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Liberty All-Star Equity Fund (USA) Institutional Ownership

-0.33 (-4.71%)
(As of 07/19/2024 ET)

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

Institutional Ownership
Number of
Institutional Buyers
(last 12 months)
Institutional Inflows
(last 12 months)
Number of
Institutional Sellers
(last 12 months)
Institutional Outflows
(last 12 months)
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USA Institutional Buying and Selling by Quarter

Liberty All-Star Equity Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/19/2024Raymond James & Associates629,974$4.28M0.0%+10.5%0.233%
7/18/2024Silver Lake Advisory LLC69,989$476K0.1%N/A0.026%
7/17/2024Quantum Private Wealth LLC46,715$318K0.1%-14.6%0.017%
7/16/2024Wealth Enhancement Advisory Services LLC659,519$4.49M0.0%+11.4%0.243%
7/13/2024Quad Cities Investment Group LLC33,281$226K0.1%-8.5%0.012%
7/12/2024Annex Advisory Services LLC17,031$116K0.0%-10.5%0.006%
7/9/2024 Sage Capital Advisors llc63,758$434K0.1%+9.6%0.024%
5/24/2024Cetera Advisors LLC22,604$162K0.0%N/A0.008%
5/24/2024Cetera Investment Advisers253,011$1.81M0.0%+1,512.2%0.093%
5/17/2024Comerica Bank33,393$239K0.0%+11.2%0.012%
5/14/2024Sheaff Brock Investment Advisors LLC271,730$1.94M0.1%-1.2%0.100%
5/14/2024Advisors Asset Management Inc.607,970$4.35M0.1%-24.2%0.224%
5/14/2024Karpus Management Inc.88,070$630K0.0%+75.1%0.033%
5/14/2024InterOcean Capital Group LLC11,745$84K0.0%N/A0.004%
5/14/2024RB Capital Management LLC140,010$1.00M0.3%+11.6%0.052%
5/10/2024Cornerstone Advisors LLC825,501$5.90M0.2%+1,204.2%0.305%
5/8/2024Avantax Advisory Services Inc.32,742$234K0.0%-52.5%0.012%
5/7/2024Concurrent Investment Advisors LLC48,179$344K0.0%+54.5%0.018%
5/3/2024WealthTrust Asset Management LLC79,767$570K0.4%+7.4%0.029%
5/1/2024Janney Montgomery Scott LLC846,492$6.05M0.0%+16.9%0.313%
5/1/2024Flynn Zito Capital Management LLC60,009$429K0.2%N/A0.022%
4/30/2024Private Advisor Group LLC281,498$2.01M0.0%+1.5%0.104%
4/30/2024J.W. Cole Advisors Inc.24,315$174K0.0%N/A0.009%
4/29/2024Commonwealth Equity Services LLC355,444$2.54M0.0%-1.3%0.131%
4/26/2024LifePro Asset Management43,850$314K0.2%N/A0.016%
4/25/2024Eudaimonia Partners LLC53,237$381K0.1%+5.2%0.020%
4/25/2024Cambridge Investment Research Advisors Inc.634,920$4.54M0.0%+2.4%0.234%
4/23/2024Raymond James Financial Services Advisors Inc.568,252$4.06M0.0%+3.4%0.210%
4/22/2024Strategic Financial Concepts LLC10,326$74K0.0%N/A0.004%
4/22/2024PFG Investments LLC19,491$139K0.0%N/A0.007%
4/16/2024 Astoria Portfolio Advisors LLC.31,703$217K0.1%-14.3%0.012%
4/16/2024Wealth Enhancement Advisory Services LLC592,157$4.23M0.0%+8.9%0.219%
4/15/2024Wealthcare Advisory Partners LLC17,966$128K0.0%N/A0.007%
4/15/2024Whitcomb & Hess Inc.57,501$411K0.1%N/A0.021%
4/12/2024Annex Advisory Services LLC19,022$136K0.0%N/A0.007%
4/12/2024High Net Worth Advisory Group LLC10,003$72K0.0%N/A0.004%
3/27/2024Nomura Holdings Inc.24,900$159K0.0%N/A0.009%
2/26/2024Centaurus Financial Inc.57,986$370K0.0%-65.2%0.021%
2/26/2024Integrated Advisors Network LLC17,055$109K0.0%-97.8%0.006%
2/15/2024Flow State Investments L.P.112,260$716K0.2%N/A0.041%
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2/14/2024Waterloo Capital L.P.19,735$126K0.0%N/A0.007%
2/13/2024Karpus Management Inc.50,300$321K0.0%N/A0.019%
2/13/2024Tower Research Capital LLC TRC 4,130$26K0.0%+93.5%0.002%
2/12/2024Weiss Asset Management LP207,095$1.32M0.1%N/A0.076%
2/12/2024Focus Financial Network Inc. ADV149,636$977K0.0%N/A0.055%
2/12/2024Steward Partners Investment Advisory LLC161,633$1.03M0.0%+46.0%0.060%
2/9/2024Cambridge Investment Research Advisors Inc.619,742$3.95M0.0%-7.3%0.229%
2/9/2024D.A. Davidson & CO.158,251$1.01M0.0%-4.9%0.058%
2/9/2024Cornerstone Advisors LLC63,297$404K0.0%N/A0.023%
2/8/2024Sheaff Brock Investment Advisors LLC275,155$1.76M0.1%-3.2%0.102%
2/8/2024Meridian Wealth Management LLC10,851$69K0.0%-50.0%0.004%
2/8/2024Beacon Pointe Advisors LLC67,647$432K0.0%N/A0.025%
2/8/2024Eudaimonia Partners LLC50,627$323K0.1%-21.2%0.019%
2/8/2024Janney Montgomery Scott LLC724,287$4.62M0.0%-1.7%0.267%
2/7/2024Avantax Advisory Services Inc.68,964$440K0.0%-20.7%0.025%
2/7/2024 Astoria Portfolio Advisors LLC.37,007$244K0.1%-9.8%0.014%
2/7/2024Shaker Financial Services LLC659,722$4.23M1.7%+149.1%0.244%
2/7/2024Principal Securities Inc.4,233$27K0.0%N/A0.002%
2/6/2024Private Advisor Group LLC277,402$1.77M0.0%+1.8%0.102%
2/6/2024RB Capital Management LLC125,423$800K0.2%-2.4%0.046%
2/5/2024Kestra Private Wealth Services LLC165,818$1.06M0.0%+2.9%0.061%
2/2/2024Atria Wealth Solutions Inc.136,720$883K0.0%+7.5%0.050%
2/1/2024Wolverine Asset Management LLC195,071$1.25M0.0%+641.7%0.072%
1/31/2024Institute for Wealth Management LLC.69,086$441K0.1%-12.6%0.026%
1/30/2024Avior Wealth Management LLC465,577$2.97M0.2%N/A0.172%
1/24/2024Stratos Wealth Partners LTD.30,837$197K0.0%+6.0%0.011%
1/24/2024International Assets Investment Management LLC120,189$767K0.0%+538.0%0.044%
1/24/2024Clear Creek Financial Management LLC123,487$788K0.1%-1.6%0.046%
1/23/2024TIAA Trust National Association10,279$66K0.0%N/A0.004%
1/22/2024Silverlake Wealth Management LLC11,075$71K0.0%-20.4%0.004%
1/22/2024Bensler LLC1,399,707$8.93M1.5%+7.9%0.517%
1/19/2024Fifth Third Bancorp7,207$46K0.0%-46.1%0.003%
1/16/2024Raymond James Financial Services Advisors Inc.549,471$3.51M0.0%+18.3%0.203%
1/16/2024Raymond James & Associates460,116$2.94M0.0%+3.7%0.170%
1/16/2024CoreCap Advisors LLC56,899$363K0.0%+10.8%0.021%
1/12/2024Advisor Resource Council23,754$152K0.0%N/A0.009%
1/11/2024Shulman DeMeo Asset Management LLC15,793$101K0.0%-39.3%0.006%
1/11/2024Raymond James Trust N.A.30,695$196K0.0%-9.1%0.011%
1/10/2024Quad Cities Investment Group LLC35,889$232K0.1%-4.3%0.013%
1/10/2024David J Yvars Group28,047$179K0.1%-10.8%0.010%
1/9/2024 Sage Capital Advisors llc55,964$357K0.1%-14.1%0.021%
12/1/2023B. Riley Wealth Advisors Inc.126,584$749K0.0%+17.2%0.047%
11/16/2023Integrated Advisors Network LLC788,360$4.67M0.3%-3.4%0.291%
11/16/2023Penserra Capital Management LLC1,110,167$6.57M0.1%-41.5%0.410%
11/15/2023WealthPlan Investment Management LLC10,605$63K0.0%N/A0.004%
11/15/2023Lido Advisors LLC156,035$924K0.0%+2.7%0.058%
11/15/2023Advisors Asset Management Inc.956,730$5.66M0.1%+0.5%0.353%
11/14/2023Samalin Investment Counsel LLC66,988$397K0.2%+5.2%0.025%
11/13/2023Mariner LLC129,246$765K0.0%-23.7%0.048%
11/13/2023LPL Financial LLC2,326,700$13.77M0.0%+7.7%0.859%
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11/13/2023Bison Wealth LLC12,962$77K0.0%+20.5%0.005%
11/13/2023Wolverine Asset Management LLC26,300$156K0.0%N/A0.010%
11/13/2023Kestra Advisory Services LLC65,541$388K0.0%-15.5%0.024%
11/9/2023Oliver Lagore Vanvalin Investment Group22,626$134K0.1%+18.6%0.008%
11/9/2023WealthPlan Investment Management LLC10,605$63K0.0%N/A0.004%
11/9/2023UBS Group AG461,658$2.73M0.0%+7.8%0.170%
11/8/2023HighTower Advisors LLC339,147$2.01M0.0%-1.1%0.125%
11/8/2023Sheaff Brock Investment Advisors LLC284,155$1.68M0.2%-21.5%0.105%
11/8/2023D.A. Davidson & CO.166,426$985K0.0%+7.1%0.061%
11/8/2023Janney Montgomery Scott LLC736,715$4.36M0.0%+3.8%0.272%
(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, 145 institutional investors and hedge funds held shares of Liberty All-Star Equity Fund. The most heavily invested institutionals were LPL Financial LLC ($13.77M), Bensler LLC ($8.93M), Royal Bank of Canada ($8.03M), Penserra Capital Management LLC ($6.57M), Janney Montgomery Scott LLC ($6.05M), Cornerstone Advisors LLC ($5.90M), and Osaic Holdings Inc. ($4.89M).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 125 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: Shaker Financial Services LLC ($1.28M), LPL Financial LLC ($1.24M), Cornerstone Advisors LLC ($825.50K), Integrated Advisors Network LLC ($627.22K), Avior Wealth Management LLC ($465.58K), Wolverine Asset Management LLC ($419.28K), and Penserra Capital Management LLC ($355.31K).

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

Institutional investors have bought a total of 11,613,741 shares in the last 24 months. This purchase volume represents approximately $72.79M in transactions.

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

Of the 72 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: Integrated Advisors Network LLC ($1.20M), Penserra Capital Management LLC ($812.42K), Yakira Capital Management Inc. ($664.89K), Cetera Advisor Networks LLC ($474.49K), Shaker Financial Services LLC ($444.15K), Advisors Asset Management Inc. ($434.87K), and Marks Group Wealth Management Inc ($269.95K).

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

Institutional investors have sold a total of 6,355,083 shares in the last 24 months. This volume of shares sold represents approximately $38.68M in transactions.

This page (NYSE:USA) was last updated on 7/19/2024 by Staff

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