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LIBERTY ALL STAR EQUITY FD
LIBERTY ALL STAR EQUITY FD. Institutional holdings reported to the SEC.

Institutional Holders (2017Q1)
Portfolio Summary: 123 Institutional holders with a total value of $341,342,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
101 UNITED CAPITAL FINANCIAL ADVISORS, LLC 10,543 58,000 0.02%
102 Stockman Wealth Management, Inc. 10,179 56,000 0.02%
103 IFP ADVISORS, INC 8,322 45,000 0.01%
104 ADVANTAGE INVESTMENT MANAGEMENT, LLC 7,702 42,000 0.01%
105 DEUTSCHE BANK AG\ 7,208 39,000 0.01%
106 Perigon Wealth Management, LLC 5,000 27,000 0.01%
107 PARALLEL ADVISORS, LLC 3,518 19,000 0.01%
108 GENEOS WEALTH MANAGEMENT INC. 3,287 17,000 0.00%
109 Archford Capital Strategies, LLC 2,881 16,000 0.00%
110 ASSET DEDICATION, LLC 2,723 15,000 0.00%
111 Tower Research Capital LLC (TRC) 2,680 15,000 0.00%
112 US BANCORP \DE\ 2,045 11,000 0.00%
113 ALPHA OMEGA WEALTH MANAGEMENT LLC 1,454 8,000 0.00%
114 VALLEY NATIONAL ADVISERS INC 1,500 8,000 0.00%
115 BRONFMAN E.L. ROTHSCHILD, L.P. 1,553 8,000 0.00%
116 SEVENBRIDGE FINANCIAL GROUP, LLC 844 5,000 0.00%
117 Cordasco Financial Network 976 5,000 0.00%
118 SEI INVESTMENTS CO 615 3,000 0.00%
119 GIERL AUGUSTINE INVESTMENT MANAGEMENT INC 599 3,000 0.00%
120 Baystate Wealth Management LLC 492 3,000 0.00%
121 SYNOVUS FINANCIAL CORP 153 1,000 0.00%
122 Carroll Financial Associates, Inc. 97 0 0.00%
123 PATHSTONE FAMILY OFFICE, LLC 23 0 0.00%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.