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Liberty All-Star Equity Fund shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Liberty All-Star Equity Fund (USA) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Liberty All-Star Equity Fund

Tip: Access up to 7 years of quarterly data

All positions including Liberty All-Star Equity Fund held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Liberty All-Star Equity Fund by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $155k 22k 6.95

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Top funds holding Liberty All-Star Equity Fund

LPL Financial
Raymond James Financial
Morgan Stanley
Rivernorth Capital Management
Royal Bank of Canada
Ameriprise Financial
Janney Montgomery Scott
Shaker Financial Services
Cornerstone Advisors
Penserra Capital Management
Readystate Asset Management
Advisor Group Holdings
Guggenheim Capital, LLC Managers
Wells Fargo & Company
Polar Securities

View all funds holding Liberty All-Star Equity Fund