Filing Research | LIBERTY ALL STAR EQUITY FD Institutional Holdings

Snapshot holdings

50 / 62 loaded

#		Instrument	quantity
1	ABSOLUTE INVESTMENT ADVISERS, LLC	Shares	2.2MSH	$12.6M
2	Shaker Financial Services, LLC	Shares	1.6MSH	$9.6M
3	INDEPENDENT FINANCIAL GROUP, LLC	Shares	412.8KSH	$2.4M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	295.8KSH	$1.8M
5	PMG Family Office LLC	Shares	276.0KSH	$1.6M
6	D.A. DAVIDSON & CO.	Shares	167.4KSH	$972.9K
7	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	159.8KSH	$928.6K
8	Live Oak Private Wealth LLC	Shares	158.6KSH	$921.4K
9	Prospera Financial Services Inc	Shares	156.1KSH	$907.0K
10	FLYNN ZITO CAPITAL MANAGEMENT, LLC	Shares	143.9KSH	$835.9K
11	TrueMark Investments, LLC	Shares	134.3KSH	$780.0K
12	J.W. COLE ADVISORS, INC.	Shares	125.2KSH	$727.4K
13	Abel Hall, LLC	Shares	103.0KSH	$598.4K
14	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	97.2KSH	$565.7K
15	Intrua Financial, LLC	Shares	75.9KSH	$440.9K
16	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	Shares	61.5KSH	$357.1K
17	Sage Capital Advisors,llc	Shares	52.5KSH	$305.0K
18	Avior Wealth Management, LLC	Shares	43.6KSH	$253.2K
19	BENJAMIN EDWARDS INC	Shares	42.1KSH	$244.4K
20	DECISION INVESTMENTS, INC	Shares	38.6KSH	$224.1K
21	Onyx Bridge Wealth Group LLC	Shares	34.0KSH	$197.6K
22	Altus Wealth Group LLC	Shares	31.8KSH	$184.6K
23	LANARK FINANCIAL, INC.	Shares	28.6KSH	$166.1K
24	Merit Financial Group, LLC	Shares	26.1KSH	$151.5K
25	Procyon Advisors, LLC	Shares	25.2KSH	$146.2K
26	CARY STREET PARTNERS FINANCIAL LLC	Shares	25.0KSH	$145.3K
27	Quad-Cities Investment Group, LLC	Shares	22.8KSH	$132.3K
28	Triumph Capital Management	Shares	21.1KSH	$122.9K
29	RFG Advisory, LLC	Shares	20.2KSH	$117.3K
30	CoreCap Advisors, LLC	Shares	19.8KSH	$115.0K
31	VISTA INVESTMENT PARTNERS II, LLC	Shares	19.5KSH	$113.4K
32	Smith Asset Management Co., LLC	Shares	18.2KSH	$105.8K
33	Mendel Capital Management LLC	Shares	17.8KSH	$103.1K
34	Avidian Wealth Enterprises, LLC	Shares	17.6KSH	$102.5K
35	Golden State Wealth Management, LLC	Shares	16.2KSH	$94.0K
36	SAX WEALTH ADVISORS, LLC	Shares	16.8KSH	$93.0K
37	Community Financial Services Group, LLC	Shares	15.1KSH	$88.0K
38	Graves Light Lenhart Wealth, Inc.	Shares	15.0KSH	$87.2K
39	WEBSTER BANK, N. A.	Shares	14.9KSH	$86.8K
40	MRA Advisory Group	Shares	14.6KSH	$85.0K
41	Shulman DeMeo Asset Management LLC	Shares	13.3KSH	$77.6K
42	Bensler, LLC	Shares	11.0KSH	$64.0K
43	Fiduciary Alliance LLC	Shares	10.9KSH	$63.3K
44	Farther Finance Advisors, LLC	Shares	10.8KSH	$62.8K
45	Apollon Wealth Management, LLC	Shares	10.4KSH	$60.6K
46	Fifth Third Wealth Advisors LLC	Shares	10.4KSH	$60.6K
47	Crews Bank & Trust	Shares	7.1KSH	$41.5K
48	Nova Wealth Management, Inc.	Shares	6.4KSH	$37.0K
49	Noble Wealth Management PBC	Shares	3.4KSH	$19.9K
50	IFP Advisors, Inc	Shares	2.9KSH	$16.7K

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Manager changes2026-06-30 vs 2026-03-31

50 / 67 loaded

#		Instrument
1	Shaker Financial Services, LLC added	Shares	+698.3K	+$4.3M	$9.6M
2	J.W. COLE ADVISORS, INC. new	Shares	+125.2K	+$727.4K	$727.4K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+60.8K	+$450.7K	$1.8M
4	Intrua Financial, LLC new	Shares	+75.9K	+$440.9K	$440.9K
5	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC new	Shares	+61.5K	+$357.1K	$357.1K
6	Prospera Financial Services Inc added	Shares	+24.1K	+$174.2K	$907.0K
7	DECISION INVESTMENTS, INC added	Shares	+26.7K	+$158.1K	$224.1K
8	PMG Family Office LLC added	Shares	+10.4K	+$129.5K	$1.6M
9	TrueMark Investments, LLC added	Shares	+8.9K	+$84.2K	$780.0K
10	Live Oak Private Wealth LLC unchanged	Shares	0	+$41.2K	$921.4K
11	Merit Financial Group, LLC added	Shares	+4.8K	+$33.5K	$151.5K
12	Abel Hall, LLC unchanged	Shares	0	+$26.8K	$598.4K
13	Onyx Bridge Wealth Group LLC added	Shares	+3.1K	+$25.9K	$197.6K
14	RFG Advisory, LLC added	Shares	+3.3K	+$23.5K	$117.3K
15	Sage Capital Advisors,llc added	Shares	+1.0K	+$19.3K	$305.0K
16	Avior Wealth Management, LLC unchanged	Shares	0	+$11.3K	$253.2K
17	BENJAMIN EDWARDS INC added	Shares	+35	+$11.1K	$244.4K
18	First Pacific Financial new	Shares	+1.5K	+$8.6K	$8.6K
19	Altus Wealth Group LLC unchanged	Shares	0	+$8.3K	$184.6K
20	Procyon Advisors, LLC added	Shares	+132	+$7.3K	$146.2K
21	Golden State Wealth Management, LLC added	Shares	+412	+$6.5K	$94.0K
22	Avidian Wealth Enterprises, LLC added	Shares	+280	+$6.1K	$102.5K
23	MRA Advisory Group added	Shares	+370	+$5.9K	$85.0K
24	CoreCap Advisors, LLC added	Shares	+74	+$5.6K	$115.0K
25	VISTA INVESTMENT PARTNERS II, LLC unchanged	Shares	0	+$5.1K	$113.4K
26	Mendel Capital Management LLC unchanged	Shares	0	+$4.6K	$103.1K
27	Graves Light Lenhart Wealth, Inc. unchanged	Shares	0	+$3.9K	$87.2K
28	WEBSTER BANK, N. A. unchanged	Shares	0	+$3.9K	$86.8K
29	Shulman DeMeo Asset Management LLC unchanged	Shares	0	+$3.5K	$77.6K
30	Community Financial Services Group, LLC unchanged	Shares	0	+$2.9K	$88.0K
31	Smith Asset Management Co., LLC trimmed	Shares	-350	+$2.8K	$105.8K
32	Apollon Wealth Management, LLC added	Shares	+1	+$2.7K	$60.6K
33	Fifth Third Wealth Advisors LLC unchanged	Shares	0	+$2.7K	$60.6K
34	Crews Bank & Trust unchanged	Shares	0	+$1.9K	$41.5K
35	Nova Wealth Management, Inc. unchanged	Shares	0	+$1.7K	$37.0K
36	CARY STREET PARTNERS FINANCIAL LLC trimmed	Shares	-925	+$1.4K	$145.3K
37	IFP Advisors, Inc added	Shares	+73	+$1.2K	$16.7K
38	Noble Wealth Management PBC unchanged	Shares	0	+$889	$19.9K
39	Hilltop National Bank unchanged	Shares	0	+$746	$16.7K
40	AdvisorNet Financial, Inc unchanged	Shares	0	+$605	$13.5K
41	JFS WEALTH ADVISORS, LLC new	Shares	+96	+$558	$558
42	Bogart Wealth, LLC unchanged	Shares	0	+$260	$5.8K
43	Aventura Private Wealth, LLC unchanged	Shares	0	+$185	$4.1K
44	FIRST UNITED BANK & TRUST unchanged	Shares	0	+$163	$3.6K
45	HIGHLINE WEALTH PARTNERS LLC unchanged	Shares	0	+$156	$3.5K
46	FINANCIAL CONSULATE, INC unchanged	Shares	0	+$130	$2.9K
47	PARK AVENUE SECURITIES LLC new	Shares	+18.7K	+$109	$109
48	SIGNATUREFD, LLC unchanged	Shares	0	+$47	$1.1K
49	Roble, Belko & Company, Inc unchanged	Shares	0	$0	$1
50	Fiduciary Alliance LLC unchanged	Shares	0	-$1.1K	$63.3K

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