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Liberty All-Star Equity Fund (USA) Institutional Ownership

Liberty All-Star Equity Fund logo
$5.82 +0.05 (+0.78%)
As of 03:02 PM Eastern
This is a fair market value price provided by Massive. Learn more.
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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)
111
Total
Institutional Inflows
(last 12 months)
$141.05M
Number of
Institutional Sellers
(last 12 months)
62
Total
Institutional Outflows
(last 12 months)
$30.13M
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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
9/9/2026Integrated Wealth Concepts LLC366,501$2.13M0.0%-1.7%0.119%
9/9/2026RFG Advisory LLC20,193$117K0.0%+19.5%0.007%
8/23/2026Readystate Asset Management LP54,376$316K0.0%N/A0.018%
8/22/2026NWF Advisory Services Inc.38,549$224K0.0%-7.5%0.013%
8/21/2026Triumph Capital Management21,146$123K0.0%-18.4%0.007%
8/20/2026Wedbush Securities Inc.167,727$974K0.0%+11.0%0.054%
8/14/2026Ancora Advisors LLC18,681$109K0.0%N/A0.006%
8/8/2026Investmark Advisory Group LLC10,710$62K0.0%N/A0.003%
7/7/2026Quad Cities Investment Group LLC22,767$132K0.0%-26.7%0.007%
6/3/2026NewEdge Advisors LLC177,215$984K0.0%+1.9%0.059%
6/1/2026Concorde Asset Management LLC14,850$82K0.0%-29.8%0.005%
5/19/2026NewEdge Advisors LLC106,819$593K0.0%-38.6%0.035%
5/19/2026Bank of America Corp DE283,631$1.57M0.0%-11.6%0.094%
5/19/2026Ashton Thomas Securities LLC122,605$680K0.1%-7.4%0.041%
5/18/2026Rivernorth Capital Management LLC5,196,239$28.84M1.5%-7.7%1.723%
5/18/2026Royal Bank of Canada2,271,108$12.60M0.0%+15.0%0.753%
5/13/2026Cetera Investment Advisers557,956$3.10M0.0%+13.4%0.185%
5/8/2026PNC Financial Services Group Inc.437,776$2.43M0.0%+5.7%0.145%
5/7/2026WealthTrust Asset Management LLC50,851$282K0.2%+34.7%0.017%
5/6/2026Bartlett & CO. Wealth Management LLC174,236$1.03M0.0%+11.5%0.058%
5/6/2026Allspring Global Investments Holdings LLC613,919$3.41M0.0%+52.3%0.204%
5/6/2026Independent Financial Group LLC445,126$2.47M0.1%N/A0.148%
5/5/2026D.A. Davidson & CO.205,380$1.14M0.0%+6.9%0.068%
5/5/2026Flynn Zito Capital Management LLC157,158$872K0.3%+2.5%0.052%
5/4/2026Calamos Advisors LLC58,123$323K0.0%N/A0.019%
5/2/2026International Assets Investment Management LLC107,998$608K0.0%-13.1%0.036%
5/2/2026Valmark Advisers Inc.42,497$236K0.0%N/A0.014%
5/1/2026Fifth Third Bancorp7,965$44K0.0%N/A0.003%
4/30/2026Kestra Advisory Services LLC319,795$1.78M0.0%-2.5%0.106%
4/29/2026Westbourne Investment Advisors Inc.184,700$1.03M0.3%+14.6%0.061%
4/28/2026Ascentis Independent Advisors209,044$1.16M0.1%+93.8%0.069%
4/28/2026Astoria Portfolio Advisors LLC.27,254$158K0.0%-18.6%0.009%
4/27/2026PFG Investments LLC10,036$56K0.0%-67.4%0.003%
4/27/2026Canal Capital Management LLC10,900$60K0.0%N/A0.004%
4/27/2026Private Advisor Group LLC379,903$2.11M0.0%+9.3%0.126%
4/25/2026Patten Group Inc.63,774$354K0.1%-8.8%0.021%
4/23/2026Three Magnolias Financial Advisors LLC12,500$69K0.0%+25.0%0.004%
4/22/2026Absolute Investment Advisers LLC2,415,106$13.40M1.6%-10.5%0.801%
4/22/2026Advocate Investing Services LLC148,369$823K0.7%+5.0%0.049%
4/22/2026Onyx Bridge Wealth Group LLC30,949$172K0.0%+6.9%0.010%
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4/21/2026Wealth Effects LLC74,244$412K0.1%N/A0.025%
4/21/2026Silver Oak Securities Incorporated31,707$176K0.0%+18.3%0.011%
4/20/2026Kestra Private Wealth Services LLC180,994$1.01M0.0%+6.4%0.060%
4/20/2026TrueMark Investments LLC125,376$696K0.1%+5.4%0.042%
4/17/2026PMG Family Office LLC265,646$1.47M1.6%+9.6%0.088%
4/16/2026Evolve Private Wealth LLC46,460$258K0.0%+75.7%0.015%
3/13/2026World Investment Advisors14,570$92K0.0%+19.5%0.005%
3/3/2026NWF Advisory Services Inc.42,131$265K0.0%-25.5%0.000%
2/25/2026Sit Investment Associates Inc.222,272$1.40M0.0%N/A0.000%
2/19/2026Invesco Ltd.387,359$2.43M0.0%-20.7%0.000%
2/19/2026Harbour Wealth Management Group Inc.16,035$101K0.1%N/A0.000%
2/18/2026Ameriflex Group Inc.14,819$93K0.0%-43.7%0.000%
2/18/2026NewEdge Advisors LLC173,934$1.09M0.0%-3.3%0.000%
2/18/2026XTX Topco Ltd248,062$1.56M0.0%+645.8%0.000%
2/18/2026Readystate Asset Management LP1,309,522$8.22M0.3%+45.8%0.000%
2/18/2026Rivernorth Capital Management LLC5,632,499$35.37M1.7%+179.0%0.000%
2/18/2026Millennium Management LLC111,046$697K0.0%+26.2%0.000%
2/18/2026Man Group plc648,300$4.07M0.0%N/A0.000%
2/18/2026IHT Wealth Management LLC58,588$368K0.0%+5.4%0.000%
2/18/2026Ionic Capital Management LLC125,000$785K0.1%N/A0.000%
2/18/2026Evolve Private Wealth LLC26,436$169K0.0%N/A0.000%
2/18/2026Asset One Wealth Management LLC13,418$81K0.0%N/A0.000%
2/18/2026Boothbay Fund Management LLC286,850$1.80M0.0%N/A0.000%
2/18/20261607 Capital Partners LLC1,353,935$8.50M0.6%+115.5%0.000%
2/17/2026Guggenheim Capital LLC975,897$6.13M0.0%+11.4%0.000%
2/17/2026Almitas Capital LLC804,614$5.05M1.1%N/A0.000%
2/17/2026AQR Capital Management LLC40,899$257K0.0%+59.3%0.000%
2/17/2026Cetera Investment Advisers491,954$3.09M0.0%+7.7%0.000%
2/17/2026RPO LLC573,700$3.60M0.4%N/A0.000%
2/17/2026Kovack Advisors Inc.50,788$319K0.0%N/A0.000%
2/17/2026Osaic Holdings Inc.822,035$5.16M0.0%-6.8%0.000%
2/17/2026Captrust Financial Advisors25,611$161K0.0%-8.6%0.000%
2/17/2026&PARTNERS77,260$485K0.0%+233.8%0.000%
2/17/2026Royal Bank of Canada1,974,501$12.40M0.0%-2.1%0.000%
2/16/2026Mariner LLC132,859$834K0.0%-24.6%0.000%
2/16/2026Landscape Capital Management L.L.C.172,503$1.08M0.1%+370.4%0.000%
2/13/2026Kestra Advisory Services LLC327,921$2.06M0.0%-2.0%0.000%
2/13/2026Stifel Financial Corp149,906$941K0.0%-8.2%0.000%
2/13/2026Quarry LP1,067,605$6.71M1.2%N/A0.000%
2/13/2026Integrated Wealth Concepts LLC375,613$2.36M0.0%-4.6%0.000%
2/13/2026Wells Fargo & Company MN1,030,657$6.47M0.0%+25.1%0.000%
2/13/2026Cohen & Steers Inc.605,000$3.80M0.0%+51.3%0.000%
2/12/2026Advisors Asset Management Inc.86,088$541K0.0%-19.0%0.000%
2/12/2026Advocate Investing Services LLC141,248$887K0.8%N/A0.000%
2/12/2026Jane Street Group LLC469,522$2.95M0.0%+681.9%0.000%
2/12/2026Triumph Capital Management63,298$398K0.1%-49.6%0.000%
2/12/2026Commonwealth Equity Services LLC235,824$1.48M0.0%-3.3%0.000%
2/12/2026StoneX Group Inc.83,141$533K0.0%+27.6%0.000%
2/12/2026Mindset Wealth Management LLC232,399$1.46M0.4%-2.1%0.000%
2/12/2026Steward Partners Investment Advisory LLC13,903$87K0.0%-68.2%0.000%
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2/12/2026Wedbush Securities Inc.143,063$898K0.0%+30.8%0.000%
2/12/2026Principal Securities Inc.151,520$952K0.0%-30.2%0.000%
2/12/2026Kovack Advisors Inc.50,788$319K0.0%N/A0.000%
2/11/2026Janney Montgomery Scott LLC1,321,490$8.30M0.0%+0.4%0.000%
2/11/2026LPL Financial LLC3,784,833$23.77M0.0%-18.6%0.000%
2/11/2026J.W. Cole Advisors Inc.128,650$763K0.0%-13.0%0.000%
2/10/2026Northwestern Mutual Wealth Management Co.43,790$275K0.0%+470.3%0.000%
2/9/2026Blue Bell Private Wealth Management LLC26,800$168K0.0%N/A0.000%
2/9/2026Fisher Asset Management LLC23,828$150K0.0%N/A0.000%
2/9/2026Prospera Financial Services Inc61,614$387K0.0%+141.9%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 185 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 22,548,970 shares in the last 24 months. This purchase volume represents approximately $141.05M 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 4,877,167 shares in the last 24 months. This volume of shares sold represents approximately $30.13M in transactions.


Related Companies

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 9/9/2026. New 13F filings are added each quarter as they're published.
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