Liberty All-Star Equity Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 5.86 M | $34.04 M | 24.87% | 1.94% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 4.81 M | $27.92 M | -11.82% | 1.59% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 08/14/2026 | 4.33 M | $25.17 M | -16.61% | 1.44% |
| SABA CAPITAL MANAGEMENT, L.P. | 08/14/2026 | 3.86 M | $22.43 M | 100.00% | 1.28% |
| LPL FINANCIAL LLC | 08/07/2026 | 3.35 M | $19.47 M | -1.46% | 1.11% |
| KARPUS MANAGEMENT, INC. | 08/14/2026 | 3.27 M | $19.01 M | 4.98% | 1.09% |
| ROYAL BANK OF CANADA | 08/14/2026 | 2.20 M | $12.77 M | -3.20% | 0.73% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 07/21/2026 | 2.18 M | $12.65 M | -9.88% | 0.72% |
| MAN GROUP PLC | 08/14/2026 | 2.11 M | $12.28 M | 59.95% | 0.70% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 1.66 M | $9.65 M | 100.00% | 0.55% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 1.65 M | $9.57 M | 73.61% | 0.55% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 1.56 M | $9.05 M | 0.86% | 0.52% |
| 1607 CAPITAL PARTNERS, LLC | 09/02/2026 | 1.48 M | $8.63 M | 10.95% | 0.49% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 08/13/2026 | 1.37 M | $7.98 M | 123.71% | 0.46% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 1.34 M | $7.80 M | 21.37% | 0.44% |
| PENSERRA CAPITAL MANAGEMENT LLC | 08/13/2026 | 1.30 M | $7.55 M | 3.97% | 0.43% |
| QUARRY LP | 08/14/2026 | 1.05 M | $6.08 M | -1.98% | 0.35% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 1.03 M | $5.98 M | 9.71% | 0.34% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 1.00 M | $5.84 M | -12.61% | 0.33% |
| ALMITAS CAPITAL LLC | 08/17/2026 | 798.34 K | $4.64 M | 101.86% | 0.26% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 793.16 K | $4.61 M | -2.70% | 0.26% |
| RPO LLC | 08/13/2026 | 690.20 K | $4.01 M | 20.31% | 0.23% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 07/31/2026 | 659.07 K | $3.83 M | 2.72% | 0.22% |
| COHEN & STEERS, INC. | 08/14/2026 | 645.00 K | $3.75 M | -14.00% | 0.21% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 616.60 K | $3.58 M | 0.00% | 0.20% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 585.02 K | $3.40 M | 4.85% | 0.19% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 573.24 K | $3.33 M | 1.76% | 0.19% |
| LOGAN STONE CAPITAL, LLC | 08/14/2026 | 446.99 K | $2.60 M | 100.00% | 0.15% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 438.14 K | $2.55 M | 0.08% | 0.15% |
| INDEPENDENT FINANCIAL GROUP, LLC | 07/15/2026 | 412.82 K | $2.40 M | -7.26% | 0.14% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 377.87 K | $2.20 M | -0.54% | 0.13% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 372.91 K | $2.17 M | 16.61% | 0.12% |
| INTEGRATED WEALTH CONCEPTS LLC | 09/09/2026 | 366.50 K | $2.13 M | -1.71% | 0.12% |
| BOOTHBAY FUND MANAGEMENT, LLC | 08/14/2026 | 345.10 K | $2.01 M | 20.31% | 0.11% |
| SIT INVESTMENT ASSOCIATES INC | 08/12/2026 | 329.02 K | $1.91 M | 43.66% | 0.11% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 296.24 K | $1.72 M | 4.45% | 0.10% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 295.80 K | $1.76 M | 25.90% | 0.10% |
| PMG FAMILY OFFICE LLC | 07/16/2026 | 276.05 K | $1.60 M | 3.92% | 0.09% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 08/06/2026 | 275.08 K | $1.60 M | 639.14% | 0.09% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 270.46 K | $1.57 M | -27.53% | 0.09% |
| UBS GROUP AG | 08/13/2026 | 258.48 K | $1.50 M | -27.73% | 0.09% |
| QUANTEDGE CAPITAL PTE LTD | 08/06/2026 | 244.30 K | $1.42 M | 100.00% | 0.08% |
| MINDSET WEALTH MANAGEMENT, LLC | 08/04/2026 | 236.40 K | $1.37 M | -0.51% | 0.08% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 222.49 K | $1.29 M | 16.29% | 0.07% |
| CSS LLC/IL | 08/14/2026 | 212.65 K | $1.24 M | 2.62% | 0.07% |
| INVESCO LTD. | 08/14/2026 | 209.86 K | $1.22 M | -33.16% | 0.07% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 208.91 K | $1.21 M | 17.89% | 0.07% |
| JANE STREET GROUP, LLC | 08/14/2026 | 205.82 K | $1.20 M | 79.82% | 0.07% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 203.25 K | $1.18 M | 7.94% | 0.07% |
| GLADSTONE INSTITUTIONAL ADVISORY LLC | 07/27/2026 | 193.05 K | $1.12 M | 100.00% | 0.06% |
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Liberty All-Star Equity Fund institutional Ownership - FAQ's
During the previous two years, 345 institutional investors and hedge funds held shares of Liberty All-Star Equity Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 5.86 M
RAYMOND JAMES FINANCIAL INC: 4.81 M
RIVERNORTH CAPITAL MANAGEMENT, LLC: 4.33 M
Saba Capital Management, L.P.: 3.86 M
LPL Financial LLC: 3.35 M
Karpus Management, Inc.: 3.27 M
21.45% of Liberty All-Star Equity Fund stock is owned by institutional investors.
Institutional investors have bought a total of 77.86 M shares in the last 24 months. This purchase volume represents approximately $453.92 M in transactions.