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Liberty All-Star Equity Fund (USA) Institutional Ownership

Liberty All-Star Equity Fund logo
$6.44 -0.02 (-0.23%)
Closing price 03:58 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)
103
Total
Institutional Inflows
(last 12 months)
$86.14M
Number of
Institutional Sellers
(last 12 months)
47
Total
Institutional Outflows
(last 12 months)
$24.21M
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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
5/7/2025Sheaff 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%
5/6/2025 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%
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%
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3/17/2025 Wealth Enhancement Advisory Services LLC627,172$4.36M0.0%-9.0%0.232%
2/24/2025Ameriflex Group Inc.12,134$86K0.0%N/A0.004%
2/18/2025RB Capital Management LLC139,089$967K0.2%-3.2%0.051%
2/17/2025EP Wealth Advisors LLC22,341$155K0.0%N/A0.008%
2/17/2025CoreCap Advisors LLC19,020$132K0.0%-65.6%0.007%
2/17/2025 Cetera Investment Advisers335,793$2.33M0.0%+6.2%0.124%
2/17/2025Cary Street Partners Financial LLC25,125$175K0.0%N/A0.009%
2/17/2025Bank of America Corp DE369,739$2.57M0.0%-5.7%0.137%
2/17/2025Ameriprise Financial Inc.1,573,832$10.94M0.0%+5.9%0.581%
2/17/2025Ancora Advisors LLC19,437$135K0.0%-15.6%0.007%
2/14/2025Talon Private Wealth LLC90,972$632K0.2%N/A0.034%
2/14/2025Comerica Bank14,014$97K0.0%-23.5%0.005%
2/14/2025Two Sigma Securities LLC20,944$146K0.0%+96.1%0.008%
2/14/2025IHT Wealth Management LLC37,360$260K0.0%+17.3%0.014%
2/14/2025Canal Capital Management LLC31,647$220K0.0%N/A0.012%
2/14/2025Stifel Financial Corp138,065$960K0.0%+16.6%0.051%
2/14/2025Shaker Financial Services LLC409,094$2.88M1.1%-19.8%0.151%
2/14/2025 Transce3nd LLC4,277$30K0.0%N/A0.002%
2/13/2025MSH Capital Advisors LLC42,270$294K0.1%N/A0.016%
2/13/2025NewEdge Advisors LLC135,875$944K0.0%-13.5%0.050%
2/13/2025Kane Investment Management Inc.14,760$103K0.1%N/A0.005%
2/13/2025Guggenheim Capital LLC866,662$6.02M0.0%-2.4%0.320%
2/13/2025Mariner 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%
2/13/2025Bank of Hawaii20,864$145K0.0%N/A0.008%
2/13/2025Raymond James Financial Inc.2,491,548$17.32M0.0%N/A0.920%
2/13/2025Invesco 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%
2/13/2025Wells Fargo & Company MN198,475$1.38M0.0%+14.9%0.073%
2/12/2025StoneX Group Inc.72,778$508K0.0%N/A0.027%
2/12/2025 Meridian Investment Counsel Inc.11,895$83K0.0%N/A0.004%
2/12/2025Brown Brothers Harriman & Co.9,304$65K0.0%N/A0.003%
2/12/2025 TrueMark Investments LLC59,728$415K0.1%+257.9%0.022%
2/11/2025Ashton Thomas Securities LLC160,268$1.11M0.3%+2.6%0.059%
2/11/2025LPL Financial LLC3,648,171$25.36M0.0%+3.2%1.347%
2/10/2025Advisors 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%
2/10/2025GWN Securities Inc.29,739$213K0.1%N/A0.011%
2/10/2025 Altus Wealth Group LLC34,122$237K0.1%+15.0%0.013%
2/10/2025Commonwealth Equity Services LLC438,121$3.05M0.0%+14.0%0.162%
2/7/2025HighTower Advisors LLC331,633$2.31M0.0%-2.3%0.122%
2/7/2025 Cushing Capital Partners LLC22,044$157K0.2%N/A0.008%
2/7/2025Cornerstone Advisors LLC12,600$88K0.0%-94.5%0.005%
2/7/2025Independent Advisor Alliance10,073$70K0.0%N/A0.004%
2/7/2025PNC Financial Services Group Inc.429,003$2.98M0.0%-5.4%0.158%
2/7/2025Ashton Thomas Private Wealth LLC12,109$86K0.0%-22.7%0.004%
2/6/2025Raymond James Financial Inc.2,491,548$17.32M0.0%N/A0.920%
2/6/2025Patten Group Inc.150,227$1.04M0.2%+6.1%0.055%
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2/6/2025Steward 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%
1/31/2025Atria 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%
(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, 169 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. ($17.32M), Raymond James & Associates ($11.95M), Bensler LLC ($11.05M), Ameriprise Financial Inc. ($10.94M), Janney Montgomery Scott LLC ($7.72M), 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 144 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), LPL Financial LLC ($1.62M), Shaker Financial Services LLC ($1.41M), Raymond James & Associates ($1.16M), Cornerstone Advisors LLC ($825.50K), 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 18,262,803 shares in the last 24 months. This purchase volume represents approximately $123.16M 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 ($1.96M), 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 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 6,695,477 shares in the last 24 months. This volume of shares sold represents approximately $44.33M in transactions.


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This page (NYSE:USA) was last updated on 5/7/2025 by MarketBeat.com Staff
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