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Liberty All-Star Equity Fund shares owned by Raymond James Financial

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

Historical chart of Raymond James Financial investment in Liberty All-Star Equity Fund

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All positions including Liberty All-Star Equity Fund held by Raymond James Financial 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 Raymond James Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $26M 4.1M 6.34
2025-06-30 $22M 3.2M 6.81
2025-03-31 $20M 3.0M 6.55
2024-12-31 $17M 2.5M 6.95

More positions owned by Raymond James Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core Msci Eafe (IEFA)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)
Wal-Mart Stores (WMT)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Raymond James Financial

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