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Liberty All-Star Equity Fund (USA) Institutional Ownership

Liberty All-Star Equity Fund logo
$7.14 +0.06 (+0.78%)
As of 01/17/2025 03:59 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)
69
Total
Institutional Inflows
(last 12 months)
$47.56M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$24.69M
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USA Institutional Buying and Selling by Quarter

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
1/17/2025 Avior Wealth Management LLC51,577$358K0.0%-16.2%0.019%
1/17/2025 Mutual Advisors LLC13,841$98K0.0%N/A0.005%
1/17/2025 Janney 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%
1/15/2025 Ameritas Advisory Services LLC20,275$141K0.0%+28.9%0.007%
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%
1/8/2025 International 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%
11/12/2024Penserra Capital Management LLC704,113$5.00M0.1%-62.5%0.260%
11/12/2024Meridian Wealth Management LLC10,851$77K0.0%N/A0.004%
11/8/2024Cornerstone Advisors LLC227,844$1.62M0.1%-27.7%0.084%
11/8/2024Advisors Asset Management Inc.506,236$3.59M0.1%+2.0%0.187%
11/8/2024PNC Financial Services Group Inc.453,339$3.22M0.0%+21.2%0.167%
11/6/2024Oppenheimer & Co. Inc.14,703$104K0.0%-40.5%0.005%
11/5/2024Ashton Thomas Private Wealth LLC15,666$111K0.0%+65.9%0.006%
11/4/2024Ashton Thomas Securities LLC156,268$1.11M0.2%+10.6%0.058%
11/1/2024Bensler LLC1,618,860$11.49M1.4%+3.5%0.598%
10/31/2024Shaker Financial Services LLC510,094$3.62M1.4%-32.1%0.188%
10/31/2024Concurrent Investment Advisors LLC76,533$543K0.0%+17.2%0.028%
10/29/2024 Janney Montgomery Scott LLC918,048$6.52M0.0%-0.4%0.339%
10/29/2024Clear Creek Financial Management LLC106,807$758K0.1%-11.2%0.039%
10/25/2024Golden State Equity Partners111,394$791K0.2%-5.2%0.041%
10/24/2024J.W. Cole Advisors Inc.55,819$396K0.0%+3.6%0.021%
10/24/2024 Wealth Enhancement Advisory Services LLC689,391$4.90M0.0%+4.5%0.255%
10/24/2024PFG Investments LLC70,467$500K0.0%+15.6%0.026%
10/22/2024 International Assets Investment Management LLC147,987$1.05M0.0%+628.6%0.055%
10/22/2024Altus Wealth Group LLC29,668$211K0.1%-14.5%0.011%
10/22/2024Private Advisor Group LLC288,443$2.05M0.0%+0.7%0.106%
10/22/2024Sequoia Financial Advisors LLC36,118$256K0.0%N/A0.013%
10/18/2024Raymond James & Associates1,683,699$11.95M0.0%+167.3%0.622%
10/15/2024 Shulman DeMeo Asset Management LLC14,118$100K0.0%-10.6%0.005%
10/15/2024NBC Securities Inc.28,055$199K0.0%+47.6%0.010%
10/11/2024Creative Planning69,248$492K0.0%-4.1%0.026%
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10/9/2024Patten Group Inc.141,581$1.01M0.2%+21.2%0.052%
10/8/2024 Sage Capital Advisors llc68,433$486K0.1%+7.3%0.025%
10/5/2024Eclectic Associates Inc. ADV18,955$135K0.1%+18.5%0.007%
9/9/2024Heritage Wealth Management Inc.84,461$582K0.2%N/A0.031%
8/22/2024Cetera Investment Advisers305,529$2.08M0.0%+20.8%0.113%
8/21/2024Truist Financial Corp19,056$130K0.0%-55.3%0.007%
8/19/2024B. Riley Wealth Advisors Inc.108,123$735K0.0%-14.6%0.040%
8/16/2024NewEdge Advisors LLC156,797$1.07M0.0%+10.6%0.058%
8/16/2024Creative Planning72,219$491K0.0%+4.2%0.027%
8/16/2024Silver Lake Advisory LLC69,989$476K0.1%N/A0.026%
8/14/2024EverSource Wealth Advisors LLC9,000$61K0.0%N/A0.003%
8/13/2024WealthTrust Asset Management LLC87,758$597K0.4%+10.0%0.032%
8/12/2024XTX Topco Ltd17,046$116K0.0%N/A0.006%
8/12/2024Concorde Asset Management LLC10,900$74K0.0%N/A0.004%
8/12/2024Mercer Global Advisors Inc. ADV74,856$509K0.0%+134.0%0.028%
8/9/2024Cornerstone Advisors LLC314,982$2.14M0.1%-61.8%0.116%
8/8/2024J.W. Cole Advisors Inc.53,884$366K0.0%+121.6%0.020%
8/7/2024PFG Investments LLC60,970$415K0.0%+212.8%0.023%
8/7/2024Ashton Thomas Private Wealth LLC9,444$64K0.0%N/A0.003%
8/6/2024Flynn Zito Capital Management LLC94,318$641K0.3%+57.2%0.035%
8/5/2024Private Advisor Group LLC286,561$1.95M0.0%+1.8%0.106%
8/3/2024Shaker Financial Services LLC751,159$5.11M2.1%N/A0.277%
8/2/2024Larson Financial Group LLC4,300$29K0.0%N/A0.002%
8/2/2024 Octavia Wealth Advisors LLC15,000$102K0.0%N/A0.006%
8/2/2024Wolverine Asset Management LLC73,242$498K0.0%N/A0.027%
8/1/2024TIAA Trust National Association12,427$85K0.0%N/A0.005%
8/1/2024Consolidated Portfolio Review Corp17,498$119K0.0%-10.2%0.006%
7/31/2024Commonwealth Equity Services LLC349,376$2.38M0.0%-1.7%0.129%
7/31/2024Concurrent Investment Advisors LLC65,279$444K0.0%+35.5%0.024%
7/26/2024Bensler LLC1,563,813$10.63M1.4%+0.1%0.577%
7/26/2024Cambridge Investment Research Advisors Inc.600,211$4.08M0.0%-5.5%0.222%
7/26/2024Patten Group Inc.116,827$794K0.2%N/A0.043%
7/25/2024Clear Creek Financial Management LLC120,212$817K0.1%-2.7%0.044%
7/23/2024All Season Financial Advisors Inc.82,216$559K0.5%-6.0%0.030%
7/22/2024Atria Wealth Solutions Inc.122,905$836K0.0%-6.4%0.045%
7/19/2024Raymond James & Associates629,974$4.28M0.0%+10.5%0.233%
7/18/2024Silver Lake Advisory LLC69,989$476K0.1%N/A0.026%
7/17/2024Quantum Private Wealth LLC46,715$318K0.1%-14.6%0.017%
7/16/2024 Wealth Enhancement Advisory Services LLC659,519$4.49M0.0%+11.4%0.243%
7/13/2024 Quad Cities Investment Group LLC33,281$226K0.1%-8.5%0.012%
7/12/2024 Annex Advisory Services LLC17,031$116K0.0%-10.5%0.006%
7/9/2024 Sage Capital Advisors llc63,758$434K0.1%+9.6%0.024%
5/24/2024Cetera Advisors LLC22,604$162K0.0%N/A0.008%
5/24/2024Cetera Investment Advisers253,011$1.81M0.0%+1,512.2%0.093%
5/17/2024Comerica Bank33,393$239K0.0%+11.2%0.012%
5/14/2024Sheaff Brock Investment Advisors LLC271,730$1.94M0.1%-1.2%0.100%
5/14/2024Advisors Asset Management Inc.607,970$4.35M0.1%-24.2%0.224%
5/14/2024Karpus Management Inc.88,070$630K0.0%+75.1%0.033%
5/14/2024InterOcean Capital Group LLC11,745$84K0.0%N/A0.004%
5/14/2024RB Capital Management LLC140,010$1.00M0.3%+11.6%0.052%
Wall St turns to THIS catalyst after Trump’s inauguration (Ad)

Wall Street is already looking past Trump… To a new catalyst on the near horizon that could be even bigger than his inauguration. As soon as January 29th…

So please watch this video now before the hammer falls and it’s too late.
5/10/2024Cornerstone Advisors LLC825,501$5.90M0.2%+1,204.2%0.305%
5/8/2024Avantax Advisory Services Inc.32,742$234K0.0%-52.5%0.012%
5/7/2024Concurrent Investment Advisors LLC48,179$344K0.0%+54.5%0.018%
5/3/2024WealthTrust Asset Management LLC79,767$570K0.4%+7.4%0.029%
5/1/2024 Janney Montgomery Scott LLC846,492$6.05M0.0%+16.9%0.313%
5/1/2024Flynn Zito Capital Management LLC60,009$429K0.2%N/A0.022%
4/30/2024Private Advisor Group LLC281,498$2.01M0.0%+1.5%0.104%
4/30/2024J.W. Cole Advisors Inc.24,315$174K0.0%N/A0.009%
4/29/2024Commonwealth Equity Services LLC355,444$2.54M0.0%-1.3%0.131%
4/26/2024LifePro Asset Management43,850$314K0.2%N/A0.016%
(Data available from 1/1/2016 forward)

USA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of USA shares?

During the previous two years, 146 institutional investors and hedge funds held shares of Liberty All-Star Equity Fund. The most heavily invested institutionals were LPL Financial LLC ($13.77M), Raymond James & Associates ($11.95M), Bensler LLC ($11.49M), Janney Montgomery Scott LLC ($7.04M), Penserra Capital Management LLC ($5.00M), Wealth Enhancement Advisory Services LLC ($4.90M), and Osaic Holdings Inc. ($4.89M).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 120 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: Shaker Financial Services LLC ($2.00M), Raymond James & Associates ($1.18M), Cornerstone Advisors LLC ($825.50K), LPL Financial LLC ($789.91K), Avior Wealth Management LLC ($465.58K), Wolverine Asset Management LLC ($429.86K), and Bensler LLC ($322.79K).

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

Institutional investors have bought a total of 12,570,395 shares in the last 24 months. This purchase volume represents approximately $81.63M in transactions.

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

Of the 65 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), Shaker Financial Services LLC ($685.21K), Cornerstone Advisors LLC ($597.66K), Cetera Advisor Networks LLC ($474.49K), Advisors Asset Management Inc. ($349.43K), and Marks Group Wealth Management Inc ($269.95K).

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

Institutional investors have sold a total of 7,026,311 shares in the last 24 months. This volume of shares sold represents approximately $45.33M in transactions.


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This page (NYSE:USA) was last updated on 1/20/2025 by MarketBeat.com Staff
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