We are live on ! Find out more
USA icon

Liberty All-Star Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$960K -$84.3K -14,319 -8%
Bank of America
27
Bank of America
North Carolina
$876K +$51.3K +8,714 +6%
CM
28
CS McKee
Pennsylvania
$856K +$877K +148,903 New
JP Morgan Chase
29
JP Morgan Chase
New York
$817K +$19.5K +3,308 +2%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$779K -$39.1K -6,644 -5%
LPL Financial
31
LPL Financial
California
$694K +$123K +20,865 +21%
YCM
32
Yakira Capital Management
Connecticut
$576K +$1.05K +178 +0.2%
OC
33
Oppenheimer & Co
New York
$520K -$23.8K -4,042 -4%
Invesco
34
Invesco
Georgia
$516K +$355K +60,259 +204%
SKK
35
Shepherd Kaplan Krochuk
Massachusetts
$508K
CWM
36
Concert Wealth Management
California
$440K +$418 +71 +0.1%
DA
37
Doliver Advisors
Texas
$438K -$663K -112,574 -60%
WS
38
Wedbush Securities
California
$342K +$144K +24,405 +69%
Creative Planning
39
Creative Planning
Kansas
$311K +$7.7K +1,308 +2%
NMC
40
Nine Masts Capital
Hong Kong
$309K +$316K +53,711 New
PFS
41
Prospera Financial Services
Texas
$272K -$43K -7,300 -13%
PAG
42
Private Advisor Group
New Jersey
$263K +$127K +21,603 +90%
DADC
43
D.A. Davidson & Co
Montana
$262K +$45.3K +7,700 +20%
WA
44
WFG Advisors
Texas
$260K -$1.78K -303 -0.7%
HCM
45
Hollencrest Capital Management
California
$241K +$100 +17 +0%
RJT
46
Raymond James Trust
Florida
$235K +$55.6K +9,439 +30%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$206K -$86.6K -14,707 -29%
M&T Bank
48
M&T Bank
New York
$189K +$430 +73 +0.2%
SI
49
SII Investments
Wisconsin
$174K -$38.1K -6,463 -18%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$168K +$23.2K +3,945 +16%