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Liberty All-Star Equity Fund (USA) Institutional Ownership

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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)
75
Total
Institutional Inflows
(last 12 months)
$37.55M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$18.19M
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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
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%
5/14/2024 InterOcean 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%
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%
4/25/2024 Eudaimonia 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%
4/23/2024 Raymond 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%
4/15/2024 Whitcomb & Hess Inc.57,501$411K0.1%N/A0.021%
4/12/2024 Annex Advisory Services LLC19,022$136K0.0%N/A0.007%
4/12/2024 High Net Worth Advisory Group LLC10,003$72K0.0%N/A0.004%
3/27/2024 Nomura Holdings Inc.24,900$159K0.0%N/A0.009%
2/26/2024 Centaurus Financial Inc.57,986$370K0.0%-65.2%0.021%
2/26/2024 Integrated Advisors Network LLC17,055$109K0.0%-97.8%0.006%
2/15/2024 Flow State Investments L.P.112,260$716K0.2%N/A0.041%
2/14/2024 Waterloo Capital L.P.19,735$126K0.0%N/A0.007%
2/13/2024 Karpus Management Inc.50,300$321K0.0%N/A0.019%
2/13/2024 Tower Research Capital LLC TRC 4,130$26K0.0%+93.5%0.002%
2/12/2024 Weiss Asset Management LP207,095$1.32M0.1%N/A0.076%
2/12/2024Focus Financial Network Inc. ADV149,636$977K0.0%N/A0.055%
2/12/2024 Steward Partners Investment Advisory LLC161,633$1.03M0.0%+46.0%0.060%
2/9/2024 Cambridge Investment Research Advisors Inc.619,742$3.95M0.0%-7.3%0.229%
2/9/2024 D.A. Davidson & CO.158,251$1.01M0.0%-4.9%0.058%
2/9/2024 Cornerstone Advisors LLC63,297$404K0.0%N/A0.023%
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2/8/2024 Sheaff Brock Investment Advisors LLC275,155$1.76M0.1%-3.2%0.102%
2/8/2024 Meridian Wealth Management LLC10,851$69K0.0%-50.0%0.004%
2/8/2024 Beacon Pointe Advisors LLC67,647$432K0.0%N/A0.025%
2/8/2024 Eudaimonia Partners LLC50,627$323K0.1%-21.2%0.019%
2/8/2024 Janney Montgomery Scott LLC724,287$4.62M0.0%-1.7%0.267%
2/7/2024 Avantax Advisory Services Inc.68,964$440K0.0%-20.7%0.025%
2/7/2024 Astoria Portfolio Advisors LLC.37,007$244K0.1%-9.8%0.014%
2/7/2024 Shaker Financial Services LLC659,722$4.23M1.7%+149.1%0.244%
2/7/2024 Principal Securities Inc.4,233$27K0.0%N/A0.002%
2/6/2024 Private Advisor Group LLC277,402$1.77M0.0%+1.8%0.102%
2/6/2024 RB Capital Management LLC125,423$800K0.2%-2.4%0.046%
2/5/2024 Kestra Private Wealth Services LLC165,818$1.06M0.0%+2.9%0.061%
2/2/2024 Atria Wealth Solutions Inc.136,720$883K0.0%+7.5%0.050%
2/1/2024 Wolverine Asset Management LLC195,071$1.25M0.0%+641.7%0.072%
1/31/2024 Institute for Wealth Management LLC.69,086$441K0.1%-12.6%0.026%
1/30/2024 Avior Wealth Management LLC465,577$2.97M0.2%N/A0.172%
1/24/2024 Stratos Wealth Partners LTD.30,837$197K0.0%+6.0%0.011%
1/24/2024 International Assets Investment Management LLC120,189$767K0.0%+538.0%0.044%
1/24/2024 Clear Creek Financial Management LLC123,487$788K0.1%-1.6%0.046%
1/23/2024 TIAA Trust National Association10,279$66K0.0%N/A0.004%
1/22/2024 Silverlake Wealth Management LLC11,075$71K0.0%-20.4%0.004%
1/22/2024 Bensler LLC1,399,707$8.93M1.5%+7.9%0.517%
1/19/2024 Fifth Third Bancorp7,207$46K0.0%-46.1%0.003%
1/16/2024 Raymond James Financial Services Advisors Inc.549,471$3.51M0.0%+18.3%0.203%
1/16/2024 Raymond James & Associates460,116$2.94M0.0%+3.7%0.170%
1/16/2024CoreCap Advisors LLC56,899$363K0.0%+10.8%0.021%
1/12/2024 Advisor Resource Council23,754$152K0.0%N/A0.009%
1/11/2024 Shulman DeMeo Asset Management LLC15,793$101K0.0%-39.3%0.006%
1/11/2024 Raymond James Trust N.A.30,695$196K0.0%-9.1%0.011%
1/10/2024 Quad Cities Investment Group LLC35,889$232K0.1%-4.3%0.013%
1/10/2024 David J Yvars Group28,047$179K0.1%-10.8%0.010%
1/9/2024 Sage Capital Advisors llc55,964$357K0.1%-14.1%0.021%
12/1/2023 B. Riley Wealth Advisors Inc.126,584$749K0.0%+17.2%0.047%
11/16/2023 Integrated Advisors Network LLC788,360$4.67M0.3%-3.4%0.291%
11/16/2023 Penserra Capital Management LLC1,110,167$6.57M0.1%-41.5%0.410%
11/15/2023 WealthPlan Investment Management LLC10,605$63K0.0%N/A0.004%
11/15/2023 Lido Advisors LLC156,035$924K0.0%+2.7%0.058%
11/15/2023 Advisors Asset Management Inc.956,730$5.66M0.1%+0.5%0.353%
11/14/2023 Samalin Investment Counsel LLC66,988$397K0.2%+5.2%0.025%
11/13/2023 Mariner LLC129,246$765K0.0%-23.7%0.048%
11/13/2023 LPL Financial LLC2,326,700$13.77M0.0%+7.7%0.859%
11/13/2023 Bison Wealth LLC12,962$77K0.0%+20.5%0.005%
11/13/2023 Wolverine Asset Management LLC26,300$156K0.0%N/A0.010%
11/13/2023 Kestra Advisory Services LLC65,541$388K0.0%-15.5%0.024%
11/9/2023 Oliver Lagore Vanvalin Investment Group22,626$134K0.1%+18.6%0.008%
11/9/2023 WealthPlan Investment Management LLC10,605$63K0.0%N/A0.004%
11/9/2023 UBS Group AG461,658$2.73M0.0%+7.8%0.170%
11/8/2023 HighTower Advisors LLC339,147$2.01M0.0%-1.1%0.125%
11/8/2023 Sheaff Brock Investment Advisors LLC284,155$1.68M0.2%-21.5%0.105%
11/8/2023 D.A. Davidson & CO.166,426$985K0.0%+7.1%0.061%
Biden Nomination CANCELED? (Ad)

The Hill just published that Joe Biden has received enough delegates to…“clinch the Democratic presidential nomination and all but guaranteeing he will face off against former President Trump again in November.” Why is he all BUT guaranteed the Democratic nomination, in their words?

I believe I have the terrifying answer right here.
11/8/2023 Janney Montgomery Scott LLC736,715$4.36M0.0%+3.8%0.272%
11/8/2023 Atria Wealth Solutions Inc.127,232$753K0.0%+10.5%0.047%
11/8/2023 Avantax Advisory Services Inc.86,917$515K0.0%-14.6%0.032%
11/8/2023 Kestra Private Wealth Services LLC161,193$954K0.0%+6.1%0.060%
11/7/2023 Merit Financial Group LLC10,884$64K0.0%N/A0.004%
11/4/2023 NBC Securities Inc.18,873$111K0.0%N/A0.007%
11/3/2023 Private Advisor Group LLC272,582$1.61M0.0%-2.6%0.101%
11/2/2023 Ingalls & Snyder LLC18,400$109K0.0%N/A0.007%
11/2/2023 Shaker Financial Services LLC264,813$1.57M0.7%N/A0.098%
10/31/2023 Stockman Wealth Management Inc.99,563$589K0.1%-8.2%0.037%
(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), Bensler LLC ($8.93M), Royal Bank of Canada ($8.03M), Penserra Capital Management LLC ($6.57M), Janney Montgomery Scott LLC ($6.05M), Cornerstone Advisors LLC ($5.90M), 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 125 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 ($1.28M), LPL Financial LLC ($1.24M), Cornerstone Advisors LLC ($825.50K), Integrated Advisors Network LLC ($627.22K), Avior Wealth Management LLC ($465.58K), Wolverine Asset Management LLC ($419.28K), and Penserra Capital Management LLC ($355.31K).

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

Institutional investors have bought a total of 11,322,155 shares in the last 24 months. This purchase volume represents approximately $70.82M in transactions.

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

Of the 72 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: Integrated Advisors Network LLC ($1.20M), Penserra Capital Management LLC ($812.42K), Yakira Capital Management Inc. ($664.89K), Cetera Advisor Networks LLC ($474.49K), Shaker Financial Services LLC ($444.15K), Advisors Asset Management Inc. ($434.87K), 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 6,345,811 shares in the last 24 months. This volume of shares sold represents approximately $38.62M in transactions.


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This page (NYSE:USA) was last updated on 5/19/2024 by MarketBeat.com Staff

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