NYSE:USA

Liberty All-Star Equity Fund Institutional Ownership

$8.28
+0.03 (+0.36 %)
(As of 05/5/2021 12:00 AM ET)
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Today's Range
$8.27
$8.34
50-Day Range
$7.51
$8.68
52-Week Range
$4.95
$9.03
Volume789,604 shs
Average Volume1.06 million shs
Market Capitalization$1.76 billion
P/E RatioN/A
Dividend Yield8.61%
Beta1.26

Institutional Ownership

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

Institutional Ownership Percentage: 11.25%

Institutional Buying and Selling by Quarter


Liberty All-Star Equity Fund (NYSE USA) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
5/4/2021Envestnet Asset Management Inc.61,034$0.47M0.0%-8.7%0.029%
5/4/2021Commonwealth Equity Services LLC268,559$2.05M0.0%-23.6%0.126%
4/30/2021Centaurus Financial Inc.188,779$1.44M0.1%+86.9%0.089%
4/29/2021Vigilare Wealth Management10,200$78K0.1%N/A0.005%
4/29/2021Quad Cities Investment Group LLC33,000$0.25M0.2%+5.0%0.016%
4/27/2021Janney Montgomery Scott LLC429,987$3.28M0.0%+84.3%0.202%
4/27/2021Stratos Wealth Partners LTD.39,671$0.30M0.0%+8.1%0.019%
4/27/2021AE Wealth Management LLC179,734$1.37M0.0%+15.4%0.084%
4/26/2021Wedbush Securities Inc.110,591$0.84M0.0%+18.5%0.052%
4/26/2021Shulman DeMeo Asset Management LLC54,794$0.42M0.1%-4.1%0.026%
4/26/2021GWM Advisors LLC87,880$0.67M0.0%+2.3%0.041%
4/23/2021Blue Bell Private Wealth Management LLC754,015$5.75M1.8%-15.9%0.354%
4/22/2021Roman Butler Fullerton & Co.26,305$0.22M0.1%N/A0.012%
4/22/2021Private Advisor Group LLC193,439$1.48M0.0%+3.0%0.091%
4/20/2021Gemmer Asset Management LLC50,323$0.38M0.1%N/A0.024%
4/20/2021Regent Investment Management LLC213,500$1.63M0.4%+7.8%0.100%
4/19/2021International Assets Investment Management LLC29,615$0.22M0.0%+105.4%0.014%
4/16/2021NEXT Financial Group Inc21,057$0.16M0.0%-26.9%0.010%
4/14/2021AdvisorNet Financial Inc17,100$0.13M0.0%-10.5%0.008%
3/30/2021Koshinski Asset Management Inc.30,400$0.21M0.0%-20.8%0.014%
2/26/2021Bickling Financial Services Inc.145,604$1.01M0.6%N/A0.068%
2/22/2021Retirement Group LLC8,250$56K0.0%N/A0.004%
2/18/2021Truist Financial Corp75,154$0.52M0.0%-8.6%0.035%
2/17/2021Cetera Investment Advisers18,966$0.13M0.0%N/A0.009%
2/17/2021Cetera Advisor Networks LLC144,286$1M0.0%-1.7%0.068%
2/16/2021Morgan Stanley2,557,298$17.65M0.0%+0.8%1.201%
2/16/2021Guggenheim Capital LLC643,907$4.44M0.0%-14.3%0.303%
2/16/2021ELCO Management Co. LLC44,800$0.31M0.3%+18.5%0.021%
2/16/2021Laidlaw Wealth Management LLC11,646$80K0.0%N/A0.005%
2/16/2021Onyx Bridge Wealth Group LLC18,302$0.13M0.1%N/A0.009%
2/16/2021Kingsview Wealth Management LLC22,462$0.16M0.0%+110.0%0.011%
2/16/2021Sax Wealth Advisors LLC16,760$0.12M0.1%N/A0.008%
2/12/2021Beacon Pointe Advisors LLC64,932$0.45M0.0%N/A0.031%
2/12/2021Penserra Capital Management LLC1,815,958$12.53M0.3%+7.5%0.853%
2/12/2021Raymond James Financial Services Advisors Inc.328,774$2.27M0.0%-9.1%0.154%
2/12/2021LPL Financial LLC1,312,508$9.06M0.0%-22.1%0.617%
2/12/2021Prospera Financial Services Inc44,544$0.31M0.0%-6.1%0.021%
2/12/2021Regal Investment Advisors LLC10,022$69K0.0%N/A0.005%
2/11/2021Steward Partners Investment Advisory LLC19,071$0.13M0.0%+99.4%0.009%
2/10/2021King Luther Capital Management Corp12,624$87K0.0%N/A0.006%
2/10/2021D.A. Davidson & CO.148,547$1.03M0.0%-3.6%0.070%
2/10/2021Mid Atlantic Financial Management Inc. ADV17,800$0.12M0.0%-9.2%0.008%
2/10/2021Quad Cities Investment Group LLC31,433$0.22M0.2%-57.5%0.015%
2/9/2021Wells Fargo & Company MN2,849,151$19.66M0.0%-1.7%1.339%
2/9/2021Sawtooth Solutions LLC51,738$0.36M0.0%-60.0%0.024%
2/9/2021SeaCrest Wealth Management LLC10,317$71K0.0%N/A0.005%
2/9/2021Landscape Capital Management L.L.C.329,262$2.27M0.4%+2,359.4%0.155%
2/8/2021Golden State Equity Partners23,902$0.17M0.1%N/A0.011%
2/8/2021Lokken Investment Group LLC18,898$0.13M0.1%N/A0.009%
2/8/2021Marks Group Wealth Management Inc189,460$1.31M0.2%N/A0.089%
2/5/2021Koshinski Asset Management Inc.19,200$0.21M0.0%-50.0%0.009%
2/5/2021NEXT Financial Group Inc28,797$0.20M0.0%+15.3%0.014%
2/4/2021National Asset Management Inc.74,584$0.52M0.0%N/A0.035%
2/4/2021Cambridge Investment Research Advisors Inc.313,448$2.16M0.0%+22.8%0.147%
2/4/2021RB Capital Management LLC113,105$0.78M0.4%-4.5%0.053%
2/3/2021Baker Tilly Financial LLC16,830$0.12M0.0%N/A0.008%
2/3/2021Shaker Financial Services LLC316,586$2.18M0.9%N/A0.149%
2/3/2021Syverson Strege & Co4,300$30K0.0%N/A0.002%
2/2/2021Proequities Inc.10,931$77K0.0%-34.6%0.005%
2/1/2021AE Wealth Management LLC155,748$1.08M0.0%-18.9%0.073%
2/1/2021Institute for Wealth Management LLC.80,987$0.56M0.1%+8.4%0.038%
1/29/2021Stratos Wealth Partners LTD.36,688$0.25M0.0%-7.2%0.017%
1/29/2021Creative Planning30,643$0.21M0.0%+19.0%0.014%
1/29/2021Apollon Wealth Management LLC15,750$0.11M0.0%N/A0.007%
1/29/2021Asset Management Corp IL ADV19,631$0.14M0.1%N/A0.009%
1/27/2021Regent Investment Management LLC198,000$1.37M0.4%+4.5%0.093%
1/27/2021GWM Advisors LLC85,944$0.59M0.0%-17.9%0.040%
1/25/2021Janney Montgomery Scott LLC233,300$1.61M0.0%+26.2%0.110%
1/25/2021Centaurus Financial Inc.101,001$0.70M0.1%N/A0.047%
1/22/2021Avantax Advisory Services Inc.75,883$0.52M0.0%-46.1%0.036%
1/21/2021Blue Bell Private Wealth Management LLC896,864$6.19M2.1%+0.8%0.421%
1/19/2021BLB&B Advisors LLC63,791$0.44M0.0%-5.9%0.030%
1/13/2021Raymond James Trust N.A.43,935$0.30M0.0%+10.0%0.021%
12/16/2020Wetherby Asset Management Inc.11,598$70K0.0%N/A0.005%
12/10/2020Mercer Global Advisors Inc. ADV10,717$64K0.0%N/A0.005%
11/23/2020Eudaimonia Partners LLC60,316$0.36M0.1%+13.8%0.028%
11/19/2020Kingsview Wealth Management LLC10,698$64K0.0%N/A0.005%
11/17/2020Titus Wealth Management150,927$0.91M0.6%+8.8%0.071%
11/16/2020Eudaimonia Partners LLC60,316$0.36M0.1%+13.8%0.028%
11/16/2020SignalPoint Asset Management LLC14,547$87K0.0%N/A0.007%
11/16/2020Advisors Asset Management Inc.879,110$5.28M0.1%-8.3%0.413%
11/13/2020Morgan Stanley2,537,733$15.25M0.0%+1.6%1.192%
11/13/2020Wetherby Asset Management Inc.11,598$70K0.0%N/A0.005%
11/13/2020Truist Financial Corp82,192$0.49M0.0%-4.1%0.039%
11/13/2020Cetera Advisor Networks LLC146,749$0.88M0.0%-26.7%0.069%
11/13/2020Guggenheim Capital LLC751,665$4.52M0.0%-4.7%0.353%
11/13/2020Cascadia Advisory Services LLC52,505$0.32M0.1%+13.9%0.025%
11/12/2020Kestra Advisory Services LLC12,282$74K0.0%N/A0.006%
11/12/2020Karpus Management Inc.2,015,443$12.11M0.4%-0.3%0.947%
11/11/2020Thrivent Financial for Lutherans386,337$2.32M0.0%+3.6%0.182%
11/10/2020Landscape Capital Management L.L.C.13,388$80K0.0%-88.6%0.006%
11/9/2020Quad Cities Investment Group LLC74,039$0.45M0.4%-16.5%0.035%
11/9/2020LPL Financial LLC1,683,858$10.12M0.0%+4.3%0.791%
11/9/2020Kestra Private Wealth Services LLC73,616$0.44M0.0%N/A0.035%
11/6/2020Janney Montgomery Scott LLC184,834$1.11M0.0%+29.2%0.087%
11/6/2020Hayden Royal LLC15,762$94K0.1%N/A0.007%
11/5/2020Commonwealth Equity Services LLC262,573$1.58M0.0%+2.7%0.123%
11/5/2020Wells Fargo & Company MN2,896,977$17.41M0.0%-3.8%1.361%
11/4/2020Sawtooth Solutions LLC129,309$0.78M0.0%-6.0%0.061%
11/4/2020Raymond James Financial Services Advisors Inc.361,867$2.18M0.0%-3.1%0.170%
(Data available from 1/1/2016 forward)

This page was last updated on 5/6/2021 by MarketBeat.com Staff
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