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Liberty All-Star Equity Fund shares owned by Gladstone Institutional Advisory

Quarter-by-quarter ownership of Liberty All-Star Equity Fund (USA) shares owned by Gladstone Institutional Advisory from 13F filings

Historical chart of Gladstone Institutional Advisory 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 Gladstone Institutional Advisory 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 Gladstone Institutional Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.1M 193k 5.81

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NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
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First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
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First Tr Exchange Traded Risng Divd Achiv (RDVY)
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Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Gladstone Institutional Advisory

Top funds holding Liberty All-Star Equity Fund

Raymond James Financial
Morgan Stanley
Rivernorth Capital Management
Saba Capital Management
LPL Financial
Karpus Investment Management
Royal Bank of Canada
Absolute Investment Advisers
Man Group
Janney Montgomery Scott
Shaker Financial Services
Ameriprise Financial
1607 Capital Partners
Allspring Global Investments Holdings
Guggenheim Capital, LLC Managers

View all funds holding Liberty All-Star Equity Fund