USA icon

Liberty All-Star Equity Fund
USA

Overview Fund Activity

180 hedge funds and large institutions have $193M invested in Liberty All-Star Equity Fund in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 71 increasing their positions, 38 reducing their positions, and 21 closing their positions.

Holders
180
Holders Change
+2
Holders Change %
+1.12%
% of All Funds
2.62%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
30
Increased
71
Reduced
38
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$5.11M
2
LPL Financial
2
LPL Financial
California
$22.9M
3
ATS
3
Ashton Thomas Securities
New York
$985K
4
Ameriprise
4
Ameriprise
Minnesota
$9.5M
5
AAS
5
Avantax Advisory Services
Texas
$1.18M

Top Sellers

1
CA
1
Cornerstone Advisors
North Carolina
$2.14M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$5.11M
4
Morgan Stanley
4
Morgan Stanley
New York
$20.4M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.4M
Name Market Value Shares Shares
Change 		Shares
Change %
EM
76
ELCO Management
New York
$203K 29,784 -300 -1%
SI
77
Stephens Inc
Arkansas
$196K 28,778 +696 +2%
PFS
78
Prospera Financial Services
Texas
$174K 25,656 +234 +0.9%
CSPIA
79
Cary Street Partners Investment Advisory
Virginia
$171K 25,125 -10,000 -28%
OC
80
Oppenheimer & Co
New York
$168K 24,729 -8,004 -24%
Citadel Advisors
81
Citadel Advisors
Florida
$161K 23,671 -3,379 -12%
OLVIG
82
Oliver Lagore Vanvalin Investment Group
Michigan
$160K 23,578 +724 +3%
AA
83
Ancora Advisors
Ohio
$157K 23,050 +24 +0.1%
PWA
84
Primoris Wealth Advisors
Florida
$149K 21,923 +34 +0.2%
AAS
85
Ameritas Advisory Services
Nebraska
$148K 21,756 +181 +0.8%
GAA
86
Global Assets Advisory
Florida
$148K 21,739 +21,739 New
DJYG
87
David J. Yvars Group
Florida
$146K 21,479 -7,240 -25%
IAIM
88
International Assets Investment Management
Florida
$138K 20,310 +523 +3%
Envestnet Asset Management
89
Envestnet Asset Management
Illinois
$132K 19,375 -6,197 -24%
Truist Financial
90
Truist Financial
North Carolina
$130K 19,056 -23,579 -55%
NS
91
NBC Securities
Alabama
$129K 19,007 -737 -4%
LIG
92
Lokken Investment Group
Delaware
$128K 18,878 +1 +0%
OBWG
93
Onyx Bridge Wealth Group
New York
$127K 18,749 – –
ISL
94
Ingalls & Snyder LLC
New York
$125K 18,400 – –
WAP
95
Wealthcare Advisory Partners
Pennsylvania
$125K 18,331 +365 +2%
MCM
96
Mendel Capital Management
Arkansas
$121K 17,750 – –
CCM
97
Coldstream Capital Management
Washington
$120K 17,667 +17,667 New
CPRC
98
Consolidated Portfolio Review Corp
New York
$119K 17,498 -1,993 -10%
XT
99
XTX Topco
Cayman Islands
$116K 17,046 +17,046 New
AAS
100
Annex Advisory Services
Wisconsin
$116K 17,031 -1,991 -10%
2 3
4
5 6