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Liberty All-Star Equity Fund (USA) Institutional Ownership

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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)
74
Total
Institutional Inflows
(last 12 months)
$37.53M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$18.28M
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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
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%
5/14/2024 Karpus Management Inc.88,070$630K0.0%+75.1%0.033%
5/14/2024 InterOcean Capital Group LLC11,745$84K0.0%N/A0.004%
5/14/2024 RB Capital Management LLC140,010$1.00M0.3%+11.6%0.052%
5/10/2024 Cornerstone Advisors LLC825,501$5.90M0.2%+1,204.2%0.305%
5/8/2024 Avantax Advisory Services Inc.32,742$234K0.0%-52.5%0.012%
5/7/2024 Concurrent Investment Advisors LLC48,179$344K0.0%+54.5%0.018%
5/3/2024 WealthTrust Asset Management LLC79,767$570K0.4%+7.4%0.029%
5/1/2024 Janney Montgomery Scott LLC846,492$6.05M0.0%+16.9%0.313%
5/1/2024 Flynn Zito Capital Management LLC60,009$429K0.2%N/A0.022%
4/30/2024 Private Advisor Group LLC281,498$2.01M0.0%+1.5%0.104%
4/30/2024 J.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%
4/26/2024 LifePro Asset Management43,850$314K0.2%N/A0.016%
4/25/2024 Eudaimonia Partners LLC53,237$381K0.1%+5.2%0.020%
4/25/2024 Cambridge Investment Research Advisors Inc.634,920$4.54M0.0%+2.4%0.234%
4/23/2024 Raymond James Financial Services Advisors Inc.568,252$4.06M0.0%+3.4%0.210%
4/22/2024 Strategic Financial Concepts LLC10,326$74K0.0%N/A0.004%
4/22/2024 PFG Investments LLC19,491$139K0.0%N/A0.007%
4/16/2024 Astoria Portfolio Advisors LLC.31,703$217K0.1%-14.3%0.012%
4/16/2024 Wealth Enhancement Advisory Services LLC592,157$4.23M0.0%+8.9%0.219%
4/15/2024 Wealthcare Advisory Partners LLC17,966$128K0.0%N/A0.007%
4/15/2024 Whitcomb & Hess Inc.57,501$411K0.1%N/A0.021%
4/12/2024 Annex Advisory Services LLC19,022$136K0.0%N/A0.007%
4/12/2024 High 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%
2/26/2024 Integrated Advisors Network LLC17,055$109K0.0%-97.8%0.006%
2/15/2024 Flow State Investments L.P.112,260$716K0.2%N/A0.041%
2/14/2024Waterloo Capital L.P.19,735$126K0.0%N/A0.007%
2/13/2024 Karpus Management Inc.50,300$321K0.0%N/A0.019%
2/13/2024Tower Research Capital LLC TRC 4,130$26K0.0%+93.5%0.002%
2/12/2024 Weiss 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%
2/9/2024 Cambridge Investment Research Advisors Inc.619,742$3.95M0.0%-7.3%0.229%
2/9/2024 D.A. Davidson & CO.158,251$1.01M0.0%-4.9%0.058%
2/9/2024 Cornerstone Advisors LLC63,297$404K0.0%N/A0.023%
2/8/2024Sheaff Brock Investment Advisors LLC275,155$1.76M0.1%-3.2%0.102%
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2/8/2024 Meridian Wealth Management LLC10,851$69K0.0%-50.0%0.004%
2/8/2024Beacon Pointe Advisors LLC67,647$432K0.0%N/A0.025%
2/8/2024 Eudaimonia Partners LLC50,627$323K0.1%-21.2%0.019%
2/8/2024 Janney Montgomery Scott LLC724,287$4.62M0.0%-1.7%0.267%
2/7/2024 Avantax 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%
2/7/2024 Shaker Financial Services LLC659,722$4.23M1.7%+149.1%0.244%
2/7/2024 Principal Securities Inc.4,233$27K0.0%N/A0.002%
2/6/2024 Private Advisor Group LLC277,402$1.77M0.0%+1.8%0.102%
2/6/2024 RB Capital Management LLC125,423$800K0.2%-2.4%0.046%
2/5/2024 Kestra Private Wealth Services LLC165,818$1.06M0.0%+2.9%0.061%
2/2/2024 Atria Wealth Solutions Inc.136,720$883K0.0%+7.5%0.050%
2/1/2024 Wolverine Asset Management LLC195,071$1.25M0.0%+641.7%0.072%
1/31/2024 Institute for Wealth Management LLC.69,086$441K0.1%-12.6%0.026%
1/30/2024 Avior Wealth Management LLC465,577$2.97M0.2%N/A0.172%
1/24/2024 Stratos Wealth Partners LTD.30,837$197K0.0%+6.0%0.011%
1/24/2024 International Assets Investment Management LLC120,189$767K0.0%+538.0%0.044%
1/24/2024 Clear Creek Financial Management LLC123,487$788K0.1%-1.6%0.046%
1/23/2024 TIAA Trust National Association10,279$66K0.0%N/A0.004%
1/22/2024 Silverlake Wealth Management LLC11,075$71K0.0%-20.4%0.004%
1/22/2024 Bensler LLC1,399,707$8.93M1.5%+7.9%0.517%
1/19/2024 Fifth Third Bancorp7,207$46K0.0%-46.1%0.003%
1/16/2024 Raymond James Financial Services Advisors Inc.549,471$3.51M0.0%+18.3%0.203%
1/16/2024 Raymond James & Associates460,116$2.94M0.0%+3.7%0.170%
1/16/2024CoreCap Advisors LLC56,899$363K0.0%+10.8%0.021%
1/12/2024 Advisor Resource Council23,754$152K0.0%N/A0.009%
1/11/2024 Shulman DeMeo Asset Management LLC15,793$101K0.0%-39.3%0.006%
1/11/2024 Raymond James Trust N.A.30,695$196K0.0%-9.1%0.011%
1/10/2024 Quad Cities Investment Group LLC35,889$232K0.1%-4.3%0.013%
1/10/2024 David 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%
11/16/2023 Integrated 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%
11/14/2023 Samalin Investment Counsel LLC66,988$397K0.2%+5.2%0.025%
11/13/2023Mariner LLC129,246$765K0.0%-23.7%0.048%
11/13/2023 LPL Financial LLC2,326,700$13.77M0.0%+7.7%0.859%
11/13/2023 Bison Wealth LLC12,962$77K0.0%+20.5%0.005%
11/13/2023 Wolverine 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%
11/9/2023 UBS Group AG461,658$2.73M0.0%+7.8%0.170%
11/8/2023 HighTower 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%
11/8/2023 D.A. Davidson & CO.166,426$985K0.0%+7.1%0.061%
11/8/2023 Janney Montgomery Scott LLC736,715$4.36M0.0%+3.8%0.272%
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11/8/2023 Atria Wealth Solutions Inc.127,232$753K0.0%+10.5%0.047%
11/8/2023 Avantax Advisory Services Inc.86,917$515K0.0%-14.6%0.032%
11/8/2023 Kestra Private Wealth Services LLC161,193$954K0.0%+6.1%0.060%
11/7/2023 Merit Financial Group LLC10,884$64K0.0%N/A0.004%
11/4/2023 NBC Securities Inc.18,873$111K0.0%N/A0.007%
11/3/2023 Private Advisor Group LLC272,582$1.61M0.0%-2.6%0.101%
11/2/2023 Ingalls & Snyder LLC18,400$109K0.0%N/A0.007%
11/2/2023 Shaker Financial Services LLC264,813$1.57M0.7%N/A0.098%
10/31/2023 Stockman Wealth Management Inc.99,563$589K0.1%-8.2%0.037%
10/27/2023 Financial Advocates Investment Management486,577$2.88M0.2%+1.8%0.180%
(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), Cohen & Steers Inc. ($534.40K), Avior Wealth Management LLC ($465.58K), and Wolverine Asset Management LLC ($419.28K).

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

Institutional investors have bought a total of 11,853,204 shares in the last 24 months. This purchase volume represents approximately $75.12M 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 6,345,811 shares in the last 24 months. This volume of shares sold represents approximately $38.62M in transactions.


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This page (NYSE:USA) was last updated on 5/15/2024 by MarketBeat.com Staff

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