We are live on ! Find out more
USA icon

Liberty All-Star Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$25.4M +$802K +111,589 +3%
Morgan Stanley
2
Morgan Stanley
New York
$22.4M +$1.26M +175,641 +6%
Raymond James Financial
3
Raymond James Financial
Florida
$17.3M +$17.9M +2,491,548 New
B
4
Bensler
Washington
$11.1M -$169K -23,561 -1%
Ameriprise
5
Ameriprise
Minnesota
$10.9M +$629K +87,560 +6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$10.9M +$705K +98,049 +7%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$7.04M +$686K +95,424 +10%
GC
8
Guggenheim Capital
Illinois
$6.02M -$155K -21,569 -2%
Osaic Holdings
9
Osaic Holdings
Arizona
$5.68M +$487K +67,795 +9%
PCM
10
Penserra Capital Management
California
$5.25M +$366K +50,858 +7%
UBS Group
11
UBS Group
Switzerland
$4.38M +$949K +132,098 +26%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$4.36M -$447K -62,219 -9%
IFG
13
Independent Financial Group
California
$3.39M +$169K +23,535 +5%
AAM
14
Advisors Asset Management
Colorado
$3.35M -$176K -24,504 -5%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$3.28M -$299K -41,669 -8%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$3.04M +$386K +53,651 +14%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$2.98M -$175K -24,336 -5%
SFS
18
Shaker Financial Services
Virginia
$2.87M -$726K -101,000 -20%
Invesco
19
Invesco
Georgia
$2.78M +$352K +48,915 +14%
Bank of America
20
Bank of America
North Carolina
$2.57M -$160K -22,293 -6%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$2.33M +$142K +19,752 +6%
HighTower Advisors
22
HighTower Advisors
Illinois
$2.3M -$55.3K -7,701 -2%
PAG
23
Private Advisor Group
New Jersey
$2.02M +$11K +1,530 +0.5%
SBIA
24
Sheaff Brock Investment Advisors
Indiana
$1.91M
Cohen & Steers
25
Cohen & Steers
New York
$1.88M