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Disclosery

USA LIBERTY ALL STAR EQUITY FD

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SH BEN INT (fund), issuer CIK 799195

193 managers (194 13F filers) reported a position in USA shares at 2024-12-31, 29,889,708 shares in all. 25 filers opened a position and 19 filers sold out during the quarter.

Managers
193
13F filers
194
New
25
Added
47
Reduced
39
Sold out
19
Shares held by filers
29,889,708

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC3,648,171$25.4M0.01%+111,58913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,218,879$22.4M<0.01%+175,64113F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,491,548$17.3M0.01%13F-HR/ATimelineGroup
Bensler, LLC1,595,299$11.1M1.32%-23,56113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,573,832$10.9M<0.01%+87,56013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,569,751$10.9M<0.01%+98,04913F-HRTimelineGroup
Janney Montgomery Scott LLC1,013,472$7.04M0.02%+95,42413F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC866,662$6.02M0.05%-21,56913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.817,602$5.68M0.01%+67,79513F-HR/ATimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…754,971$5.25M0.1%+50,85813F-HRTimelineGroup
UBS Group AGin group UBS Group AG630,796$4.38M<0.01%+132,09813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…627,172$4.36M0.01%-62,21913F-HR/ATimeline
INDEPENDENT FINANCIAL GROUP, LLC488,031$3.39M0.11%+23,53513F-HRTimeline
Advisors Asset Management, Inc.481,732$3.35M0.06%-24,50413F-HR/ATimeline
Cambridge Investment Research Advisors,…471,456$3.28M0.01%-41,66913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC438,121$3.04M<0.01%+53,65113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…429,003$2.98M<0.01%-24,33613F-HRTimelineGroup
Shaker Financial Services, LLC409,094$2.87M1.1%-101,00013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.399,539$2.78M<0.01%+48,91513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/369,739$2.57M<0.01%-22,29313F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding341,644$2.37M+74,676Timeline
Cetera Investment Advisers335,793$2.33M<0.01%+19,75213F-HRTimeline
HighTower Advisors, LLC331,633$2.3M<0.01%-7,70113F-HRTimeline
Private Advisor Group, LLC289,973$2.02M0.01%+1,53013F-HRTimeline
Sheaff Brock Investment Advisors, LLC274,230$1.91M0.17%013F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.270,000$1.88M<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN198,475$1.38M<0.01%+25,69113F-HRTimelineGroup
Steward Partners Investment Advisory, L…196,905$1.37M0.01%+15,26213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC173,280$1.24M0.01%013F-HRTimelineGroup
FLYNN ZITO CAPITAL MANAGEMENT, LLC167,593$1.16M0.54%+39,96713F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC163,236$1.16M0.02%013F-HRTimeline
D.A. DAVIDSON & CO.162,495$1.13M0.01%+2,00013F-HRTimeline
Mariner, LLCin group Mariner, LLC161,157$1.12M<0.01%+12,97513F-HRTimelineGroup
ASHTON THOMAS SECURITIES, LLC160,268$1.11M0.31%+4,00013F-HRTimeline
Live Oak Private Wealth LLC158,585$1.1M0.19%013F-HRTimeline
Patten Group, Inc.150,227$1.04M0.23%+8,64613F-HRTimeline
RB Capital Management, LLC139,089$967K0.23%-4,53213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP138,065$960K<0.01%+19,65213F-HRTimelineGroup
NewEdge Advisors, LLC135,875$944K0.01%-21,29313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.133,554$928K<0.01%+94013F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…110,174$766K0.15%-1,22013F-HRTimelineGroup
WEDBUSH SECURITIES INC109,619$762K0.03%-59,75213F-HRTimeline
Clear Creek Financial Management, LLC104,857$729K0.08%-1,95013F-HRTimeline
WealthTrust Asset Management, LLC103,012$716K0.51%+3,68013F-HRTimeline
Stockman Wealth Management, Inc.99,563$692K0.11%013F-HRTimeline
Samalin Investment Counsel, LLC97,324$676K0.29%+4113F-HRTimeline
Atria Wealth Solutions, Inc.92,608$658K0.01%-17,12313F-HRTimeline
Triumph Capital Management90,972$632K0.22%+11913F-HRTimeline
Heritage Wealth Management, Inc.83,793$582K0.19%-66813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.82,918$578K0.03%+72,57613F-HR/ATimelineGroup
Institute for Wealth Management, LLC.78,830$548K0.07%+7,50013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC78,047$542K0.01%+57,74413F-HRTimelineGroup
PFG Investments, LLC70,467$490K0.03%013F-HRTimeline
Mezzasalma Advisors, LLC68,889$479K0.15%new13F-HRTimeline
Creative Planningin group Creative Planning68,676$477K<0.01%-57213F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…68,279$475K0.01%-8,25413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…67,302$468K<0.01%new13F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.67,215$467K0.01%+20,55013F-HRTimelineGroup
TrueMark Investments, LLCin group TrueMark Investments, LLC59,728$415K0.13%+43,04113F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC57,501$400K0.03%new13F-HRTimeline
Sage Capital Advisors,llc56,496$393K0.1%-11,93713F-HRTimeline
Avior Wealth Management, LLC51,577$358K0.01%-10,00013F-HRTimeline
MCDONALD PARTNERS LLC50,000$348K0.09%013F-HRTimeline
J.W. COLE ADVISORS, INC.47,688$331K0.01%-8,13113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC42,303$294K<0.01%013F-HRTimelineGroup
MSH Capital Advisors LLC42,270$294K0.09%+77013F-HRTimeline
Jaffetilchin Investment Partners, LLC40,689$283K0.02%new13F-HRTimeline
IHT Wealth Management, LLC37,360$260K0.01%+5,50013F-HRTimeline
Quantum Private Wealth, LLC36,715$255K0.08%-10,00013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED35,559$249K0.02%new13F-HRTimeline
Altus Wealth Group LLC34,122$237K0.1%+4,45413F-HRTimeline
Quad-Cities Investment Group, LLC33,291$231K0.11%013F-HRTimeline
Astoria Portfolio Advisors LLC.32,705$228K0.08%+51013F-HRTimeline
Canal Capital Management, LLC31,647$220K0.04%new13F-HRTimeline
Annex Advisory Services, LLC30,914$215K0.01%+14,38313F-HRTimeline
GWN SECURITIES INC.29,739$213K0.06%13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP29,556$205K<0.01%+7,00013F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…29,479$205K<0.01%-813F-HRTimelineGroup
ELCO Management Co., LLC28,454$198K0.1%-1,00013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …26,820$186K<0.01%+12,11713F-HRTimelineGroup
Prospera Financial Services Inc25,894$180K<0.01%013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding25,125$175K0Timeline
NorthCoast Asset Management LLC24,850$173K<0.01%013F-HR/ATimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP23,706$165K0.04%013F-HRTimeline
Von Berge Wealth Management Group, LLC22,532$161K0.1%new13F-HRTimeline
Global Assets Advisory, LLC22,872$160K0.09%+56313F-HRTimeline
Cushing Capital Partners, LLC22,044$157K0.15%13F-HRTimeline
David J Yvars Group22,539$157K0.1%013F-HRTimeline
EP Wealth Advisors, LLC22,341$155K<0.01%new13F-HRTimeline
Next Level Wealth Planning, LLC22,050$153K0.12%13F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV21,760$151K0.04%+2,80513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…20,843$146K0.01%-127,14413F-HRTimeline
TWO SIGMA SECURITIES, LLC20,944$146K0.03%+10,26613F-HRTimeline
BANK OF HAWAII20,864$145K0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…20,275$141K<0.01%+4,55013F-HRTimelineGroup
PRIMORIS WEALTH ADVISORS, LLC19,957$139K0.11%-2,00013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC19,437$135K<0.01%-3,58913F-HRTimelineGroup
INGALLS & SNYDER LLC19,414$135K0.01%+1,01413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC19,381$135K<0.01%-1,10113F-HRTimelineGroup
CoreCap Advisors, LLC19,020$132K0.01%-36,19813F-HRTimeline
Onyx Bridge Wealth Group LLC18,999$132K0.02%013F-HRTimeline
Lokken Investment Group LLC18,879$131K0.06%013F-HRTimeline
Smith Asset Management Co., LLC18,651$130K0.13%13F-HRTimeline
&PARTNERS18,218$128K<0.01%013F-HRTimeline
Consolidated Portfolio Review Corp17,777$124K0.02%013F-HRTimeline
Mendel Capital Management LLC17,750$123K0.07%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …17,507$122K<0.01%+2,39313F-HRTimelineGroup
Beacon Capital Management, LLC17,294$120K0.02%013F-HRTimeline
SAX WEALTH ADVISORS, LLC16,760$116K0.01%013F-HRTimeline
United Community Bankin group United Community Bank16,357$114K0.04%013F-HRTimelineGroup
WEBSTER BANK, N. A.15,898$110K0.01%013F-HRTimeline
Avidian Wealth Enterprises, LLC15,834$110K<0.01%013F-HRTimeline
Octavia Wealth Advisors, LLC15,000$107K0.01%013F-HRTimeline
CERTUITY, LLC15,273$106K0.01%013F-HRTimeline
Graves Light Lenhart Wealth, Inc.15,000$104K0.01%013F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.14,760$103K0.06%13F-HRTimeline
WealthShield Partners, LLC14,347$102K0.01%013F-HRTimeline
Mutual Advisors, LLC13,841$98K<0.01%new13F-HRTimeline
COMERICA BANK14,014$97.4K<0.01%-4,31313F-HR/ATimeline
Golden State Wealth Management, LLC13,507$93.9K0.01%13F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC13,150$93.8K0.02%013F-HRTimeline
Shulman DeMeo Asset Management LLC13,348$92.8K0.03%-77013F-HRTimeline
Bison Wealth, LLC13,272$92.2K0.02%-1,24913F-HRTimeline
MRA Advisory Group13,068$90.8K0.05%013F-HRTimeline
Marex Group Ltdin group Marex Group Ltd13,000$90.3K<0.01%new13F-HRTimelineGroup
Cornerstone Advisors, LLC12,600$87.6K<0.01%-215,24413F-HRTimeline
AMERIFLEX GROUP, INC.12,134$86.4K0.04%13F-HRTimeline
Ashton Thomas Private Wealth, LLC12,109$86.3K<0.01%-3,55713F-HRTimeline
Moloney Securities Asset Management, LLC12,213$84.9K0.01%013F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.11,895$82.7K0.02%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC11,869$82.5K<0.01%new13F-HRTimelineGroup
Alpha Cubed Investments, LLC11,570$80.4K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.11,325$79.7K<0.01%013F-HRTimelineGroup
SILVERLAKE WEALTH MANAGEMENT LLC11,075$77K0.03%013F-HRTimeline
SignalPoint Asset Management, LLC10,893$75.7K0.02%013F-HRTimeline
Meridian Wealth Management, LLC10,851$75.4K<0.01%013F-HRTimeline
Concorde Asset Management, LLC10,450$72.6K0.04%-95013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC10,367$72.1K<0.01%new13F-HRTimelineGroup
Integrated Wealth Concepts LLC10,299$71.6K<0.01%-98813F-HRTimeline
Independent Advisor Alliance10,073$70K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…10,000$69.5K<0.01%+1,00013F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO9,304$64.7K<0.01%new13F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.7,595$53K0.02%013F-HRTimeline
Crews Bank & Trust7,142$49.6K0.01%13F-HRTimeline
Nova Wealth Management, Inc.6,363$44.2K0.04%13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,142$42.7K<0.01%013F-HRTimelineGroup
Transce3nd, LLC4,277$29.7K0.01%13F-HRTimeline
Wilmington Savings Fund Society, FSB4,000$27.8K<0.01%013F-HRTimeline
WPG Advisers, LLC3,653$25.4K0.02%13F-HRTimeline
GoalVest Advisory LLC3,600$25K0.01%013F-HRTimeline
HOEY INVESTMENTS, INC3,053$21.2K<0.01%013F-HRTimeline
Allworth Financial LP2,782$20.4K<0.01%+54913F-HRTimeline
Hilltop National Bank2,869$19.9K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC2,439$17K<0.01%013F-HRTimelineGroup
HHM Wealth Advisors, LLC2,402$16.7K<0.01%013F-HRTimeline
Community Bank, N.A.2,402$16.7K<0.01%013F-HRTimeline
IFP Advisors, Inc2,399$16.7K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,382$16.6K<0.01%-113F-HRTimelineGroup
AdvisorNet Financial, Inc2,330$16.2K<0.01%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC1,847$13.1K<0.01%new13F-HRTimelineGroup
AllSquare Wealth Management LLC1,872$13K0.01%013F-HRTimeline
Raleigh Capital Management Inc.1,700$11.8K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,600$11.1K<0.01%013F-HRTimeline
Key Financial Inc1,412$9.81K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,253$8.71K<0.01%new13F-HRTimelineGroup
Pathway Financial Advisers, LLC1,250$8.69K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,167$8.11K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,122$7.8K<0.01%new13F-HRTimelineGroup
Clearstead Advisors, LLC1,028$7.14K<0.01%013F-HRTimeline
Bogart Wealth, LLC1,000$6.95K<0.01%013F-HRTimeline
Wingate Wealth Advisors, Inc.1,000$6.95K0.01%13F-HRTimeline
FNY Investment Advisers, LLC1,000$6K<0.01%new13F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.746$5.19K<0.01%013F-HRTimeline
AlphaMark Advisors, LLC733$5K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC712$4.95K<0.01%13F-HRTimeline
Elequin Capital, LP663$4.61K<0.01%new13F-HRTimeline
FIRST UNITED BANK & TRUST627$4.36K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC500$3.48K<0.01%+49813F-HRTimelineGroup
BOYD WATTERSON ASSET MANAGEMENT LLC/OH500$3.48K<0.01%013F-HRTimeline
Parallel Advisors, LLC483$3.36K<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC335$2.34K<0.01%013F-HRTimeline
Van Hulzen Asset Management, LLC288$2K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.274$1.9K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.0$1.8K<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
SIGNATUREFD, LLC181$1.26K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.35$2470.02%-28,02013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.28$195<0.01%013F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT22$153<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC6$42<0.01%013F-HRTimeline
MAI Capital Management6$42<0.01%new13F-HRTimeline
Truvestments Capital LLC4$26<0.01%013F-HRTimeline
Sound Income Strategies, LLC0$3<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.