13FBOX
LIBERTY ALL STAR EQUITY FD · 13F 机构持仓分析
期权收益计算器 机构排行

LIBERTY ALL STAR EQUITY FD

USA
持有机构数
228
机构合计市值 (Q2 2026)
$3.76亿
机构合计股数 (Q2 2026)
6,474.6万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+1,492.2万股
117 · 33 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-371.2万股
84 · 24 清仓 · ≈
⚖️ 净额
+1,121.0万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3.76亿
持有机构数
228
新买入
33
加仓
84
减仓
60
清仓
24
持股不变
51
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#161$3,404.0万585.9万股$2,161.6万341.0万股+244.9万股+71.84%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#110$2,792.4万480.6万股$3,025.0万545.0万股-64.4万股-11.82%减仓
RIVERNORTH CAPITAL MANAGEMENT, LLC
1.2%1.46%#5$2,517.4万433.3万股$2,883.9万519.6万股-86.3万股-16.61%减仓
Saba 资本管理Saba Capital Management, L.P.
0.59%#11$2,242.6万386.0万股$00股+386.0万股新买入
LPL金融LPL Financial LLC
<0.01%0.01%#124$1,946.9万335.1万股$1,887.4万340.1万股-5.0万股-1.46%减仓
Karpus Management, Inc.
0.55%0.55%#13$1,901.0万327.2万股$1,729.7万311.7万股+15.5万股+4.98%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#158$1,277.2万219.8万股$1,260.4万227.1万股-7.3万股-3.20%减仓
ABSOLUTE INVESTMENT ADVISERS, LLC
1.22%0.37%#4$1,264.5万217.6万股$1,340.4万241.5万股-23.9万股-9.88%减仓
英仕曼集团Man Group plc
0.02%0.01%#78$1,227.5万211.3万股$733.1万132.1万股+79.2万股+59.95%加仓
Janney Montgomery Scott LLC
0.02%#79$965.2万166.1万股$00股+166.1万股新买入
Shaker Financial Services, LLC
3%1.83%#2$956.8万164.7万股$526.4万94.9万股+69.8万股+73.61%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#160$905.1万155.8万股$848.8万154.4万股+1.3万股+0.86%加仓
1607 Capital Partners, LLC
0.75%0.46%#9$862.6万148.5万股$635.7万133.8万股+14.7万股+10.95%加仓
Allspring环球投资Allspring Global Investments Holdings, LLC
0.01%0.01%#92$798.0万137.3万股$340.7万61.4万股+76.0万股+123.71%加仓
古根海姆资本GUGGENHEIM CAPITAL LLC
0.05%0.05%#46$779.5万134.2万股$613.5万110.5万股+23.6万股+21.37%加仓
Penserra Capital Management LLC
0.06%0.08%#39$755.1万130.0万股$693.8万125.0万股+5.0万股+3.97%加仓
Quarry LP
0.51%1.06%#14$608.0万104.6万股$592.5万106.8万股-2.1万股-1.98%减仓
Wolverine资产管理WOLVERINE ASSET MANAGEMENT LLC
0.05%0.05%#44$598.0万102.9万股$520.7万93.8万股+9.1万股+9.71%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#175$583.6万100.5万股$638.0万115.0万股-14.5万股-12.61%减仓
Almitas Capital LLC
1.08%0.5%#6$463.8万79.8万股$219.5万39.5万股+40.3万股+101.86%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#122$460.8万79.3万股$452.4万81.5万股-2.2万股-2.70%减仓
RPO LLC
13.2%9.84%#1$401.0万69.0万股$318.4万57.4万股+11.7万股+20.31%加仓
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD
0.23%0.26%#19$382.9万65.9万股$356.1万64.2万股+1.7万股+2.72%加仓
COHEN & STEERS, INC.
0.01%0.01%#117$374.7万64.5万股$416.3万75.0万股-10.5万股-14.00%减仓
Two Sigma投资TWO SIGMA INVESTMENTS, LP
<0.01%<0.01%#144$358.2万61.7万股$342.2万61.7万股00.00%持仓不变
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#135$339.9万58.5万股$309.7万55.8万股+2.7万股+4.85%加仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#109$333.1万57.3万股$312.6万56.3万股+9,919股+1.76%加仓
Logan Stone Capital, LLC
0.55%#12$259.7万44.7万股$00股+44.7万股新买入
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#169$254.6万43.8万股$243.0万43.8万股+368股+0.08%加仓
独立金融集团INDEPENDENT FINANCIAL GROUP, LLC
0.04%0.1%#52$239.8万41.3万股$113.0万20.4万股+20.9万股+102.11%加仓
Private Advisor集团Private Advisor Group, LLC
0.01%0.01%#102$219.5万37.8万股$210.8万38.0万股-2,038股-0.54%减仓
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.01%#114$216.7万37.3万股$177.5万32.0万股+5.3万股+16.61%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.01%0.02%#100$213.3万36.7万股$206.9万37.3万股-5,837股-1.57%减仓
布斯湾基金管理BOOTHBAY FUND MANAGEMENT, LLC
0.03%0.02%#65$200.5万34.5万股$159.2万28.7万股+5.8万股+20.31%加仓
SIT INVESTMENT ASSOCIATES INC
0.04%0.03%#58$191.2万32.9万股$127.1万22.9万股+10.0万股+43.66%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#139$175.7万29.6万股$130.6万23.5万股+6.1万股+25.90%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#206$172.1万29.6万股$157.4万28.4万股+1.3万股+4.45%加仓
PMG Family Office LLC
1.48%1.65%#3$160.4万27.6万股$147.4万26.6万股+1.0万股+3.92%加仓
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.2%0.03%#22$159.8万27.5万股$20.7万3.7万股+23.8万股+639.14%加仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#164$157.1万27.0万股$207.1万37.3万股-10.3万股-27.53%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#200$150.2万25.8万股$198.5万35.8万股-9.9万股-27.73%减仓
Quantedge Capital Pte Ltd
1.08%#7$141.9万24.4万股$00股+24.4万股新买入
MINDSET WEALTH MANAGEMENT, LLC
0.26%0.35%#16$137.3万23.6万股$131.9万23.8万股-1,202股-0.51%减仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.01%0.01%#115$129.3万22.2万股$106.2万19.1万股+3.1万股+16.29%加仓
CSS LLC/IL
0.05%0.06%#49$123.6万21.3万股$115.0万20.7万股+5,424股+2.62%加仓
景顺Invesco Ltd.
<0.01%<0.01%#208$121.9万21.0万股$174.3万31.4万股-10.4万股-33.16%减仓
NewEdge顾问NewEdge Advisors, LLC
<0.01%<0.01%#130$121.4万20.9万股$98.4万17.7万股+3.2万股+17.89%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#207$119.6万20.6万股$63.5万11.4万股+9.1万股+79.82%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#167$118.1万20.3万股$104.5万18.8万股+1.5万股+7.94%加仓
Gladstone Institutional Advisory LLC
0.04%#59$112.2万19.3万股$00股+19.3万股新买入

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