Liberty All Star Equity FundUSA
13F holders, Q1 2025 (March 31)190holders −1
26new positions
24sold out
$6.55avg. 13F price*
At the end of Q1 2025, 190 institutions reported holding Liberty All Star Equity Fund (USA) in their 13F filings, down 1 from Q4 2024. 26 opened new positions and 24 sold out. The largest holders were LPL Financial LLC ($28.6M), Morgan Stanley ($21.5M) and Raymond James Financial Inc. ($19.9M).
- Company
- Liberty All Star Equity Fund
- CUSIP
- 530158104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $3.7M |
| Exits | 24 | $2.9M |
All 13F filers, Q4 2024 → Q1 2025: 3,866,203 shares bought and 1,256,715 shares sold, net +2,609,488 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 190 holders
| LPL Financial LLC | 0.01% | Add +19.7% | 4,368,444 | $28.6M |
| Morgan Stanley | 0.00% | Add +2.0% | 3,284,905 | $21.5M |
| Raymond James Financial Inc. | 0.01% | Add +22.1% | 3,041,649 | $19.9M |
| Royal Bank of Canada | 0.00% | Add +21.2% | 1,903,229 | $12.5M |
| Ameriprise Financial Inc. | 0.00% | Add +7.3% | 1,687,876 | $11.1M |
| Bensler, LLC | 1.38% | Add +5.7% | 1,686,808 | $11.0M |
| Janney Montgomery Scott LLC | 0.02% | Add +16.2% | 1,178,002 | $7.7M |
| Guggenheim Capital LLC | 0.05% | Reduce -0.1% | 865,993 | $5.7M |
| Osaic Holdings, Inc. | 0.01% | Add +1.9% | 832,922 | $5.5M |
| Penserra Capital Management LLC | 0.09% | Add +1.6% | 767,336 | $5.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -5.4% | 593,341 | $3.9M |
| UBS Group AG | 0.00% | Reduce -16.6% | 526,142 | $3.4M |
| Independent Financial Group, LLC | 0.11% | Add +3.1% | 502,979 | $3.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -6.0% | 443,044 | $2.9M |
| Invesco Ltd. | 0.00% | Add +6.3% | 424,761 | $2.8M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.3% | 419,353 | $2.7M |
| Wells Fargo & Company | 0.00% | Add +109.0% | 414,832 | $2.7M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -8.6% | 400,407 | $2.6M |
| Cetera Investment Advisers | 0.00% | Add +11.0% | 372,667 | $2.4M |
| Bank of America Corp. | 0.00% | Reduce -1.0% | 365,988 | $2.4M |
| HighTower Advisors, LLC | 0.00% | Add +7.4% | 356,206 | $2.3M |
| Private Advisor Group, LLC | 0.01% | Add +15.1% | 333,649 | $2.2M |
| Shaker Financial Services, LLC | 0.82% | Reduce -21.7% | 320,223 | $2.1M |
| Advisors Asset Management, Inc. | 0.03% | Reduce -41.2% | 283,174 | $1.9M |
| Cohen & Steers, Inc. | 0.00% | No change | 270,000 | $1.8M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +26.7% | 249,399 | $1.6M |
| Sheaff Brock Investment Advisors, LLC | 0.14% | Reduce -12.0% | 241,230 | $1.6M |
| Cornerstone Advisors, LLC | 0.06% | Add +1643.9% | 219,737 | $1.4M |
| Flynn Zito Capital Management, LLC | 0.58% | Add +15.1% | 192,924 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -2.1% | 187,426 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +289.9% | 185,955 | $1.2M |
| D.A. Davidson & Co. | 0.01% | Add +3.8% | 168,628 | $1.1M |
| Ashton Thomas Securities, LLC | 0.31% | Add +5.0% | 168,290 | $1.1M |
| Oppenheimer & Co. Inc. | 0.02% | Add +497.8% | 160,326 | $1.1M |
| Live Oak Private Wealth LLC | 0.17% | No change | 158,585 | $1.0M |
| Mariner, LLC | 0.00% | Reduce -2.3% | 157,507 | $1.0M |
| Stifel Financial Corp. | 0.00% | Add +13.3% | 156,502 | $1.0M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +3.0% | 154,617 | $1.0M |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -8.0% | 150,236 | $984K |
| RB Capital Management, LLC | 0.24% | Add +4.4% | 145,172 | $951K |
| NewEdge Advisors, LLC | 0.01% | Add +5.8% | 143,782 | $942K |
| Patten Group, Inc. | 0.19% | Reduce -15.9% | 126,305 | $827K |
| Samalin Investment Counsel, LLC | 0.30% | Add +16.7% | 113,542 | $744K |
| Kingswood Wealth Advisors, LLC | 0.07% | Add +94.6% | 111,922 | $733K |
| Ascentis Independent Advisors | 0.14% | Add +1.3% | 111,589 | $731K |
| Wedbush Securities Inc. | 0.03% | Reduce -1.6% | 107,833 | $706K |
| Clear Creek Financial Management, LLC | 0.07% | No change | 104,857 | $687K |
| Triumph Capital Management | 0.22% | Add +10.5% | 100,549 | $659K |
| Stockman Wealth Management, Inc. | 0.10% | No change | 99,563 | $652K |
| WealthTrust Asset Management, LLC | 0.47% | Reduce -6.1% | 96,741 | $634K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +23.6% | 84,404 | $553K |
| Creative Planning | 0.00% | Add +20.9% | 83,039 | $544K |
| Principal Securities, Inc. | 0.01% | No change | 78,047 | $542K |
| Heritage Wealth Management, Inc. | 0.18% | Reduce -1.3% | 82,675 | $542K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -11.2% | 82,282 | $539K |
| Institute for Wealth Management, LLC. | 0.07% | Reduce -0.2% | 78,696 | $515K |
| PFG Investments, LLC | 0.03% | Add +5.7% | 74,467 | $488K |
| StoneX Group Inc. | 0.03% | Reduce -11.3% | 73,556 | $482K |
| Mindset Wealth Management, LLC | 0.19% | New | 73,110 | $479K |
| Mezzasalma Advisors, LLC | 0.16% | Add +4.8% | 72,192 | $473K |
| HRT Financial LP | 0.00% | New | 60,846 | $398K |
| IHT Wealth Management, LLC | 0.01% | Add +55.7% | 58,182 | $381K |
| NWF Advisory Services Inc. | 0.05% | New | 53,963 | $353K |
| McDonald Partners LLC | 0.09% | Add +5.0% | 52,510 | $344K |
| Sage Capital Advisors,llc | 0.09% | Reduce -7.3% | 52,399 | $343K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +28.4% | 52,258 | $342K |
| Avior Wealth Management, LLC | 0.01% | Reduce -11.6% | 45,577 | $299K |
| Integrity Alliance, Llc. | 0.01% | New | 44,943 | $294K |
| Readystate Asset Management LP | 0.03% | New | 43,934 | $288K |
| Benjamin Edwards Inc. | 0.00% | Add +1.1% | 42,775 | $280K |
| MSH Capital Advisors LLC | 0.09% | Add +1.2% | 42,770 | $280K |
| AlphaCore Capital LLC | 0.02% | New | 42,222 | $277K |
| Wolverine Asset Management LLC | 0.02% | New | 40,346 | $264K |
| Advisor Resource Council | 0.02% | New | 38,302 | $251K |
| Quantum Private Wealth, LLC | 0.09% | No change | 36,715 | $240K |
| Lanark Financial, Inc. | 0.02% | — | 36,537 | $239K |
| Susquehanna International Group, LLP | 0.00% | Reduce -48.1% | 34,955 | $229K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -48.6% | 34,527 | $226K |
| Altus Wealth Group LLC | 0.10% | No change | 34,122 | $223K |
| Quad-Cities Investment Group, LLC | 0.11% | Add +0.5% | 33,464 | $219K |
| Envestnet Asset Management Inc. | 0.00% | Add +62.3% | 31,460 | $206K |
| Astoria Portfolio Advisors LLC. | 0.07% | Add +2.4% | 33,482 | $206K |
| Annex Advisory Services, LLC | 0.01% | No change | 30,914 | $202K |
| Truist Financial Corp. | 0.00% | Add +3.7% | 30,638 | $201K |
| Ameritas Advisory Services, LLC | 0.01% | Add +44.4% | 29,275 | $194K |
| ELCO Management Co., LLC | 0.10% | No change | 28,454 | $186K |
| Elequin Capital, LP | 0.05% | Add +4171.9% | 28,323 | $186K |
| Stephens Inc. | 0.00% | Reduce -4.7% | 28,091 | $184K |
| WealthShield Partners, LLC | 0.02% | Add +84.2% | 26,424 | $173K |
| Onyx Bridge Wealth Group LLC | 0.02% | Add +37.8% | 26,171 | $171K |
| Cary Street Partners Financial LLC | 0.01% | No change | 25,125 | $165K |
| Baird Financial Group, Inc. | 0.00% | Reduce -81.3% | 25,013 | $164K |
| NorthCoast Asset Management LLC | 0.00% | No change | 24,850 | $163K |
| Kane Investment Management, Inc. | 0.07% | Add +56.9% | 23,162 | $152K |
| Eclectic Associates Inc. | 0.04% | Add +5.0% | 22,853 | $150K |
| Next Level Wealth Planning, LLC | 0.11% | Add +2.5% | 22,605 | $148K |
| Wealthcare Advisory Partners LLC | 0.00% | Add +28.9% | 22,572 | $148K |
| David J Yvars Group | 0.12% | No change | 22,539 | $148K |
| Canal Capital Management, LLC | 0.02% | Reduce -29.4% | 22,339 | $146K |
| &partners | 0.00% | Add +21.6% | 22,150 | $145K |
"% 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.