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Liberty All-Star Equity Fund

174 hedge funds and large institutions have $201M invested in Liberty All-Star Equity Fund in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 79 increasing their positions, 33 reducing their positions, and 20 closing their positions.

Holders
174
Holders Change
-6
Holders Change %
-3.33%
% of All Funds
2.52%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
79
Reduced
33
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CA
26
Cornerstone Advisors
North Carolina
$1.62M 227,844 -87,138 -28%
SPIA
27
Steward Partners Investment Advisory
New York
$1.29M 181,643 +8,863 +5%
Lido Advisors
28
Lido Advisors
California
$1.23M 173,280 +2,689 +2%
Wells Fargo
29
Wells Fargo
California
$1.23M 172,784 +19,050 +12%
WS
30
Wedbush Securities
California
$1.2M 169,371 +1,227 +0.7%
BCWM
31
Bartlett & Co Wealth Management
Ohio
$1.16M 163,236 -322 -0.2%
DADC
32
D.A. Davidson & Co
Montana
$1.14M 160,495 +1,565 +1%
LOPW
33
Live Oak Private Wealth
North Carolina
$1.13M 158,585
NA
34
NewEdge Advisors
Louisiana
$1.12M 157,168 +371 +0.2%
ATS
35
Ashton Thomas Securities
New York
$1.11M 156,268 +14,982 +11%
KPWS
36
Kestra Private Wealth Services
Texas
$1.09M 153,144 -18,333 -11%
Mariner
37
Mariner
Kansas
$1.05M 148,182 +17,399 +13%
RCM
38
RB Capital Management
Nevada
$1.02M 143,621 +4,046 +3%
PG
39
Patten Group
Tennessee
$1.01M 141,581 +24,754 +21%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$942K 132,614 +4,792 +4%
FZCM
41
Flynn Zito Capital Management
New York
$906K 127,626 +33,308 +35%
Stifel Financial
42
Stifel Financial
Missouri
$841K 118,413 +22,727 +24%
KAS
43
Kestra Advisory Services
Texas
$808K 113,824 -20,772 -15%
AWS
44
Atria Wealth Solutions
New York
$779K 109,731 -13,174 -11%
CCFM
45
Clear Creek Financial Management
Washington
$758K 106,807 -13,405 -11%
SWM
46
Stockman Wealth Management
Montana
$707K 99,563
WAM
47
WealthTrust Asset Management
Florida
$705K 99,332 +11,574 +13%
SIC
48
Samalin Investment Counsel
New York
$691K 97,283 +7,470 +8%
TCM
49
Triumph Capital Management
Colorado
$645K 90,853 +90,853 New
HWMO
50
Heritage Wealth Management (Ohio)
Ohio
$600K 84,461