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Liberty All-Star Equity Fund
USA

Overview Fund Activity

178 hedge funds and large institutions have $201M invested in Liberty All-Star Equity Fund in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 43 increasing their positions, 53 reducing their positions, and 17 closing their positions.

Holders
178
Holders Change
+7
Holders Change %
+4.09%
% of All Funds
2.61%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
24
Increased
43
Reduced
53
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$45.6M
2
LPL Financial
2
LPL Financial
California
$19.2M
3
AWM
3
Avior Wealth Management
Nebraska
$2.97M
4
SFS
4
Shaker Financial Services
Virginia
$4.23M
5
BFM
5
Boothbay Fund Management
New York
$1.6M

Top Sellers

1
IAN
1
Integrated Advisors Network
Texas
$109K
2
FAIM
2
Financial Advocates Investment Management
Washington
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$5.33M
4
AAM
4
Advisors Asset Management
Colorado
$5.11M
5
Wells Fargo
5
Wells Fargo
California
$94.3K
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$611K 95,771 +14,819 +18%
SIC
52
Samalin Investment Counsel
New York
$566K 88,636 +21,648 +32%
KAS
53
Kestra Advisory Services
Texas
$518K 80,992 +15,451 +24%
WAM
54
WealthTrust Asset Management
Florida
$474K 74,302 -20 -0%
EC
55
Elequin Capital
New York
$457K 71,706 -53,322 -43%
IFWM
56
Institute for Wealth Management
Colorado
$441K 69,086 -10,001 -13%
AAS
57
Avantax Advisory Services
Texas
$440K 68,964 -17,953 -21%
BPA
58
Beacon Pointe Advisors
California
$432K 67,647 +67,647 New
Creative Planning
59
Creative Planning
Kansas
$428K 67,120 +17,132 +34%
CA
60
Cornerstone Advisors
North Carolina
$404K 63,297 +63,297 New
CF
61
Centaurus Financial
California
$370K 57,986 -108,839 -65%
CA
62
CoreCap Advisors
Michigan
$363K 56,899 +5,525 +11%
SCA
63
Sage Capital Advisors
South Dakota
$357K 55,964 -9,177 -14%
AWM
64
AE Wealth Management
Kansas
$349K 53,749 -4,530 -8%
QPW
65
Quantum Private Wealth
Florida
$349K 54,715 – –
SA
66
Sunesis Advisors
Kansas
$338K 52,909 – –
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$326K 51,090 -29,739 -37%
EP
68
Eudaimonia Partners
Tennessee
$323K 50,627 -13,600 -21%
KIM
69
Karpus Investment Management
New York
$321K 50,300 +50,300 New
Truist Financial
70
Truist Financial
North Carolina
$290K 45,480 – –
MCA
71
MSH Capital Advisors
Arizona
$265K 41,500 -1,015 -2%
BFEC
72
Benjamin F. Edwards & Company
Missouri
$262K 41,135 – –
APA
73
Astoria Portfolio Advisors
New York
$244K 37,007 -4,020 -10%
QCIG
74
Quad-Cities Investment Group
Iowa
$232K 35,889 -1,631 -4%
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$227K 35,543 +13,070 +58%
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