Liberty All-Star Equity Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 5.45 M | $30.25 M | 13.33% | 1.81% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 05/15/2026 | 5.20 M | $28.84 M | -7.75% | 1.72% |
| MORGAN STANLEY | 05/15/2026 | 4.69 M | $26.04 M | 56.13% | 1.56% |
| LPL FINANCIAL LLC | 05/06/2026 | 3.40 M | $18.87 M | -10.15% | 1.13% |
| KARPUS MANAGEMENT, INC. | 05/14/2026 | 3.12 M | $17.30 M | 70.25% | 1.03% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 04/22/2026 | 2.42 M | $13.40 M | -10.50% | 0.80% |
| ROYAL BANK OF CANADA | 05/15/2026 | 2.27 M | $12.60 M | 15.02% | 0.75% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 1.54 M | $8.49 M | -12.62% | 0.51% |
| 1607 CAPITAL PARTNERS, LLC | 05/15/2026 | 1.34 M | $6.36 M | -1.16% | 0.44% |
| MAN GROUP PLC | 05/15/2026 | 1.32 M | $7.33 M | 103.74% | 0.44% |
| PENSERRA CAPITAL MANAGEMENT LLC | 05/11/2026 | 1.25 M | $6.94 M | 16.18% | 0.41% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 1.15 M | $6.38 M | 11.53% | 0.38% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 1.11 M | $6.14 M | 13.27% | 0.37% |
| QUARRY LP | 05/15/2026 | 1.07 M | $5.93 M | 0.00% | 0.35% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 948.52 K | $5.26 M | -12.67% | 0.31% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 938.19 K | $5.21 M | -1.37% | 0.31% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 815.18 K | $4.52 M | -0.83% | 0.27% |
| COHEN & STEERS, INC. | 05/15/2026 | 750.00 K | $4.16 M | 23.97% | 0.25% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 05/15/2026 | 641.60 K | $3.56 M | 57.11% | 0.21% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 616.60 K | $3.42 M | 0.00% | 0.20% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 05/05/2026 | 613.92 K | $3.41 M | 52.34% | 0.20% |
| RPO LLC | 05/12/2026 | 573.70 K | $3.18 M | 0.00% | 0.19% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 563.33 K | $3.13 M | 13.64% | 0.19% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 557.96 K | $3.10 M | 13.42% | 0.19% |
| INDEPENDENT FINANCIAL GROUP, LLC | 05/15/2026 | 445.13 K | $2.47 M | -6.84% | 0.15% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 437.78 K | $2.43 M | 5.70% | 0.15% |
| ALMITAS CAPITAL LLC | 05/15/2026 | 395.49 K | $2.19 M | -50.85% | 0.13% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 379.90 K | $2.11 M | 9.28% | 0.13% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 373.21 K | $2.07 M | -1.12% | 0.12% |
| INTEGRATED WEALTH CONCEPTS LLC | 05/15/2026 | 372.88 K | $2.07 M | -0.73% | 0.12% |
| UBS GROUP AG | 05/05/2026 | 357.64 K | $1.98 M | -6.48% | 0.12% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 319.80 K | $1.77 M | -2.48% | 0.11% |
| INVESCO LTD. | 05/12/2026 | 313.98 K | $1.74 M | -18.94% | 0.10% |
| BOOTHBAY FUND MANAGEMENT, LLC | 05/15/2026 | 286.85 K | $1.59 M | 0.00% | 0.10% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 283.63 K | $1.57 M | -11.61% | 0.09% |
| 04/17/2026 | 265.65 K | $1.47 M | 9.59% | 0.09% | |
| MINDSET WEALTH MANAGEMENT, LLC | 04/22/2026 | 237.60 K | $1.32 M | 2.24% | 0.08% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 234.96 K | $1.31 M | -48.73% | 0.08% |
| SIT INVESTMENT ASSOCIATES INC | 05/13/2026 | 229.02 K | $1.27 M | 3.04% | 0.08% |
| GOLDEN STATE EQUITY PARTNERS | 04/28/2026 | 209.04 K | $1.16 M | 93.83% | 0.07% |
| CSS LLC/IL | 05/15/2026 | 207.23 K | $1.15 M | 5.83% | 0.07% |
| D.A. DAVIDSON & CO. | 05/05/2026 | 205.38 K | $1.14 M | 6.93% | 0.07% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 191.32 K | $1.06 M | 1,276.08% | 0.06% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 188.30 K | $1.05 M | -20.15% | 0.06% |
| WESTBOURNE INVESTMENT ADVISORS, INC. | 04/28/2026 | 184.70 K | $1.03 M | 14.58% | 0.06% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 04/20/2026 | 180.99 K | $1.00 M | 6.42% | 0.06% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 177.22 K | $983.55 K | 1.89% | 0.06% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 05/06/2026 | 174.24 K | $1.03 M | 11.52% | 0.06% |
| LIVE OAK PRIVATE WEALTH LLC | 04/20/2026 | 158.59 K | $880.15 K | 0.00% | 0.05% |
| OPPENHEIMER & CO INC | 04/24/2026 | 158.26 K | $878.32 K | 5.40% | 0.05% |
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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:
RAYMOND JAMES FINANCIAL INC: 5.45 M
RIVERNORTH CAPITAL MANAGEMENT, LLC: 5.2 M
MORGAN STANLEY: 4.69 M
LPL Financial LLC: 3.4 M
Karpus Management, Inc.: 3.12 M
ABSOLUTE INVESTMENT ADVISERS, LLC: 2.42 M
18.26% of Liberty All-Star Equity Fund stock is owned by institutional investors.
Institutional investors have bought a total of 67.52 M shares in the last 24 months. This purchase volume represents approximately $393.61 M in transactions.