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Position history for LPL Financial LLCLPL Financial LLC's holdings in LIBERTY ALL STAR EQUITY FD

LPL Financial LLC holds 3.4M shares of USA (LIBERTY ALL STAR EQUITY FD), worth $19.5M as of 2026-Q2. The position was decreased (-1.5% shares). USA represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$19.5M

Current Shares

3.4M

Total Value Change

-$5.6M

Total Shares Change

-185,657

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
3.4M
-1.5%
$19.5M0.0%$5.65
0
2026-Q1
Decreased
3.4M
-10.2%
$18.9M0.0%$5.26
0
2025-Q4
Decreased
3.8M
-18.6%
$23.8M0.0%$5.78
0
2025-Q3
Increased
4.7M
+2.5%
$29.5M0.0%$5.67
29
2025-Q2
Increased
4.5M
+3.8%
$30.9M0.0%$5.93
30
2025-Q1
Increased
4.4M
+19.7%
$28.6M0.0%$5.57
34
2024-Q4
Increased
3.6M
+3.2%
$25.4M0.0%$5.77
30
2024-Q3
Increased
3.5M
+4.9%
$25.1M0.0%$5.75
30

Other major holders of USA: Steward Partners Investment Advisory, LLC, MORGAN STANLEY, RAYMOND JAMES FINANCIAL INC

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