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Liberty All-Star Equity Fund (USA) Institutional Ownership

Liberty All-Star Equity Fund logo
$7.00 -0.05 (-0.64%)
Closing price 02/21/2025 03:59 PM Eastern
Extended Trading
$6.98 -0.01 (-0.16%)
As of 02/21/2025 08:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
98
Total
Institutional Inflows
(last 12 months)
$78.69M
Number of
Institutional Sellers
(last 12 months)
45
Total
Institutional Outflows
(last 12 months)
$28.11M
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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
2/18/2025 RB Capital Management LLC139,089$967K0.2%-3.2%0.051%
2/17/2025 EP Wealth Advisors LLC22,341$155K0.0%N/A0.008%
2/17/2025 CoreCap Advisors LLC19,020$132K0.0%-65.6%0.007%
2/17/2025 Cetera Investment Advisers335,793$2.33M0.0%+6.2%0.124%
2/17/2025 Cary Street Partners Financial LLC25,125$175K0.0%N/A0.009%
2/17/2025 Bank of America Corp DE369,739$2.57M0.0%-5.7%0.137%
2/17/2025 Ameriprise Financial Inc.1,573,832$10.94M0.0%+5.9%0.581%
2/17/2025 Ancora Advisors LLC19,437$135K0.0%-15.6%0.007%
2/14/2025 Talon Private Wealth LLC90,972$632K0.2%N/A0.034%
2/14/2025 Comerica Bank14,014$97K0.0%-23.5%0.005%
2/14/2025 Two Sigma Securities LLC20,944$146K0.0%+96.1%0.008%
2/14/2025 IHT Wealth Management LLC37,360$260K0.0%+17.3%0.014%
2/14/2025 Canal Capital Management LLC31,647$220K0.0%N/A0.012%
2/14/2025 Stifel Financial Corp138,065$960K0.0%+16.6%0.051%
2/14/2025 Shaker Financial Services LLC409,094$2.88M1.1%-19.8%0.151%
2/14/2025 Transce3nd LLC4,277$30K0.0%N/A0.002%
2/13/2025 MSH Capital Advisors LLC42,270$294K0.1%N/A0.016%
2/13/2025 NewEdge Advisors LLC135,875$944K0.0%-13.5%0.050%
2/13/2025 Kane Investment Management Inc.14,760$103K0.1%N/A0.005%
2/13/2025 Guggenheim Capital LLC866,662$6.02M0.0%-2.4%0.320%
2/13/2025 Mariner LLC161,157$1.12M0.0%+8.8%0.059%
2/13/2025 Primoris Wealth Advisors LLC19,957$139K0.1%-9.1%0.007%
2/13/2025 Jaffetilchin Investment Partners LLC40,689$283K0.0%N/A0.015%
2/13/2025 Bank of Hawaii20,864$145K0.0%N/A0.008%
2/13/2025 Raymond James Financial Inc.2,491,548$17.32M0.0%N/A0.920%
2/13/2025 Invesco Ltd.399,539$2.78M0.0%+14.0%0.148%
2/13/2025 Cerity Partners LLC10,367$72K0.0%N/A0.004%
2/13/2025 Wedbush Securities Inc.109,619$762K0.0%-35.3%0.040%
2/13/2025 Wells Fargo & Company MN198,475$1.38M0.0%+14.9%0.073%
2/12/2025 StoneX Group Inc.72,778$508K0.0%N/A0.027%
2/12/2025 Meridian Investment Counsel Inc.11,895$83K0.0%N/A0.004%
2/12/2025 Brown Brothers Harriman & Co.9,304$65K0.0%N/A0.003%
2/12/2025 TrueMark Investments LLC59,728$415K0.1%+257.9%0.022%
2/11/2025 Ashton Thomas Securities LLC160,268$1.11M0.3%+2.6%0.059%
2/11/2025 LPL Financial LLC3,648,171$25.36M0.0%+3.2%1.347%
2/10/2025 Advisors Asset Management Inc.481,732$3.35M0.1%-4.8%0.178%
2/10/2025 WealthTrust Asset Management LLC103,012$716K0.5%+3.7%0.038%
2/10/2025 GWN Securities Inc.29,739$213K0.1%N/A0.011%
2/10/2025 Altus Wealth Group LLC34,122$237K0.1%+15.0%0.013%
2/10/2025 Commonwealth Equity Services LLC438,121$3.05M0.0%+14.0%0.162%
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2/7/2025 HighTower Advisors LLC331,633$2.31M0.0%-2.3%0.122%
2/7/2025 Cushing Capital Partners LLC22,044$157K0.2%N/A0.008%
2/7/2025 Cornerstone Advisors LLC12,600$88K0.0%-94.5%0.005%
2/7/2025 Independent Advisor Alliance10,073$70K0.0%N/A0.004%
2/7/2025 PNC Financial Services Group Inc.429,003$2.98M0.0%-5.4%0.158%
2/7/2025 Ashton Thomas Private Wealth LLC12,109$86K0.0%-22.7%0.004%
2/6/2025 Raymond James Financial Inc.2,491,548$17.32M0.0%N/A0.920%
2/6/2025 Patten Group Inc.150,227$1.04M0.2%+6.1%0.055%
2/6/2025 Steward Partners Investment Advisory LLC196,905$1.37M0.0%+8.4%0.073%
2/6/2025 Von Berge Wealth Management Group LLC22,532$161K0.1%N/A0.008%
2/5/2025 Oppenheimer & Co. Inc.26,820$186K0.0%+82.4%0.010%
2/5/2025 Flynn Zito Capital Management LLC167,593$1.17M0.5%+31.3%0.062%
2/3/2025 Concurrent Investment Advisors LLC68,279$475K0.0%-10.8%0.025%
2/3/2025 Private Advisor Group LLC289,973$2.02M0.0%+0.5%0.107%
1/31/2025 Atria Wealth Solutions Inc.92,608$658K0.0%-15.6%0.034%
1/31/2025 D.A. Davidson & CO.162,495$1.13M0.0%+1.2%0.060%
1/31/2025 Truist Financial Corp29,556$205K0.0%+31.0%0.011%
1/31/2025 J.W. Cole Advisors Inc.47,688$331K0.0%-14.6%0.018%
1/30/2025 Principal Securities Inc.78,047$542K0.0%+284.4%0.029%
1/30/2025 Quantum Private Wealth LLC36,715$255K0.1%-21.4%0.014%
1/30/2025 Next Level Wealth Planning LLC22,050$153K0.1%N/A0.008%
1/28/2025 Kestra Private Wealth Services LLC150,120$1.04M0.0%-2.0%0.055%
1/28/2025 Apollon Wealth Management LLC11,869$82K0.0%N/A0.004%
1/28/2025 Mezzasalma Advisors LLC68,889$479K0.2%N/A0.025%
1/28/2025 Golden State Wealth Management LLC13,507$94K0.0%N/A0.005%
1/27/2025 Silver Oak Securities Incorporated35,559$249K0.0%N/A0.013%
1/27/2025 Stratos Wealth Partners LTD.67,215$467K0.0%+44.0%0.025%
1/24/2025 Clear Creek Financial Management LLC104,857$729K0.1%-1.8%0.039%
1/23/2025 Institute for Wealth Management LLC.78,830$548K0.1%+10.5%0.029%
1/23/2025 Crews Bank & Trust7,142$50K0.0%N/A0.003%
1/22/2025 Bensler LLC1,595,299$11.09M1.3%-1.5%0.589%
1/22/2025 Kingswood Wealth Advisors LLC57,501$400K0.0%N/A0.021%
1/21/2025 Eclectic Associates Inc. ADV21,760$151K0.0%+14.8%0.008%
1/17/2025 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%
11/18/2024 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%
11/12/2024 Larson 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%
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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%
(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, 165 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 ($11.09M), Ameriprise Financial Inc. ($10.94M), Janney Montgomery Scott LLC ($7.04M), 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 142 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 ($1.18M), LPL Financial LLC ($901.50K), Cornerstone Advisors LLC ($825.50K), Avior Wealth Management LLC ($465.58K), and Bensler LLC ($322.79K).

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

Institutional investors have bought a total of 17,113,258 shares in the last 24 months. This purchase volume represents approximately $115.41M 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 6,725,222 shares in the last 24 months. This volume of shares sold represents approximately $44.39M in transactions.


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This page (NYSE:USA) was last updated on 2/22/2025 by MarketBeat.com Staff
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