Liberty All-Star Equity Fund (USA)
NYSE - NYSE Delayed price. Currency in USD
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Major holders
Currency in USDBreakdown
| 0.10% | % of shares held by all insiders |
| 10.55% | % of shares held by institutions |
| 10.56% | % of float held by institutions |
| 195 | Number of institutions holding shares |
Top institutional holders
| Holder | Shares | Date reported | % out | Value |
|---|---|---|---|---|
| Morgan Stanley | 3,572,588 | 30 Dec 2023 | 1.32% | 24,222,147 |
| LPL Financial LLC | 3,009,751 | 30 Dec 2023 | 1.11% | 20,406,112 |
| Royal Bank of Canada | 1,676,272 | 30 Dec 2023 | 0.62% | 11,365,124 |
| Bensler, LLC | 1,561,759 | 30 Mar 2024 | 0.58% | 10,588,726 |
| Penserra Capital Management LLC | 1,192,717 | 30 Dec 2023 | 0.44% | 8,086,621 |
| Ameriprise Financial, Inc. | 1,203,236 | 30 Dec 2023 | 0.44% | 8,157,940 |
| Osaic Holdings Inc | 835,942 | 30 Dec 2023 | 0.31% | 5,667,686 |
| Janney Montgomery Scott LLC | 846,492 | 30 Mar 2024 | 0.31% | 5,739,215 |
| Guggenheim Capital, LLC | 811,676 | 30 Dec 2023 | 0.30% | 5,503,163 |
| Advisors Asset Management, Inc. | 801,548 | 30 Dec 2023 | 0.30% | 5,434,495 |
Top mutual fund holders
| Holder | Shares | Date reported | % out | Value |
|---|---|---|---|---|
| Amplify High Income ETF | 1,763,803 | 30 Jan 2024 | 0.65% | 11,958,584 |
| Cornerstone Strategic Value Fund | 39,800 | 30 Dec 2023 | 0.01% | 269,844 |
| Cornerstone Total Return Fund | 23,497 | 30 Dec 2023 | 0.01% | 159,309 |
| Rydex Series Funds-Multi-Hedge Strategies Fund | 1,333 | 30 Dec 2023 | 0.00% | 9,037 |
| Rydex Variable Trust-Multi Hedge Strategies Fund | 675 | 30 Dec 2023 | 0.00% | 4,576 |
| Calamos ETF Tr-Calamos CEF Income & Arbitrage ETF | 3,840 | 30 Jan 2024 | 0.00% | 26,035 |
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