Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Liberty All-Star Equity Fund eröffnet haben, gehören Wealth Effects Llc, Valmark Advisers, Inc., TCG Advisory Services, LLC, Community Financial Services Group, LLC, Accredited Investor Services, Llc, Great Valley Advisor Group, Inc., Integrity Advisory Solutions, LLC, Investmark Advisory Group LLC, Csenge Advisory Group, PCM Encore, LLC, Osbon Capital Management Llc, Kilter Group LLC, Colonial Trust Co / SC, Beaird Harris Wealth Management, LLC, Western Wealth Management, LLC, Danske Bank A/s, und Ubs Asset Management Americas Inc .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-17 | 13F | Mezzasalma Advisors, LLC | 76.887 | 0,11 | 427 | -11,62 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 75.524 | 59,48 | 419 | 41,08 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 158.256 | 5,40 | 878 | -6,79 | ||||
| 2026-04-21 | 13F | Accredited Investor Services, Llc | 11.214 | 62 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1.527 | 8 | ||||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 174.236 | 11,52 | 1.029 | 4,79 | ||||
| 2026-05-12 | 13F | PCM Encore, LLC | 10.104 | 56 | ||||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 3.045 | 15,82 | 19 | 18,75 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 180.994 | 6,42 | 1.005 | -5,99 | ||||
| 2026-04-22 | 13F | Mindset Wealth Management, Llc | 237.598 | 2,24 | 1.319 | -9,66 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 4.692.092 | 56,13 | 26.041 | 37,99 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 38.831 | 5,52 | 216 | -6,93 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 437.776 | 5,70 | 2.430 | -6,58 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 7.965 | 44 | ||||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 15.974 | 5,32 | 89 | -7,37 | ||||
| 2026-05-15 | 13F | Cohen & Steers, Inc. | 750.000 | 23,97 | 4 | 33,33 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 31.707 | 18,29 | 176 | 3,55 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 379.903 | 9,28 | 2.108 | -3,44 | ||||
| 2026-01-29 | 13F | Comerica Bank | 8.189 | 1,85 | 51 | 2,00 | ||||
| 2026-05-12 | 13F | Thomas J. Herzfeld Advisors, Inc. | 871 | 5,83 | 5 | -20,00 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 9 | 350,00 | 0 | |||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 2.271.108 | 15,02 | 12.604 | 1,65 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 13.707 | 5,38 | 76 | -6,17 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 17.370 | 3,52 | 96 | -8,57 | ||||
| 2026-05-11 | 13F | Beacon Capital Management, LLC | 18.180 | 0,06 | 101 | -12,28 | ||||
| 2026-05-14 | 13F | Karpus Management, Inc. | 3.116.511 | 70,25 | 17.297 | 50,47 | ||||
| 2026-04-17 | 13F | Harbour Wealth Management Group, Inc. | 16.126 | 0,57 | 89 | -11,00 | ||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 1.105.423 | 13,27 | 6.135 | 0,11 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 15.677 | 5,79 | 87 | -6,45 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 34 | 0 | ||||||
| 2026-04-24 | 13F | United Community Bank | 19.089 | 5,82 | 106 | -7,08 | ||||
| 2026-04-21 | 13F | Wealth Effects Llc | 74.244 | 412 | ||||||
| 2026-04-20 | 13F | TrueMark Investments, LLC | 125.376 | 5,37 | 696 | -6,96 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 30.949 | 6,90 | 172 | -5,52 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 20.695 | 0,94 | 115 | -10,94 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 606 | 3 | ||||||
| 2026-04-17 | 13F | PMG Family Office LLC | 265.646 | 9,59 | 1.474 | -5,63 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 21.259 | 67,22 | 118 | 48,10 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 19.070 | 3,43 | 106 | -8,70 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 42.497 | 236 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 4.186 | 23 | ||||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 42.040 | 1,26 | 233 | -10,38 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1.149.513 | 11,53 | 6.380 | -1,44 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 15.762 | 5,82 | 87 | -6,45 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 5.450.416 | 13,33 | 30.250 | 0,16 | ||||
| 2026-05-14 | 13F | Kilter Group LLC | 4.000 | 22 | ||||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 2.062 | 2,69 | 13 | 0,00 | ||||
| 2026-05-04 | 13F | Flynn Zito Capital Management, Llc | 157.158 | 2,51 | 872 | -9,36 | ||||
| 2026-05-12 | 13F | Danske Bank A/s | 14 | 0 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 557.956 | 13,42 | 3.097 | 0,23 | ||||
| 2026-05-13 | 13F | Sit Investment Associates Inc | 229.021 | 3,04 | 1 | 0,00 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 209.044 | 93,83 | 1.160 | 71,34 | ||||
| 2026-02-17 | 13F | Boreal Capital Management LLC | 0 | 9 | -97,60 | |||||
| 2026-05-14 | 13F | Northern Trust Corp | 35.638 | 198 | ||||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 37.216 | 38,87 | 207 | 22,62 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 4.019 | 318,65 | 22 | 266,67 | ||||
| 2026-05-15 | 13F | Man Group plc | 1.320.861 | 103,74 | 7.331 | 80,05 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 59.743 | 114,52 | 332 | 90,23 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 151.109 | 5,62 | 1 | |||||
| 2026-05-06 | 13F | WealthTrust Asset Management, LLC | 50.851 | 34,74 | 282 | 18,99 | ||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 89.063 | 0,58 | 494 | -11,15 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 19.722 | 0,79 | 109 | -10,66 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 191.316 | 1.276,08 | 1.062 | 1.119,54 | ||||
| 2026-04-23 | 13F | Blue Rock Wealth Management LLC | 12.500 | 25,00 | 69 | 11,29 | ||||
| 2026-04-27 | 13F | Canal Capital Management, LLC | 10.900 | 60 | ||||||
| 2026-04-28 | 13F | Westbourne Investment Advisors, Inc. | 184.700 | 14,58 | 1.025 | 1,28 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 10.667 | 59 | ||||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 16.612 | 6,86 | 92 | -8,00 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 135.704 | 678.420,00 | 734 | |||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 50.960 | 13,35 | 283 | 0,00 | ||||
| 2026-05-15 | 13F | Ionic Capital Management LLC | 138.731 | 10,98 | 770 | -2,04 | ||||
| 2026-05-15 | 13F | City Of London Investment Management Co Ltd | 641.600 | 57,11 | 3.561 | 38,85 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 1.418 | 8 | ||||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 46.460 | 75,75 | 258 | 52,98 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 10.229 | 57 | ||||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 56.284 | 10,82 | 314 | -1,26 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 563.325 | 13,64 | 3 | 0,00 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 5.871 | 37 | ||||||
| 2026-05-05 | 13F | Advisory Advocates, LLC | 100.528 | 3,08 | 558 | -8,99 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 132.028 | 114,28 | 733 | 89,64 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 53.387 | 7,90 | 296 | -4,52 | ||||
| 2026-04-07 | 13F | Sage Capital Advisors,llc | 51.482 | 7,35 | 286 | -5,32 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 16.454 | 0,56 | 91 | -10,78 | ||||
| 2026-05-11 | 13F | Camden Capital, LLC | 17.824 | 5,82 | 99 | -6,67 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 15.118 | 85 | ||||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 41.320 | 3,68 | 229 | -8,40 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 7 | 0 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 10.770 | 60 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 34.665 | 35,35 | 192 | 20,00 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 2.800 | 5,86 | 16 | -6,25 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 3.867 | 22 | ||||||
| 2026-05-15 | 13F | Osbon Capital Management Llc | 5.860 | 33 | ||||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 613.919 | 52,34 | 3.407 | 34,66 | ||||
| 2026-05-15 | 13F | Css Llc/il | 207.228 | 5,83 | 1.150 | -6,43 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 4.400 | 175,00 | 24 | 140,00 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 7.034 | 4,84 | 39 | -7,14 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 79.439 | 1,52 | 441 | -10,39 | ||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 1.250.128 | 16,18 | 7 | 0,00 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 74.978 | 158,06 | 416 | 128,57 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 62.892 | 7,35 | 349 | -4,90 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 20.764 | 115 | ||||||
| 2026-04-21 | 13F | Decision Investments, Inc | 11.890 | 0,42 | 66 | -12,16 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 33.246 | 203,09 | 185 | 159,15 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 10.432 | 0,01 | 58 | -12,31 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 205.380 | 6,93 | 1.140 | -5,56 | ||||
| 2026-04-22 | 13F | Advocate Investing Services LLC | 148.369 | 5,04 | 823 | -7,22 | ||||
| 2026-04-22 | 13F | Morris Retirement Advisors, LLC | 14.263 | 6,01 | 79 | -5,95 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 8.891 | 280,45 | 49 | 250,00 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 84.080 | 8,83 | 467 | -3,92 | ||||
| 2026-05-15 | 13F | Investmark Advisory Group LLC | 10.436 | 58 | ||||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 58.123 | 323 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 113.191 | 9,70 | 711 | 8,56 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 20.567 | 2,32 | 116 | -8,73 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 41.937 | 1,49 | 233 | -10,42 |
