Liberty All-Star Equity Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 02/17/2026 | 5.63 M | $35.37 M | 179.01% | 1.91% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 4.81 M | $30.20 M | 17.44% | 1.63% |
| LPL FINANCIAL LLC | 02/11/2026 | 3.78 M | $23.77 M | -18.63% | 1.28% |
| MORGAN STANLEY | 02/13/2026 | 3.01 M | $18.87 M | -11.86% | 1.02% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 01/28/2026 | 2.70 M | $17.11 M | 632.30% | 0.92% |
| ROYAL BANK OF CANADA | 02/17/2026 | 1.97 M | $12.40 M | -2.05% | 0.67% |
| KARPUS MANAGEMENT, INC. | 02/17/2026 | 1.83 M | $11.50 M | 100.00% | 0.62% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 1.77 M | $11.10 M | 1.47% | 0.60% |
| 1607 CAPITAL PARTNERS, LLC | 02/17/2026 | 1.35 M | $8.50 M | 115.46% | 0.46% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 1.32 M | $8.30 M | 0.35% | 0.45% |
| READYSTATE ASSET MANAGEMENT LP | 02/17/2026 | 1.31 M | $8.22 M | 45.81% | 0.44% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 1.09 M | $6.93 M | -16.94% | 0.37% |
| PENSERRA CAPITAL MANAGEMENT LLC | 02/12/2026 | 1.08 M | $6.76 M | 10.20% | 0.37% |
| QUARRY LP | 02/13/2026 | 1.07 M | $6.70 M | 100.00% | 0.36% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 1.03 M | $6.47 M | 25.05% | 0.35% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 975.90 K | $6.13 M | 11.39% | 0.33% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 951.24 K | $5.97 M | 39.24% | 0.32% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 822.04 K | $5.16 M | -6.81% | 0.28% |
| ALMITAS CAPITAL LLC | 02/17/2026 | 804.61 K | $5.05 M | 100.00% | 0.27% |
| CORNERSTONE ADVISORS, LLC | 02/13/2026 | 794.98 K | $4.99 M | -23.24% | 0.27% |
| MAN GROUP PLC | 02/17/2026 | 648.30 K | $4.07 M | 100.00% | 0.22% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 616.60 K | $3.87 M | 175.24% | 0.21% |
| COHEN & STEERS, INC. | 02/13/2026 | 605.00 K | $3.80 M | 51.25% | 0.21% |
| RPO LLC | 02/17/2026 | 573.70 K | $3.60 M | 100.00% | 0.19% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 495.72 K | $3.11 M | 63.30% | 0.17% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 491.95 K | $3.09 M | 7.69% | 0.17% |
| JANE STREET GROUP, LLC | 02/12/2026 | 469.52 K | $2.95 M | 681.86% | 0.16% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 458.27 K | $2.92 M | -12.02% | 0.16% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 414.15 K | $2.60 M | 8.31% | 0.14% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 02/13/2026 | 408.38 K | $2.56 M | 100.00% | 0.14% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/15/2026 | 403.00 K | $2.53 M | 100.00% | 0.14% |
| INVESCO LTD. | 02/19/2026 | 387.36 K | $2.43 M | -20.67% | 0.13% |
| UBS GROUP AG | 01/29/2026 | 382.42 K | $2.40 M | -10.15% | 0.13% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 377.42 K | $2.37 M | -1.94% | 0.13% |
| INTEGRATED WEALTH CONCEPTS LLC | 02/13/2026 | 375.61 K | $2.36 M | -4.57% | 0.13% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 347.65 K | $2.18 M | 2.93% | 0.12% |
| CITADEL ADVISORS LLC | 02/17/2026 | 332.82 K | $2.09 M | 498.09% | 0.11% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 327.92 K | $2.06 M | -1.98% | 0.11% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 320.88 K | $2.02 M | -4.88% | 0.11% |
| BOOTHBAY FUND MANAGEMENT, LLC | 02/17/2026 | 286.85 K | $1.80 M | 100.00% | 0.10% |
| XTX TOPCO LTD | 02/17/2026 | 248.06 K | $1.56 M | 645.80% | 0.08% |
| 01/28/2026 | 242.39 K | $1.56 M | -16.09% | 0.08% | |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 235.82 K | $1.48 M | -3.27% | 0.08% |
| MINDSET WEALTH MANAGEMENT, LLC | 02/12/2026 | 232.40 K | $1.46 M | -2.13% | 0.08% |
| SIT INVESTMENT ASSOCIATES INC | 02/12/2026 | 222.27 K | $1.40 M | 100.00% | 0.08% |
| CSS LLC/IL | 02/17/2026 | 195.82 K | $1.23 M | 21.01% | 0.07% |
| LOGAN STONE CAPITAL, LLC | 02/17/2026 | 194.90 K | $1.22 M | 100.00% | 0.07% |
| D.A. DAVIDSON & CO. | 01/29/2026 | 192.08 K | $1.21 M | -8.91% | 0.07% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 173.93 K | $1.09 M | -3.28% | 0.06% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 02/13/2026 | 172.50 K | $1.08 M | 370.39% | 0.06% |
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Liberty All-Star Equity Fund institutional Ownership - FAQ's
During the previous two years, 326 institutional investors and hedge funds held shares of Liberty All-Star Equity Fund. The most heavily invested institutionals were:
ABSOLUTE INVESTMENT ADVISERS, LLC: 2.42 M
WOLVERINE ASSET MANAGEMENT LLC: 938,186
Allspring Global Investments Holdings, LLC: 613,919
Cambridge Investment Research Advisors, Inc.: 563,325
INDEPENDENT FINANCIAL GROUP, LLC: 445,126
Private Advisor Group, LLC: 379,903
18.83% of Liberty All-Star Equity Fund stock is owned by institutional investors.
Institutional investors have bought a total of 68.26 M shares in the last 24 months. This purchase volume represents approximately $397.98 M in transactions.