Liberty All Star Equity FundUSA
13F holders, Q4 2024 (December 31)191holders +14
25new positions
19sold out
$6.96avg. 13F price*
At the end of Q4 2024, 191 institutions reported holding Liberty All Star Equity Fund (USA) in their 13F filings, up 14 from Q3 2024. 25 opened new positions and 19 sold out. The largest holders were LPL Financial LLC ($25.4M), Morgan Stanley ($22.4M) and Raymond James Financial Inc. ($17.3M).
- Company
- Liberty All Star Equity Fund
- CUSIP
- 530158104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $3.2M |
| Exits | 19 | $2.7M |
All 13F filers, Q3 2024 → Q4 2024: 1,900,705 shares bought and 1,144,846 shares sold, net +755,859 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 191 holders
| LPL Financial LLC | 0.01% | Add +3.2% | 3,648,171 | $25.4M |
| Morgan Stanley | 0.00% | Add +5.8% | 3,218,879 | $22.4M |
| Raymond James Financial Inc. | 0.01% | — | 2,491,548 | $17.3M |
| Bensler, LLC | 1.32% | Reduce -1.5% | 1,595,299 | $11.1M |
| Ameriprise Financial Inc. | 0.00% | Add +5.9% | 1,573,832 | $10.9M |
| Royal Bank of Canada | 0.00% | Add +6.7% | 1,569,751 | $10.9M |
| Janney Montgomery Scott LLC | 0.02% | Add +10.4% | 1,013,472 | $7.0M |
| Guggenheim Capital LLC | 0.05% | Reduce -2.4% | 866,662 | $6.0M |
| Osaic Holdings, Inc. | 0.01% | Add +9.0% | 817,602 | $5.7M |
| Penserra Capital Management LLC | 0.10% | Add +7.2% | 754,971 | $5.2M |
| UBS Group AG | 0.00% | Add +26.5% | 630,796 | $4.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -9.0% | 627,172 | $4.4M |
| Independent Financial Group, LLC | 0.11% | Add +5.1% | 488,031 | $3.4M |
| Advisors Asset Management, Inc. | 0.06% | Reduce -4.8% | 481,732 | $3.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -8.1% | 471,456 | $3.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +13.9% | 438,121 | $3.0M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.4% | 429,003 | $3.0M |
| Shaker Financial Services, LLC | 1.10% | Reduce -19.8% | 409,094 | $2.9M |
| Invesco Ltd. | 0.00% | Add +13.9% | 399,539 | $2.8M |
| Bank of America Corp. | 0.00% | Reduce -5.7% | 369,739 | $2.6M |
| Cetera Investment Advisers | 0.00% | Add +6.3% | 335,793 | $2.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -2.3% | 331,633 | $2.3M |
| Private Advisor Group, LLC | 0.01% | Add +0.5% | 289,973 | $2.0M |
| Sheaff Brock Investment Advisors, LLC | 0.17% | No change | 274,230 | $1.9M |
| Cohen & Steers, Inc. | 0.00% | No change | 270,000 | $1.9M |
| Wells Fargo & Company | 0.00% | Add +14.9% | 198,475 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +8.4% | 196,905 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +68.3% | 191,524 | $1.3M |
| Lido Advisors, LLC | 0.01% | No change | 173,280 | $1.2M |
| Flynn Zito Capital Management, LLC | 0.54% | Add +31.3% | 167,593 | $1.2M |
| Bartlett & Co. Wealth Management LLC | 0.02% | No change | 163,236 | $1.2M |
| D.A. Davidson & Co. | 0.01% | Add +1.3% | 162,495 | $1.1M |
| Mariner, LLC | 0.00% | Add +8.8% | 161,157 | $1.1M |
| Ashton Thomas Securities, LLC | 0.31% | Add +2.6% | 160,268 | $1.1M |
| Live Oak Private Wealth LLC | 0.19% | No change | 158,585 | $1.1M |
| Patten Group, Inc. | 0.23% | Add +6.1% | 150,227 | $1.0M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -2.0% | 150,120 | $1.0M |
| RB Capital Management, LLC | 0.24% | Reduce -3.2% | 139,089 | $967K |
| Stifel Financial Corp. | 0.00% | Add +16.6% | 138,065 | $960K |
| NewEdge Advisors, LLC | 0.01% | Reduce -13.6% | 135,875 | $944K |
| Baird Financial Group, Inc. | 0.00% | Add +0.7% | 133,554 | $928K |
| Ascentis Independent Advisors | 0.15% | Reduce -1.1% | 110,174 | $766K |
| Wedbush Securities Inc. | 0.03% | Reduce -35.3% | 109,619 | $762K |
| Clear Creek Financial Management, LLC | 0.08% | Reduce -1.8% | 104,857 | $729K |
| WealthTrust Asset Management, LLC | 0.51% | Add +3.7% | 103,012 | $716K |
| Stockman Wealth Management, Inc. | 0.11% | No change | 99,563 | $692K |
| Samalin Investment Counsel, LLC | 0.29% | Add +0.0% | 97,324 | $676K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -15.6% | 92,608 | $658K |
| Triumph Capital Management | 0.22% | Add +0.1% | 90,972 | $632K |
| Heritage Wealth Management, Inc. | 0.19% | Reduce -0.8% | 83,793 | $582K |
| StoneX Group Inc. | 0.03% | Add +701.8% | 82,918 | $578K |
| Institute for Wealth Management, LLC. | 0.07% | Add +10.5% | 78,830 | $548K |
| Principal Securities, Inc. | 0.01% | Add +284.4% | 78,047 | $542K |
| PFG Investments, LLC | 0.03% | No change | 70,467 | $490K |
| Mezzasalma Advisors, LLC | 0.15% | New | 68,889 | $479K |
| Creative Planning | 0.00% | Reduce -0.8% | 68,676 | $477K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -10.8% | 68,279 | $475K |
| Susquehanna International Group, LLP | 0.00% | New | 67,302 | $468K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +44.0% | 67,215 | $467K |
| TrueMark Investments, LLC | 0.13% | Add +257.9% | 59,728 | $415K |
| Kingswood Wealth Advisors, LLC | 0.03% | New | 57,501 | $400K |
| Sage Capital Advisors,llc | 0.10% | Reduce -17.4% | 56,496 | $393K |
| Avior Wealth Management, LLC | 0.01% | Reduce -16.2% | 51,577 | $358K |
| McDonald Partners LLC | 0.09% | No change | 50,000 | $348K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -14.6% | 47,688 | $331K |
| Benjamin Edwards Inc. | 0.00% | No change | 42,303 | $294K |
| MSH Capital Advisors LLC | 0.09% | Add +1.9% | 42,270 | $294K |
| Jaffetilchin Investment Partners, LLC | 0.02% | New | 40,689 | $283K |
| IHT Wealth Management, LLC | 0.01% | Add +17.3% | 37,360 | $260K |
| Quantum Private Wealth, LLC | 0.08% | Reduce -21.4% | 36,715 | $255K |
| Silver Oak Securities, Incorporated | 0.02% | New | 35,559 | $249K |
| Altus Wealth Group LLC | 0.10% | Add +15.0% | 34,122 | $237K |
| Quad-Cities Investment Group, LLC | 0.11% | No change | 33,291 | $231K |
| Astoria Portfolio Advisors LLC. | 0.08% | Add +1.6% | 32,705 | $228K |
| Canal Capital Management, LLC | 0.04% | New | 31,647 | $220K |
| Annex Advisory Services, LLC | 0.01% | Add +87.0% | 30,914 | $215K |
| GWN Securities Inc. | 0.06% | — | 29,739 | $213K |
| Truist Financial Corp. | 0.00% | Add +31.0% | 29,556 | $205K |
| Stephens Inc. | 0.00% | Reduce -0.0% | 29,479 | $205K |
| ELCO Management Co., LLC | 0.10% | Reduce -3.4% | 28,454 | $198K |
| Oppenheimer & Co. Inc. | 0.00% | Add +82.4% | 26,820 | $186K |
| Prospera Financial Services Inc | 0.00% | No change | 25,894 | $180K |
| Cary Street Partners Financial LLC | 0.01% | — | 25,125 | $175K |
| NorthCoast Asset Management LLC | 0.00% | No change | 24,850 | $173K |
| Oliver Lagore Vanvalin Investment Group | 0.04% | No change | 23,706 | $165K |
| Von Berge Wealth Management Group, LLC | 0.10% | New | 22,532 | $161K |
| Global Assets Advisory, LLC | 0.09% | Add +2.5% | 22,872 | $160K |
| Cushing Capital Partners, LLC | 0.15% | — | 22,044 | $157K |
| David J Yvars Group | 0.10% | No change | 22,539 | $157K |
| EP Wealth Advisors, LLC | 0.00% | New | 22,341 | $155K |
| Next Level Wealth Planning, LLC | 0.12% | — | 22,050 | $153K |
| Eclectic Associates Inc. | 0.04% | Add +14.8% | 21,760 | $151K |
| International Assets Investment Management, LLC | 0.01% | No change | 20,843 | $146K |
| Two Sigma Securities, LLC | 0.03% | Add +96.1% | 20,944 | $146K |
| Bank of Hawaii | 0.01% | New | 20,864 | $145K |
| Ameritas Advisory Services, LLC | 0.00% | Add +28.9% | 20,275 | $141K |
| Primoris Wealth Advisors, LLC | 0.11% | Reduce -9.1% | 19,957 | $139K |
| Ancora Advisors LLC | 0.00% | Reduce -15.6% | 19,437 | $135K |
| Ingalls & Snyder LLC | 0.01% | Add +5.5% | 19,414 | $135K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.4% | 19,381 | $135K |
"% of holder's portfolio" is USA's weight in each manager's 13F, not the share of Liberty All Star Equity Fund the manager owns.