Who owns Liberty All-Star Equity Fund?

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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
Morgan Stanley 3.7M $22M 1% Sep 2023
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LPL Financial 2.3M $14M 8% Sep 2023
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Royal Bank of Canada 1.7M $11M 0% Dec 2023
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Bensler 1.4M $8.9M 8% Dec 2023
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Penserra Capital Management 1.2M $7.6M 7% Dec 2023
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Ameriprise Financial 1.0M $6.0M 12% Sep 2023
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Advisor Group Holdings 836k $5.3M -23% Dec 2023
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Guggenheim Capital, LLC Managers 812k $5.2M 0% Dec 2023
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Advisors Asset Management 802k $5.1M -16% Dec 2023
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Janney Montgomery Scott 724k $4.6M -2% Dec 2023
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Shaker Financial Services 660k $4.2M 149% Dec 2023
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Cambridge Investment Research Advisors 620k $4.0M -7% Dec 2023
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Raymond James Financial Services Advisors 550k $3.5M 18% Dec 2023
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Wealth Enhancement Advisory Services 544k $3.5M 14% Dec 2023
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UBS Group 532k $3.4M 15% Dec 2023
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Nelson, Van Denburg & Campbell Wealth Management 466k $3.0M 100% Dec 2023
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Raymond James & Associates 460k $2.9M 4% Dec 2023
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Pnc Financial Services 374k $2.4M 0% Dec 2023
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Commonwealth Equity Services 360k $2.3M 0% Dec 2023
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HighTower Advisors 342k $2.2M 1% Dec 2023
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Bank of America Corporation 301k $1.9M 12% Dec 2023
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Private Advisor 277k $1.8M 2% Dec 2023
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Sheaff Brock Investment Advisors 275k $1.8M -3% Dec 2023
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Cohen & Steers Capital Management 270k $1.6M 8% Sep 2023
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Financial Network Investment Corporation 216k $1.3M -1% Sep 2023
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Weiss Asset Management LP[1 207k $1.3M 100% Dec 2023
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Wolverine Asset Management 195k $1.2M 642% Dec 2023
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Kestra Private Wealth Services 166k $1.1M 3% Dec 2023
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Qube Research & Technologies 164k $969k 13% Sep 2023
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Steward Partners Investment Advisory 162k $1.0M 46% Dec 2023
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Wedbush Morgan Securities 161k $1.0M -3% Dec 2023
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Live Oak Private Wealth 159k $1.0M 0% Dec 2023
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D.A. Davidson & Co. 158k $1.0M -5% Dec 2023
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Lido Advisors 156k $1.0M 0% Dec 2023
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Focus Financial Network 150k $977k 100% Dec 2023
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Atria Wealth Solutions 137k $880k 7% Dec 2023
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Bartlett & Co. 136k $894k -9% Dec 2023
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Bartlett & Co. Wealth Management 136k $896k -9% Dec 2023
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Mariner Wealth Advisors 132k $840k 2% Dec 2023
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Landscape Capital Management 131k $838k 100% Dec 2023
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National Asset Management 126k $826k 0% Dec 2023
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RB Capital Management 125k $800k -2% Dec 2023
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Clear Creek Financial Management 124k $788k -2% Dec 2023
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Golden State Equity Partners 115k $732k 0% Dec 2023
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Goss Wealth Management 110k $649k 2% Sep 2023
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Stockman Asset Management 100k $635k 0% Dec 2023
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Stifel Financial 96k $611k 18% Dec 2023
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Kestra Advisory Services 81k $517k 24% Dec 2023
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Envestnet Asset Management 81k $479k -4% Sep 2023
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WealthTrust Asset Management 74k $474k 0% Dec 2023
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Elequin Capital 72k $458k -43% Dec 2023
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Private Capital Management 70k $447k 0% Dec 2023
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Institute For Wealth Management 69k $441k -13% Dec 2023
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H D Vest Advisory Services 69k $440k -21% Dec 2023
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Beacon Pointe Advisors 68k $432k 100% Dec 2023
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Creative Planning 67k $428k 34% Dec 2023
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Samalin Investment Counsel 67k $397k 5% Sep 2023
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Cornerstone Advisors 63k $404k 100% Dec 2023
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Centaurus Financial 58k $370k -65% Dec 2023
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CoreCap Advisors 57k $363k 11% Dec 2023
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Sage Capital Advisors 56k $357k -14% Dec 2023
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Invesco 55k $326k -1% Sep 2023
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Quantum Private Wealth 55k $349k 0% Dec 2023
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AE Wealth Management 54k $349k -8% Dec 2023
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Sunesis Advisors 53k $338k 0% Dec 2023
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Eudaimonia Partners 51k $323k -21% Dec 2023
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Branch Banking & Trust Company 46k $290k 0% Dec 2023
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Benjamin F. Edwards & Company 41k $262k 0% Dec 2023
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Astoria Portfolio Advisors 37k $244k -10% Dec 2023
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Quad-Cities Investment Group 36k $232k -4% Dec 2023
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Altus Wealth Group 35k $225k 0% Dec 2023
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Two Sigma Securities 34k $219k -2% Dec 2023
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Stratos Wealth Partners 31k $197k 6% Dec 2023
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Raymond James Trust 31k $196k -9% Dec 2023
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ELCO Management 30k $192k 0% Dec 2023
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David J Yvars Group 28k $179k -11% Dec 2023
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Stephens 27k $159k -2% Sep 2023
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Boothbay Fund Management 26k $153k 100% Sep 2023
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Oppenheimer & Co 25k $148k 3% Sep 2023
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Prospera Financial Services 25k $160k -2% Dec 2023
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Cetera Investment Advisers 25k $148k 23% Sep 2023
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Nomura Holdings 25k $159k 100% Dec 2023
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Relative Value Partners 25k $159k 0% Dec 2023
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Advisor Resource Council 24k $152k 100% Dec 2023
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IHT Wealth Management 23k $137k 14% Sep 2023
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Ancora Advisors 23k $147k -1% Dec 2023
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Oliver Lagore Vanvalin Investment Group 23k $144k 0% Dec 2023
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Northwestern Mutual Wealth Management Company 23k $133k 15% Sep 2023
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IFP Advisors 22k $143k 689% Dec 2023
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Primoris Wealth Advisors 22k $139k -4% Dec 2023
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Buckingham Asset Management 22k $139k -10% Dec 2023
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Atlantic Trust 20k $121k 100% Sep 2023
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Consolidated Portfolio Review Corp 20k $127k 0% Dec 2023
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Lokken Investment Group 19k $112k 0% Sep 2023
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Nbc Securities 19k $120k 0% Dec 2023
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International Assets Investment Management 19k $120k 0% Dec 2023
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Onyx Bridge Wealth Group 19k $120k -5% Dec 2023
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Ingalls & Snyder 18k $117k 0% Dec 2023
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Integrated Advisors Network 17k $109k -98% Dec 2023
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Sax Wealth Advisors 17k $107k 0% Dec 2023
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Jane Street 16k $104k 100% Dec 2023
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Eclectic Associates 16k $102k 0% Dec 2023
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Shulman DeMeo Asset Management 16k $101k -39% Dec 2023
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Beacon Capital Management 16k $93k 0% Dec 2023
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Webster Bank, N. A. 16k $99k 0% Dec 2023
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Cary Street Partner Investment Advisory 15k $97k 0% Dec 2023
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Octavia Wealth Advisors 15k $98k 0% Dec 2023
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Graves-Light Private Wealth Management 15k $96k 0% Dec 2023
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Wells Fargo & Company 15k $94k -89% Dec 2023
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Camden Capital 14k $88k 0% Dec 2023
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Brian McDonald 14k $81k 100% Sep 2023
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Carolinas Wealth Consulting 13k $77k 0% Sep 2023
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Woodley Farra Manion Portfolio Management 13k $77k 100% Sep 2023
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Integrated Wealth Concepts 13k $74k 0% Sep 2023
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ICA Group Wealth Management 12k $76k 0% Dec 2023
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Morris Retirement Advisors 12k $75k 0% Dec 2023
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Lakeview Capital Partners 12k $75k -9% Dec 2023
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Alpha Cubed Investments 12k $74k 10% Dec 2023
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HB Wealth Management 11k $73k 0% Dec 2023
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Prime Capital Investment Advisors 11k $72k 7% Dec 2023
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Silverlake Wealth Management 11k $71k -20% Dec 2023
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Moloney Securities Asset Management 11k $70k 0% Dec 2023
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SignalPoint Asset Management 11k $69k 0% Dec 2023
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Merit Financial Group 11k $69k 0% Dec 2023
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Meridian Wealth Management 11k $69k -50% Dec 2023
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Feltz Wealth PLAN 11k $68k 0% Dec 2023
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Axxcess Wealth Management 10k $66k 0% Dec 2023
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Mercer Global Advisors 10k $66k -71% Dec 2023
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Tiaa Trust, National Association 10k $66k 100% Dec 2023
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Nations Financial Group 10k $64k -4% Dec 2023
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Retirement Group 8.3k $53k 100% Dec 2023
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Hazlett, Burt & Watson 7.7k $49k 0% Dec 2023
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Fifth Third Bancorp 7.2k $46k -46% Dec 2023
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Umb Bank N A 5.8k $37k -1% Dec 2023
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Advisory Services Network 5.7k $36k 100% Dec 2023
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Tradition Wealth Management 5.0k $32k 0% Dec 2023
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Principal Securities 4.2k $27k 100% Dec 2023
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Stone House Investment Management 3.6k $23k 0% Dec 2023
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GoalVest Advisory 3.6k $23k 0% Dec 2023
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Hoey Investments 3.1k $18k 0% Sep 2023
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Community Bank 2.4k $15k -50% Dec 2023
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Private Trust Co Na 2.4k $15k 0% Dec 2023
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AdvisorNet Financial 2.3k $15k 0% Dec 2023
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CWM 2.3k $15k -44% Dec 2023
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Tower Research Capital 2.1k $13k 63% Sep 2023
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Tompkins Financial Corp 2.1k $13k 0% Dec 2023
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Spotlight Asset Group 1.9k $11k 0% Dec 2023
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Raleigh Capital Management 1.8k $12k 12% Dec 2023
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AllSquare Wealth Management 1.7k $11k 0% Dec 2023
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FinTrust Capital Advisors 1.4k $8.5k 100% Sep 2023
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Key FInancial 1.3k $8.2k -48% Dec 2023
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Thomas J. Herzfeld Advisors 674.00 $4.3k -90% Dec 2023
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Jpmorgan Chase & Co 495.00 $3.2k -99% Dec 2023
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Huntington National Bank 10.00 $64.000000 -100% Dec 2023
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Who sold out of Liberty All-Star Equity Fund?

Fund or Company Name Date Sold Shares Held Valued At
Financial Advocates Investment Management Sep 2023 487k $2.9M
Goodman & Company, Investment Counsel Jun 2023 124k $803k
Millennium Management Sep 2023 53k $313k
Dfpg Investments Sep 2023 48k $288k
Ameritas Advisory Services Sep 2023 26k $155k
Apollon Wealth Management Sep 2023 25k $148k
Koshinski Asset Management Sep 2023 21k $125k
Captrust Financial Advisors Sep 2023 13k $74k
Kovack Advisors Sep 2023 12k $73k
Kingsview Wealth Management Sep 2023 10k $62k
JFS Wealth Advisors Sep 2023 3.2k $19k
Sound Income Strategies Sep 2023 3.1k $19k