We are live on ! Find out more
USA icon

Liberty All-Star Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$13.6M -$2.03M -329,341 -11%
Wells Fargo
2
Wells Fargo
California
$13.3M +$144K +23,264 +0.9%
PCM
3
Penserra Capital Management
California
$8.22M -$166K -26,830 -2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$7.06M +$305K +49,336 +4%
LPL Financial
5
LPL Financial
California
$6.83M +$1.97M +319,319 +29%
KIM
6
Karpus Investment Management
New York
$6.75M +$8.61M +1,394,732 New
AAM
7
Advisors Asset Management
Colorado
$5.68M +$522K +84,608 +8%
BBPWM
8
Blue Bell Private Wealth Management
Pennsylvania
$4.48M -$1.08M -174,845 -16%
GC
9
Guggenheim Capital
Illinois
$4.38M -$3.56K -576 -0.1%
RJA
10
Raymond James & Associates
Florida
$4.17M +$79.9K +12,943 +2%
UBS Group
11
UBS Group
Switzerland
$3.35M -$19M -3,069,146 -82%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$3.13M -$7K -1,134 -0.2%
Ameriprise
13
Ameriprise
Minnesota
$2.66M +$181K +29,286 +6%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$2.2M -$5.5K -890 -0.2%
Invesco
15
Invesco
Georgia
$2.11M +$710K +114,958 +36%
CAN
16
Cetera Advisor Networks
California
$2.06M +$242K +39,254 +10%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.77M +$2.75M +445,465 New
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$1.41M +$302K +48,896 +20%
Bank of America
19
Bank of America
North Carolina
$1.36M -$459K -74,329 -21%
SBIA
20
Sheaff Brock Investment Advisors
Indiana
$1.04M +$81.4K +13,190 +7%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$1.03M -$41.9K -6,779 -3%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$975K -$331K -53,632 -21%
AWM
23
AE Wealth Management
Kansas
$972K -$233K -37,684 -16%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$891K +$447K +72,411 +65%
PAG
25
Private Advisor Group
New Jersey
$873K -$348K -56,404 -24%