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 2025
Institutional positions in Liberty All Star Equity Fund as of Mar 31, 2025. 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
- 191
- +3 vs. Q4 2024
- Shares held
- 32.5M
- +2.65M (+8.9%) vs. Q4 2024
- Total value
- $212.8M
- +$5.26M (+2.5%) vs. Q4 2024
- New holders
- 27
- 75 more added
- Sold out
- 24
- 38 more reduced
5 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 227 | $375.8M |
| Q1 2026 | 219 | $304.5M |
| Q4 2025 | 227 | $352.7M |
| Q3 2025 | 209 | $265.9M |
| Q2 2025 | 192 | $238.1M |
| Q1 2025 | 191 | $212.8M |
| Q4 2024 | 193 | $207.9M |
| Q3 2024 | 177 | $205.5M |
| Q2 2024 | 182 | $195.7M |
| Q1 2024 | 179 | $200.0M |
| Q4 2023 | 184 | $180.0M |
| Q3 2023 | 176 | $159.3M |
| Q2 2023 | 167 | $176.0M |
| Q1 2023 | 165 | $161.1M |
| Q4 2022 | 172 | $153.4M |
| Q3 2022 | 161 | $145.0M |
| Q2 2022 | 165 | $182.1M |
| Q1 2022 | 169 | $210.4M |
| Q4 2021 | 173 | $254.3M |
| Q3 2021 | 156 | $204.5M |
| Q2 2021 | 149 | $246.4M |
| Q1 2021 | 141 | $178.9M |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Liberty All Star Equity Fund; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cushing Capital Partners, LLC | 22,044 | $144.4K | 0.13% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 21,891 | $143.4K | 0.01% | +1,048+5.0% | Added |
| Mercer Global Advisors Inc | 21,761 | $142.5K | 0.00% | +21,761 | New |
| Von Berge Wealth Management Group, LLC | 22,532 | $141.3K | 0.09% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 20,254 | $132.7K | 0.00% | −5,640−21.8% | Reduced |
| Ancora Advisors, LLC | 19,437 | $127.3K | 0.00% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 19,414 | $127.0K | 0.00% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 19,275 | $126.3K | 0.00% | +19,275 | New |
| Lokken Investment Group LLC | 18,881 | $123.7K | 0.05% | +20.0% | Added |
| Smith Asset Management Co., LLC | 18,651 | $122.2K | 0.12% | 00.0% | Unchanged |
| Primoris Wealth Advisors, LLC | 18,526 | $121.3K | 0.09% | −1,431−7.2% | Reduced |
| Manske Wealth Management | 18,519 | $121.3K | 0.05% | +18,519 | New |
| Beacon Capital Management, LLC | 18,162 | $119.0K | 0.02% | +868+5.0% | Added |
| Mendel Capital Management LLC | 17,750 | $116.3K | 0.07% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 17,473 | $114.4K | 0.01% | −1,547−8.1% | Reduced |
| United Community Bank | 17,178 | $112.5K | 0.04% | +821+5.0% | Added |
| Consolidated Portfolio Review Corp | 17,147 | $112.3K | 0.02% | −630−3.5% | Reduced |
| RFG Advisory, LLC | 16,985 | $111.3K | 0.00% | +16,985 | New |
| Sax Wealth Advisors, LLC | 16,760 | $109.8K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 16,352 | $107.1K | 0.00% | +16,352 | New |
| Avidian Wealth Solutions, LLC | 16,295 | $106.7K | 0.00% | +461+2.9% | Added |
| Camden Capital, LLC | 16,039 | $105.1K | 0.01% | +766+5.0% | Added |
| Webster Bank, N. A. | 15,898 | $104.1K | 0.01% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 15,203 | $99.6K | 0.01% | +15,203 | New |
| Jane Street Group, LLC | 15,013 | $98.3K | 0.00% | +15,013 | New |
| Octavia Wealth Advisors, LLC | 15,000 | $98.3K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 15,000 | $98.3K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 14,184 | $92.9K | 0.01% | +677+5.0% | Added |
| Morris Retirement Advisors, LLC | 13,721 | $89.9K | 0.05% | +653+5.0% | Added |
| Shulman DeMeo Asset Management LLC | 13,348 | $87.4K | 0.02% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 13,841 | $87.2K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 13,149 | $86.1K | 0.02% | −10.0% | Reduced |
| Moloney Securities Asset Management, LLC | 12,826 | $84.0K | 0.01% | +613+5.0% | Added |
| Farther Finance Advisors, LLC | 12,457 | $82.2K | 0.00% | +11,290+967.4% | Added |
| Ameriflex Group, Inc. | 12,428 | $81.4K | 0.03% | +294+2.4% | Added |
| Comerica Bank | 11,749 | $77.0K | 0.00% | −2,265−16.2% | Reduced |
| FMB Wealth Management | 11,719 | $76.8K | 0.04% | +11,719 | New |
| Alpha Cubed Investments, LLC | 11,570 | $75.8K | 0.00% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 11,500 | $75.2K | 0.01% | −24,059−67.7% | Reduced |
| Silverlake Wealth Management LLC | 11,075 | $72.5K | 0.03% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 10,881 | $71.3K | 0.00% | −1,228−10.1% | Reduced |
| Meridian Wealth Management, LLC | 10,851 | $71.1K | 0.00% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 11,050 | $70.5K | 0.04% | +600+5.7% | Added |
| Cerity Partners LLC | 10,733 | $70.3K | 0.00% | +366+3.5% | Added |
| Virtue Capital Management, LLC | 10,588 | $69.6K | 0.01% | +10,588 | New |
| Integrated Wealth Concepts LLC | 10,435 | $68.3K | 0.00% | +136+1.3% | Added |
| Apollon Wealth Management, LLC | 10,431 | $68.3K | 0.00% | −1,438−12.1% | Reduced |
| CIBC Private Wealth Group, LLC | 11,325 | $67.3K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 10,000 | $65.5K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 8,712 | $57.1K | 0.03% | +8,712 | New |
| Hazlett, Burt & Watson, Inc. | 7,595 | $50.0K | 0.02% | 00.0% | Unchanged |
| Crews Bank & Trust | 7,142 | $46.8K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 7,120 | $46.6K | 0.00% | +978+15.9% | Added |
| US Bancorp | 6,500 | $42.6K | 0.00% | +4,118+172.9% | Added |
| Nova Wealth Management, Inc. | 6,363 | $41.7K | 0.04% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 4,236 | $27.7K | 0.01% | +4,236 | New |
| Bryn Mawr Trust Co | 4,000 | $26.2K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 3,600 | $23.6K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 3,053 | $20.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,808 | $17.6K | 0.00% | +26+0.9% | Added |
| IFP Advisors, Inc | 2,519 | $16.5K | 0.00% | +120+5.0% | Added |
| CWM, LLC | 2,480 | $16.0K | 0.00% | +41+1.7% | Added |
| HHM Wealth Advisors, LLC | 2,402 | $15.7K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 2,402 | $15.7K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,330 | $15.3K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 2,296 | $14.5K | 0.01% | +2,296 | New |
| Pandora Wealth, Inc. | 2,166 | $14.2K | 0.01% | +2,166 | New |
| AllSquare Wealth Management LLC | 1,965 | $12.9K | 0.01% | +93+5.0% | Added |
| Federation des caisses Desjardins du Quebec | 1,600 | $10.5K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 1,500 | $9.82K | 0.00% | +1,500 | New |
| Key Financial Inc | 1,482 | $9.71K | 0.00% | +70+5.0% | Added |
| Assetmark, Inc | 1,122 | $7.35K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,028 | $6.73K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,000 | $6.55K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 784 | $5.13K | 0.00% | +38+5.1% | Added |
| Aventura Private Wealth, LLC | 712 | $4.66K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 627 | $4.11K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 500 | $3.27K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 483 | $3.17K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 286 | $1.87K | 0.00% | +286 | New |
| Concord Wealth Partners | 275 | $1.80K | 0.00% | +275 | New |
| Signaturefd, LLC | 181 | $1.19K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 100 | $655 | 0.00% | +100 | New |
| WPG Advisers, LLC | 90 | $590 | 0.00% | −3,563−97.5% | Reduced |
| Private Trust Co NA | 66 | $432 | 0.00% | +66 | New |
| Cullen/Frost Bankers, Inc. | 28 | $183 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 22 | $144 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 7 | $45 | 0.00% | −267−97.4% | Reduced |
| Rothschild Investment LLC | 6 | $39 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| Avion Wealth | 100 | $0 | 0.00% | +100 | New |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −173,280−100.0% | Sold out |
| TrueMark Investments, LLC | 0 | $0 | 0.00% | −59,728−100.0% | Sold out |
| GWN Securities Inc. | 0 | $0 | 0.00% | −29,739−100.0% | Sold out |
| Global Assets Advisory, LLC | 0 | $0 | 0.00% | −22,872−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −22,341−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −20,944−100.0% | Sold out |
| Bank of Hawaii | 0 | $0 | 0.00% | −20,864−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Meridian Investment Counsel Inc. | 0 | $0 | 0.00% | −11,895−100.0% | Sold out |