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 |
|---|---|---|---|---|---|
| Rivernorth Capital Management | 5.6M | $35M | 179% | Dec 2025 |
|
| Raymond James Financial | 4.8M | $30M | 17% | Dec 2025 |
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| LPL Financial | 3.8M | $24M | -19% | Dec 2025 |
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| Absolute Investment Advisers | 2.4M | $13M | -11% | Mar 2026 |
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| Karpus Investment Management | 1.8M | $12M | 100% | Dec 2025 |
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| Ameriprise Financial | 1.8M | $11M | 1% | Dec 2025 |
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| 1607 Capital Partners | 1.4M | $8.5M | 115% | Dec 2025 |
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| Readystate Asset Management | 1.3M | $8.2M | 46% | Dec 2025 |
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| Shaker Financial Services | 1.1M | $6.9M | -17% | Dec 2025 |
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| Penserra Capital Management | 1.1M | $6.8M | 10% | Dec 2025 |
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| Quarry | 1.1M | $6.7M | 100% | Dec 2025 |
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| Wells Fargo & Company | 1.0M | $6.5M | 25% | Dec 2025 |
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| Guggenheim Capital, LLC Managers | 976k | $6.1M | 11% | Dec 2025 |
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| Wolverine Asset Management | 951k | $6.0M | 39% | Dec 2025 |
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| Advisor Group Holdings | 822k | $5.2M | -7% | Dec 2025 |
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| Almitas Capital | 805k | $5.1M | 100% | Dec 2025 |
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| Cornerstone Advisors | 795k | $5.0M | -23% | Dec 2025 |
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| Man Group | 648k | $4.1M | 100% | Dec 2025 |
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| Two Sigma Investments | 617k | $3.9M | 175% | Dec 2025 |
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| Cohen & Steers Capital Management | 605k | $3.8M | 51% | Dec 2025 |
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| Rpo | 574k | $3.6M | 100% | Dec 2025 |
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| Cambridge Investment Research Advisors | 496k | $3.1M | 63% | Dec 2025 |
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| Cetera Investment Advisers | 492k | $3.1M | 8% | Dec 2025 |
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| Jane Street | 470k | $2.9M | 682% | Dec 2025 |
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| Pnc Financial Services | 414k | $2.6M | 8% | Dec 2025 |
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| City of London Investment Management Company | 408k | $2.6M | 100% | Dec 2025 |
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| Allspring Global Investments Holdings | 403k | $2.5M | 100% | Dec 2025 |
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| Invesco | 387k | $2.4M | -21% | Dec 2025 |
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| UBS Group | 382k | $2.4M | -10% | Dec 2025 |
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| HighTower Advisors | 377k | $2.4M | -2% | Dec 2025 |
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| Integrated Wealth Concepts | 376k | $2.4M | -5% | Dec 2025 |
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| Private Advisor | 348k | $2.2M | 3% | Dec 2025 |
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| Citadel Advisors | 333k | $2.1M | 498% | Dec 2025 |
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| Kestra Advisory Services | 328k | $2.1M | -2% | Dec 2025 |
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| Boothbay Fund Management | 287k | $1.8M | 100% | Dec 2025 |
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| PMG Family Office | 266k | $1.5M | 10% | Mar 2026 |
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| XTX Topco | 248k | $1.6M | 646% | Dec 2025 |
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| Mindset Wealth Management | 238k | $1.3M | 2% | Mar 2026 |
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| Commonwealth Equity Services | 236k | $1.5M | -3% | Dec 2025 |
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| Sit Investment Associates | 222k | $1.4M | 100% | Dec 2025 |
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| CSS | 196k | $1.2M | 21% | Dec 2025 |
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| Logan Stone Capital | 195k | $1.2M | 100% | Dec 2025 |
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| D.A. Davidson & Co. | 192k | $1.2M | -9% | Dec 2025 |
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| Kestra Private Wealth Services | 181k | $1.0M | 6% | Mar 2026 |
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| Goss Wealth Management | 174k | $1.1M | -3% | Dec 2025 |
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| Landscape Capital Management | 173k | $1.1M | 370% | Dec 2025 |
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| Westbourne Investment Advisors | 161k | $1.0M | -3% | Dec 2025 |
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| Live Oak Private Wealth | 159k | $880k | 0% | Mar 2026 |
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| Oppenheimer & Co | 158k | $878k | 5% | Mar 2026 |
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| Bartlett & Co. Wealth Management | 156k | $981k | 4% | Dec 2025 |
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| Flynn Zito Capital Management | 153k | $963k | -22% | Dec 2025 |
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| Principal Securities | 152k | $952k | -30% | Dec 2025 |
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| Wedbush Morgan Securities | 151k | $839k | 6% | Mar 2026 |
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| Stifel Financial | 150k | $941k | -8% | Dec 2025 |
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| Advocate Investing Services | 148k | $823k | 100% | Mar 2026 |
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| RB Capital Management | 147k | $920k | -2% | Dec 2025 |
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| Mariner Wealth Advisors | 133k | $834k | -25% | Dec 2025 |
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| Ashton Thomas Securities | 132k | $831k | -24% | Dec 2025 |
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| Prospera Financial Services | 132k | $733k | 114% | Mar 2026 |
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| Concurrent Investment Advisors | 126k | $698k | 11% | Mar 2026 |
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| TrueMark Investments | 125k | $696k | 5% | Mar 2026 |
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| Ionic Capital Management | 125k | $785k | 100% | Dec 2025 |
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| International Assets Investment Management | 124k | $780k | 338% | Dec 2025 |
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| Kingswood Wealth Advisors | 117k | $736k | 0% | Dec 2025 |
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| Susquehanna International | 112k | $702k | 100% | Dec 2025 |
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| Millennium Management | 111k | $697k | 26% | Dec 2025 |
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| Golden State Equity Partners | 108k | $677k | -2% | Dec 2025 |
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| Abel Hall | 103k | $647k | 0% | Dec 2025 |
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| Samalin Investment Counsel | 103k | $569k | -2% | Mar 2026 |
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| Clear Creek Financial Management | 100k | $554k | 0% | Mar 2026 |
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| Stockman Asset Management | 100k | $553k | 0% | Mar 2026 |
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| Institute For Wealth Management | 89k | $556k | 0% | Dec 2025 |
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| Advisors Asset Management | 86k | $541k | -19% | Dec 2025 |
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| Intl Fcstone | 83k | $533k | 28% | Dec 2025 |
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| Hanson McClain Advisors | 78k | $491k | -4% | Dec 2025 |
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| Coquina Private Wealth | 77k | $486k | 100% | Dec 2025 |
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| Wiley Bros.-aintree Capital | 77k | $485k | 234% | Dec 2025 |
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| Mezzasalma Advisors | 77k | $427k | 0% | Mar 2026 |
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| Creative Planning | 76k | $474k | 9% | Dec 2025 |
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| Wealth Effects | 74k | $412k | 100% | Mar 2026 |
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| Baird Financial | 65k | $405k | 24% | Dec 2025 |
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| Patten | 64k | $354k | -9% | Mar 2026 |
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| Triumph Capital Management | 63k | $398k | -50% | Dec 2025 |
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| IHT Wealth Management | 59k | $368k | 5% | Dec 2025 |
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| Mcdonald Partners | 55k | $346k | 0% | Dec 2025 |
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| Sage Capital Advisors | 52k | $286k | 7% | Mar 2026 |
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| Kovack Advisors | 51k | $319k | 100% | Dec 2025 |
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| Envestnet Asset Management | 47k | $297k | 17% | Dec 2025 |
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| Evolve Private Wealth | 47k | $258k | 100% | Mar 2026 |
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| Simplicity Wealth | 46k | $288k | 100% | Dec 2025 |
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| MSH Capital Advisors | 45k | $282k | 2% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 44k | $275k | 470% | Dec 2025 |
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| Nelson, Van Denburg & Campbell Wealth Management | 44k | $242k | 0% | Mar 2026 |
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| NWF Advisory Services | 42k | $265k | -25% | Dec 2025 |
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| Benjamin Edwards | 42k | $261k | -4% | Dec 2025 |
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| Beacon Pointe Advisors | 41k | $260k | 1% | Dec 2025 |
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| AQR Capital Management | 41k | $257k | 59% | Dec 2025 |
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| Two Sigma Securities | 40k | $250k | -1% | Dec 2025 |
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| Nbc Securities | 39k | $216k | 6% | Mar 2026 |
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| WealthTrust Asset Management | 38k | $237k | -56% | Dec 2025 |
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| Astoria Portfolio Advisors | 34k | $199k | 4% | Dec 2025 |
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| Altus Wealth Group | 32k | $202k | 0% | Dec 2025 |
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| Silver Oak Securities | 32k | $176k | 18% | Mar 2026 |
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| Quad-Cities Investment Group | 31k | $172k | -12% | Mar 2026 |
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| Onyx Bridge Wealth Group | 31k | $172k | 7% | Mar 2026 |
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| PFG Investments | 31k | $193k | -51% | Dec 2025 |
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| Oakmont Partners | 29k | $183k | 100% | Dec 2025 |
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| Mercer Global Advisors | 28k | $175k | -1% | Dec 2025 |
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| Colony | 28k | $173k | 100% | Dec 2025 |
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| Blue Bell Private Wealth Management | 27k | $168k | 100% | Dec 2025 |
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| Cary Street Partners Financial | 26k | $163k | 0% | Dec 2025 |
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| Captrust Financial Advisors | 26k | $161k | -9% | Dec 2025 |
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| Procyon Private Wealth Partners | 26k | $160k | 100% | Dec 2025 |
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| Ameritas Advisory Services | 25k | $157k | 311% | Dec 2025 |
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| Bensler | 25k | $156k | 59% | Dec 2025 |
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| Fisher Investments | 24k | $150k | 100% | Dec 2025 |
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| Next Level Wealth Planning | 23k | $126k | 0% | Mar 2026 |
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| Cushing Capital Partners | 22k | $122k | 0% | Mar 2026 |
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| Merit Financial Group | 21k | $118k | 67% | Mar 2026 |
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| Concorde Asset Management | 21k | $133k | -6% | Dec 2025 |
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| Farther Finance Advisors | 21k | $116k | 2% | Mar 2026 |
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| Integrity Alliance | 21k | $129k | -4% | Dec 2025 |
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| CoreCap Advisors | 20k | $110k | 1% | Mar 2026 |
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| Vista Investment Partners Ii | 20k | $108k | -2% | Mar 2026 |
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| Ingalls & Snyder | 19k | $122k | 0% | Dec 2025 |
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| United Community Bank | 19k | $106k | 6% | Mar 2026 |
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| Us Bancorp | 19k | $118k | 0% | Dec 2025 |
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| Smith Asset Management | 19k | $117k | 0% | Dec 2025 |
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| Manske Wealth Management | 19k | $116k | 0% | Dec 2025 |
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| Ancora Advisors | 18k | $116k | 0% | Dec 2025 |
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| Beacon Capital Management | 18k | $114k | 0% | Dec 2025 |
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| Mendel Capital Management | 18k | $99k | 0% | Mar 2026 |
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| CWM | 18k | $111k | 0% | Dec 2025 |
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| RFG Advisory | 17k | $94k | 0% | Mar 2026 |
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| Camden Capital | 17k | $106k | 0% | Dec 2025 |
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| Streettalk Advisors | 17k | $105k | 0% | Dec 2025 |
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| Sax Wealth Advisors | 17k | $105k | 0% | Mar 2026 |
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| Quantum Private Wealth | 17k | $105k | -37% | Dec 2025 |
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| Emerald Investment Partners | 16k | $103k | 0% | Dec 2025 |
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| Harbour Wealth Management Group | 16k | $90k | 1% | Mar 2026 |
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| Rockefeller Capital Management | 16k | $101k | 0% | Dec 2025 |
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| Resources Investment Advisors | 16k | $99k | -25% | Dec 2025 |
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| AlphaCore Capital | 16k | $100k | -24% | Dec 2025 |
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| One Capital Management | 16k | $97k | 9% | Dec 2025 |
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| We Are One Seven | 16k | $97k | 6% | Dec 2025 |
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| Wealthcare Advisory Partners | 16k | $86k | -21% | Mar 2026 |
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| Stephens | 15k | $95k | -45% | Dec 2025 |
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| Community Fin'l Svs | 15k | $85k | 100% | Mar 2026 |
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| Graves-Light Private Wealth Management | 15k | $83k | 0% | Mar 2026 |
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| Webster Bank, N. A. | 15k | $83k | 0% | Mar 2026 |
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| Ameriflex Group | 15k | $93k | -44% | Dec 2025 |
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| Steward Partners Investment Advisory | 14k | $87k | -68% | Dec 2025 |
|
| Kapstone Financial Advisors | 13k | $73k | -35% | Mar 2026 |
|
| Level Four Advisory Services | 10k | $65k | -56% | Dec 2025 |
|
Who sold out of Liberty All-Star Equity Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Janney Montgomery Scott | Dec 2025 | 1.3M | $8.3M |
| Polar Securities | Sep 2025 | 752k | $4.8M |
| Wealth Enhancement Advisory Services | Dec 2025 | 458k | $2.9M |
| Balyasny Asset Management | Sep 2025 | 292k | $1.8M |
| J.w. Cole Advisors | Dec 2025 | 129k | $763k |
| Heritage Wealth Management | Dec 2025 | 58k | $362k |
| Kovitz Investment Group Partners | Sep 2025 | 25k | $158k |
| David Allen | Sep 2025 | 23k | $143k |
| Hrt Financial | Sep 2025 | 17k | $109k |
| Branch Banking & Trust Company | Sep 2025 | 16k | $102k |