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Liberty All-Star Equity Fund (USA) Institutional Ownership

Liberty All-Star Equity Fund logo
$6.54 -0.06 (-0.83%)
Closing price 03:59 PM Eastern
Extended Trading
$6.52 -0.02 (-0.31%)
As of 07:19 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)
121
Total
Institutional Inflows
(last 12 months)
$92.51M
Number of
Institutional Sellers
(last 12 months)
54
Total
Institutional Outflows
(last 12 months)
$26.20M
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Skip Chart & View Institutional Buying and Selling Data

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
9/12/2025 Valeo Financial Advisors LLC13,050$89K0.0%N/A0.000%
9/4/2025 Osaic Holdings Inc.936,473$6.38M0.0%+12.4%0.000%
8/15/2025 Captrust Financial Advisors32,592$222K0.0%N/A0.000%
8/15/2025 Balyasny Asset Management L.P.357,023$2.43M0.0%N/A0.000%
8/15/2025 Bank of America Corp DE324,711$2.21M0.0%-11.3%0.000%
8/15/2025 Ameriprise Financial Inc.1,742,069$11.87M0.0%+3.2%0.000%
8/14/2025 Jane Street Group LLC157,124$1.07M0.0%+946.6%0.000%
8/14/2025 Raymond James Financial Inc.3,205,944$21.83M0.0%+5.4%0.000%
8/14/2025 Heritage Wealth Management Inc.59,319$404K0.1%-28.3%0.000%
8/14/2025 NewEdge Advisors LLC141,054$961K0.0%-1.9%0.000%
8/13/2025 StoneX Group Inc.64,477$439K0.0%-12.3%0.000%
8/13/2025 Guggenheim Capital LLC812,532$5.53M0.0%-6.2%0.000%
8/13/2025 EverSource Wealth Advisors LLC12,000$82K0.0%+20.0%0.000%
8/13/2025 Invesco Ltd.453,344$3.09M0.0%+6.7%0.000%
8/13/2025 Level Four Advisory Services LLC23,018$157K0.0%N/A0.000%
8/12/2025 Advisors Asset Management Inc.106,002$722K0.0%-62.6%0.000%
8/12/2025 Steward Partners Investment Advisory LLC48,349$329K0.0%-80.6%0.000%
8/12/2025 Jaffetilchin Investment Partners LLC22,749$155K0.0%-56.5%0.000%
8/12/2025 Quantum Private Wealth LLC26,715$182K0.1%-27.2%0.000%
8/12/2025 AlphaCore Capital LLC38,564$263K0.0%-8.7%0.000%
8/8/2025 Cornerstone Advisors LLC377,247$2.57M0.1%+71.7%0.000%
8/8/2025 WealthTrust Asset Management LLC78,689$536K0.4%-18.7%0.000%
8/8/2025 Creative Planning80,867$551K0.0%-2.6%0.000%
8/8/2025 WealthShield Partners LLC16,082$110K0.0%-39.1%0.000%
8/8/2025 Kane Investment Management Inc.14,855$101K0.1%-35.9%0.000%
8/8/2025 Thompson Davis & CO. Inc.12,874$88K0.0%N/A0.000%
8/8/2025 Westbourne Investment Advisors Inc.162,000$1.10M0.3%N/A0.000%
8/7/2025 Samalin Investment Counsel LLC116,756$795K0.3%+2.8%0.000%
8/7/2025 Allworth Financial LP81,708$556K0.0%+2,809.8%0.000%
8/6/2025 Bensler LLC1,706,977$11.63M1.3%+1.2%0.000%
8/6/2025 Penserra Capital Management LLC790,710$5.38M0.1%+3.0%0.000%
8/6/2025 Wedbush Securities Inc.104,821$714K0.0%-2.8%0.000%
8/5/2025 Shaker Financial Services LLC803,925$5.48M2.0%+151.1%0.000%
8/5/2025 Accuvest Global Advisors22,455$153K0.1%N/A0.000%
8/4/2025 Kovack Advisors Inc.17,391$118K0.0%N/A0.000%
8/4/2025 Wolverine Asset Management LLC190,298$1.30M0.0%+371.7%0.000%
8/4/2025 HBK Sorce Advisory LLC10,850$74K0.0%N/A0.000%
8/1/2025 Envestnet Asset Management Inc.34,362$234K0.0%+9.2%0.000%
7/30/2025 D.A. Davidson & CO.183,088$1.25M0.0%+8.6%0.000%
7/29/2025 Mezzasalma Advisors LLC73,734$502K0.2%+2.1%0.000%
7/29/2025 International Assets Investment Management LLC26,379$180K0.0%+20.5%0.000%
7/29/2025 Primoris Wealth Advisors LLC15,057$103K0.1%-18.7%0.000%
7/28/2025 RFG Advisory LLC19,974$136K0.0%+17.6%0.000%
7/25/2025 Atria Wealth Solutions Inc.63,445$434K0.0%-22.9%0.000%
7/24/2025 Blue Trust Inc.4,343$30K0.0%N/A0.000%
7/24/2025 MSH Capital Advisors LLC44,270$301K0.1%+3.5%0.000%
7/24/2025 Lokken Investment Group LLC16,882$115K0.0%-10.6%0.000%
7/23/2025 Abel Hall LLC103,000$701K0.3%N/A0.000%
7/23/2025 Kingswood Wealth Advisors LLC109,692$747K0.1%+96.0%0.000%
7/22/2025 Valeo Financial Advisors LLC13,050$89K0.0%N/A0.000%
7/21/2025 Ameritas Advisory Services LLC8,559$58K0.0%-70.8%0.000%
7/18/2025 PFG Investments LLC64,239$437K0.0%-13.7%0.000%
7/18/2025 Consolidated Portfolio Review Corp15,376$105K0.0%-10.3%0.000%
7/18/2025 Institute for Wealth Management LLC.87,533$596K0.1%+11.2%0.000%
7/18/2025 Truist Financial Corp26,143$178K0.0%-14.7%0.000%
7/17/2025 Janney Montgomery Scott LLC1,201,819$8.18M0.0%+2.0%0.000%
7/11/2025 Farther Finance Advisors LLC14,269$97K0.0%+14.5%0.000%
7/11/2025 Kapstone Financial Advisors LLC15,091$103K0.1%N/A0.000%
7/10/2025 Oliver Lagore Vanvalin Investment Group23,957$157K0.1%N/A0.000%
7/10/2025 Wealth Enhancement Advisory Services LLC507,575$3.52M0.0%-14.5%0.000%
7/9/2025 David J Yvars Group27,179$185K0.1%+20.6%0.000%
7/9/2025 Westbourne Investments Inc.12,800$87K0.0%N/A0.000%
7/9/2025 Fiduciary Alliance LLC12,939$88K0.0%-14.9%0.000%
7/9/2025 Triumph Capital Management106,874$728K0.2%+6.3%0.000%
7/7/2025 RB Capital Management LLC143,094$974K0.2%-1.4%0.000%
7/3/2025 Sage Capital Advisors llc47,861$326K0.1%-8.7%0.000%
5/20/2025Integrity Alliance LLC.44,943$294K0.0%N/A0.017%
5/19/2025Jane Street Group LLC15,013$98K0.0%N/A0.006%
5/19/2025Smith Asset Management Co. LLC18,651$122K0.1%N/A0.007%
5/16/2025NewEdge Advisors LLC143,782$942K0.0%+5.8%0.053%
5/16/2025Advisors Asset Management Inc.283,174$1.86M0.0%-41.2%0.105%
5/15/2025Ashton Thomas Securities LLC168,290$1.10M0.3%+5.0%0.062%
5/15/2025Royal Bank of Canada1,903,229$12.47M0.0%+21.2%0.703%
5/15/2025Baird Financial Group Inc.25,013$164K0.0%-81.3%0.009%
5/14/2025RB Capital Management LLC145,172$951K0.2%+4.4%0.054%
5/14/2025Samalin Investment Counsel LLC113,542$744K0.3%+16.7%0.042%
5/14/2025Comerica Bank11,749$77K0.0%-16.2%0.004%
5/14/2025Kestra Advisory Services LLC187,426$1.23M0.0%-2.1%0.069%
5/13/2025Elequin Capital LP28,323$186K0.0%+4,171.9%0.010%
5/13/2025Raymond James Financial Inc.3,041,649$19.92M0.0%+22.1%1.123%
5/13/2025Stone House Investment Management LLC4,236$28K0.0%N/A0.002%
5/13/2025HighTower Advisors LLC356,206$2.33M0.0%+7.4%0.132%
5/12/2025Invesco Ltd.424,761$2.78M0.0%+6.3%0.157%
5/12/2025Wolverine Asset Management LLC40,346$264K0.0%N/A0.015%
5/12/2025AlphaCore Capital LLC42,222$277K0.0%N/A0.016%
5/9/2025Cornerstone Advisors LLC219,737$1.44M0.1%+1,643.9%0.081%
5/9/2025Greykasell Wealth Strategies Inc.8,712$57K0.0%N/A0.003%
5/9/2025WealthShield Partners LLC26,424$173K0.0%+84.2%0.010%
5/9/2025Atria Wealth Solutions Inc.82,282$539K0.0%-11.2%0.030%
5/9/2025Shaker Financial Services LLC320,223$2.10M0.8%-21.7%0.118%
5/9/2025PNC Financial Services Group Inc.419,353$2.75M0.0%-2.2%0.155%
5/8/2025US Bancorp DE6,500$43K0.0%+172.9%0.002%
5/7/2025Sheaff Brock Investment Advisors LLC241,230$1.58M0.1%-12.0%0.089%
5/7/2025LPL Financial LLC4,368,444$28.61M0.0%+19.7%1.613%
5/6/2025Cetera Investment Advisers372,667$2.44M0.0%+11.0%0.138%
5/6/2025Avantax Advisory Services Inc.16,352$107K0.0%N/A0.006%
5/6/2025Wedbush Securities Inc.107,833$706K0.0%-1.6%0.040%
5/6/2025Triumph Capital Management100,549$659K0.2%+10.5%0.037%
5/6/2025Readystate Asset Management LP43,934$288K0.0%N/A0.016%
5/6/2025Flynn Zito Capital Management LLC192,924$1.26M0.6%+15.1%0.071%
(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, 185 institutional investors and hedge funds held shares of Liberty All-Star Equity Fund. The most heavily invested institutionals were LPL Financial LLC ($28.61M), Raymond James Financial Inc. ($21.83M), Royal Bank of Canada ($12.47M), Raymond James & Associates ($11.95M), Ameriprise Financial Inc. ($11.87M), Bensler LLC ($11.63M), and Janney Montgomery Scott LLC ($8.18M).Learn more on Liberty All-Star Equity Fund's institutional investors.

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

9.95% of Liberty All-Star Equity Fund's 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's stock?

Of the 160 institutional investors that purchased Liberty All-Star Equity Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($5.70M), Shaker Financial Services LLC ($1.89M), Cornerstone Advisors LLC ($1.19M), Raymond James & Associates ($1.14M), LPL Financial LLC ($998.72K), Avior Wealth Management LLC ($465.58K), and Wolverine Asset Management LLC ($458.61K).

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

Institutional investors have bought a total of 13,471,638 shares in the last 24 months. This purchase volume represents approximately $92.51M in transactions.

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

Of the 54 institutional investors that sold Liberty All-Star Equity Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Penserra Capital Management LLC ($1.17M), Shaker Financial Services LLC ($430.94K), Advisors Asset Management Inc. ($400.23K), Cornerstone Advisors LLC ($302.38K), Steward Partners Investment Advisory LLC ($201.05K), Wealth Enhancement Advisory Services LLC ($181.82K), and International Assets Investment Management LLC ($127.14K).

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

Institutional investors have sold a total of 3,773,853 shares in the last 24 months. This volume of shares sold represents approximately $26.20M in transactions.


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This page (NYSE:USA) was last updated on 9/12/2025 by MarketBeat.com Staff
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