USA Institutional Ownership
Liberty All-Star Equity Fund
1W: -1.0%
1M: -2.0%
3M: +1.9%
YTD: -4.8%
1Y: -6.4%
3Y: +23.9%
5Y: -1.2%
$5.82
+0.05 (+0.87%)
Weekly Expected Move ±1.5%
$6
$6
$6
$6
$6
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Institutional Ownership — USA
253
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
$362M
Total Invested
34
New Positions
83
Increased
85
Reduced
25
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (271 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 5,858,880 | $$34M | +1,166,788 | +24.9% | 60Q | SEC ↗ |
| 2 | RAYMOND JAMES FINANCIAL INC | 4,806,233 | $$28M | -644,183 | -11.8% | 7Q | SEC ↗ |
| 3 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 4,332,937 | $$25M | -863,302 | -16.6% | 4Q | SEC ↗ |
| 4 | Saba Capital Management, L.P. NEW | 3,859,939 | $$22M | — | +0.0% | 1Q | SEC ↗ |
| 5 | LPL Financial LLC | 3,350,925 | $$20M | -49,763 | -1.5% | 54Q | SEC ↗ |
| 6 | Karpus Management, Inc. | 3,271,867 | $$19M | +155,356 | +5.0% | 3Q | SEC ↗ |
| 7 | ROYAL BANK OF CANADA | 2,198,363 | $$13M | -72,745 | -3.2% | 70Q | SEC ↗ |
| 8 | ABSOLUTE INVESTMENT ADVISERS, LLC | 2,176,489 | $$13M | -238,617 | -9.9% | 4Q | SEC ↗ |
| 9 | Man Group plc | 2,112,762 | $$12M | +791,901 | +60.0% | 3Q | SEC ↗ |
| 10 | Janney Montgomery Scott LLC NEW | 1,661,308 | $$10M | — | +0.0% | 1Q | SEC ↗ |
| 11 | Shaker Financial Services, LLC | 1,646,776 | $$10M | +698,253 | +73.6% | 9Q | SEC ↗ |
| 12 | AMERIPRISE FINANCIAL INC | 1,557,640 | $$9M | +13,232 | +0.9% | 16Q | SEC ↗ |
| 13 | 1607 Capital Partners, LLC | 1,484,739 | $$9M | +146,506 | +10.9% | 4Q | SEC ↗ |
| 14 | Allspring Global Investments Holdings, | 1,373,425 | $$8M | +759,506 | +123.7% | 3Q | SEC ↗ |
| 15 | GUGGENHEIM CAPITAL LLC | 1,341,706 | $$8M | +236,283 | +21.4% | 64Q | SEC ↗ |
| 16 | Penserra Capital Management LLC | 1,299,730 | $$8M | +49,602 | +4.0% | 27Q | SEC ↗ |
| 17 | Quarry LP | 1,046,465 | $$6M | -21,140 | -2.0% | 3Q | SEC ↗ |
| 18 | WOLVERINE ASSET MANAGEMENT LLC | 1,029,320 | $$6M | +91,134 | +9.7% | 6Q | SEC ↗ |
| 19 | WELLS FARGO & COMPANY/MN | 1,004,531 | $$6M | -144,982 | -12.6% | 101Q | SEC ↗ |
| 20 | Almitas Capital LLC | 798,342 | $$5M | +402,857 | +101.9% | 3Q | SEC ↗ |
| 21 | OSAIC HOLDINGS, INC. | 793,160 | $$5M | -22,023 | -2.7% | 26Q | SEC ↗ |
| 22 | RPO LLC | 690,200 | $$4M | +116,500 | +20.3% | 3Q | SEC ↗ |
| 23 | CITY OF LONDON INVESTMENT MANAGEMENT C | 659,069 | $$4M | +17,469 | +2.7% | 3Q | SEC ↗ |
| 24 | COHEN & STEERS, INC. | 645,000 | $$4M | -105,000 | -14.0% | 25Q | SEC ↗ |
| 25 | TWO SIGMA INVESTMENTS, LP | 616,604 | $$4M | — | +0.0% | 4Q | SEC ↗ |
| 26 | Cetera Investment Advisers | 585,022 | $$3M | +27,066 | +4.9% | 23Q | SEC ↗ |
| 27 | Cambridge Investment Research Advisors | 573,244 | $$3M | +9,919 | +1.8% | 39Q | SEC ↗ |
| 28 | Logan Stone Capital, LLC NEW | 446,990 | $$3M | — | +0.0% | 1Q | SEC ↗ |
| 29 | PNC Financial Services Group, Inc. | 438,144 | $$3M | +368 | +0.1% | 15Q | SEC ↗ |
| 30 | INDEPENDENT FINANCIAL GROUP, LLC | 412,818 | $$2M | -32,308 | -7.3% | 26Q | SEC ↗ |
| 31 | Private Advisor Group, LLC | 377,865 | $$2M | -2,038 | -0.5% | 51Q | SEC ↗ |
| 32 | Kestra Advisory Services, LLC | 372,913 | $$2M | +53,118 | +16.6% | 24Q | SEC ↗ |
| 33 | Integrated Wealth Concepts LLC | 366,501 | $$2M | -6,378 | -1.7% | 14Q | SEC ↗ |
| 34 | BOOTHBAY FUND MANAGEMENT, LLC | 345,100 | $$2M | +58,250 | +20.3% | 3Q | SEC ↗ |
| 35 | SIT INVESTMENT ASSOCIATES INC | 329,021 | $$2M | +100,000 | +43.7% | 3Q | SEC ↗ |
| 36 | BANK OF AMERICA CORP /DE | 296,240 | $$2M | +12,609 | +4.4% | 15Q | SEC ↗ |
| 37 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 295,803 | $$2M | +60,844 | +25.9% | 12Q | SEC ↗ |
| 38 | PMG Family Office LLC | 276,048 | $$2M | +10,402 | +3.9% | 4Q | SEC ↗ |
| 39 | BLUE BELL PRIVATE WEALTH MANAGEMENT, L | 275,077 | $$2M | +237,861 | +639.1% | 3Q | SEC ↗ |
| 40 | HighTower Advisors, LLC | 270,456 | $$2M | -102,751 | -27.5% | 18Q | SEC ↗ |
| 41 | UBS Group AG | 258,483 | $$2M | -99,157 | -27.7% | 47Q | SEC ↗ |
| 42 | Quantedge Capital Pte Ltd NEW | 244,300 | $$1M | — | +0.0% | 1Q | SEC ↗ |
| 43 | MINDSET WEALTH MANAGEMENT, LLC | 236,396 | $$1M | -1,202 | -0.5% | 6Q | SEC ↗ |
| 44 | Steward Partners Investment Advisory, | 222,485 | $$1M | +31,169 | +16.3% | 39Q | SEC ↗ |
| 45 | CSS LLC/IL | 212,652 | $$1M | +5,424 | +2.6% | 4Q | SEC ↗ |
| 46 | Invesco Ltd. | 209,862 | $$1M | -104,120 | -33.2% | 65Q | SEC ↗ |
| 47 | NewEdge Advisors, LLC | 208,912 | $$1M | +31,697 | +17.9% | 32Q | SEC ↗ |
| 48 | JANE STREET GROUP, LLC | 205,822 | $$1M | +91,360 | +79.8% | 6Q | SEC ↗ |
| 49 | COMMONWEALTH EQUITY SERVICES, LLC | 203,254 | $$1M | +14,950 | +7.9% | 35Q | SEC ↗ |
| 50 | Gladstone Institutional Advisory LLC NEW | 193,049 | $$1M | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Saba Capital Management, L.P. | 3,859,939 | $$22M |
| Janney Montgomery Scott LLC | 1,661,308 | $$10M |
| Logan Stone Capital, LLC | 446,990 | $$3M |
| Quantedge Capital Pte Ltd | 244,300 | $$1M |
| Gladstone Institutional Advisory LL | 193,049 | $$1M |
| LANGLEY WEALTH MANAGEMENT, LLC | 154,145 | $$897K |
| Advisors Asset Management, Inc. | 144,455 | $$841K |
| Bleakley Financial Group, LLC | 143,862 | $$837K |
| J.W. COLE ADVISORS, INC. | 125,199 | $$729K |
| Intrua Financial, LLC | 75,880 | $$442K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 65,708 | $$382K |
| PREVAIL INNOVATIVE WEALTH ADVISORS, | 61,471 | $$358K |
| READYSTATE ASSET MANAGEMENT LP | 54,376 | $$316K |
| Heritage Wealth Management, Inc. | 51,825 | $$302K |
| TRUIST FINANCIAL CORP | 37,276 | $$217K |
| Global Retirement Partners, LLC | 30,524 | $$178K |
| OpenArc Corporate Advisory, LLC | 27,893 | $$162K |
| EP Wealth Advisors, LLC | 21,735 | $$126K |
| NOMURA HOLDINGS INC | 20,000 | $$116K |
| Warner Group LLC | 19,366 | $$113K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Cornerstone Advisors, LLC | 794,984 | $$5M |
| Ascentis Independent Advisors | 209,044 | $$1M |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C | 172,503 | $$1M |
| Ionic Capital Management LLC | 138,731 | $$807K |
| Mezzasalma Advisors, LLC | 76,887 | $$447K |
| MCDONALD PARTNERS LLC | 55,146 | $$321K |
| CITADEL ADVISORS LLC | 53,267 | $$310K |
| Simplicity Wealth,LLC | 45,817 | $$267K |
| Valmark Advisers, Inc. | 42,497 | $$247K |
| Fisher Asset Management, LLC | 23,828 | $$139K |
| US BANCORP \DE | 18,714 | $$109K |
| CERTUITY, LLC | 17,824 | $$104K |
| AlphaCore Capital LLC | 16,612 | $$97K |
| Wealthcare Advisory Partners LLC | 15,502 | $$90K |
| World Investment Advisors | 14,570 | $$85K |
| StoneX Group Inc. | 14,297 | $$83K |
| Asset One Wealth Management LLC | 13,418 | $$78K |
| Kapstone Financial Advisors LLC | 13,064 | $$76K |
| Valeo Financial Advisors, LLC | 13,050 | $$76K |
| Facet Wealth, Inc. | 12,097 | $$70K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +1,166,788 | +24.9% | 5,858,880 |
| Man Group plc | +791,901 | +60.0% | 2,112,762 |
| Allspring Global Investments Holdin | +759,506 | +123.7% | 1,373,425 |
| Shaker Financial Services, LLC | +698,253 | +73.6% | 1,646,776 |
| Almitas Capital LLC | +402,857 | +101.9% | 798,342 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT | +237,861 | +639.1% | 275,077 |
| GUGGENHEIM CAPITAL LLC | +236,283 | +21.4% | 1,341,706 |
| Karpus Management, Inc. | +155,356 | +5.0% | 3,271,867 |
| XTX Topco Ltd | +152,133 | +1040.3% | 166,757 |
| 1607 Capital Partners, LLC | +146,506 | +10.9% | 1,484,739 |
| RPO LLC | +116,500 | +20.3% | 690,200 |
| SIT INVESTMENT ASSOCIATES INC | +100,000 | +43.7% | 329,021 |
| KINGSWOOD WEALTH ADVISORS, LLC | +97,024 | +134.5% | 169,180 |
| JANE STREET GROUP, LLC | +91,360 | +79.8% | 205,822 |
| WOLVERINE ASSET MANAGEMENT LLC | +91,134 | +9.7% | 1,029,320 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +60,844 | +25.9% | 295,803 |
| EVOLVE PRIVATE WEALTH, LLC | +58,747 | +126.4% | 105,207 |
| BOOTHBAY FUND MANAGEMENT, LLC | +58,250 | +20.3% | 345,100 |
| Kestra Advisory Services, LLC | +53,118 | +16.6% | 372,913 |
| Penserra Capital Management LLC | +49,602 | +4.0% | 1,299,730 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC | -863,302 | -16.6% | 4,332,937 |
| RAYMOND JAMES FINANCIAL INC | -644,183 | -11.8% | 4,806,233 |
| ABSOLUTE INVESTMENT ADVISERS, LLC | -238,617 | -9.9% | 2,176,489 |
| WELLS FARGO & COMPANY/MN | -144,982 | -12.6% | 1,004,531 |
| JPMORGAN CHASE & CO | -135,693 | -100.0% | 11 |
| COHEN & STEERS, INC. | -105,000 | -14.0% | 645,000 |
| Invesco Ltd. | -104,120 | -33.2% | 209,862 |
| HighTower Advisors, LLC | -102,751 | -27.5% | 270,456 |
| UBS Group AG | -99,157 | -27.7% | 258,483 |
| ROYAL BANK OF CANADA | -72,745 | -3.2% | 2,198,363 |
| Institute for Wealth Management, LL | -50,694 | -56.9% | 38,369 |
| LPL Financial LLC | -49,763 | -1.5% | 3,350,925 |
| D.A. DAVIDSON & CO. | -37,936 | -18.5% | 167,444 |
| INDEPENDENT FINANCIAL GROUP, LLC | -32,308 | -7.3% | 412,818 |
| TWO SIGMA SECURITIES, LLC | -30,012 | -72.6% | 11,308 |
| Samalin Investment Counsel, LLC | -26,009 | -25.4% | 76,468 |
| MERCER GLOBAL ADVISORS INC /ADV | -25,334 | -42.4% | 34,409 |
| OSAIC HOLDINGS, INC. | -22,023 | -2.7% | 793,160 |
| Quarry LP | -21,140 | -2.0% | 1,046,465 |
| Westbourne Investment Advisors, Inc | -21,000 | -11.4% | 163,700 |