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Liberty All-Star Equity Fund
USA

Overview Fund Activity

180 hedge funds and large institutions have $193M invested in Liberty All-Star Equity Fund in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 71 increasing their positions, 38 reducing their positions, and 21 closing their positions.

Holders
180
Holders Change
+2
Holders Change %
+1.12%
% of All Funds
2.62%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
30
Increased
71
Reduced
38
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$5.11M
2
LPL Financial
2
LPL Financial
California
$22.9M
3
ATS
3
Ashton Thomas Securities
New York
$985K
4
Ameriprise
4
Ameriprise
Minnesota
$9.5M
5
AAS
5
Avantax Advisory Services
Texas
$1.18M

Top Sellers

1
CA
1
Cornerstone Advisors
North Carolina
$2.14M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$5.11M
4
Morgan Stanley
4
Morgan Stanley
New York
$20.4M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
26
Invesco
Georgia
$1.75M 257,207 +83,077 +48%
AAS
27
Avantax Advisory Services
Texas
$1.18M 173,729 +140,987 +431%
SPIA
28
Steward Partners Investment Advisory
New York
$1.17M 172,780 +11,778 +7%
KPWS
29
Kestra Private Wealth Services
Texas
$1.17M 171,477 +2,113 +1%
Lido Advisors
30
Lido Advisors
California
$1.16M 170,591 +6,712 +4%
WS
31
Wedbush Securities
California
$1.14M 168,144 +1,351 +0.8%
BCWM
32
Bartlett & Co Wealth Management
Ohio
$1.11M 163,558 +8,000 +5%
DADC
33
D.A. Davidson & Co
Montana
$1.08M 158,930 +66 +0%
LOPW
34
Live Oak Private Wealth
North Carolina
$1.08M 158,585 – –
NA
35
NewEdge Advisors
Louisiana
$1.07M 156,797 +15,010 +11%
Wells Fargo
36
Wells Fargo
California
$1.05M 153,734 +22,013 +17%
ATS
37
Ashton Thomas Securities
New York
$985K 141,286 +141,286 New
RCM
38
RB Capital Management
Nevada
$949K 139,575 -435 -0.3%
Mariner
39
Mariner
Kansas
$889K 130,783 -4,750 -4%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$869K 127,822 +127,822 New
AWS
41
Atria Wealth Solutions
New York
$836K 122,905 -8,393 -6%
CCFM
42
Clear Creek Financial Management
Washington
$817K 120,212 -3,275 -3%
GSEP
43
Golden State Equity Partners
California
$799K 117,566 +117,566 New
PG
44
Patten Group
Tennessee
$794K 116,827 +116,827 New
BRWA
45
B. Riley Wealth Advisors
Florida
$735K 108,123 -18,461 -15%
KAS
46
Kestra Advisory Services
Texas
$719K 134,596 +3,869 +3%
SWM
47
Stockman Wealth Management
Montana
$677K 99,563 – –
Stifel Financial
48
Stifel Financial
Missouri
$651K 95,686 +9,707 +11%
FZCM
49
Flynn Zito Capital Management
New York
$641K 94,318 +34,309 +57%
SIC
50
Samalin Investment Counsel
New York
$611K 89,813 +167 +0.2%
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