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Liberty All-Star Equity Fund
USA

Overview Fund Activity

188 hedge funds and large institutions have $204M invested in Liberty All-Star Equity Fund in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 46 increasing their positions, 38 reducing their positions, and 18 closing their positions.

Holders
188
Holders Change
+14
Holders Change %
+8.05%
% of All Funds
2.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
37
Increased
46
Reduced
38
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$17.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$22.4M
3
UBS Group
3
UBS Group
Switzerland
$4.38M
4
LPL Financial
4
LPL Financial
California
$25.4M
5
GSEP
5
Golden State Equity Partners
California
$766K

Top Sellers

1
CA
1
Cornerstone Advisors
North Carolina
$87.6K
2
IAIM
2
International Assets Investment Management
Florida
$146K
3
SFS
3
Shaker Financial Services
Virginia
$2.87M
4
Millennium Management
4
Millennium Management
New York
$0
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$1.37M 196,905 +15,262 +8%
KAS
27
Kestra Advisory Services
Texas
$1.33M 191,524 +77,700 +68%
Lido Advisors
28
Lido Advisors
California
$1.24M 173,280 – –
FZCM
29
Flynn Zito Capital Management
New York
$1.16M 167,593 +39,967 +31%
BCWM
30
Bartlett & Co Wealth Management
Ohio
$1.16M 163,236 – –
DADC
31
D.A. Davidson & Co
Montana
$1.13M 162,495 +2,000 +1%
Mariner
32
Mariner
Kansas
$1.12M 161,157 +12,975 +9%
ATS
33
Ashton Thomas Securities
New York
$1.11M 160,268 +4,000 +3%
LOPW
34
Live Oak Private Wealth
North Carolina
$1.1M 158,585 – –
PG
35
Patten Group
Tennessee
$1.04M 150,227 +8,646 +6%
KPWS
36
Kestra Private Wealth Services
Texas
$1.04M 150,120 -3,024 -2%
RCM
37
RB Capital Management
Nevada
$967K 139,089 -4,532 -3%
Stifel Financial
38
Stifel Financial
Missouri
$960K 138,065 +19,652 +17%
NA
39
NewEdge Advisors
Louisiana
$944K 135,875 -21,293 -14%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$928K 133,554 +940 +0.7%
GSEP
41
Golden State Equity Partners
California
$766K 110,174 +110,174 New
WS
42
Wedbush Securities
California
$762K 109,619 -59,752 -35%
CCFM
43
Clear Creek Financial Management
Washington
$729K 104,857 -1,950 -2%
WAM
44
WealthTrust Asset Management
Florida
$716K 103,012 +3,680 +4%
SWM
45
Stockman Wealth Management
Montana
$692K 99,563 – –
SIC
46
Samalin Investment Counsel
New York
$676K 97,324 +41 +0%
AWS
47
Atria Wealth Solutions
New York
$658K 92,608 -17,123 -16%
TCM
48
Triumph Capital Management
Colorado
$632K 90,972 +119 +0.1%
HWMO
49
Heritage Wealth Management (Ohio)
Ohio
$582K 83,793 -668 -0.8%
SG
50
StoneX Group
New York
$578K 82,918 +72,576 +702%
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