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Liberty All-Star Equity Fund
USA

Overview Fund Activity

163 hedge funds and large institutions have $174M invested in Liberty All-Star Equity Fund in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 75 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+3
Holders Change %
+1.88%
% of All Funds
2.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
75
Reduced
27
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$14M
2
HighTower Advisors
HighTower Advisors
Illinois
$2.22M
3
AAM
Advisors Asset Management
Colorado
$6.16M
4
BC
Bartlett & Co
Ohio
$1.01M
5
BCWM
Bartlett & Co Wealth Management
Ohio
$1.01M

Top Sellers

1
CAN
Cetera Advisor Networks
California
$1.42M
2
SFS
Shaker Financial Services
Virginia
$0
3
Wells Fargo
Wells Fargo
California
$9.26M
4
Invesco
Invesco
Georgia
$359K
5
CF
Centaurus Financial
California
$1.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
26
Cetera Advisor Networks
California
$1.42M -$3.07M -474,492 -68%
Mariner
27
Mariner
Kansas
$1.1M +$395K +61,065 +56%
WS
28
Wedbush Securities
California
$1.1M +$201K +30,998 +22%
LOPW
29
Live Oak Private Wealth
North Carolina
$1.03M – – –
BC
30
Bartlett & Co
Ohio
$1.01M +$1.01M +156,000 +27,957%
BCWM
31
Bartlett & Co Wealth Management
Ohio
$1.01M +$1.01M +156,000 +27,957%
DADC
32
D.A. Davidson & Co
Montana
$1.01M +$343 +53 +0%
Lido Advisors
33
Lido Advisors
California
$983K +$22.6K +3,488 +2%
KPWS
34
Kestra Private Wealth Services
Texas
$983K +$27.9K +4,308 +3%
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$935K – – –
RCM
36
RB Capital Management
Nevada
$828K -$18.6K -2,877 -2%
CCFM
37
Clear Creek Financial Management
Washington
$812K -$22.5K -3,484 -3%
1832 Asset Management
38
1832 Asset Management
Ontario, Canada
$803K -$44.8K -6,927 -5%
GSEP
39
Golden State Equity Partners
California
$764K +$764K +118,095 New
AWS
40
Atria Wealth Solutions
New York
$745K -$72K -11,128 -9%
SWM
41
Stockman Wealth Management
Montana
$702K – – –
BRWA
42
B. Riley Wealth Advisors
Florida
$699K -$964 -149 -0.1%
NA
43
NewEdge Advisors
Louisiana
$695K +$7.09K +1,095 +1%
AAS
44
Avantax Advisory Services
Texas
$659K +$18.2K +2,806 +3%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$542K +$542K +83,773 New
SPIA
46
Steward Partners Investment Advisory
New York
$526K +$259K +40,050 +97%
IFWM
47
Institute for Wealth Management
Colorado
$519K +$3.29K +509 +0.6%
KAS
48
Kestra Advisory Services
Texas
$502K +$185K +28,604 +58%
WAM
49
WealthTrust Asset Management
Florida
$475K +$3.08K +476 +0.7%
Stifel Financial
50
Stifel Financial
Missouri
$474K +$114K +17,668 +32%
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