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
Download as csv
Download as Excel
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 |
|---|---|---|---|---|---|
| Raymond James Financial | 4.8M | $28M | -12% | Jun 2026 |
|
| Morgan Stanley | 4.7M | $26M | 56% | Mar 2026 |
|
| Rivernorth Capital Management | 4.3M | $25M | -17% | Jun 2026 |
|
| Saba Capital Management | 3.9M | $22M | 100% | Jun 2026 |
|
| LPL Financial | 3.4M | $20M | -1% | Jun 2026 |
|
| Karpus Investment Management | 3.3M | $19M | 5% | Jun 2026 |
|
| Royal Bank of Canada | 2.2M | $12M | -3% | Jun 2026 |
|
| Absolute Investment Advisers | 2.2M | $13M | -10% | Jun 2026 |
|
| Man Group | 2.1M | $12M | 60% | Jun 2026 |
|
| Janney Montgomery Scott | 1.7M | $9.7M | 100% | Jun 2026 |
|
| Shaker Financial Services | 1.6M | $9.6M | 74% | Jun 2026 |
|
| Ameriprise Financial | 1.6M | $9.1M | 1% | Jun 2026 |
|
| 1607 Capital Partners | 1.5M | $8.6M | 11% | Jun 2026 |
|
| Allspring Global Investments Holdings | 1.4M | $8.0M | 124% | Jun 2026 |
|
| Guggenheim Capital, LLC Managers | 1.3M | $7.8M | 21% | Jun 2026 |
|
| Penserra Capital Management | 1.3M | $7.6M | 4% | Jun 2026 |
|
| Quarry | 1.0M | $6.1M | -2% | Jun 2026 |
|
| Wolverine Asset Management | 1.0M | $6.0M | 10% | Jun 2026 |
|
| Wells Fargo & Company | 1.0M | $5.8M | -13% | Jun 2026 |
|
| Almitas Capital | 798k | $4.6M | 102% | Jun 2026 |
|
| Advisor Group Holdings | 793k | $4.6M | -3% | Jun 2026 |
|
| Rpo | 690k | $4.0M | 20% | Jun 2026 |
|
| City of London Investment Management Company | 659k | $3.8M | 3% | Jun 2026 |
|
| Cohen & Steers Capital Management | 645k | $3.7M | -14% | Jun 2026 |
|
| Two Sigma Investments | 617k | $3.6M | 0% | Jun 2026 |
|
| Cetera Investment Advisers | 585k | $3.4M | 5% | Jun 2026 |
|
| Cambridge Investment Research Advisors | 573k | $3.3M | 2% | Jun 2026 |
|
| Logan Stone Capital | 447k | $2.6M | 100% | Jun 2026 |
|
| Pnc Financial Services | 438k | $2.5M | 0% | Jun 2026 |
|
| Independent Financial Group | 413k | $2.4M | -7% | Jun 2026 |
|
| Private Advisor | 378k | $2.2M | -1% | Jun 2026 |
|
| Kestra Advisory Services | 373k | $2.2M | 17% | Jun 2026 |
|
| Integrated Wealth Concepts | 367k | $2.1M | -2% | Jun 2026 |
|
| Boothbay Fund Management | 345k | $2.0M | 20% | Jun 2026 |
|
| Sit Investment Associates | 329k | $1.9M | 44% | Jun 2026 |
|
| Bank of America Corporation | 296k | $1.7M | 4% | Jun 2026 |
|
| Wealth Enhancement Advisory Services | 296k | $1.8M | 100% | Jun 2026 |
|
| PMG Family Office | 276k | $1.6M | 4% | Jun 2026 |
|
| Blue Bell Private Wealth Management | 275k | $1.6M | 639% | Jun 2026 |
|
| HighTower Advisors | 271k | $1.6M | -28% | Jun 2026 |
|
| UBS Group | 259k | $1.5M | -28% | Jun 2026 |
|
| Quantedge Capital Pte | 244k | $1.4M | 100% | Jun 2026 |
|
| Mindset Wealth Management | 236k | $1.4M | -1% | Jun 2026 |
|
| Steward Partners Investment Advisory | 223k | $1.3M | 16% | Jun 2026 |
|
| CSS | 213k | $1.2M | 3% | Jun 2026 |
|
| Invesco | 210k | $1.2M | -33% | Jun 2026 |
|
| Goss Wealth Management | 209k | $1.2M | 18% | Jun 2026 |
|
| Jane Street | 206k | $1.2M | 80% | Jun 2026 |
|
| Commonwealth Equity Services | 203k | $1.2M | 8% | Jun 2026 |
|
| Gladstone Institutional Advisory | 193k | $1.1M | 100% | Jun 2026 |
|
| Kingswood Wealth Advisors | 169k | $983k | 134% | Jun 2026 |
|
| Kestra Private Wealth Services | 168k | $976k | -7% | Jun 2026 |
|
| Wedbush Morgan Securities | 168k | $974k | 11% | Jun 2026 |
|
| D.A. Davidson & Co. | 167k | $973k | -18% | Jun 2026 |
|
| XTX Topco | 167k | $969k | 1040% | Jun 2026 |
|
| Westbourne Investment Advisors | 164k | $951k | -11% | Jun 2026 |
|
| Oppenheimer & Co | 162k | $943k | 3% | Jun 2026 |
|
| Bartlett & Co. Wealth Management | 160k | $929k | -8% | Jun 2026 |
|
| Live Oak Private Wealth | 159k | $921k | 0% | Jun 2026 |
|
| Prospera Financial Services | 156k | $907k | 18% | Jun 2026 |
|
| Langley Wealth Management | 154k | $896k | 100% | Jun 2026 |
|
| Advocate Investing Services | 151k | $879k | 2% | Jun 2026 |
|
| Advisors Asset Management | 145k | $839k | 100% | Jun 2026 |
|
| Flynn Zito Capital Management | 144k | $836k | -8% | Jun 2026 |
|
| Bleakley Financial Group | 144k | $836k | 100% | Jun 2026 |
|
| RB Capital Management | 137k | $794k | -4% | Jun 2026 |
|
| TrueMark Investments | 134k | $780k | 7% | Jun 2026 |
|
| Ashton Thomas Securities | 126k | $731k | 3% | Jun 2026 |
|
| Mariner Wealth Advisors | 125k | $728k | -2% | Jun 2026 |
|
| J.w. Cole Advisors | 125k | $727k | 100% | Jun 2026 |
|
| Concurrent Investment Advisors | 125k | $711k | -1% | Jun 2026 |
|
| Envestnet Asset Management | 120k | $695k | 58% | Jun 2026 |
|
| Stifel Financial | 117k | $681k | -9% | Jun 2026 |
|
| Wiley Bros.-aintree Capital | 106k | $612k | 26% | Jun 2026 |
|
| Evolve Private Wealth | 105k | $611k | 126% | Jun 2026 |
|
| Abel Hall | 103k | $598k | 0% | Jun 2026 |
|
| Stockman Asset Management | 100k | $579k | 0% | Jun 2026 |
|
| International Assets Investment Management | 97k | $566k | -10% | Jun 2026 |
|
| Advisory Advocates | 97k | $562k | -4% | Jun 2026 |
|
| Clear Creek Financial Management | 93k | $542k | -7% | Jun 2026 |
|
| Creative Planning | 84k | $485k | 18% | Jun 2026 |
|
| Oakmont Partners | 83k | $481k | 10% | Jun 2026 |
|
| Hanson McClain Advisors | 79k | $462k | 0% | Jun 2026 |
|
| Samalin Investment Counsel | 77k | $444k | -25% | Jun 2026 |
|
| Wealth Effects | 76k | $443k | 3% | Jun 2026 |
|
| Intrua Financial | 76k | $441k | 100% | Jun 2026 |
|
| Susquehanna International | 66k | $382k | 100% | Jun 2026 |
|
| Calamos Advisors | 62k | $362k | 7% | Jun 2026 |
|
| Prevail Innovative Wealth Advisors | 62k | $357k | 100% | Jun 2026 |
|
| Patten | 60k | $349k | -6% | Jun 2026 |
|
| IHT Wealth Management | 60k | $348k | -5% | Jun 2026 |
|
| Coquina Private Wealth | 59k | $341k | -10% | Jun 2026 |
|
| Kovack Advisors | 57k | $333k | 2% | Jun 2026 |
|
| HighPoint Advisor | 55k | $318k | 3% | Jun 2026 |
|
| Readystate Asset Management | 54k | $316k | 100% | Jun 2026 |
|
| Sage Capital Advisors | 53k | $305k | 2% | Jun 2026 |
|
| Heritage Wealth Management | 52k | $301k | 100% | Jun 2026 |
|
| MSH Capital Advisors | 50k | $292k | -2% | Jun 2026 |
|
| WealthTrust Asset Management | 45k | $259k | -12% | Jun 2026 |
|
| Nelson, Van Denburg & Campbell Wealth Management | 44k | $253k | 0% | Jun 2026 |
|
| Benjamin Edwards | 42k | $244k | 0% | Jun 2026 |
|
| Principal Securities | 42k | $243k | -33% | Jun 2026 |
|
| AQR Capital Management | 41k | $238k | 0% | Jun 2026 |
|
| Decision Investments | 39k | $224k | 224% | Jun 2026 |
|
| NWF Advisory Services | 39k | $224k | -8% | Jun 2026 |
|
| Institute For Wealth Management | 38k | $223k | -57% | Jun 2026 |
|
| Branch Banking & Trust Company | 37k | $217k | 100% | Jun 2026 |
|
| Rsm Us Wealth Management | 35k | $206k | 7% | Jun 2026 |
|
| Mercer Global Advisors | 34k | $200k | -42% | Jun 2026 |
|
| Onyx Bridge Wealth Group | 34k | $198k | 10% | Jun 2026 |
|
| Integrity Advisory Solutions | 33k | $193k | 211% | Jun 2026 |
|
| Beacon Pointe Advisors | 33k | $191k | -22% | Jun 2026 |
|
| Altus Wealth Group | 32k | $185k | 0% | Jun 2026 |
|
| Captrust Financial Advisors | 31k | $181k | -10% | Jun 2026 |
|
| Global Retirement Partners | 31k | $177k | 420% | Jun 2026 |
|
| Baird Financial | 30k | $175k | 5% | Jun 2026 |
|
| We Are One Seven | 30k | $173k | 148% | Jun 2026 |
|
| Nbc Securities | 29k | $166k | -26% | Jun 2026 |
|
| OpenArc Corporate Advisory | 28k | $162k | 100% | Jun 2026 |
|
| Colony | 28k | $160k | 0% | Jun 2026 |
|
| Astoria Portfolio Advisors | 27k | $159k | 0% | Jun 2026 |
|
| Merit Financial Group | 26k | $152k | 23% | Jun 2026 |
|
| Triumph Capital Management | 26k | $144k | -59% | Mar 2026 |
|
| Procyon Private Wealth Partners | 25k | $146k | 1% | Jun 2026 |
|
| Cary Street Partners Financial | 25k | $145k | -4% | Jun 2026 |
|
| Ameritas Advisory Services | 25k | $145k | 0% | Jun 2026 |
|
| Quad-Cities Investment Group | 23k | $132k | -27% | Jun 2026 |
|
| Next Level Wealth Planning | 23k | $131k | 0% | Jun 2026 |
|
| Cushing Capital Partners | 22k | $128k | 0% | Jun 2026 |
|
| EP Wealth Advisors | 22k | $126k | 100% | Jun 2026 |
|
| Integrity Alliance | 21k | $122k | 1% | Jun 2026 |
|
| TCG Advisory Services | 21k | $121k | 0% | Jun 2026 |
|
| RFG Advisory | 20k | $117k | 19% | Jun 2026 |
|
| Nomura Holdings | 20k | $116k | 100% | Jun 2026 |
|
| CoreCap Advisors | 20k | $115k | 0% | Jun 2026 |
|
| United Community Bank | 20k | $114k | 3% | Jun 2026 |
|
| Vista Investment Partners Ii | 20k | $113k | 0% | Jun 2026 |
|
| Ingalls & Snyder | 19k | $113k | 0% | Jun 2026 |
|
| Warner Group | 19k | $113k | 100% | Jun 2026 |
|
| Summit Financial | 19k | $109k | 100% | Jun 2026 |
|
| Park Avenue Securities | 19k | $109k | 100% | Jun 2026 |
|
| Ancora Advisors | 19k | $109k | -2% | Jun 2026 |
|
| Manske Wealth Management | 19k | $108k | 0% | Jun 2026 |
|
| Smith Asset Management | 18k | $106k | -2% | Jun 2026 |
|
| Beacon Capital Management | 18k | $106k | 0% | Jun 2026 |
|
| Millennium Management | 18k | $103k | 0% | Jun 2026 |
|
| Mendel Capital Management | 18k | $103k | 0% | Jun 2026 |
|
| CWM | 18k | $98k | 0% | Mar 2026 |
|
| Streettalk Advisors | 18k | $103k | 2% | Jun 2026 |
|
| Northern Trust | 16k | $93k | -55% | Jun 2026 |
|
| Northwestern Mutual Wealth Management Company | 16k | $92k | -29% | Jun 2026 |
|
| Two Sigma Securities | 11k | $66k | -73% | Jun 2026 |
|
| Silver Oak Securities | 11k | $66k | -64% | Jun 2026 |
|
| Farther Finance Advisors | 11k | $63k | -47% | Jun 2026 |
|
Who sold out of Liberty All-Star Equity Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Golden State Equity Partners | Mar 2026 | 209k | $1.2M |
| Ionic Capital Management | Mar 2026 | 139k | $770k |
| Mezzasalma Advisors | Mar 2026 | 77k | $427k |
| Mcdonald Partners | Mar 2026 | 55k | $306k |
| Citadel Advisors | Mar 2026 | 53k | $296k |
| Simplicity Wealth | Mar 2026 | 46k | $254k |
| ValMark Advisers | Mar 2026 | 43k | $236k |
| Us Bancorp | Dec 2025 | 19k | $118k |
| Camden Capital | Mar 2026 | 18k | $99k |