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Liberty All-Star Equity Fund
USA

Overview Fund Activity

163 hedge funds and large institutions have $171M invested in Liberty All-Star Equity Fund in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 75 increasing their positions, 36 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
-5
Holders Change %
-2.98%
% of All Funds
2.76%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
75
Reduced
36
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$11.7M
2
IAN
Integrated Advisors Network
Texas
$5.97M
3
AAM
Advisors Asset Management
Colorado
$6.51M
4
Ameriprise
Ameriprise
Minnesota
$5.08M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$9.38M

Top Sellers

1
YCM
Yakira Capital Management
Connecticut
$6.13M
2
Cohen & Steers
Cohen & Steers
New York
$3.35M
3
RVPG
Relative Value Partners Group
$209K
4
BBA
BLB&B Advisors
Pennsylvania
$0
5
GC
Guggenheim Capital
Illinois
$2.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
76
Laidlaw Wealth Management
New York
$172K -$70.7K -11,288 -29%
KA
77
Kovack Advisors
Florida
$164K +$31K +4,927 +23%
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$161K +$4.43K +704 +3%
KWM
79
Kingsview Wealth Management
Oregon
$158K +$6.77K +1,079 +4%
IGWM
80
ICA Group Wealth Management
Colorado
$157K +$4.36K +642 +3%
FCMA
81
Foresight Capital Management Advisors
Michigan
$156K +$156K +24,837 New
PWA
82
Primoris Wealth Advisors
Florida
$155K +$186 +30 +0.1%
LNWWM
83
Laird Norton Wetherby Wealth Management
California
$140K +$70K +11,120 +100%
Mercer Global Advisors
84
Mercer Global Advisors
Colorado
$135K +$21.3K +3,385 +19%
AAS
85
Ameritas Advisory Services
Nebraska
$127K – – –
OBWG
86
Onyx Bridge Wealth Group
New York
$122K -$31.9K -4,808 -21%
CA
87
CSM Advisors
Pennsylvania
$122K +$3.7K +591 +3%
LIG
88
Lokken Investment Group
Delaware
$119K +$6 +1 +0%
SWM
89
Spire Wealth Management
Virginia
$114K -$170K -27,200 -60%
BCMLT
90
Beacon Capital Management LLC (Tennessee)
Tennessee
$112K – – –
SWM
91
Silverlake Wealth Management
Vermont
$109K +$590 +94 +0.5%
SWA
92
Sax Wealth Advisors
New Jersey
$105K – – –
HWM
93
HB Wealth Management
Georgia
$103K +$10.7K +1,708 +12%
HighTower Advisors
94
HighTower Advisors
Illinois
$102K +$10.5K +1,681 +12%
CSPIA
95
Cary Street Partners Investment Advisory
Virginia
$101K +$101K +16,125 New
AAS
96
Avantax Advisory Services
Texas
$100K +$30.8K +4,901 +45%
ACM
97
AlphaStar Capital Management
North Carolina
$98K – – –
WB
98
Webster Bank
Connecticut
$98K – – –
SWM
99
SeaCrest Wealth Management
New York
$97K – – –
GLLW
100
Graves Light Lenhart Wealth
Virginia
$94K – – –
2 3
4
5 6