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
$22.8M -$701K -115,334 -3%
LPL Financial
2
LPL Financial
California
$19.2M +$4.15M +683,051 +29%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$10.7M +$27.7K +4,555 +0.3%
B
4
Bensler
Washington
$8.93M +$623K +102,438 +8%
Ameriprise
5
Ameriprise
Minnesota
$7.68M +$1.14M +187,679 +18%
PCM
6
Penserra Capital Management
California
$7.61M +$502K +82,550 +7%
Osaic Holdings
7
Osaic Holdings
Arizona
$5.33M -$1.5M -247,208 -23%
GC
8
Guggenheim Capital
Illinois
$5.18M +$22.9K +3,762 +0.5%
AAM
9
Advisors Asset Management
Colorado
$5.11M -$944K -155,182 -16%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$4.62M -$75.6K -12,428 -2%
SFS
11
Shaker Financial Services
Virginia
$4.23M +$2.4M +394,909 +149%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$3.95M -$299K -49,098 -7%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$3.51M +$516K +84,919 +18%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$3.47M +$393K +64,712 +14%
UBS Group
15
UBS Group
Switzerland
$3.39M +$428K +70,365 +15%
AWM
16
Avior Wealth Management
Nebraska
$2.97M +$2.83M +465,577 New
RJA
17
Raymond James & Associates
Florida
$2.94M +$101K +16,583 +4%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$2.39M +$6.08K +1,000 +0.3%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$2.3M +$5.43K +893 +0.2%
HighTower Advisors
20
HighTower Advisors
Illinois
$2.18M +$14K +2,306 +0.7%
Bank of America
21
Bank of America
North Carolina
$1.92M +$194K +31,939 +12%
IFG
22
Independent Financial Group
California
$1.8M -$270K -44,380 -14%
PAG
23
Private Advisor Group
New Jersey
$1.77M +$29.3K +4,820 +2%
SBIA
24
Sheaff Brock Investment Advisors
Indiana
$1.76M -$54.7K -9,000 -3%
Cohen & Steers
25
Cohen & Steers
New York
$1.72M