Free Trial
→ REVEALED FREE: Our top 3 stocks to own in 2025 and beyond (From Weiss Ratings) (Ad) Buy USA Stock  Free USA Stock Alerts

Liberty All-Star Equity Fund (USA) Institutional Ownership

Liberty All-Star Equity Fund logo
$6.54 -0.06 (-0.83%)
Closing price 06/20/2025 03:58 PM Eastern
Extended Trading
$6.55 +0.01 (+0.09%)
As of 06/20/2025 05:20 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.
Compare

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)
111
Total
Institutional Inflows
(last 12 months)
$87.39M
Number of
Institutional Sellers
(last 12 months)
48
Total
Institutional Outflows
(last 12 months)
$25.32M
Get USA Insider Trade Alerts

Want to know when executives and insiders are buying or selling Liberty All-Star Equity Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

USA Institutional Buying and Selling by Quarter

Liberty All-Star Equity Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2025 Integrity Alliance LLC.44,943$294K0.0%N/A0.017%
5/19/2025 Jane Street Group LLC15,013$98K0.0%N/A0.006%
5/19/2025 Smith Asset Management Co. LLC18,651$122K0.1%N/A0.007%
5/16/2025 NewEdge Advisors LLC143,782$942K0.0%+5.8%0.053%
5/16/2025 Advisors Asset Management Inc.283,174$1.86M0.0%-41.2%0.105%
5/15/2025 Ashton Thomas Securities LLC168,290$1.10M0.3%+5.0%0.062%
5/15/2025 Royal Bank of Canada1,903,229$12.47M0.0%+21.2%0.703%
5/15/2025 Baird Financial Group Inc.25,013$164K0.0%-81.3%0.009%
5/14/2025 RB Capital Management LLC145,172$951K0.2%+4.4%0.054%
5/14/2025 Samalin Investment Counsel LLC113,542$744K0.3%+16.7%0.042%
5/14/2025 Comerica Bank11,749$77K0.0%-16.2%0.004%
5/14/2025 Kestra Advisory Services LLC187,426$1.23M0.0%-2.1%0.069%
5/13/2025 Elequin Capital LP28,323$186K0.0%+4,171.9%0.010%
5/13/2025 Raymond James Financial Inc.3,041,649$19.92M0.0%+22.1%1.123%
5/13/2025 Stone House Investment Management LLC4,236$28K0.0%N/A0.002%
5/13/2025 HighTower Advisors LLC356,206$2.33M0.0%+7.4%0.132%
5/12/2025 Invesco Ltd.424,761$2.78M0.0%+6.3%0.157%
5/12/2025 Wolverine Asset Management LLC40,346$264K0.0%N/A0.015%
5/12/2025 AlphaCore Capital LLC42,222$277K0.0%N/A0.016%
5/9/2025 Cornerstone Advisors LLC219,737$1.44M0.1%+1,643.9%0.081%
5/9/2025 Greykasell Wealth Strategies Inc.8,712$57K0.0%N/A0.003%
5/9/2025 WealthShield Partners LLC26,424$173K0.0%+84.2%0.010%
5/9/2025 Atria Wealth Solutions Inc.82,282$539K0.0%-11.2%0.030%
5/9/2025 Shaker Financial Services LLC320,223$2.10M0.8%-21.7%0.118%
5/9/2025 PNC Financial Services Group Inc.419,353$2.75M0.0%-2.2%0.155%
5/8/2025 US Bancorp DE6,500$43K0.0%+172.9%0.002%
5/7/2025 Sheaff Brock Investment Advisors LLC241,230$1.58M0.1%-12.0%0.089%
5/7/2025 LPL Financial LLC4,368,444$28.61M0.0%+19.7%1.613%
5/6/2025 Cetera Investment Advisers372,667$2.44M0.0%+11.0%0.138%
5/6/2025 Avantax Advisory Services Inc.16,352$107K0.0%N/A0.006%
5/6/2025 Wedbush Securities Inc.107,833$706K0.0%-1.6%0.040%
5/6/2025 Triumph Capital Management100,549$659K0.2%+10.5%0.037%
5/6/2025 Readystate Asset Management LP43,934$288K0.0%N/A0.016%
5/6/2025 Flynn Zito Capital Management LLC192,924$1.26M0.6%+15.1%0.071%
5/5/2025 J.W. Cole Advisors Inc.185,955$1.22M0.0%+289.9%0.069%
5/5/2025 Kestra Private Wealth Services LLC154,617$1.01M0.0%+3.0%0.057%
5/5/2025 Private Advisor Group LLC333,649$2.19M0.0%+15.1%0.123%
5/1/2025 WealthTrust Asset Management LLC96,741$634K0.5%-6.1%0.036%
4/30/2025 Stratos Wealth Partners LTD.34,527$226K0.0%-48.6%0.013%
4/29/2025 Penserra Capital Management LLC767,336$5.03M0.1%+1.6%0.283%
Elon’s NEXT Big IPO? (Ad)

Cancel your internet TODAY!? Take your latest internet bill and light it on fire… then count the seconds it takes for the entire thing to burn right up. It’s a NEW internet service poised to disrupt the entire $3.2 trillion telecom industry. But you may only have this chance if you act before December 31st, 2025.

One that experts predict could be worth over $3.2 TRILLION globally by 2030.
4/29/2025 Concurrent Investment Advisors LLC84,404$553K0.0%+23.6%0.031%
4/29/2025 OneDigital Investment Advisors LLC19,275$126K0.0%N/A0.007%
4/29/2025 Silver Oak Securities Incorporated11,500$75K0.0%-67.7%0.004%
4/29/2025 Onyx Bridge Wealth Group LLC26,171$171K0.0%+37.7%0.010%
4/28/2025 D.A. Davidson & CO.168,628$1.11M0.0%+3.8%0.062%
4/25/2025 Ameritas Advisory Services LLC29,275$194K0.0%+44.4%0.011%
4/24/2025 Jaffetilchin Investment Partners LLC52,258$342K0.0%+28.4%0.019%
4/24/2025 Bartlett & CO. Wealth Management LLC150,236$984K0.0%-8.0%0.055%
4/23/2025 Golden State Wealth Management LLC28,368$186K0.0%+110.0%0.010%
4/23/2025 Oppenheimer & Co. Inc.160,326$1.05M0.0%+497.8%0.059%
4/22/2025 Cambridge Investment Research Advisors Inc.443,044$2.90M0.0%-6.0%0.164%
4/22/2025 PFG Investments LLC74,467$488K0.0%+5.7%0.027%
4/22/2025 Advisor Resource Council38,302$251K0.0%N/A0.014%
4/21/2025 Avior Wealth Management LLC45,577$299K0.0%-11.6%0.017%
4/21/2025 Silver Oak Securities Incorporated11,500$75K0.0%-67.7%0.004%
4/18/2025 Mezzasalma Advisors LLC72,192$473K0.2%+4.8%0.027%
4/17/2025 Janney Montgomery Scott LLC1,178,002$7.72M0.0%+16.2%0.435%
4/16/2025 Wealth Enhancement Advisory Services LLC593,341$3.89M0.0%-5.4%0.219%
4/16/2025 Bensler LLC1,686,808$11.05M1.4%+5.7%0.623%
4/15/2025 FMB Wealth Management11,719$77K0.0%N/A0.004%
4/15/2025 Wealthcare Advisory Partners LLC22,572$148K0.0%+28.9%0.008%
4/14/2025 Farther Finance Advisors LLC12,457$82K0.0%+967.4%0.005%
4/9/2025 RFG Advisory LLC16,985$111K0.0%N/A0.006%
4/9/2025 NBC Securities Inc.36,537$239K0.0%+104,291.4%0.013%
4/9/2025 Fiduciary Alliance LLC15,203$100K0.0%N/A0.006%
4/4/2025 Sage Capital Advisors llc52,399$343K0.1%-7.3%0.019%
3/17/2025 Wealth Enhancement Advisory Services LLC627,172$4.36M0.0%-9.0%0.232%
2/24/2025 Ameriflex Group Inc.12,134$86K0.0%N/A0.004%
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%
2/14/2025Canal 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%
The Trump Dump is starting; Get out of stocks now? (Ad)

The first 365 days of the Trump presidency… Will be the best time to get rich in American history.

If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a
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%
(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, 177 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. ($19.92M), Royal Bank of Canada ($12.47M), Raymond James & Associates ($11.95M), Bensler LLC ($11.05M), Ameriprise Financial Inc. ($10.94M), and Janney Montgomery Scott LLC ($7.72M).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 151 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. ($5.53M), LPL Financial LLC ($1.54M), Shaker Financial Services LLC ($1.41M), Raymond James & Associates ($1.16M), Cornerstone Advisors LLC ($1.03M), Avior Wealth Management LLC ($465.58K), and Janney Montgomery Scott LLC ($440.55K).

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

Institutional investors have bought a total of 12,737,026 shares in the last 24 months. This purchase volume represents approximately $87.39M in transactions.

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

Of the 48 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), Cornerstone Advisors LLC ($812.90K), Shaker Financial Services LLC ($430.94K), Advisors Asset Management Inc. ($223.06K), International Assets Investment Management LLC ($127.14K), Baird Financial Group Inc. ($108.54K), and Wealth Enhancement Advisory Services LLC ($96.05K).

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

Institutional investors have sold a total of 3,649,847 shares in the last 24 months. This volume of shares sold represents approximately $25.32M in transactions.


Related Companies

This page (NYSE:USA) was last updated on 6/21/2025 by MarketBeat.com Staff
From Our Partners
Trump’s Exec Order #14154 could be a “Millionaire-Maker”
Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans...
Paradigm Press | Sponsored
An AI run of epic proportions is only getting started
I just put together an urgent new presentation that you need to see right away. In short: I believe we are...
Timothy Sykes | Sponsored
Trump’s treachery
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsored
Elon’s NEXT Big IPO?
Cancel your internet TODAY!? Take your latest internet bill and light it on fire… then count the seconds it...
Banyan Hill Publishing | Sponsored
Elon’s BIGGEST warning yet?
Tesla's About to Prove Everyone Wrong... Again Back in 2018, when Jeff Brown told everyone to buy Tesla… ...
Brownstone Research | Sponsored
Collect $7k per month from Tesla’s SECRET dividend
I just uncovered a strategy that could pay out up to $7,013 every month—without needing a traditional dividend...
Investors Alley | Sponsored
Silicon Valley Gold Rush
A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bil...
Stansberry Research | Sponsored
White House to reset Social Security?
Elon Musk's parting DOGE gift looks set to shock America... A single announcement by July 22nd could soon b...
Altimetry | Sponsored