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Liberty All-Star Equity Fund shares owned by Merit Financial Group

Quarter-by-quarter ownership of Liberty All-Star Equity Fund (USA) shares owned by Merit Financial Group from 13F filings

Historical chart of Merit Financial Group 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 Merit Financial Group 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 Merit Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $83k 12k 7.10
2024-03-31 $74k 11k 6.78
2023-12-31 $69k 11k 6.38
2023-09-30 $64k 11k 5.92

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Ishares Tr Core S&p500 Etf (IVV)
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United Parcel Service CL B (UPS)
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Ishares Tr Mbs Etf (MBB)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)

View all positions for Merit Financial Group

Top funds holding Liberty All-Star Equity Fund

LPL Financial
Morgan Stanley
Raymond James Financial
Raymond James & Associates
Bensler
Ameriprise Financial
Royal Bank of Canada
Janney Montgomery Scott
Guggenheim Capital, LLC Managers
Penserra Capital Management
Advisor Group Holdings
Raymond James Financial Services Advisors
Wealth Enhancement Advisory Services
UBS Group
Advisors Asset Management

View all funds holding Liberty All-Star Equity Fund