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Liberty All-Star Equity Fund (USA) Institutional Ownership

Liberty All-Star Equity Fund logo
$6.96 +0.14 (+2.05%)
(As of 12/20/2024 05:45 PM ET)
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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)
$47.49M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$23.86M
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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
11/18/2024 RB Capital Management LLC143,621$1.02M0.2%+2.9%0.053%
11/15/2024 Kovitz Investment Group Partners LLC24,850$176K0.0%N/A0.009%
11/15/2024 Stifel Financial Corp118,413$841K0.0%+23.8%0.044%
11/15/2024 HighTower Advisors LLC339,334$2.41M0.0%-4.1%0.125%
11/15/2024 Benjamin Edwards Inc.42,303$300K0.0%N/A0.016%
11/13/2024 D.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%
11/12/2024 Penserra Capital Management LLC704,113$5.00M0.1%-62.5%0.260%
11/12/2024 Meridian Wealth Management LLC10,851$77K0.0%N/A0.004%
11/8/2024 Cornerstone Advisors LLC227,844$1.62M0.1%-27.7%0.084%
11/8/2024 Advisors Asset Management Inc.506,236$3.59M0.1%+2.0%0.187%
11/8/2024 PNC Financial Services Group Inc.453,339$3.22M0.0%+21.2%0.167%
11/6/2024 Oppenheimer & Co. Inc.14,703$104K0.0%-40.5%0.005%
11/5/2024 Ashton Thomas Private Wealth LLC15,666$111K0.0%+65.9%0.006%
11/4/2024 Ashton Thomas Securities LLC156,268$1.11M0.2%+10.6%0.058%
11/1/2024 Bensler LLC1,618,860$11.49M1.4%+3.5%0.598%
10/31/2024 Shaker Financial Services LLC510,094$3.62M1.4%-32.1%0.188%
10/31/2024 Concurrent 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%
10/29/2024 Clear Creek Financial Management LLC106,807$758K0.1%-11.2%0.039%
10/25/2024 Golden State Equity Partners111,394$791K0.2%-5.2%0.041%
10/24/2024 J.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%
10/24/2024 PFG 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%
10/22/2024 Altus Wealth Group LLC29,668$211K0.1%-14.5%0.011%
10/22/2024 Private Advisor Group LLC288,443$2.05M0.0%+0.7%0.106%
10/22/2024 Sequoia 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%
10/15/2024 NBC Securities Inc.28,055$199K0.0%+47.6%0.010%
10/11/2024 Creative Planning69,248$492K0.0%-4.1%0.026%
10/9/2024 Patten 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%
10/5/2024 Eclectic Associates Inc. ADV18,955$135K0.1%+18.5%0.007%
9/9/2024 Heritage Wealth Management Inc.84,461$582K0.2%N/A0.031%
8/22/2024 Cetera Investment Advisers305,529$2.08M0.0%+20.8%0.113%
8/21/2024 Truist Financial Corp19,056$130K0.0%-55.3%0.007%
8/19/2024 B. Riley Wealth Advisors Inc.108,123$735K0.0%-14.6%0.040%
8/16/2024 NewEdge Advisors LLC156,797$1.07M0.0%+10.6%0.058%
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8/16/2024 Creative Planning72,219$491K0.0%+4.2%0.027%
8/16/2024 Silver Lake Advisory LLC69,989$476K0.1%N/A0.026%
8/14/2024 EverSource Wealth Advisors LLC9,000$61K0.0%N/A0.003%
8/13/2024 WealthTrust Asset Management LLC87,758$597K0.4%+10.0%0.032%
8/12/2024 XTX Topco Ltd17,046$116K0.0%N/A0.006%
8/12/2024 Concorde Asset Management LLC10,900$74K0.0%N/A0.004%
8/12/2024 Mercer Global Advisors Inc. ADV74,856$509K0.0%+134.0%0.028%
8/9/2024 Cornerstone Advisors LLC314,982$2.14M0.1%-61.8%0.116%
8/8/2024 J.W. Cole Advisors Inc.53,884$366K0.0%+121.6%0.020%
8/7/2024 PFG Investments LLC60,970$415K0.0%+212.8%0.023%
8/7/2024 Ashton Thomas Private Wealth LLC9,444$64K0.0%N/A0.003%
8/6/2024 Flynn Zito Capital Management LLC94,318$641K0.3%+57.2%0.035%
8/5/2024 Private Advisor Group LLC286,561$1.95M0.0%+1.8%0.106%
8/3/2024 Shaker 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%
8/2/2024 Wolverine Asset Management LLC73,242$498K0.0%N/A0.027%
8/1/2024 TIAA Trust National Association12,427$85K0.0%N/A0.005%
8/1/2024 Consolidated Portfolio Review Corp17,498$119K0.0%-10.2%0.006%
7/31/2024Commonwealth Equity Services LLC349,376$2.38M0.0%-1.7%0.129%
7/31/2024 Concurrent Investment Advisors LLC65,279$444K0.0%+35.5%0.024%
7/26/2024 Bensler LLC1,563,813$10.63M1.4%+0.1%0.577%
7/26/2024 Cambridge Investment Research Advisors Inc.600,211$4.08M0.0%-5.5%0.222%
7/26/2024 Patten Group Inc.116,827$794K0.2%N/A0.043%
7/25/2024 Clear Creek Financial Management LLC120,212$817K0.1%-2.7%0.044%
7/23/2024 All Season Financial Advisors Inc.82,216$559K0.5%-6.0%0.030%
7/22/2024 Atria Wealth Solutions Inc.122,905$836K0.0%-6.4%0.045%
7/19/2024Raymond James & Associates629,974$4.28M0.0%+10.5%0.233%
7/18/2024 Silver Lake Advisory LLC69,989$476K0.1%N/A0.026%
7/17/2024 Quantum 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%
5/24/2024 Cetera Investment Advisers253,011$1.81M0.0%+1,512.2%0.093%
5/17/2024 Comerica Bank33,393$239K0.0%+11.2%0.012%
5/14/2024 Sheaff Brock Investment Advisors LLC271,730$1.94M0.1%-1.2%0.100%
5/14/2024 Advisors Asset Management Inc.607,970$4.35M0.1%-24.2%0.224%
5/14/2024 Karpus Management Inc.88,070$630K0.0%+75.1%0.033%
5/14/2024InterOcean Capital Group LLC11,745$84K0.0%N/A0.004%
5/14/2024 RB Capital Management LLC140,010$1.00M0.3%+11.6%0.052%
5/10/2024 Cornerstone Advisors LLC825,501$5.90M0.2%+1,204.2%0.305%
5/8/2024 Avantax Advisory Services Inc.32,742$234K0.0%-52.5%0.012%
5/7/2024 Concurrent Investment Advisors LLC48,179$344K0.0%+54.5%0.018%
5/3/2024 WealthTrust 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%
5/1/2024 Flynn Zito Capital Management LLC60,009$429K0.2%N/A0.022%
4/30/2024 Private Advisor Group LLC281,498$2.01M0.0%+1.5%0.104%
4/30/2024 J.W. Cole Advisors Inc.24,315$174K0.0%N/A0.009%
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4/29/2024Commonwealth Equity Services LLC355,444$2.54M0.0%-1.3%0.131%
4/26/2024 LifePro Asset Management43,850$314K0.2%N/A0.016%
4/25/2024Eudaimonia Partners LLC53,237$381K0.1%+5.2%0.020%
4/25/2024 Cambridge Investment Research Advisors Inc.634,920$4.54M0.0%+2.4%0.234%
4/23/2024Raymond James Financial Services Advisors Inc.568,252$4.06M0.0%+3.4%0.210%
4/22/2024 Strategic Financial Concepts LLC10,326$74K0.0%N/A0.004%
4/22/2024 PFG Investments LLC19,491$139K0.0%N/A0.007%
4/16/2024 Astoria Portfolio Advisors LLC.31,703$217K0.1%-14.3%0.012%
4/16/2024 Wealth Enhancement Advisory Services LLC592,157$4.23M0.0%+8.9%0.219%
4/15/2024 Wealthcare Advisory Partners LLC17,966$128K0.0%N/A0.007%
(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 ($6.52M), 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 12,472,943 shares in the last 24 months. This purchase volume represents approximately $80.91M 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 6,902,281 shares in the last 24 months. This volume of shares sold represents approximately $44.44M in transactions.


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This page (NYSE:USA) was last updated on 12/21/2024 by MarketBeat.com Staff
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