HighTower Advisors
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HighTower Advisors’s Liberty All-Star Equity Fund USA Stock Holding History

HighTower Advisors’s Portfolio USA Stock Details USA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.25M Sell
216,211
-54,245
-20% -$320K ﹤0.01% 2115
2026
Q2 		$1.57M Sell
270,456
-102,751
-28% -$593K ﹤0.01% 1928
2026
Q1 		$2.07M Sell
373,207
-4,209
-1% -$25.2K ﹤0.01% 1692
2025
Q4 		$2.37M Sell
377,416
-7,450
-2% -$46.4K ﹤0.01% 1583
2025
Q3 		$2.44M Buy
384,866
+3,855
+1% +$25.5K ﹤0.01% 1525
2025
Q2 		$2.59M Buy
381,011
+24,805
+7% +$161K ﹤0.01% 1424
2025
Q1 		$2.33M Buy
356,206
+24,573
+7% +$170K ﹤0.01% 1449
2024
Q4 		$2.3M Sell
331,633
-7,701
-2% -$55.3K ﹤0.01% 1434
2024
Q3 		$2.41M Sell
339,334
-14,386
-4% -$98.6K ﹤0.01% 1404
2024
Q2 		$2.41M Buy
353,720
+6,106
+2% +$41.5K ﹤0.01% 1348
2024
Q1 		$2.49M Buy
347,614
+6,161
+2% +$41.2K ﹤0.01% 1322
2023
Q4 		$2.18M Buy
341,453
+2,306
+0.7% +$14K ﹤0.01% 1390
2023
Q3 		$2.01M Sell
339,147
-3,602
-1% -$22.9K ﹤0.01% 1378
2023
Q2 		$2.22M Buy
342,749
+285,964
+504% +$1.75M ﹤0.01% 1295
2023
Q1 		$353K Buy
56,785
+577
+1% +$3.54K ﹤0.01% 2340
2022
Q4 		$321K Buy
56,208
+39,863
+244% +$238K ﹤0.01% 2419
2022
Q3 		$91K Buy
16,345
+85
+0.5% +$549 ﹤0.01% 2783
2022
Q2 		$102K Buy
16,260
+1,681
+12% +$11.7K ﹤0.01% 2784
2022
Q1 		$119K Buy
+14,579
New +$112K ﹤0.01% 2961
2020
Q1 		– Sell
-10,273
Closed -$69K – 2512
2019
Q4 		$69K Hold
10,273
– – ﹤0.01% 2103
2019
Q3 		$66K Buy
10,273
+62
+0.6% +$392 ﹤0.01% 2204
2019
Q2 		$65K Sell
10,211
-5,131
-33% -$32K ﹤0.01% 2195
2019
Q1 		$93K Buy
15,342
+109
+0.7% +$644 ﹤0.01% 2077
2018
Q4 		$82K Buy
15,233
+2,000
+15% +$11.9K ﹤0.01% 1984
2018
Q3 		$90K Buy
+13,233
New +$88K ﹤0.01% 2070

Other funds holding USA

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Absolute Investment Advisers
Absolute Investment Advisers Rosemary Beach, Florida $1.09B AUM 1.92% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
City of London Investment Management
City of London Investment Management London, United Kingdom $1.47B AUM 36.54% 1-Year Est. Return
Quantedge Capital
Quantedge Capital Singapore $921M AUM 33.11% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Blue Bell Private Wealth Management
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

HighTower Advisors's USA Position: Q3 2026 in Review

HighTower Advisors reduced its Liberty All-Star Equity Fund (USA) stake by 20% in Q3 2026, selling an estimated $320K and leaving 216,211 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #2115.

HighTower Advisors first reported a position in USA in Q3 2018 and has held it in 25 quarters since. The position peaked at $2.59M in Q2 2025. 145 funds tracked by Wall St. Rank hold USA as of Q3 2026.

  • HighTower Advisors held 216,211 shares of Liberty All-Star Equity Fund worth $1.25M as of Q3 2026.
  • HighTower Advisors sold 54,245 Liberty All-Star Equity Fund shares in Q3 2026, an estimated $320K.
  • Liberty All-Star Equity Fund made up ﹤0.01% of HighTower Advisors's portfolio in Q3 2026, its #2115 holding.
  • HighTower Advisors first reported a position in Liberty All-Star Equity Fund in Q3 2018 and has held it in 25 quarters since.
  • HighTower Advisors's Liberty All-Star Equity Fund position peaked at $2.59M in Q2 2025.
  • 145 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q3 2026.

Based on HighTower Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.