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Liberty All Star Equity Fund

USA
Exchange
NYSE
SEC CIK
0000799195

No open-market purchases or sales by Liberty All Star Equity Fund insiders were filed in the last 90 days; 227 institutions reported holding it in 13F filings for Q2 2026, worth $375.8M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Liberty All Star Equity Fund as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
141
No complete 13F data for Q4 2020
Shares held
23.4M
No complete 13F data for Q4 2020
Total value
$178.9M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting USA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 141 institutions
Q1 2021: 141 institutionsQ2 2021: 149 institutionsQ3 2021: 156 institutionsQ4 2021: 173 institutionsQ1 2022: 169 institutionsQ2 2022: 165 institutionsQ3 2022: 161 institutionsQ4 2022: 172 institutionsQ1 2023: 165 institutionsQ2 2023: 167 institutionsQ3 2023: 176 institutionsQ4 2023: 184 institutionsQ1 2024: 179 institutionsQ2 2024: 182 institutionsQ3 2024: 177 institutionsQ4 2024: 193 institutionsQ1 2025: 191 institutionsQ2 2025: 192 institutionsQ3 2025: 209 institutionsQ4 2025: 227 institutionsQ1 2026: 219 institutionsQ2 2026: 227 institutions
Value heldQ1 2021: $178.9M
Q1 2021: $178.9MQ2 2021: $246.4MQ3 2021: $204.5MQ4 2021: $254.3MQ1 2022: $210.4MQ2 2022: $182.1MQ3 2022: $145.0MQ4 2022: $153.4MQ1 2023: $161.1MQ2 2023: $176.0MQ3 2023: $159.3MQ4 2023: $180.0MQ1 2024: $200.0MQ2 2024: $195.7MQ3 2024: $205.5MQ4 2024: $207.9MQ1 2025: $212.8MQ2 2025: $238.1MQ3 2025: $265.9MQ4 2025: $352.7MQ1 2026: $304.5MQ2 2026: $375.8M
Institutions holding USA and their total value by quarter
QuarterHoldersValue
Q2 2026227$375.8M
Q1 2026219$304.5M
Q4 2025227$352.7M
Q3 2025209$265.9M
Q2 2025192$238.1M
Q1 2025191$212.8M
Q4 2024193$207.9M
Q3 2024177$205.5M
Q2 2024182$195.7M
Q1 2024179$200.0M
Q4 2023184$180.0M
Q3 2023176$159.3M
Q2 2023167$176.0M
Q1 2023165$161.1M
Q4 2022172$153.4M
Q3 2022161$145.0M
Q2 2022165$182.1M
Q1 2022169$210.4M
Q4 2021173$254.3M
Q3 2021156$204.5M
Q2 2021149$246.4M
Q1 2021141$178.9M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Liberty All Star Equity Fund.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding USA in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Wells Fargo & Company2,930,348$22.4M0.01%––
Morgan Stanley2,753,526$21.0M0.00%––
Penserra Capital Management LLC1,955,524$14.9M0.28%––
Royal Bank of Canada1,011,896$7.72M0.00%––
LPL Financial LLC956,368$7.30M0.01%––
Advisors Asset Management, Inc.918,787$7.01M0.11%––
Cohen & Steers, Inc.913,862$6.97M0.01%––
Karpus Management, Inc.846,864$6.46M0.20%––
Blue Bell Private Wealth Management, LLC754,015$5.75M1.75%––
Guggenheim Capital LLC599,718$4.58M0.03%––
Raymond James & Associates592,695$4.52M0.00%––
1832 Asset Management L.P.476,900$3.63M0.01%––
Janney Montgomery Scott LLC429,987$3.28M0.02%––
Bank of America Corp381,230$2.91M0.00%––
Cambridge Investment Research Advisors, Inc.372,113$2.84M0.02%––
Ameriprise Financial Inc355,558$2.71M0.00%––
Invesco Ltd.335,881$2.56M0.00%––
Advisor Group Holdings, Inc.332,533$2.54M0.01%––
Raymond James Financial Services Advisors, Inc.315,787$2.41M0.01%––
The PNC Financial Services Group, Inc.309,644$2.36M0.00%––
Bank of Montreal276,348$2.16M0.00%––
Sheaff Brock Investment Advisors, LLC278,354$2.12M0.23%––
Commonwealth Equity Services, LLC268,559$2.05M0.01%––
Thrivent Financial for Lutherans254,601$1.94M0.00%––
Regent Investment Management LLC213,500$1.63M0.41%––
Baird Financial Group, Inc.212,195$1.62M0.00%––
Titus Wealth Management211,450$1.61M0.94%––
Private Advisor Group, LLC193,439$1.48M0.01%––
Marks Group Wealth Management, Inc189,460$1.45M0.21%––
Centaurus Financial, Inc.188,779$1.44M0.14%––
AE Wealth Management LLC179,734$1.37M0.01%––
Live Oak Private Wealth LLC158,585$1.21M0.30%––
Bickling Financial Services, Inc.153,280$1.17M0.59%––
D.A. Davidson & Co.148,748$1.14M0.01%––
UBS Group AG147,147$1.12M0.00%––
Cetera Advisor Networks LLC146,754$1.12M0.02%––
Wedbush Securities Inc110,591$844.0K0.05%––
Cascadia Advisory Services, LLC110,470$843.0K0.19%––
RB Capital Management, LLC107,380$819.0K0.36%––
Stockman Wealth Management, Inc.98,629$753.0K0.21%––
Independent Financial Group, LLC91,371$697.2K0.09%––
Stifel Financial Corp89,317$681.0K0.00%––
GWM Advisors LLC87,880$671.0K0.02%––
National Asset Management, Inc.86,877$663.0K0.02%––
Institute for Wealth Management, LLC.81,001$618.0K0.12%––
Moneta Group Investment Advisors LLC76,016$580.0K0.03%––
Truist Financial Corp74,841$571.0K0.00%––
Kestra Private Wealth Services, LLC69,735$532.0K0.04%––
Northwestern Mutual Wealth Management Co65,635$501.0K0.00%––
BLB&B Advisors, LLC63,253$483.0K0.04%––
Envestnet Asset Management Inc61,034$466.0K0.00%––
Eudaimonia Partners, LLC60,826$464.0K0.10%––
Shulman DeMeo Asset Management LLC54,794$418.0K0.11%––
Relative Value Partners Group, LLC52,644$402.0K0.03%––
Gemmer Asset Management LLC50,323$384.0K0.06%––
Benjamin F. Edwards & Company, Inc.45,471$347.0K0.02%––
Raymond James Trust N.A.43,935$335.0K0.01%––
ELCO Management Co., LLC42,000$320.0K0.29%––
Stratos Wealth Partners, LTD.39,671$303.0K0.01%––
Harbor Financial Services, LLC38,840$296.0K0.14%––
Altus Wealth Group LLC31,319$258.0K0.26%––
Advisory Alpha, LLC33,454$255.0K0.03%––
Quad-Cities Investment Group, LLC33,000$252.0K0.19%––
Creative Planning31,260$239.0K0.00%––
Koshinski Asset Management, Inc.30,909$236.0K0.03%––
Asset Management Corp20,600$221.0K0.15%––
Roman Butler Fullerton & Co26,305$220.0K0.11%––
Buckingham Strategic Wealth, LLC28,838$220.0K0.01%––
International Assets Investment Management, LLC29,615$215.0K0.02%––
Connecticut Wealth Management, LLC27,184$207.0K0.02%––
Ancora Advisors, LLC26,788$204.0K0.01%––
King Luther Capital Management Corp–$197.0K0.00%––
Cetera Investment Advisers23,360$178.0K0.00%––
Kingsview Wealth Management, LLC22,493$173.0K0.01%––
Coastal Bridge Advisors, LLC22,115$169.0K0.03%––
NEXT Financial Group, Inc21,057$161.0K0.01%––
Mercer Global Advisors Inc20,317$155.0K0.00%––
Spire Wealth Management36,250$147.0K0.00%––
Lokken Investment Group LLC18,901$144.0K0.13%––
Onyx Bridge Wealth Group LLC18,302$140.0K0.07%––
AdvisorNet Financial, Inc17,100$130.0K0.01%––
Mutual Advisors, LLC16,960$129.0K0.01%––
Webster Bank, N. A.16,718$128.0K0.01%––
Baker Tilly Wealth Management, LLC16,830$128.0K0.03%––
Sax Wealth Advisors, LLC16,760$128.0K0.05%––
Mid Atlantic Financial Management Inc16,000$122.0K0.01%––
Kestra Advisory Services, LLC15,944$122.0K0.00%––
Steward Partners Investment Advisory, LLC15,984$122.0K0.00%––
Cornerstone Wealth Management, LLC15,296$117.0K0.01%––
Hayden Royal, LLC15,001$114.0K0.07%––
Graves-Light Private Wealth Management, Inc.15,000$114.0K0.02%––
TownSquare Capital, LLC14,929$114.0K0.00%––
Change Path, LLC14,689$112.0K0.01%––
SageGuard Financial Group, LLC14,242$108.0K0.05%––
Kalos Management, Inc.13,450$107.0K0.03%––
SignalPoint Asset Management, LLC13,769$105.0K0.04%––
Fifth Third Bancorp12,296$94.0K0.00%––
BerganKDV Wealth Management, LLC12,000$92.0K0.01%––
Susquehanna International Group, LLP11,520$88.0K0.00%––
Lakeview Capital Partners, LLC11,450$87.0K0.04%––