4% | Sep 2024 |
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| CoreCap Advisors | 55k | $392k | 100% | Sep 2024 |
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| Mcdonald Partners | 50k | $355k | 100% | Sep 2024 |
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| Quantum Private Wealth | 47k | $332k | 0% | Sep 2024 |
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| Stratos Wealth Partners | 47k | $331k | 47% | Sep 2024 |
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| LifePro Asset Management | 44k | $311k | 0% | Sep 2024 |
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| Raymond James Trust | 43k | $305k | 0% | Sep 2024 |
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| Benjamin Edwards | 42k | $300k | 100% | Sep 2024 |
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| Benjamin F. Edwards & Company | 42k | $286k | 1% | Jun 2024 |
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| Sequoia Financial Advisors | 36k | $256k | 100% | Sep 2024 |
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| Quad-Cities Investment Group | 33k | $236k | 0% | Sep 2024 |
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| Astoria Portfolio Advisors | 32k | $233k | 5% | Sep 2024 |
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| Altus Wealth Group | 30k | $211k | -15% | Sep 2024 |
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| Stephens | 30k | $209k | 2% | Sep 2024 |
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| ELCO Management | 30k | $209k | -1% | Sep 2024 |
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| Nbc Securities | 28k | $199k | 48% | Sep 2024 |
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| Williams Jones Wealth Management | 26k | $185k | 100% | Sep 2024 |
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| Prospera Financial Services | 26k | $184k | 1% | Sep 2024 |
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| Cary Street Partner Investment Advisory | 25k | $178k | 0% | Sep 2024 |
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| Kovitz Investment Group Partners | 25k | $176k | 100% | Sep 2024 |
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| Oliver Lagore Vanvalin Investment Group | 24k | $168k | 1% | Sep 2024 |
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| Ancora Advisors | 23k | $164k | 0% | Sep 2024 |
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| David J Yvars Group | 23k | $160k | 5% | Sep 2024 |
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| Global Assets Advisory | 22k | $158k | 3% | Sep 2024 |
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| Primoris Wealth Advisors | 22k | $156k | 0% | Sep 2024 |
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| Envestnet Asset Management | 21k | $145k | 6% | Sep 2024 |
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| Principal Securities | 20k | $144k | 113% | Sep 2024 |
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| Branch Banking & Trust Company | 19k | $130k | -55% | Jun 2024 |
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| Onyx Bridge Wealth Group | 19k | $135k | 1% | Sep 2024 |
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| Eclectic Associates | 19k | $135k | 19% | Sep 2024 |
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| Lokken Investment Group | 19k | $134k | 0% | Sep 2024 |
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| Ingalls & Snyder | 18k | $131k | 0% | Sep 2024 |
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| Brian McDonald | 18k | $130k | -46% | Sep 2024 |
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| Mendel Capital Management | 18k | $126k | 0% | Sep 2024 |
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| Consolidated Portfolio Review Corp | 18k | $119k | -10% | Jun 2024 |
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| Beacon Capital Management | 17k | $123k | 3% | Sep 2024 |
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| Sax Wealth Advisors | 17k | $119k | 0% | Sep 2024 |
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| TrueMark Investments | 17k | $119k | 100% | Sep 2024 |
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| Annex Advisory Services, LLC, d/b/a Annex Wealth Management | 17k | $117k | -3% | Sep 2024 |
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| United Community Bank | 16k | $116k | 3% | Sep 2024 |
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| Two Sigma Securities | 16k | $110k | 30% | Jun 2024 |
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| Webster Bank, N. A. | 16k | $113k | 0% | Sep 2024 |
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| Streettalk Advisors | 16k | $112k | 2% | Sep 2024 |
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| Ameritas Advisory Services | 16k | $112k | -28% | Sep 2024 |
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| Ashton Thomas Private Wealth | 16k | $111k | 66% | Sep 2024 |
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| Camden Capital | 15k | $108k | 3% | Sep 2024 |
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| Wealthcare Advisory Partners | 15k | $107k | -18% | Sep 2024 |
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| Octavia Wealth Advisors | 15k | $107k | 0% | Sep 2024 |
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| Graves-Light Private Wealth Management | 15k | $102k | 0% | Jun 2024 |
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| Larson Financial Group | 15k | $106k | 248% | Sep 2024 |
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| Oppenheimer & Co | 15k | $104k | -55% | Sep 2024 |
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| Lakeview Capital Partners | 15k | $103k | 1% | Sep 2024 |
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| Emerald Investment Partners | 14k | $102k | -2% | Sep 2024 |
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| Shulman DeMeo Asset Management | 14k | $100k | -11% | Sep 2024 |
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| Carolinas Wealth Consulting | 13k | $93k | 0% | Sep 2024 |
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| Morris Retirement Advisors | 13k | $93k | 3% | Sep 2024 |
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| ICA Group Wealth Management | 13k | $87k | 3% | Jun 2024 |
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| Citadel Advisors | 13k | $90k | -47% | Sep 2024 |
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| Tiaa Trust, National Association | 12k | $85k | 100% | Jun 2024 |
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| Modern Wealth Management | 12k | $88k | 100% | Sep 2024 |
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| Moloney Securities Asset Management | 12k | $87k | 3% | Sep 2024 |
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| Merit Financial Group | 12k | $83k | 8% | Sep 2024 |
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| Alpha Cubed Investments | 12k | $82k | 0% | Sep 2024 |
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| Concorde Asset Management | 11k | $81k | 5% | Sep 2024 |
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| Atlantic Trust | 11k | $80k | 0% | Sep 2024 |
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| Integrated Wealth Concepts | 11k | $80k | -6% | Sep 2024 |
|
| Silverlake Wealth Management | 11k | $79k | 0% | Sep 2024 |
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| SignalPoint Asset Management | 11k | $77k | 0% | Sep 2024 |
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| Meridian Wealth Management | 11k | $77k | 100% | Sep 2024 |
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| High Net Worth Advisory Group | 10k | $73k | 3% | Sep 2024 |
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| One Capital Management | 10k | $72k | 100% | Sep 2024 |
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| Nations Financial Group | 10k | $72k | 0% | Sep 2024 |
|
| EverSource Wealth Advisors | 9.0k | $64k | 0% | Sep 2024 |
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| IFP Advisors | 7.6k | $52k | -67% | Jun 2024 |
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| Hazlett, Burt & Watson | 7.6k | $54k | 0% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 6.1k | $44k | 3% | Sep 2024 |
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| Stone House Investment Management | 4.0k | $29k | 5% | Sep 2024 |
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| Bryn Mawr Trust | 4.0k | $28k | 100% | Sep 2024 |
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| GoalVest Advisory | 3.6k | $26k | 0% | Sep 2024 |
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| Hoey Investments | 3.1k | $21k | 0% | Sep 2024 |
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| FinTrust Capital Advisors | 3.1k | $22k | 112% | Sep 2024 |
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| Hilltop National Bank | 2.9k | $20k | 0% | Sep 2024 |
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| Tower Research Capital | 2.6k | $18k | 620% | Jun 2024 |
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| Private Trust Co Na | 2.6k | $17k | 3% | Jun 2024 |
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| CWM | 2.4k | $17k | 2% | Sep 2024 |
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| HHM Wealth Advisors | 2.4k | $17k | 0% | Sep 2024 |
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| Community Bank | 2.4k | $16k | 0% | Jun 2024 |
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| Us Bancorp | 2.4k | $17k | 3% | Sep 2024 |
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| AdvisorNet Financial | 2.3k | $17k | 0% | Sep 2024 |
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| Hanson McClain Advisors | 2.2k | $16k | 0% | Sep 2024 |
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| Spotlight Asset Group | 2.0k | $14k | 3% | Jun 2024 |
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| AllSquare Wealth Management | 1.8k | $12k | 3% | Jun 2024 |
|
| Raleigh Capital Management | 1.7k | $12k | -6% | Sep 2024 |
|
Who sold out of Liberty All-Star Equity Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Qube Research & Technologies | Mar 2024 | 164k | $1.2M |
| Flow State Investments | Mar 2024 | 119k | $854k |
| National Asset Management | Jun 2024 | 108k | $735k |
| Susquehanna International | Jun 2024 | 83k | $564k |
| All Season Financial Advisors | Jun 2024 | 82k | $559k |
| Wolverine Asset Management | Jun 2024 | 73k | $498k |
| Landscape Capital Management | Jun 2024 | 64k | $432k |
| Relative Value Partners | Mar 2024 | 25k | $163k |
| Waterloo Capital | Mar 2024 | 19k | $133k |
| Coldstream Capital Management | Jun 2024 | 18k | $120k |
| XTX Topco | Jun 2024 | 17k | $116k |
| Hrt Financial | Jun 2024 | 15k | $103k |
| Putnam Fl Investment Management | Jun 2024 | 14k | $95k |
| CWA Asset Management | Mar 2024 | 13k | $90k |
| Axxcess Wealth Management | Jun 2024 | 10k | $70k |
| Prime Capital Investment Advisors | Jun 2024 | 10k | $70k |
| Umb Bank N A | Jun 2024 | 6.3k | $43k |