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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.

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

Top Sellers

1
CAN
1
Cetera Advisor Networks
California
$1.42M
2
SFS
2
Shaker Financial Services
Virginia
$0
3
Wells Fargo
3
Wells Fargo
California
$9.26M
4
Invesco
4
Invesco
Georgia
$359K
5
CF
5
Centaurus Financial
California
$1.73M
Name Market Value Shares Shares
Change 		Shares
Change %
APA
51
Astoria Portfolio Advisors
New York
$438K 65,881 -5,331 -7%
EP
52
Eudaimonia Partners
Tennessee
$414K 63,967 +339 +0.5%
SIC
53
Samalin Investment Counsel
New York
$412K 63,669 +11,094 +21%
EC
54
Elequin Capital
New York
$404K 62,413 +51,813 +489%
SCA
55
Sage Capital Advisors
South Dakota
$399K 61,708 +797 +1%
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$396K 61,212 +61,212 New
Invesco
57
Invesco
Georgia
$359K 55,470 -86,728 -61%
QPW
58
Quantum Private Wealth
Florida
$354K 54,715 -20,000 -27%
CA
59
CoreCap Advisors
Michigan
$332K 51,326 +51,326 New
DI
60
DFPG Investments
Utah
$330K 47,193 +4,450 +10%
AWM
61
AE Wealth Management
Kansas
$322K 49,807 -651 -1%
Truist Financial
62
Truist Financial
North Carolina
$310K 47,944 +507 +1%
MCA
63
MSH Capital Advisors
Arizona
$282K 43,515 – –
BFEC
64
Benjamin F. Edwards & Company
Missouri
$274K 42,383 -2,096 -5%
Creative Planning
65
Creative Planning
Kansas
$270K 41,694 +1,818 +5%
QCIG
66
Quad-Cities Investment Group
Iowa
$237K 36,583 +373 +1%
AWG
67
Altus Wealth Group
Colorado
$228K 35,255 – –
RJT
68
Raymond James Trust
Florida
$225K 34,767 – –
LWM
69
Laidlaw Wealth Management
New York
$220K 34,060 +16,207 +91%
DJYG
70
David J. Yvars Group
Florida
$198K 30,660 – –
EM
71
ELCO Management
New York
$198K 30,600 – –
SDAM
72
Shulman DeMeo Asset Management
New York
$182K 28,144 – –
SI
73
Stephens Inc
Arkansas
$177K 27,432 +589 +2%
PFS
74
Prospera Financial Services
Texas
$174K 26,922 +235 +0.9%
AWM
75
Apollon Wealth Management
South Carolina
$166K 25,629 +1,926 +8%
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