We are live on ! Find out more
USA icon

Liberty All-Star Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
YCM
1
Yakira Capital Management
Connecticut
$33.7M +$22M +2,602,079 +183%
Morgan Stanley
2
Morgan Stanley
New York
$32.6M +$6.01M +711,865 +22%
Wells Fargo
3
Wells Fargo
California
$16.7M -$378K -44,758 -2%
PCM
4
Penserra Capital Management
California
$14.1M +$197K +23,360 +1%
SIA
5
Sit Investment Associates
Minnesota
$11.6M +$9.58M +1,133,802 +451%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$10.2M -$88.8K -10,520 -0.9%
LPL Financial
7
LPL Financial
California
$9.8M +$1.47M +173,530 +17%
B
8
Bensler
Washington
$7.67M +$7.73M +915,130 New
AAM
9
Advisors Asset Management
Colorado
$6.73M -$759K -89,821 -10%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$5.65M +$1.36M +160,490 +31%
Ameriprise
11
Ameriprise
Minnesota
$5.29M +$1.12M +132,357 +27%
Osaic Holdings
12
Osaic Holdings
Arizona
$4.92M +$179K +21,220 +4%
Cohen & Steers
13
Cohen & Steers
New York
$4.83M +$3.7M +437,974 +316%
IAN
14
Integrated Advisors Network
Texas
$4.75M +$456K +54,037 +11%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$3.82M +$455K +53,889 +13%
RJA
16
Raymond James & Associates
Florida
$3.55M +$189K +22,425 +6%
GC
17
Guggenheim Capital
Illinois
$3.33M -$370K -43,778 -10%
Bank of America
18
Bank of America
North Carolina
$3.1M +$104K +12,262 +3%
SBIA
19
Sheaff Brock Investment Advisors
Indiana
$2.82M +$319K +37,807 +13%
BI
20
Bulldog Investors
New Jersey
$2.66M +$1.51M +178,626 +128%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$2.64M +$125K +14,786 +5%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$2.52M +$91.3K +10,805 +4%
TWM
23
Titus Wealth Management
California
$2.39M +$304K +36,016 +14%
MGWM
24
Marks Group Wealth Management
Minnesota
$2.34M +$760K +90,000 +48%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$2.34M +$10.2K +1,212 +0.4%