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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.

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

Top Sellers

1
Wells Fargo
Wells Fargo
California
$784K
2
PCM
Penserra Capital Management
California
$6.57M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
4
CF
Centaurus Financial
California
$988K
5
SBIA
Sheaff Brock Investment Advisors
Indiana
$1.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
76
Stratos Wealth Partners
Ohio
$172K +$26.2K +4,429 +18%
SI
77
Stephens Inc
Arkansas
$159K -$3.83K -647 -2%
WAM
78
Wolverine Asset Management
Illinois
$156K +$156K +26,300 New
AAS
79
Ameritas Advisory Services
Nebraska
$155K +$155K +25,985 New
SDAM
80
Shulman DeMeo Asset Management
New York
$154K -$12.6K -2,136 -8%
BFM
81
Boothbay Fund Management
New York
$153K +$153K +25,836 New
PFS
82
Prospera Financial Services
Texas
$152K -$7.86K -1,327 -5%
OC
83
Oppenheimer & Co
New York
$148K +$3.69K +624 +3%
Cetera Investment Advisers
84
Cetera Investment Advisers
Illinois
$148K +$27.9K +4,712 +23%
AWM
85
Apollon Wealth Management
South Carolina
$148K -$4.15K -701 -3%
RVPG
86
Relative Value Partners Group
$147K -$4.5K -760 -3%
BSW
87
Buckingham Strategic Wealth
Missouri
$143K +$13.7K +2,315 +11%
AA
88
Ancora Advisors
Ohio
$137K – – –
IWM
89
IHT Wealth Management
Illinois
$137K +$16.7K +2,818 +14%
PWA
90
Primoris Wealth Advisors
Florida
$135K +$184 +31 +0.1%
OLVIG
91
Oliver Lagore Vanvalin Investment Group
Michigan
$134K +$21K +3,545 +19%
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$133K +$17.2K +2,901 +15%
MWM
93
Meridian Wealth Management
Kentucky
$128K +$64.2K +10,851 +100%
Koshinski Asset Management
94
Koshinski Asset Management
Illinois
$125K – – –
CIBC Private Wealth Group
95
CIBC Private Wealth Group
Georgia
$121K +$121K +20,425 New
CPRC
96
Consolidated Portfolio Review Corp
New York
$118K +$485 +82 +0.4%
OBWG
97
Onyx Bridge Wealth Group
New York
$117K – – –
LIG
98
Lokken Investment Group
Delaware
$112K +$6 +1 +0%
IAIM
99
International Assets Investment Management
Florida
$111K +$2.78K +471 +3%
NS
100
NBC Securities
Alabama
$111K +$111K +18,873 New
2 3
4
5 6