We are live on ! Find out more
USA icon

Liberty All-Star Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
1
Lazard Asset Management
New York
$31.6M -$3.06M -480,700 -9%
1CP
2
1607 Capital Partners
Virginia
$30.1M +$5.52M +866,991 +23%
UBS Group
3
UBS Group
Switzerland
$22.7M +$487K +76,465 +2%
Morgan Stanley
4
Morgan Stanley
New York
$19.4M -$789K -123,898 -4%
Wells Fargo
5
Wells Fargo
California
$17.7M -$155K -24,288 -0.9%
RCM
6
Rivernorth Capital Management
Florida
$16.2M -$23.8M -3,738,052 -60%
AAM
7
Advisors Asset Management
Colorado
$14.6M +$207K +32,487 +1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$11.2M +$229K +35,973 +2%
RVPG
9
Relative Value Partners Group
$10.2M -$751K -117,988 -7%
BBPWM
10
Blue Bell Private Wealth Management
Pennsylvania
$8.93M -$645K -101,280 -7%
VIA
11
Vident Investment Advisory
Georgia
$8.77M +$248K +38,946 +3%
RJA
12
Raymond James & Associates
Florida
$5.55M +$1.59M +249,407 +40%
GC
13
Guggenheim Capital
Illinois
$5.12M +$268K +42,089 +6%
PPA
14
Parametric Portfolio Associates
Washington
$4.84M -$1.02M -160,071 -17%
1832 Asset Management
15
1832 Asset Management
Ontario, Canada
$3.84M -$1.27M -200,000 -25%
LPL Financial
16
LPL Financial
California
$3.47M +$588K +92,332 +21%
Invesco
17
Invesco
Georgia
$3.33M +$283K +44,501 +9%
AWA
18
Arete Wealth Advisors
Illinois
$2.95M +$231K +36,373 +9%
AA
19
Advisory Alpha
Michigan
$2.4M +$2.26M +354,503 New
EDRIA
20
Edmonds Duncan Registered Investment Advisors
Kansas
$2.27M +$14.9K +2,337 +0.7%
BC
21
Brinker Capital
Pennsylvania
$2.17M -$1.05M -165,373 -33%
CCP
22
Clough Capital Partners
Massachusetts
$2.12M
CAN
23
Cetera Advisor Networks
California
$1.87M +$1.86M +292,170 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.86M +$1.51M +237,849 +449%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$1.73M -$117K -18,360 -6%