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
Morgan Stanley 3.6M $29M 100% Mar 2022
Wells Fargo & Company 2.0M $16M -2% Mar 2022
Yakira Capital Management 1.6M $13M -60% Mar 2022
Penserra Capital Management 1.6M $13M -5% Mar 2022
LPL Financial 1.4M $11M 100% Mar 2022
Cohen & Steers Capital Management 1.1M $9.0M 93% Mar 2022
Advisors Asset Management 1.0M $6.5M 24% Jun 2022
Janney Montgomery Scott 799k $6.5M 18% Mar 2022
Ameriprise Financial 613k $5.0M -3% Mar 2022
Integrated Advisors Network 591k $4.8M 4% Mar 2022
Cambridge Investment Research Advisors 518k $3.3M 2% Jun 2022

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Advisor Group Holdings 486k $3.9M -17% Mar 2022
Guggenheim Capital, LLC Managers 457k $3.7M 15% Mar 2022
Raymond James & Associates 455k $3.7M 7% Mar 2022
Pnc Financial Services 399k $3.2M 27% Mar 2022
Titus Wealth Management 365k $2.9M 28% Mar 2022
Centaurus Financial 362k $2.9M 35% Mar 2022
Raymond James Financial Services Advisors 346k $2.8M 15% Mar 2022
Sheaff Brock Investment Advisors 339k $2.7M 1% Mar 2022
Relative Value Partners 311k $252k 899% Mar 2022
Commonwealth Equity Services 301k $1.9M 2% Jun 2022
Marks Group Wealth Management 280k $2.3M 0% Mar 2022
Private Advisor 241k $1.5M 1% Jun 2022
Bickling Financial Services 215k $1.7M 5% Mar 2022
Invesco 209k $1.7M 11% Mar 2022
Financial Network Investment Corporation 201k $1.6M 6% Mar 2022
Regent Investment Management 192k $1.2M 4% Jun 2022
Baird Financial 188k $1.2M 4% Jun 2022
Live Oak Private Wealth 159k $996k 0% Jun 2022
Wedbush Morgan Securities 155k $976k 7% Jun 2022
D.A. Davidson & Co. 150k $943k -1% Jun 2022
UBS Group 140k $1.1M 7% Mar 2022
Mariner Wealth Advisors 138k $1.1M 10% Mar 2022
Goodman & Company, Investment Counsel 136k $1.1M -1% Mar 2022
Lido Advisors 134k $1.1M 100% Mar 2022
AE Wealth Management 133k $1.1M 39% Mar 2022
RB Capital Management 131k $820k 2% Jun 2022
Kestra Private Wealth Services 114k $925k -3% Mar 2022
Goss Wealth Management 114k $917k 29% Mar 2022
Stockman Asset Management 109k $681k 0% Jun 2022
Mutual Advisors 104k $839k 14% Mar 2022
National Asset Management 102k $821k -9% Mar 2022
WealthTrust Asset Management 95k $597k 20% Jun 2022
Astoria Portfolio Advisors 93k $581k 1% Jun 2022
Creative Planning 84k $680k 37% Mar 2022
Institute For Wealth Management 81k $508k 4% Jun 2022
Geller Family Office Services 68k $551k 0% Mar 2022
Branch Banking & Trust Company 64k $399k -1% Jun 2022
Qube Research & Technologies 63k $511k 219% Mar 2022
Koshinski Asset Management 62k $387k 1% Jun 2022
Stephens 58k $470k 1% Mar 2022
Strategic Wealth Advisors 55k $441k 100% Mar 2022
Gemmer Asset Management 50k $316k 0% Jun 2022
Blue Bell Private Wealth Management 49k $392k -78% Mar 2022
CoreCap Advisors 45k $359k 0% Mar 2022
Steward Partners Investment Advisory 44k $275k 2% Jun 2022
Raymond James Trust 41k $259k 0% Jun 2022
Benjamin F. Edwards & Company 41k $331k -12% Mar 2022
Envestnet Asset Management 39k $318k -9% Mar 2022
Laidlaw Wealth Management 39k $313k 3% Mar 2022
Shulman DeMeo Asset Management 37k $235k 0% Jun 2022
Cetera Investment Advisers 37k $298k 19% Mar 2022
Altus Wealth Group 34k $278k 0% Mar 2022
Quad-Cities Investment Group 34k $212k 27% Jun 2022
ELCO Management 32k $262k -11% Mar 2022
Stratos Wealth Partners 32k $202k 3% Jun 2022
Buckingham Asset Management 31k $250k -1% Mar 2022
Ancora Advisors 31k $242k 15% Mar 2022
Advisor Resource Council 28k $175k 100% Jun 2022
Northwestern Mutual Wealth Management Company 26k $161k 3% Jun 2022
Primoris Wealth Advisors 25k $155k 0% Jun 2022
Foresight Capital Management Advisors 25k $156k 100% Jun 2022
Stifel Financial 23k $183k 42% Mar 2022
Kovack Advisors 21k $170k 100% Mar 2022
Feltz Wealth PLAN 21k $148k -38% Mar 2022
Ameritas Advisory Services 20k $164k 0% Mar 2022
Citadel Advisors 19k $155k 100% Mar 2022
CSM Advisors 19k $153k 3% Mar 2022
Lokken Investment Group 19k $119k 0% Jun 2022
Onyx Bridge Wealth Group 18k $122k -21% Jun 2022
Spire Wealth Management 18k $114k -60% Jun 2022
International Assets Investment Management 18k $147k 1% Mar 2022
Mercer Global Advisors 18k $146k 18% Mar 2022
Sax Wealth Advisors 17k $135k 0% Mar 2022
HB Wealth Management 16k $103k 12% Jun 2022
AlphaStar Capital Management 16k $98k 0% Jun 2022
Webster Bank, N. A. 16k $98k 0% Jun 2022
SeaCrest Wealth Management 15k $125k 48% Mar 2022
Graves-Light Private Wealth Management 15k $121k 0% Mar 2022
Kestra Advisory Services 15k $121k -34% Mar 2022
Fifth Third Bancorp 15k $93k 3% Jun 2022
HighTower Advisors 15k $119k 100% Mar 2022
Level Four Advisory Services 15k $91k -41% Jun 2022
Multi-Financial Securities 14k $115k 100% Mar 2022
Lincoln National 14k $112k 0% Mar 2022
Beacon Capital Management 14k $144k 0% Jun 2022
Townsquare Capital 14k $86k -2% Jun 2022
Silver Oak Securities 14k $106k 100% Mar 2022
Plan 13k $83k 0% Jun 2022
Sage Capital Advisors 12k $77k 3% Jun 2022
SignalPoint Asset Management 12k $76k -3% Jun 2022
Vigilare Wealth Management 11k $71k 100% Jun 2022
Dixon Hubard Feinour & Brown 11k $70k 0% Jun 2022
Wetherby Asset Management 11k $90k -4% Mar 2022
Strategic Asset Management 11k $69k 0% Jun 2022
H D Vest Advisory Services 11k $88k -18% Mar 2022
Meridian Wealth Management 11k $68k -60% Jun 2022
Moneta Group Investment Advisors 11k $87k 0% Mar 2022
Umb Bank N A 11k $66k 0% Jun 2022
Golden State Wealth Management 11k $85k 100% Mar 2022
Morris Retirement Advisors 11k $66k 3% Jun 2022
Commerce Bank N A 10k $83k 3% Mar 2022
Tilia Fiduciary Partners 8.5k $68k 0% Mar 2022
BerganKDV Wealth Management 8.0k $50k 0% Jun 2022
Hazlett, Burt & Watson 7.6k $63k 100% Mar 2022
Thomas J. Herzfeld Advisors 5.7k $46k 5% Mar 2022
BDO Wealth Advisors 5.0k $40k 0% Mar 2022
Community Bank 4.8k $30k 0% Jun 2022
Nelson, Van Denburg & Campbell Wealth Management 4.3k $34k 87% Mar 2022
West Bancorporation 4.0k $25k 0% Jun 2022
CWM 3.9k $25k 49% Jun 2022
Tradition Wealth Management 3.5k $28k 11% Mar 2022
Hanson McClain Advisors 3.2k $20k 100% Jun 2022
Hoey Investments 3.1k $25k 0% Mar 2022
Prospera Financial Services 3.0k $19k -82% Jun 2022
Sound Income Strategies 2.9k $18k 0% Jun 2022
Geneos Wealth Management 2.9k $18k -61% Jun 2022
O'Dell Group 2.3k $19k 0% Mar 2022
Tompkins Financial Corp 2.1k $13k 96% Jun 2022
AdvisorNet Financial 1.4k $9.0k -1% Jun 2022
Raleigh Capital Management 1.3k $11k 100% Mar 2022
Cordasco Financial Network 1.1k $7.0k 3% Jun 2022
Key FInancial 1.0k $7.0k 3% Jun 2022
AllSquare Wealth Management 1.0k $8.0k 100% Mar 2022
Westside Investment Management 842.00 $5.0k 3% Jun 2022
Lake Point Wealth Management 806.00 $5.0k 100% Jun 2022
Bartlett & Co. 558.00 $5.0k 100% Mar 2022
Parallel Advisors 406.00 $3.0k 3% Mar 2022
FourThought Financial 132.00 $1.0k 0% Mar 2022
National Bank Of Canada /fi/ 102.00 $999.997800 0% Jun 2022
Efficient Wealth Management 100.00 $1.0k 0% Mar 2022
Global Retirement Partners 38.00 $0 1800% Jun 2022
Global Wealth Management Investment Advisory 35.00 $0 0% Mar 2022
Professional Financial Advisors 11.00 $0 10% Jun 2022
FMR 3.00 $0 100% Mar 2022
Proequities 0 $0 -100% Mar 2022

Who sold out of Liberty All-Star Equity Fund?

Fund or Company Name Date Sold Shares Held Valued At
Sit Investment Associates Dec 2021 1.4M $12M
Bank of America Corporation Dec 2021 370k $3.1M
Brooklyn Capital Management Dec 2021 318k $2.7M
Shaker Financial Services Dec 2021 243k $2.0M
Clough Capital Partners Dec 2021 214k $1.8M
Doliver Capital Advisors Dec 2021 106k $816k
Beacon Pointe Advisors Dec 2021 82k $684k
BLB^B Advisors Mar 2022 63k $512k
Nomura Holdings Dec 2021 50k $419k
Northern Trust Dec 2021 33k $279k
Roman Butler Fullerton & Co Mar 2022 26k $213k
Bluefin Capital Management Dec 2021 21k $178k
Wolverine Asset Management Dec 2021 18k $153k
Baker Tilly Financial Mar 2022 17k $136k
HPM Partners Dec 2021 17k $140k
Kalos Management Dec 2021 14k $121k
Black Diamond Financial Mar 2022 14k $115k
Randolph Company Dec 2021 14k $117k
Lakeview Capital Partners Mar 2022 12k $93k
Personal Capital Advisors Mar 2022 11k $88k
Luther King Capital Management Corporation Dec 2021 10k $84k
Money Concepts Capital Corp Mar 2022 5.5k $44k
Eaton Vance Management Dec 2021 2.9k $24k
Country Trust Bank Mar 2022 1.6k $13k
Fsb Premier Wealth Management Dec 2021 1.6k $13k
Ahrens Investment Partners Dec 2021 1.5k $13k
Horan Securities Mar 2022 865.00 $7.0k
Huntington National Bank Dec 2021 730.00 $6.0k
Joseph P. Lucia & Associates Mar 2022 368.00 $3.0k
Bedel Financial Consulting Mar 2022 108.00 $1.0k
Comprehensive Financial Consultants Institutional Dec 2021 58.00 $0