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Liberty All-Star Equity Fund
USA

Overview Fund Activity

171 hedge funds and large institutions have $157M invested in Liberty All-Star Equity Fund in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 75 increasing their positions, 36 reducing their positions, and 10 closing their positions.

Holders
171
Holders Change
+8
Holders Change %
+4.91%
% of All Funds
2.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
75
Reduced
36
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$2.84M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$6.41M
3
SFS
3
Shaker Financial Services
Virginia
$1.57M
4
LPL Financial
4
LPL Financial
California
$13.8M
5
GC
5
Guggenheim Capital
Illinois
$4.78M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$784K
2
PCM
2
Penserra Capital Management
California
$6.57M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$0
4
CF
4
Centaurus Financial
California
$988K
5
SBIA
5
Sheaff Brock Investment Advisors
Indiana
$1.68M
Name Market Value Shares Shares
Change 		Shares
Change %
IFWM
51
Institute for Wealth Management
Colorado
$468K 79,087 -1,123 -1%
WAM
52
WealthTrust Asset Management
Florida
$440K 74,322 +841 +1%
SIC
53
Samalin Investment Counsel
New York
$397K 66,988 +3,319 +5%
KAS
54
Kestra Advisory Services
Texas
$388K 65,541 -11,995 -15%
SCA
55
Sage Capital Advisors
South Dakota
$386K 65,141 +3,433 +6%
EP
56
Eudaimonia Partners
Tennessee
$380K 64,227 +260 +0.4%
AWM
57
AE Wealth Management
Kansas
$345K 58,279 +8,472 +17%
Invesco
58
Invesco
Georgia
$326K 55,071 -399 -0.7%
QPW
59
Quantum Private Wealth
Florida
$324K 54,715 – –
SA
60
Sunesis Advisors
Kansas
$313K 52,909 +52,909 New
Millennium Management
61
Millennium Management
New York
$313K 52,850 +52,850 New
CA
62
CoreCap Advisors
Michigan
$304K 51,374 +48 +0.1%
Creative Planning
63
Creative Planning
Kansas
$296K 49,988 +8,294 +20%
DI
64
DFPG Investments
Utah
$288K 47,921 +728 +2%
Truist Financial
65
Truist Financial
North Carolina
$269K 45,480 -2,464 -5%
MCA
66
MSH Capital Advisors
Arizona
$252K 42,515 -1,000 -2%
BFEC
67
Benjamin F. Edwards & Company
Missouri
$244K 41,135 -1,248 -3%
APA
68
Astoria Portfolio Advisors
New York
$234K 41,027 -24,854 -38%
QCIG
69
Quad-Cities Investment Group
Iowa
$222K 37,520 +937 +3%
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$209K 35,263 +11,668 +49%
AWG
71
Altus Wealth Group
Colorado
$209K 35,255 – –
TSS
72
Two Sigma Securities
New York
$209K 35,222 +35,222 New
RJT
73
Raymond James Trust
Florida
$200K 33,767 -1,000 -3%
DJYG
74
David J. Yvars Group
Florida
$186K 31,447 +787 +3%
EM
75
ELCO Management
New York
$178K 30,084 -516 -2%
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