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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.

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
1
Wealth Enhancement Advisory Services
Minnesota
$2.84M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$6.41M
3
SFS
3
Shaker Financial Services
Virginia
$1.57M
4
LPL Financial
4
LPL Financial
California
$13.8M
5
GC
5
Guggenheim Capital
Illinois
$4.78M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$784K
2
PCM
2
Penserra Capital Management
California
$6.57M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$0
4
CF
4
Centaurus Financial
California
$988K
5
SBIA
5
Sheaff Brock Investment Advisors
Indiana
$1.68M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$21.8M 3,687,922 +28,639 +0.8%
LPL Financial
2
LPL Financial
California
$13.8M 2,326,700 +166,860 +8%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$9.9M 1,671,717 +24,521 +1%
B
4
Bensler
Washington
$7.68M 1,297,269 +65,135 +5%
PCM
5
Penserra Capital Management
California
$6.57M 1,110,167 -788,382 -42%
Osaic Holdings
6
Osaic Holdings
Arizona
$6.41M 1,083,150 +323,980 +43%
Ameriprise
7
Ameriprise
Minnesota
$6.01M 1,015,557 +108,094 +12%
AAM
8
Advisors Asset Management
Colorado
$5.66M 956,730 +4,893 +0.5%
GC
9
Guggenheim Capital
Illinois
$4.78M 807,914 +117,473 +17%
IAN
10
Integrated Advisors Network
Texas
$4.67M 788,360 -27,437 -3%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$4.36M 736,715 +26,861 +4%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$3.96M 668,840 +30,124 +5%
FAIM
13
Financial Advocates Investment Management
Washington
$2.88M 486,577 +8,500 +2%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$2.84M 478,939 +478,939 New
RJFSA
15
Raymond James Financial Services Advisors
Florida
$2.75M 464,552 -8,121 -2%
UBS Group
16
UBS Group
Switzerland
$2.73M 461,658 +33,280 +8%
RJA
17
Raymond James & Associates
Florida
$2.63M 443,533 +9,507 +2%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$2.21M 373,025 – –
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$2.13M 359,404 +35,455 +11%
HighTower Advisors
20
HighTower Advisors
Illinois
$2.01M 339,147 -3,602 -1%
SBIA
21
Sheaff Brock Investment Advisors
Indiana
$1.68M 284,155 -78,008 -22%
PAG
22
Private Advisor Group
New Jersey
$1.61M 272,582 -7,208 -3%
Cohen & Steers
23
Cohen & Steers
New York
$1.6M 270,000 +20,000 +8%
Bank of America
24
Bank of America
North Carolina
$1.59M 269,192 +14,322 +6%
SFS
25
Shaker Financial Services
Virginia
$1.57M 264,813 +264,813 New
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