USA icon

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 %
AWG
76
Altus Wealth Group
Colorado
$225K 35,255 – –
TSS
77
Two Sigma Securities
New York
$219K 34,376 -846 -2%
OC
78
Oppenheimer & Co
New York
$207K 32,417 +7,345 +29%
CIA
79
Concurrent Investment Advisors
Florida
$199K 31,179 +31,179 New
SWP
80
Stratos Wealth Partners
Ohio
$197K 30,837 +1,751 +6%
RJT
81
Raymond James Trust
Florida
$196K 30,695 -3,072 -9%
EM
82
ELCO Management
New York
$192K 30,084 – –
Comerica Bank
83
Comerica Bank
Texas
$192K 30,038 +16,350 +119%
IWM
84
IHT Wealth Management
Illinois
$184K 28,817 +5,675 +25%
DJYG
85
David J. Yvars Group
Florida
$179K 28,047 -3,400 -11%
SI
86
Stephens Inc
Arkansas
$171K 26,785 – –
PFS
87
Prospera Financial Services
Texas
$159K 24,998 -597 -2%
Nomura Holdings
88
Nomura Holdings
Japan
$159K 24,900 +24,900 New
RVPG
89
Relative Value Partners Group
$159K 24,850 – –
ARC
90
Advisor Resource Council
Texas
$152K 23,754 +23,754 New
AA
91
Ancora Advisors
Ohio
$147K 23,026 -179 -0.8%
OLVIG
92
Oliver Lagore Vanvalin Investment Group
Michigan
$144K 22,626 – –
IA
93
IFP Advisors
Florida
$143K 22,342 +19,509 +689%
PWA
94
Primoris Wealth Advisors
Florida
$139K 21,827 -1,000 -4%
BSW
95
Buckingham Strategic Wealth
Missouri
$139K 21,787 -2,315 -10%
CPRC
96
Consolidated Portfolio Review Corp
New York
$127K 19,867 – –
WC
97
Waterloo Capital
Texas
$126K 19,735 +19,735 New
LIG
98
Lokken Investment Group
Delaware
$120K 18,875 – –
IAIM
99
International Assets Investment Management
Florida
$120K 18,838 – –
NS
100
NBC Securities
Alabama
$120K 18,840 -33 -0.2%
2 3
4
5 6