Liberty All-Star Equity Fund (USA) Institutional Ownership

$5.98 +0.06 (+1.01%)

As of 08/21/2026 03:58 PM Eastern

Current Institutional Ownership Percentage: 9.95%
Number of Institutional Buyers (last 12 months): 112
Total Institutional Inflows (last 12 months): $141.52M

Number of Institutional Sellers (last 12 months): 62
Total Institutional Outflows (last 12 months): $30.09M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/22/2026	NWF Advisory Services Inc.	38,549	$224K	0.0%	-7.5%	0.013%
8/21/2026	Triumph Capital Management	21,146	$123K	0.0%	-18.4%	0.007%
8/20/2026	Wedbush Securities Inc.	167,727	$974K	0.0%	+11.0%	0.054%
8/14/2026	Ancora Advisors LLC	18,681	$109K	0.0%	N/A	0.006%
8/8/2026	Investmark Advisory Group LLC	10,710	$62K	0.0%	N/A	0.003%
7/7/2026	Quad Cities Investment Group LLC	22,767	$132K	0.0%	-26.7%	0.007%
6/3/2026	NewEdge Advisors LLC	177,215	$984K	0.0%	+1.9%	0.059%
6/1/2026	Concorde Asset Management LLC	14,850	$82K	0.0%	-29.8%	0.005%
5/19/2026	NewEdge Advisors LLC	106,819	$593K	0.0%	-38.6%	0.035%
5/19/2026	Bank of America Corp DE	283,631	$1.57M	0.0%	-11.6%	0.094%
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5/19/2026	Ashton Thomas Securities LLC	122,605	$680K	0.1%	-7.4%	0.041%
5/18/2026	Rivernorth Capital Management LLC	5,196,239	$28.84M	1.5%	-7.7%	1.723%
5/18/2026	Royal Bank of Canada	2,271,108	$12.60M	0.0%	+15.0%	0.753%
5/13/2026	Cetera Investment Advisers	557,956	$3.10M	0.0%	+13.4%	0.185%
5/8/2026	PNC Financial Services Group Inc.	437,776	$2.43M	0.0%	+5.7%	0.145%
5/7/2026	WealthTrust Asset Management LLC	50,851	$282K	0.2%	+34.7%	0.017%
5/6/2026	Bartlett & CO. Wealth Management LLC	174,236	$1.03M	0.0%	+11.5%	0.058%
5/6/2026	Allspring Global Investments Holdings LLC	613,919	$3.41M	0.0%	+52.3%	0.204%
5/6/2026	Independent Financial Group LLC	445,126	$2.47M	0.1%	N/A	0.148%
5/5/2026	D.A. Davidson & CO.	205,380	$1.14M	0.0%	+6.9%	0.068%
5/5/2026	Flynn Zito Capital Management LLC	157,158	$872K	0.3%	+2.5%	0.052%
5/4/2026	Calamos Advisors LLC	58,123	$323K	0.0%	N/A	0.019%
5/2/2026	International Assets Investment Management LLC	107,998	$608K	0.0%	-13.1%	0.036%
5/2/2026	Valmark Advisers Inc.	42,497	$236K	0.0%	N/A	0.014%
5/1/2026	Fifth Third Bancorp	7,965	$44K	0.0%	N/A	0.003%
4/30/2026	Kestra Advisory Services LLC	319,795	$1.78M	0.0%	-2.5%	0.106%
4/29/2026	Westbourne Investment Advisors Inc.	184,700	$1.03M	0.3%	+14.6%	0.061%
4/28/2026	Ascentis Independent Advisors	209,044	$1.16M	0.1%	+93.8%	0.069%
4/28/2026	Astoria Portfolio Advisors LLC.	27,254	$158K	0.0%	-18.6%	0.009%
4/27/2026	PFG Investments LLC	10,036	$56K	0.0%	-67.4%	0.003%
4/27/2026	Canal Capital Management LLC	10,900	$60K	0.0%	N/A	0.004%
4/27/2026	Private Advisor Group LLC	379,903	$2.11M	0.0%	+9.3%	0.126%
4/25/2026	Patten Group Inc.	63,774	$354K	0.1%	-8.8%	0.021%
4/23/2026	Three Magnolias Financial Advisors LLC	12,500	$69K	0.0%	+25.0%	0.004%
4/22/2026	Absolute Investment Advisers LLC	2,415,106	$13.40M	1.6%	-10.5%	0.801%
4/22/2026	Advocate Investing Services LLC	148,369	$823K	0.7%	+5.0%	0.049%
4/22/2026	Onyx Bridge Wealth Group LLC	30,949	$172K	0.0%	+6.9%	0.010%
4/21/2026	Wealth Effects LLC	74,244	$412K	0.1%	N/A	0.025%
4/21/2026	Silver Oak Securities Incorporated	31,707	$176K	0.0%	+18.3%	0.011%
4/20/2026	Kestra Private Wealth Services LLC	180,994	$1.01M	0.0%	+6.4%	0.060%
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4/20/2026	TrueMark Investments LLC	125,376	$696K	0.1%	+5.4%	0.042%
4/17/2026	PMG Family Office LLC	265,646	$1.47M	1.6%	+9.6%	0.088%
4/16/2026	Evolve Private Wealth LLC	46,460	$258K	0.0%	+75.7%	0.015%
3/13/2026	World Investment Advisors	14,570	$92K	0.0%	+19.5%	0.005%
3/3/2026	NWF Advisory Services Inc.	42,131	$265K	0.0%	-25.5%	0.000%
2/25/2026	Sit Investment Associates Inc.	222,272	$1.40M	0.0%	N/A	0.000%
2/19/2026	Invesco Ltd.	387,359	$2.43M	0.0%	-20.7%	0.000%
2/19/2026	Harbour Wealth Management Group Inc.	16,035	$101K	0.1%	N/A	0.000%
2/18/2026	Ameriflex Group Inc.	14,819	$93K	0.0%	-43.7%	0.000%
2/18/2026	NewEdge Advisors LLC	173,934	$1.09M	0.0%	-3.3%	0.000%
2/18/2026	XTX Topco Ltd	248,062	$1.56M	0.0%	+645.8%	0.000%
2/18/2026	Readystate Asset Management LP	1,309,522	$8.22M	0.3%	+45.8%	0.000%
2/18/2026	Rivernorth Capital Management LLC	5,632,499	$35.37M	1.7%	+179.0%	0.000%
2/18/2026	Millennium Management LLC	111,046	$697K	0.0%	+26.2%	0.000%
2/18/2026	Man Group plc	648,300	$4.07M	0.0%	N/A	0.000%
2/18/2026	IHT Wealth Management LLC	58,588	$368K	0.0%	+5.4%	0.000%
2/18/2026	Ionic Capital Management LLC	125,000	$785K	0.1%	N/A	0.000%
2/18/2026	Evolve Private Wealth LLC	26,436	$169K	0.0%	N/A	0.000%
2/18/2026	Asset One Wealth Management LLC	13,418	$81K	0.0%	N/A	0.000%
2/18/2026	Boothbay Fund Management LLC	286,850	$1.80M	0.0%	N/A	0.000%
2/18/2026	1607 Capital Partners LLC	1,353,935	$8.50M	0.6%	+115.5%	0.000%
2/17/2026	Guggenheim Capital LLC	975,897	$6.13M	0.0%	+11.4%	0.000%
2/17/2026	Almitas Capital LLC	804,614	$5.05M	1.1%	N/A	0.000%
2/17/2026	AQR Capital Management LLC	40,899	$257K	0.0%	+59.3%	0.000%
2/17/2026	Cetera Investment Advisers	491,954	$3.09M	0.0%	+7.7%	0.000%
2/17/2026	RPO LLC	573,700	$3.60M	0.4%	N/A	0.000%
2/17/2026	Kovack Advisors Inc.	50,788	$319K	0.0%	N/A	0.000%
2/17/2026	Osaic Holdings Inc.	822,035	$5.16M	0.0%	-6.8%	0.000%
2/17/2026	Captrust Financial Advisors	25,611	$161K	0.0%	-8.6%	0.000%
2/17/2026	&PARTNERS	77,260	$485K	0.0%	+233.8%	0.000%
2/17/2026	Royal Bank of Canada	1,974,501	$12.40M	0.0%	-2.1%	0.000%
2/16/2026	Mariner LLC	132,859	$834K	0.0%	-24.6%	0.000%
2/16/2026	Landscape Capital Management L.L.C.	172,503	$1.08M	0.1%	+370.4%	0.000%
2/13/2026	Kestra Advisory Services LLC	327,921	$2.06M	0.0%	-2.0%	0.000%
2/13/2026	Stifel Financial Corp	149,906	$941K	0.0%	-8.2%	0.000%
2/13/2026	Quarry LP	1,067,605	$6.71M	1.2%	N/A	0.000%
2/13/2026	Integrated Wealth Concepts LLC	375,613	$2.36M	0.0%	-4.6%	0.000%
2/13/2026	Wells Fargo & Company MN	1,030,657	$6.47M	0.0%	+25.1%	0.000%
2/13/2026	Cohen & Steers Inc.	605,000	$3.80M	0.0%	+51.3%	0.000%
2/12/2026	Advisors Asset Management Inc.	86,088	$541K	0.0%	-19.0%	0.000%
2/12/2026	Advocate Investing Services LLC	141,248	$887K	0.8%	N/A	0.000%
2/12/2026	Jane Street Group LLC	469,522	$2.95M	0.0%	+681.9%	0.000%
2/12/2026	Triumph Capital Management	63,298	$398K	0.1%	-49.6%	0.000%
2/12/2026	Commonwealth Equity Services LLC	235,824	$1.48M	0.0%	-3.3%	0.000%
2/12/2026	StoneX Group Inc.	83,141	$533K	0.0%	+27.6%	0.000%
2/12/2026	Mindset Wealth Management LLC	232,399	$1.46M	0.4%	-2.1%	0.000%
2/12/2026	Steward Partners Investment Advisory LLC	13,903	$87K	0.0%	-68.2%	0.000%
2/12/2026	Wedbush Securities Inc.	143,063	$898K	0.0%	+30.8%	0.000%
2/12/2026	Principal Securities Inc.	151,520	$952K	0.0%	-30.2%	0.000%
2/12/2026	Kovack Advisors Inc.	50,788	$319K	0.0%	N/A	0.000%
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2/11/2026	Janney Montgomery Scott LLC	1,321,490	$8.30M	0.0%	+0.4%	0.000%
2/11/2026	LPL Financial LLC	3,784,833	$23.77M	0.0%	-18.6%	0.000%
2/11/2026	J.W. Cole Advisors Inc.	128,650	$763K	0.0%	-13.0%	0.000%
2/10/2026	Northwestern Mutual Wealth Management Co.	43,790	$275K	0.0%	+470.3%	0.000%
2/9/2026	Blue Bell Private Wealth Management LLC	26,800	$168K	0.0%	N/A	0.000%
2/9/2026	Fisher Asset Management LLC	23,828	$150K	0.0%	N/A	0.000%
2/9/2026	Prospera Financial Services Inc	61,614	$387K	0.0%	+141.9%	0.000%
2/6/2026	Global Retirement Partners LLC	5,871	$37K	0.0%	N/A	0.000%
2/6/2026	Quantum Private Wealth LLC	16,715	$105K	0.0%	-37.4%	0.000%
2/6/2026	PNC Financial Services Group Inc.	414,150	$2.60M	0.0%	+8.3%	0.000%

USA Institutional Ownership - Frequently Asked Questions

During the previous two years, 208 institutional investors and hedge funds held shares of Liberty All-Star Equity Fund. The most heavily invested institutionals were Rivernorth Capital Management LLC ($28.84M), Raymond James Financial Inc. ($25.96M), LPL Financial LLC ($23.77M), Absolute Investment Advisers LLC ($13.40M), Royal Bank of Canada ($12.60M), Raymond James & Associates ($11.95M), and Ameriprise Financial Inc. ($11.87M).Learn more on Liberty All-Star Equity Fund's 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.

Of the 186 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. ($6.59M), Rivernorth Capital Management LLC ($3.61M), Absolute Investment Advisers LLC ($2.70M), Polar Asset Management Partners Inc. ($1.50M), 1607 Capital Partners LLC ($1.35M), Quarry LP ($1.07M), and Raymond James & Associates ($1.05M).

Institutional investors have bought a total of 22,607,903 shares in the last 24 months. This purchase volume represents approximately $141.52M in transactions.

Of the 62 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: Bensler LLC ($1.69M), LPL Financial LLC ($866.62K), Rivernorth Capital Management LLC ($436.26K), Absolute Investment Advisers LLC ($283.42K), Shaker Financial Services LLC ($221.54K), Invesco Ltd. ($100.93K), and NewEdge Advisors LLC ($73.02K).

Institutional investors have sold a total of 4,870,789 shares in the last 24 months. This volume of shares sold represents approximately $30.09M in transactions.

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Institutional ownership data for NYSE:USA is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/22/2026. New 13F filings are added each quarter as they're published.

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Liberty All-Star Equity Fund (USA) Institutional Ownership

USA Institutional Buying and Selling by Quarter

Liberty All-Star Equity Fund Major Shareholders & Ownership History

USA Institutional Ownership - Frequently Asked Questions

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Liberty All-Star Equity Fund (USA) Institutional Ownership

Institutional Ownership Changes (13F Filings) for Liberty All-Star Equity Fund (NYSE:USA)

USA Institutional Buying and Selling by Quarter

Liberty All-Star Equity Fund Major Shareholders & Ownership History

USA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of USA shares?

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

Which institutional investors have been buying Liberty All-Star Equity Fund's stock?

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

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

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

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