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Liberty All-Star Equity Fund (USA) Institutional Ownership

Liberty All-Star Equity Fund logo
$5.82 -0.03 (-0.51%)
As of 10:34 AM 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)
126
Total
Institutional Inflows
(last 12 months)
$156.63M
Number of
Institutional Sellers
(last 12 months)
72
Total
Institutional Outflows
(last 12 months)
$35.13M
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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
6/3/2026 NewEdge Advisors LLC177,215$984K0.0%+1.9%0.059%
6/1/2026 Concorde Asset Management LLC14,850$82K0.0%-29.8%0.005%
5/19/2026 NewEdge Advisors LLC106,819$593K0.0%-38.6%0.035%
5/19/2026 Bank of America Corp DE283,631$1.57M0.0%-11.6%0.094%
5/19/2026 Ashton Thomas Securities LLC122,605$680K0.1%-7.4%0.041%
5/18/2026 Rivernorth Capital Management LLC5,196,239$28.84M1.5%-7.7%1.723%
5/18/2026 Royal Bank of Canada2,271,108$12.60M0.0%+15.0%0.753%
5/13/2026 Cetera Investment Advisers557,956$3.10M0.0%+13.4%0.185%
5/8/2026 PNC Financial Services Group Inc.437,776$2.43M0.0%+5.7%0.145%
5/7/2026 WealthTrust Asset Management LLC50,851$282K0.2%+34.7%0.017%
5/6/2026 Bartlett & CO. Wealth Management LLC174,236$1.03M0.0%+11.5%0.058%
5/6/2026 Allspring Global Investments Holdings LLC613,919$3.41M0.0%+52.3%0.204%
5/6/2026 Independent Financial Group LLC445,126$2.47M0.1%N/A0.148%
5/5/2026 D.A. Davidson & CO.205,380$1.14M0.0%+6.9%0.068%
5/5/2026 Flynn Zito Capital Management LLC157,158$872K0.3%+2.5%0.052%
5/4/2026 Calamos Advisors LLC58,123$323K0.0%N/A0.019%
5/2/2026 International Assets Investment Management LLC107,998$608K0.0%-13.1%0.036%
5/2/2026 Valmark Advisers Inc.42,497$236K0.0%N/A0.014%
5/1/2026 Fifth Third Bancorp7,965$44K0.0%N/A0.003%
4/30/2026 Kestra Advisory Services LLC319,795$1.78M0.0%-2.5%0.106%
4/29/2026 Westbourne Investment Advisors Inc.184,700$1.03M0.3%+14.6%0.061%
4/28/2026 Ascentis Independent Advisors209,044$1.16M0.1%+93.8%0.069%
4/28/2026 Astoria Portfolio Advisors LLC.27,254$158K0.0%-18.6%0.009%
4/27/2026 PFG Investments LLC10,036$56K0.0%-67.4%0.003%
4/27/2026 Canal Capital Management LLC10,900$60K0.0%N/A0.004%
4/27/2026 Private Advisor Group LLC379,903$2.11M0.0%+9.3%0.126%
4/25/2026 Patten Group Inc.63,774$354K0.1%-8.8%0.021%
4/23/2026 Three Magnolias Financial Advisors LLC12,500$69K0.0%+25.0%0.004%
4/22/2026 Absolute Investment Advisers LLC2,415,106$13.40M1.6%-10.5%0.801%
4/22/2026 Advocate Investing Services LLC148,369$823K0.7%+5.0%0.049%
4/22/2026 Onyx Bridge Wealth Group LLC30,949$172K0.0%+6.9%0.010%
4/21/2026 Wealth Effects LLC74,244$412K0.1%N/A0.025%
4/21/2026 Silver Oak Securities Incorporated31,707$176K0.0%+18.3%0.011%
4/20/2026 Kestra Private Wealth Services LLC180,994$1.01M0.0%+6.4%0.060%
4/20/2026 TrueMark Investments LLC125,376$696K0.1%+5.4%0.042%
4/17/2026 PMG Family Office LLC265,646$1.47M1.6%+9.6%0.088%
4/16/2026 Evolve Private Wealth LLC46,460$258K0.0%+75.7%0.015%
3/13/2026 World Investment Advisors14,570$92K0.0%+19.5%0.005%
3/3/2026 NWF Advisory Services Inc.42,131$265K0.0%-25.5%0.000%
2/25/2026 Sit Investment Associates Inc.222,272$1.40M0.0%N/A0.000%
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2/19/2026 Invesco Ltd.387,359$2.43M0.0%-20.7%0.000%
2/19/2026 Harbour Wealth Management Group Inc.16,035$101K0.1%N/A0.000%
2/18/2026 Ameriflex Group Inc.14,819$93K0.0%-43.7%0.000%
2/18/2026 NewEdge Advisors LLC173,934$1.09M0.0%-3.3%0.000%
2/18/2026 XTX Topco Ltd248,062$1.56M0.0%+645.8%0.000%
2/18/2026 Readystate Asset Management LP1,309,522$8.22M0.3%+45.8%0.000%
2/18/2026 Rivernorth Capital Management LLC5,632,499$35.37M1.7%+179.0%0.000%
2/18/2026 Millennium Management LLC111,046$697K0.0%+26.2%0.000%
2/18/2026 Man Group plc648,300$4.07M0.0%N/A0.000%
2/18/2026 IHT Wealth Management LLC58,588$368K0.0%+5.4%0.000%
2/18/2026 Ionic Capital Management LLC125,000$785K0.1%N/A0.000%
2/18/2026 Evolve Private Wealth LLC26,436$169K0.0%N/A0.000%
2/18/2026 Asset One Wealth Management LLC13,418$81K0.0%N/A0.000%
2/18/2026 Boothbay Fund Management LLC286,850$1.80M0.0%N/A0.000%
2/18/2026 1607 Capital Partners LLC1,353,935$8.50M0.6%+115.5%0.000%
2/17/2026 Guggenheim Capital LLC975,897$6.13M0.0%+11.4%0.000%
2/17/2026 Almitas Capital LLC804,614$5.05M1.1%N/A0.000%
2/17/2026 AQR Capital Management LLC40,899$257K0.0%+59.3%0.000%
2/17/2026 Cetera Investment Advisers491,954$3.09M0.0%+7.7%0.000%
2/17/2026 RPO LLC573,700$3.60M0.4%N/A0.000%
2/17/2026 Kovack Advisors Inc.50,788$319K0.0%N/A0.000%
2/17/2026 Osaic Holdings Inc.822,035$5.16M0.0%-6.8%0.000%
2/17/2026 Captrust Financial Advisors25,611$161K0.0%-8.6%0.000%
2/17/2026 &PARTNERS77,260$485K0.0%+233.8%0.000%
2/17/2026 Royal Bank of Canada1,974,501$12.40M0.0%-2.1%0.000%
2/16/2026 Mariner LLC132,859$834K0.0%-24.6%0.000%
2/16/2026 Landscape Capital Management L.L.C.172,503$1.08M0.1%+370.4%0.000%
2/13/2026 Kestra Advisory Services LLC327,921$2.06M0.0%-2.0%0.000%
2/13/2026 Stifel Financial Corp149,906$941K0.0%-8.2%0.000%
2/13/2026 Quarry LP1,067,605$6.71M1.2%N/A0.000%
2/13/2026 Integrated Wealth Concepts LLC375,613$2.36M0.0%-4.6%0.000%
2/13/2026 Wells Fargo & Company MN1,030,657$6.47M0.0%+25.1%0.000%
2/13/2026 Cohen & Steers Inc.605,000$3.80M0.0%+51.3%0.000%
2/12/2026 Advisors Asset Management Inc.86,088$541K0.0%-19.0%0.000%
2/12/2026 Advocate Investing Services LLC141,248$887K0.8%N/A0.000%
2/12/2026 Jane Street Group LLC469,522$2.95M0.0%+681.9%0.000%
2/12/2026 Triumph Capital Management63,298$398K0.1%-49.6%0.000%
2/12/2026 Commonwealth Equity Services LLC235,824$1.48M0.0%-3.3%0.000%
2/12/2026 StoneX Group Inc.83,141$533K0.0%+27.6%0.000%
2/12/2026 Mindset Wealth Management LLC232,399$1.46M0.4%-2.1%0.000%
2/12/2026 Steward Partners Investment Advisory LLC13,903$87K0.0%-68.2%0.000%
2/12/2026 Wedbush Securities Inc.143,063$898K0.0%+30.8%0.000%
2/12/2026 Principal Securities Inc.151,520$952K0.0%-30.2%0.000%
2/12/2026 Kovack Advisors Inc.50,788$319K0.0%N/A0.000%
2/11/2026 Janney Montgomery Scott LLC1,321,490$8.30M0.0%+0.4%0.000%
2/11/2026 LPL Financial LLC3,784,833$23.77M0.0%-18.6%0.000%
2/11/2026 J.W. Cole Advisors Inc.128,650$763K0.0%-13.0%0.000%
2/10/2026 Northwestern Mutual Wealth Management Co.43,790$275K0.0%+470.3%0.000%
2/9/2026 Blue Bell Private Wealth Management LLC26,800$168K0.0%N/A0.000%
2/9/2026 Fisher Asset Management LLC23,828$150K0.0%N/A0.000%
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2/9/2026 Prospera Financial Services Inc61,614$387K0.0%+141.9%0.000%
2/6/2026Global Retirement Partners LLC5,871$37K0.0%N/A0.000%
2/6/2026 Quantum Private Wealth LLC16,715$105K0.0%-37.4%0.000%
2/6/2026 PNC Financial Services Group Inc.414,150$2.60M0.0%+8.3%0.000%
2/6/2026 Flynn Zito Capital Management LLC153,310$963K0.3%-21.9%0.000%
2/6/2026 HighTower Advisors LLC377,416$2.37M0.0%-1.9%0.000%
2/5/2026 Stephens Inc. AR15,167$95K0.0%-45.3%0.000%
2/5/2026 AlphaCore Capital LLC15,545$100K0.0%-24.3%0.000%
2/5/2026 Allworth Financial LP78,252$491K0.0%-4.2%0.000%
2/4/2026 Ameritas Advisory Services LLC24,975$157K0.0%+311.4%0.000%


USA Institutional Ownership - Frequently Asked Questions

During the previous two years, 211 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 188 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), Shaker Financial Services LLC ($1.74M), Polar Asset Management Partners Inc. ($1.50M), 1607 Capital Partners LLC ($1.35M), and Raymond James & Associates ($1.11M).

Institutional investors have bought a total of 24,807,384 shares in the last 24 months. This purchase volume represents approximately $156.63M in transactions.

Of the 72 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), Steward Partners Investment Advisory LLC ($230.93K), Shaker Financial Services LLC ($221.54K), and Advisors Asset Management Inc. ($197.33K).

Institutional investors have sold a total of 5,603,923 shares in the last 24 months. This volume of shares sold represents approximately $35.13M in transactions.


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This page (NYSE:USA) was last updated on 6/3/2026 by MarketBeat.com Staff.
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