USA icon

Liberty All-Star Equity Fund
USA

Overview Fund Activity

178 hedge funds and large institutions have $199M invested in Liberty All-Star Equity Fund in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 83 increasing their positions, 22 reducing their positions, and 28 closing their positions.

Holders
178
Holders Change
–
Holders Change %
0%
% of All Funds
2.58%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
31
Increased
83
Reduced
22
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisors
North Carolina
$5.9M
2
PCM
2
Penserra Capital Management
California
$13.1M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$1.81M
4
LPL Financial
4
LPL Financial
California
$22.8M
5
B
5
Bensler
Washington
$11.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$22.5M
2
SFS
2
Shaker Financial Services
Virginia
$0
3
AWM
3
Avior Wealth Management
Nebraska
$741K
4
BFM
4
Boothbay Fund Management
New York
$0
5
AAM
5
Advisors Asset Management
Colorado
$4.35M
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
26
Invesco
Georgia
$1.25M 174,130 +59,130 +51%
KPWS
27
Kestra Private Wealth Services
Texas
$1.21M 169,364 +3,546 +2%
WS
28
Wedbush Securities
California
$1.19M 166,793 +6,139 +4%
Lido Advisors
29
Lido Advisors
California
$1.17M 163,879 +7,844 +5%
Qube Research & Technologies (QRT)
30
Qube Research & Technologies (QRT)
United Kingdom
$1.17M 163,757 – –
SPIA
31
Steward Partners Investment Advisory
New York
$1.15M 161,002 -631 -0.4%
DADC
32
D.A. Davidson & Co
Montana
$1.14M 158,864 +613 +0.4%
LOPW
33
Live Oak Private Wealth
North Carolina
$1.13M 158,585 – –
BCWM
34
Bartlett & Co Wealth Management
Ohio
$1.11M 155,558 +20,000 +15%
NA
35
NewEdge Advisors
Louisiana
$1.01M 141,787 +3,100 +2%
RCM
36
RB Capital Management
Nevada
$1M 140,010 +14,587 +12%
Mariner
37
Mariner
Kansas
$969K 135,533 +3,834 +3%
Wells Fargo
38
Wells Fargo
California
$942K 131,721 +116,934 +791%
AWS
39
Atria Wealth Solutions
New York
$939K 131,298 -5,422 -4%
KAS
40
Kestra Advisory Services
Texas
$935K 130,727 +49,735 +61%
CCFM
41
Clear Creek Financial Management
Washington
$883K 123,487 – –
FSI
42
Flow State Investments
Illinois
$854K 119,431 +7,171 +6%
BRWA
43
B. Riley Wealth Advisors
Florida
$749K 126,584 +159 +0.1%
AWM
44
Avior Wealth Management
Nebraska
$741K 103,577 -362,000 -78%
SWM
45
Stockman Wealth Management
Montana
$712K 99,563 – –
SIC
46
Samalin Investment Counsel
New York
$641K 89,646 +1,010 +1%
KIM
47
Karpus Investment Management
New York
$630K 88,070 +37,770 +75%
ASFA
48
All Season Financial Advisors
Colorado
$625K 87,462 +87,462 New
Stifel Financial
49
Stifel Financial
Missouri
$615K 85,979 -9,792 -10%
WAM
50
WealthTrust Asset Management
Florida
$570K 79,767 +5,465 +7%
1
2
3 4 5