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Liberty All-Star Equity Fund

174 hedge funds and large institutions have $201M invested in Liberty All-Star Equity Fund in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 79 increasing their positions, 33 reducing their positions, and 20 closing their positions.

Holders
174
Holders Change
-6
Holders Change %
-3.33%
% of All Funds
2.52%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
79
Reduced
33
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WB
101
Webster Bank
Connecticut
$113K 15,898
AWE
102
Avidian Wealth Enterprises
Texas
$112K 15,834 +234 +2%
AAS
103
Ameritas Advisory Services
Nebraska
$112K 15,725 -6,031 -28%
ATPW
104
Ashton Thomas Private Wealth
Arizona
$111K 15,666 +6,222 +66%
C
105
Certuity
Florida
$108K 15,273 +389 +3%
WAP
106
Wealthcare Advisory Partners
Pennsylvania
$107K 15,114 -3,217 -18%
GLLW
107
Graves Light Lenhart Wealth
Virginia
$107K 15,000
OWA
108
Octavia Wealth Advisors
Ohio
$107K 15,000
LFG
109
Larson Financial Group
Missouri
$106K 14,970 +10,670 +248%
OC
110
Oppenheimer & Co
New York
$104K 14,703 -10,026 -41%
BW
111
Bison Wealth
Georgia
$103K 14,521 +168 +1%
WP
112
WealthShield Partners
North Carolina
$102K 14,347 -294 -2%
SDAM
113
Shulman DeMeo Asset Management
New York
$100K 14,118 -1,675 -11%
CWC
114
Carolinas Wealth Consulting
North Carolina
$93.4K 13,150
MAG
115
MRA Advisory Group
New Jersey
$92.8K 13,068 +333 +3%
Citadel Advisors
116
Citadel Advisors
Florida
$89.8K 12,643 -11,028 -47%
MWM
117
Modern Wealth Management
Kansas
$87.8K 12,372
MSAM
118
Moloney Securities Asset Management
Missouri
$86.7K 12,213 +312 +3%
MFG
119
Merit Financial Group
Georgia
$83.3K 11,733 +849 +8%
TIAA Trust, National Association
120
TIAA Trust, National Association
North Carolina
$82.7K 11,652 -775 -6%
ACI
121
Alpha Cubed Investments
California
$82.1K 11,570
CAM
122
Concorde Asset Management
Michigan
$80.9K 11,400 +500 +5%
CIBC Private Wealth Group
123
CIBC Private Wealth Group
Georgia
$80.4K 11,325
IWC
124
Integrated Wealth Concepts
Massachusetts
$80.1K 11,287 -725 -6%
SWM
125
Silverlake Wealth Management
Vermont
$78.6K 11,075