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Liberty All-Star Equity Fund (USA) Institutional Ownership

Liberty All-Star Equity Fund logo
$6.10 +0.03 (+0.41%)
As of 02:19 PM Eastern
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Institutional Ownership Changes (13F Filings) for Liberty All-Star Equity Fund (NYSE:USA)

Current
Institutional Ownership
Percentage
9.95%
Number of
Institutional Buyers
(last 12 months)
100
Total
Institutional Inflows
(last 12 months)
$79.84M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$23.14M
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USA Institutional Buying and Selling by Quarter

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Liberty All-Star Equity Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2025Janney Montgomery Scott LLC1,178,002$7.72M0.0%+16.2%0.435%
4/16/2025Wealth Enhancement Advisory Services LLC593,341$3.89M0.0%-5.4%0.219%
4/16/2025Bensler LLC1,686,808$11.05M1.4%+5.7%0.623%
4/15/2025 FMB Wealth Management11,719$77K0.0%N/A0.004%
4/15/2025 Wealthcare Advisory Partners LLC22,572$148K0.0%+28.9%0.008%
4/14/2025 Farther Finance Advisors LLC12,457$82K0.0%+967.4%0.005%
4/9/2025 RFG Advisory LLC16,985$111K0.0%N/A0.006%
4/9/2025 NBC Securities Inc.36,537$239K0.0%+104,291.4%0.013%
4/9/2025 Fiduciary Alliance LLC15,203$100K0.0%N/A0.006%
4/4/2025 Sage Capital Advisors llc52,399$343K0.1%-7.3%0.019%
3/17/2025Wealth Enhancement Advisory Services LLC627,172$4.36M0.0%-9.0%0.232%
2/24/2025Ameriflex Group Inc.12,134$86K0.0%N/A0.004%
2/18/2025RB Capital Management LLC139,089$967K0.2%-3.2%0.051%
2/17/2025EP Wealth Advisors LLC22,341$155K0.0%N/A0.008%
2/17/2025CoreCap Advisors LLC19,020$132K0.0%-65.6%0.007%
2/17/2025Cetera Investment Advisers335,793$2.33M0.0%+6.2%0.124%
2/17/2025Cary Street Partners Financial LLC25,125$175K0.0%N/A0.009%
2/17/2025Bank of America Corp DE369,739$2.57M0.0%-5.7%0.137%
2/17/2025Ameriprise Financial Inc.1,573,832$10.94M0.0%+5.9%0.581%
2/17/2025Ancora Advisors LLC19,437$135K0.0%-15.6%0.007%
2/14/2025Talon Private Wealth LLC90,972$632K0.2%N/A0.034%
2/14/2025Comerica Bank14,014$97K0.0%-23.5%0.005%
2/14/2025Two Sigma Securities LLC20,944$146K0.0%+96.1%0.008%
2/14/2025IHT Wealth Management LLC37,360$260K0.0%+17.3%0.014%
2/14/2025Canal Capital Management LLC31,647$220K0.0%N/A0.012%
2/14/2025Stifel Financial Corp138,065$960K0.0%+16.6%0.051%
2/14/2025Shaker Financial Services LLC409,094$2.88M1.1%-19.8%0.151%
2/14/2025Transce3nd LLC4,277$30K0.0%N/A0.002%
2/13/2025MSH Capital Advisors LLC42,270$294K0.1%N/A0.016%
2/13/2025NewEdge Advisors LLC135,875$944K0.0%-13.5%0.050%
2/13/2025Kane Investment Management Inc.14,760$103K0.1%N/A0.005%
2/13/2025Guggenheim Capital LLC866,662$6.02M0.0%-2.4%0.320%
2/13/2025Mariner LLC161,157$1.12M0.0%+8.8%0.059%
2/13/2025Primoris Wealth Advisors LLC19,957$139K0.1%-9.1%0.007%
2/13/2025Jaffetilchin Investment Partners LLC40,689$283K0.0%N/A0.015%
2/13/2025Bank of Hawaii20,864$145K0.0%N/A0.008%
2/13/2025Raymond James Financial Inc.2,491,548$17.32M0.0%N/A0.920%
2/13/2025Invesco Ltd.399,539$2.78M0.0%+14.0%0.148%
2/13/2025Cerity Partners LLC10,367$72K0.0%N/A0.004%
2/13/2025Wedbush Securities Inc.109,619$762K0.0%-35.3%0.040%
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2/13/2025Wells Fargo & Company MN198,475$1.38M0.0%+14.9%0.073%
2/12/2025StoneX Group Inc.72,778$508K0.0%N/A0.027%
2/12/2025Meridian Investment Counsel Inc.11,895$83K0.0%N/A0.004%
2/12/2025Brown Brothers Harriman & Co.9,304$65K0.0%N/A0.003%
2/12/2025TrueMark Investments LLC59,728$415K0.1%+257.9%0.022%
2/11/2025Ashton Thomas Securities LLC160,268$1.11M0.3%+2.6%0.059%
2/11/2025LPL Financial LLC3,648,171$25.36M0.0%+3.2%1.347%
2/10/2025Advisors Asset Management Inc.481,732$3.35M0.1%-4.8%0.178%
2/10/2025WealthTrust Asset Management LLC103,012$716K0.5%+3.7%0.038%
2/10/2025GWN Securities Inc.29,739$213K0.1%N/A0.011%
2/10/2025Altus Wealth Group LLC34,122$237K0.1%+15.0%0.013%
2/10/2025Commonwealth Equity Services LLC438,121$3.05M0.0%+14.0%0.162%
2/7/2025HighTower Advisors LLC331,633$2.31M0.0%-2.3%0.122%
2/7/2025Cushing Capital Partners LLC22,044$157K0.2%N/A0.008%
2/7/2025Cornerstone Advisors LLC12,600$88K0.0%-94.5%0.005%
2/7/2025Independent Advisor Alliance10,073$70K0.0%N/A0.004%
2/7/2025PNC Financial Services Group Inc.429,003$2.98M0.0%-5.4%0.158%
2/7/2025Ashton Thomas Private Wealth LLC12,109$86K0.0%-22.7%0.004%
2/6/2025Raymond James Financial Inc.2,491,548$17.32M0.0%N/A0.920%
2/6/2025Patten Group Inc.150,227$1.04M0.2%+6.1%0.055%
2/6/2025Steward Partners Investment Advisory LLC196,905$1.37M0.0%+8.4%0.073%
2/6/2025Von Berge Wealth Management Group LLC22,532$161K0.1%N/A0.008%
2/5/2025Oppenheimer & Co. Inc.26,820$186K0.0%+82.4%0.010%
2/5/2025Flynn Zito Capital Management LLC167,593$1.17M0.5%+31.3%0.062%
2/3/2025Concurrent Investment Advisors LLC68,279$475K0.0%-10.8%0.025%
2/3/2025Private Advisor Group LLC289,973$2.02M0.0%+0.5%0.107%
1/31/2025Atria Wealth Solutions Inc.92,608$658K0.0%-15.6%0.034%
1/31/2025D.A. Davidson & CO.162,495$1.13M0.0%+1.2%0.060%
1/31/2025Truist Financial Corp29,556$205K0.0%+31.0%0.011%
1/31/2025J.W. Cole Advisors Inc.47,688$331K0.0%-14.6%0.018%
1/30/2025Principal Securities Inc.78,047$542K0.0%+284.4%0.029%
1/30/2025Quantum Private Wealth LLC36,715$255K0.1%-21.4%0.014%
1/30/2025Next Level Wealth Planning LLC22,050$153K0.1%N/A0.008%
1/28/2025Kestra Private Wealth Services LLC150,120$1.04M0.0%-2.0%0.055%
1/28/2025Apollon Wealth Management LLC11,869$82K0.0%N/A0.004%
1/28/2025Mezzasalma Advisors LLC68,889$479K0.2%N/A0.025%
1/28/2025Golden State Wealth Management LLC13,507$94K0.0%N/A0.005%
1/27/2025Silver Oak Securities Incorporated35,559$249K0.0%N/A0.013%
1/27/2025Stratos Wealth Partners LTD.67,215$467K0.0%+44.0%0.025%
1/24/2025Clear Creek Financial Management LLC104,857$729K0.1%-1.8%0.039%
1/23/2025Institute for Wealth Management LLC.78,830$548K0.1%+10.5%0.029%
1/23/2025Crews Bank & Trust7,142$50K0.0%N/A0.003%
1/22/2025Bensler LLC1,595,299$11.09M1.3%-1.5%0.589%
1/22/2025Kingswood Wealth Advisors LLC57,501$400K0.0%N/A0.021%
1/21/2025 Eclectic Associates Inc. ADV21,760$151K0.0%+14.8%0.008%
1/17/2025Avior Wealth Management LLC51,577$358K0.0%-16.2%0.019%
1/17/2025Mutual Advisors LLC13,841$98K0.0%N/A0.005%
1/17/2025Janney Montgomery Scott LLC1,013,472$7.04M0.0%+10.4%0.374%
1/16/2025 Annex Advisory Services LLC30,914$215K0.0%+87.0%0.011%
1/15/2025Ameritas Advisory Services LLC20,275$141K0.0%+28.9%0.007%
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Even though xAI is a private company, tech legend and angel investor Jeff Brown found a way for everyday folks like you… To partner with Elon on what he believes will be the biggest AI project of the century… Starting with as little as $500.

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1/15/2025 Wealthcare Advisory Partners LLC17,507$122K0.0%+15.8%0.006%
1/10/2025 Sage Capital Advisors llc56,496$393K0.1%-17.4%0.021%
1/8/2025International Assets Investment Management LLC20,843$146K0.0%-85.9%0.008%
11/18/2024RB Capital Management LLC143,621$1.02M0.2%+2.9%0.053%
11/15/2024Kovitz Investment Group Partners LLC24,850$176K0.0%N/A0.009%
11/15/2024Stifel Financial Corp118,413$841K0.0%+23.8%0.044%
11/15/2024HighTower Advisors LLC339,334$2.41M0.0%-4.1%0.125%
11/15/2024Benjamin Edwards Inc.42,303$300K0.0%N/A0.016%
11/13/2024D.A. Davidson & CO.160,495$1.14M0.0%+1.0%0.059%
11/12/2024Larson Financial Group LLC14,970$106K0.0%+248.1%0.006%
(Data available from 1/1/2016 forward)

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USA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of USA shares?

During the previous two years, 168 institutional investors and hedge funds held shares of Liberty All-Star Equity Fund. The most heavily invested institutionals were LPL Financial LLC ($25.36M), Raymond James Financial Inc. ($17.32M), Raymond James & Associates ($11.95M), Bensler LLC ($11.05M), Ameriprise Financial Inc. ($10.94M), Janney Montgomery Scott LLC ($7.72M), and Guggenheim Capital LLC ($6.02M).Learn more on USA's institutional investors.

What percentage of Liberty All-Star Equity Fund stock is owned by institutional investors?

9.95% of Liberty All-Star Equity Fund stock is owned by institutional investors. Learn more on USA's institutional investor holdings.

Which institutional investors have been buying Liberty All-Star Equity Fund stock?

Of the 145 institutional investors that purchased Liberty All-Star Equity Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($4.98M), Shaker Financial Services LLC ($1.41M), Raymond James & Associates ($1.16M), LPL Financial LLC ($901.50K), Cornerstone Advisors LLC ($825.50K), Avior Wealth Management LLC ($465.58K), and Janney Montgomery Scott LLC ($440.55K).

How much institutional buying is happening at Liberty All-Star Equity Fund?

Institutional investors have bought a total of 17,326,120 shares in the last 24 months. This purchase volume represents approximately $116.87M in transactions.

Which Liberty All-Star Equity Fund major shareholders have been selling company stock?

Of the 70 institutional investors that sold Liberty All-Star Equity Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Penserra Capital Management LLC ($1.99M), Integrated Advisors Network LLC ($818.75K), Cornerstone Advisors LLC ($812.90K), Shaker Financial Services LLC ($786.21K), Cetera Advisor Networks LLC ($474.49K), Advisors Asset Management Inc. ($218.08K), and Janney Montgomery Scott LLC ($177.14K).

How much institutional selling is happening at Liberty All-Star Equity Fund?

Institutional investors have sold a total of 6,762,422 shares in the last 24 months. This volume of shares sold represents approximately $44.68M in transactions.


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This page (NYSE:USA) was last updated on 4/17/2025 by MarketBeat.com Staff
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