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Insider Ownership Percentage: 0.09%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $0.00

Liberty All-Star Equity Fund Insider Trading History Chart

Liberty All-Star Equity Fund Share Price & Price History

^$6.67

▼ -0.02 (-0.30%)

As of 05/14/2025 03:46 PM ET

Days: 30 | 90 | 365

Liberty All-Star Equity Fund Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
3/26/2024	Edmund J Burke	Insider	Buy	4,000	$7.09	$28,360.00	6,500
3/12/2024	Maureen K. Usifer	Insider	Buy	2,200	$6.82	$15,004.00	6,600
12/8/2023	Mark T. Haley	President	Buy	1,600	$6.05	$9,680.00	127,029
11/3/2023	Mark T. Haley	SVP	Buy	500	$6.12	$3,060.00	125,429
9/18/2023	Robert Milas	VP	Buy	500	$6.05	$3,025.00	500
8/29/2023	Milton M Irvin	Director	Buy	1,000	$6.32	$6,320.00	6,858
6/7/2023	Edmund J Burke	Insider	Buy	2,500	$6.12	$15,300.00	2,500

SEC Filings (Institutional Ownership Changes) for Liberty All-Star Equity Fund (NYSE:USA)

9.95% of Liberty All-Star Equity Fund stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

Liberty All-Star Equity Fund Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/13/2025	Elequin Capital LP	28,323	$0.19M	0.0%	+4,171.9%	0.010%
5/13/2025	Raymond James Financial Inc.	3,041,649	$19.92M	0.0%	+22.1%	1.123%
5/13/2025	Stone House Investment Management LLC	4,236	$28K	0.0%	N/A	0.002%
5/13/2025	HighTower Advisors LLC	356,206	$2.33M	0.0%	+7.4%	0.132%
5/12/2025	Invesco Ltd.	424,761	$2.78M	0.0%	+6.3%	0.157%
5/12/2025	Wolverine Asset Management LLC	40,346	$0.26M	0.0%	N/A	0.015%
5/12/2025	AlphaCore Capital LLC	42,222	$0.28M	0.0%	N/A	0.016%
5/9/2025	Cornerstone Advisors LLC	219,737	$1.44M	0.1%	+1,643.9%	0.081%
5/9/2025	Greykasell Wealth Strategies Inc.	8,712	$57K	0.0%	N/A	0.003%
5/9/2025	WealthShield Partners LLC	26,424	$0.17M	0.0%	+84.2%	0.010%
5/9/2025	Atria Wealth Solutions Inc.	82,282	$0.54M	0.0%	-11.2%	0.030%
5/9/2025	Shaker Financial Services LLC	320,223	$2.10M	0.8%	-21.7%	0.118%
5/9/2025	PNC Financial Services Group Inc.	419,353	$2.75M	0.0%	-2.2%	0.155%
5/8/2025	US Bancorp DE	6,500	$43K	0.0%	+172.9%	0.002%
5/7/2025	Sheaff Brock Investment Advisors LLC	241,230	$1.58M	0.1%	-12.0%	0.089%
5/7/2025	LPL Financial LLC	4,368,444	$28.61M	0.0%	+19.7%	1.613%
5/6/2025	Cetera Investment Advisers	372,667	$2.44M	0.0%	+11.0%	0.138%
5/6/2025	Avantax Advisory Services Inc.	16,352	$0.11M	0.0%	N/A	0.006%
5/6/2025	Wedbush Securities Inc.	107,833	$0.71M	0.0%	-1.6%	0.040%
5/6/2025	Triumph Capital Management	100,549	$0.66M	0.2%	+10.5%	0.037%
5/6/2025	Readystate Asset Management LP	43,934	$0.29M	0.0%	N/A	0.016%
5/6/2025	Flynn Zito Capital Management LLC	192,924	$1.26M	0.6%	+15.1%	0.071%
5/5/2025	J.W. Cole Advisors Inc.	185,955	$1.22M	0.0%	+289.9%	0.069%
5/5/2025	Kestra Private Wealth Services LLC	154,617	$1.01M	0.0%	+3.0%	0.057%
5/5/2025	Private Advisor Group LLC	333,649	$2.19M	0.0%	+15.1%	0.123%
5/1/2025	WealthTrust Asset Management LLC	96,741	$0.63M	0.5%	-6.1%	0.036%
4/30/2025	Stratos Wealth Partners LTD.	34,527	$0.23M	0.0%	-48.6%	0.013%
4/29/2025	Penserra Capital Management LLC	767,336	$5.03M	0.1%	+1.6%	0.283%
4/29/2025	Concurrent Investment Advisors LLC	84,404	$0.55M	0.0%	+23.6%	0.031%
4/29/2025	OneDigital Investment Advisors LLC	19,275	$0.13M	0.0%	N/A	0.007%
4/29/2025	Silver Oak Securities Incorporated	11,500	$75K	0.0%	-67.7%	0.004%
4/29/2025	Onyx Bridge Wealth Group LLC	26,171	$0.17M	0.0%	+37.7%	0.010%
4/28/2025	D.A. Davidson & CO.	168,628	$1.11M	0.0%	+3.8%	0.062%
4/25/2025	Ameritas Advisory Services LLC	29,275	$0.19M	0.0%	+44.4%	0.011%
4/24/2025	Jaffetilchin Investment Partners LLC	52,258	$0.34M	0.0%	+28.4%	0.019%
4/24/2025	Bartlett & CO. Wealth Management LLC	150,236	$0.98M	0.0%	-8.0%	0.055%
4/23/2025	Golden State Wealth Management LLC	28,368	$0.19M	0.0%	+110.0%	0.010%
4/23/2025	Oppenheimer & Co. Inc.	160,326	$1.05M	0.0%	+497.8%	0.059%
4/22/2025	Cambridge Investment Research Advisors Inc.	443,044	$2.90M	0.0%	-6.0%	0.164%
4/22/2025	PFG Investments LLC	74,467	$0.49M	0.0%	+5.7%	0.027%
4/22/2025	Advisor Resource Council	38,302	$0.25M	0.0%	N/A	0.014%
4/21/2025	Avior Wealth Management LLC	45,577	$0.30M	0.0%	-11.6%	0.017%
4/21/2025	Silver Oak Securities Incorporated	11,500	$75K	0.0%	-67.7%	0.004%
4/18/2025	Mezzasalma Advisors LLC	72,192	$0.47M	0.2%	+4.8%	0.027%
4/17/2025	Janney Montgomery Scott LLC	1,178,002	$7.72M	0.0%	+16.2%	0.435%
4/16/2025	Wealth Enhancement Advisory Services LLC	593,341	$3.89M	0.0%	-5.4%	0.219%
4/16/2025	Bensler LLC	1,686,808	$11.05M	1.4%	+5.7%	0.623%
4/15/2025	FMB Wealth Management	11,719	$77K	0.0%	N/A	0.004%
4/15/2025	Wealthcare Advisory Partners LLC	22,572	$0.15M	0.0%	+28.9%	0.008%
4/14/2025	Farther Finance Advisors LLC	12,457	$82K	0.0%	+967.4%	0.005%
4/9/2025	RFG Advisory LLC	16,985	$0.11M	0.0%	N/A	0.006%
4/9/2025	NBC Securities Inc.	36,537	$0.24M	0.0%	+104,291.4%	0.013%
4/9/2025	Fiduciary Alliance LLC	15,203	$100K	0.0%	N/A	0.006%
4/4/2025	Sage Capital Advisors llc	52,399	$0.34M	0.1%	-7.3%	0.019%
3/17/2025	Wealth Enhancement Advisory Services LLC	627,172	$4.36M	0.0%	-9.0%	0.232%
2/24/2025	Ameriflex Group Inc.	12,134	$86K	0.0%	N/A	0.004%
2/18/2025	RB Capital Management LLC	139,089	$0.97M	0.2%	-3.2%	0.051%
2/17/2025	EP Wealth Advisors LLC	22,341	$0.16M	0.0%	N/A	0.008%
2/17/2025	CoreCap Advisors LLC	19,020	$0.13M	0.0%	-65.6%	0.007%
2/17/2025	Cetera Investment Advisers	335,793	$2.33M	0.0%	+6.2%	0.124%
2/17/2025	Cary Street Partners Financial LLC	25,125	$0.18M	0.0%	N/A	0.009%
2/17/2025	Bank of America Corp DE	369,739	$2.57M	0.0%	-5.7%	0.137%
2/17/2025	Ameriprise Financial Inc.	1,573,832	$10.94M	0.0%	+5.9%	0.581%
2/17/2025	Ancora Advisors LLC	19,437	$0.14M	0.0%	-15.6%	0.007%
2/14/2025	Talon Private Wealth LLC	90,972	$0.63M	0.2%	N/A	0.034%
2/14/2025	Comerica Bank	14,014	$97K	0.0%	-23.5%	0.005%
2/14/2025	Two Sigma Securities LLC	20,944	$0.15M	0.0%	+96.1%	0.008%
2/14/2025	IHT Wealth Management LLC	37,360	$0.26M	0.0%	+17.3%	0.014%
2/14/2025	Canal Capital Management LLC	31,647	$0.22M	0.0%	N/A	0.012%
2/14/2025	Stifel Financial Corp	138,065	$0.96M	0.0%	+16.6%	0.051%
2/14/2025	Shaker Financial Services LLC	409,094	$2.88M	1.1%	-19.8%	0.151%
2/14/2025	Transce3nd LLC	4,277	$30K	0.0%	N/A	0.002%
2/13/2025	MSH Capital Advisors LLC	42,270	$0.29M	0.1%	N/A	0.016%
2/13/2025	NewEdge Advisors LLC	135,875	$0.94M	0.0%	-13.5%	0.050%
2/13/2025	Kane Investment Management Inc.	14,760	$0.10M	0.1%	N/A	0.005%
2/13/2025	Guggenheim Capital LLC	866,662	$6.02M	0.0%	-2.4%	0.320%
2/13/2025	Mariner LLC	161,157	$1.12M	0.0%	+8.8%	0.059%
2/13/2025	Primoris Wealth Advisors LLC	19,957	$0.14M	0.1%	-9.1%	0.007%
2/13/2025	Jaffetilchin Investment Partners LLC	40,689	$0.28M	0.0%	N/A	0.015%
2/13/2025	Bank of Hawaii	20,864	$0.15M	0.0%	N/A	0.008%
2/13/2025	Raymond James Financial Inc.	2,491,548	$17.32M	0.0%	N/A	0.920%
2/13/2025	Invesco Ltd.	399,539	$2.78M	0.0%	+14.0%	0.148%
2/13/2025	Cerity Partners LLC	10,367	$72K	0.0%	N/A	0.004%
2/13/2025	Wedbush Securities Inc.	109,619	$0.76M	0.0%	-35.3%	0.040%
2/13/2025	Wells Fargo & Company MN	198,475	$1.38M	0.0%	+14.9%	0.073%
2/12/2025	StoneX Group Inc.	72,778	$0.51M	0.0%	N/A	0.027%
2/12/2025	Meridian Investment Counsel Inc.	11,895	$83K	0.0%	N/A	0.004%
2/12/2025	Brown Brothers Harriman & Co.	9,304	$65K	0.0%	N/A	0.003%
2/12/2025	TrueMark Investments LLC	59,728	$0.42M	0.1%	+257.9%	0.022%
2/11/2025	Ashton Thomas Securities LLC	160,268	$1.11M	0.3%	+2.6%	0.059%
2/11/2025	LPL Financial LLC	3,648,171	$25.36M	0.0%	+3.2%	1.347%
2/10/2025	Advisors Asset Management Inc.	481,732	$3.35M	0.1%	-4.8%	0.178%
2/10/2025	WealthTrust Asset Management LLC	103,012	$0.72M	0.5%	+3.7%	0.038%
2/10/2025	GWN Securities Inc.	29,739	$0.21M	0.1%	N/A	0.011%
2/10/2025	Altus Wealth Group LLC	34,122	$0.24M	0.1%	+15.0%	0.013%
2/10/2025	Commonwealth Equity Services LLC	438,121	$3.05M	0.0%	+14.0%	0.162%
2/7/2025	HighTower Advisors LLC	331,633	$2.31M	0.0%	-2.3%	0.122%
2/7/2025	Cushing Capital Partners LLC	22,044	$0.16M	0.2%	N/A	0.008%
2/7/2025	Cornerstone Advisors LLC	12,600	$88K	0.0%	-94.5%	0.005%
2/7/2025	Independent Advisor Alliance	10,073	$70K	0.0%	N/A	0.004%

Data available starting January 2016

See Full Table

Liberty All Star Equity Fund is a closed-ended equity mutual fund launched and managed by ALPS Advisers, Inc. The fund is co-managed by Aristotle Capital Management, LLC, Pzena Investment Management, LLC, Delaware Investments Fund Advisers, Sustainable Growth Advisers, LP, and TCW Investment Management Company. It invests in the public equity markets of the United States. The fund seeks to invest in stocks of companies operating across diversified sectors. It primarily invests in value and growth stocks of large cap companies. The fund benchmarks the performance of its portfolio against the Lipper Large-Cap Core Mutual Fund Average, the Dow Jones Industrial Average, the NASDAQ Composite Index, and the S&P 500 Index. Liberty All Star Equity Fund was formed on October 31, 1986 and is domiciled in the United States.

Today's Range

Now: $6.67

$6.65

$6.70

50 Day Range

MA: $6.40

$5.90

$6.74

52 Week Range

Now: $6.67

$5.64

$7.49

Volume

474,787 shs

Average Volume

726,630 shs

Market Capitalization

$1.81 billion

P/E Ratio

N/A

Dividend Yield

10.43%

Beta

1.12

Who are the company insiders with the largest holdings of Liberty All-Star Equity Fund?: Liberty All-Star Equity Fund's top insider shareholders include:
Mark T Haley (President)
Mark T Haley (SVP)
Milton M Irvin (Director)
Maureen K Usifer (Insider)
Edmund J Burke (Insider)
Robert Milas (VP)
Learn More about top insider investors at Liberty All-Star Equity Fund.
Who are the major institutional investors of Liberty All-Star Equity Fund?: Liberty All-Star Equity Fund's top institutional investors include:
LPL Financial LLC — 1.61%
Raymond James Financial Inc. — 1.12%
Bensler LLC — 0.62%
Janney Montgomery Scott LLC — 0.43%
Penserra Capital Management LLC — 0.28%
Wealth Enhancement Advisory Services LLC — 0.22%
Learn More about top institutional investors of Liberty All-Star Equity Fund stock.
Which major investors are selling Liberty All-Star Equity Fund stock?: Within the previous quarter, USA stock was sold by these institutional investors:
Shaker Financial Services LLC
Wealth Enhancement Advisory Services LLC
Sheaff Brock Investment Advisors LLC
Stratos Wealth Partners LTD.
Cambridge Investment Research Advisors Inc.
Silver Oak Securities Incorporated
Silver Oak Securities Incorporated
Bartlett & CO. Wealth Management LLC
Which major investors are buying Liberty All-Star Equity Fund stock?: In the previous quarter, USA stock was purchased by institutional investors including:
LPL Financial LLC
Raymond James Financial Inc.
Cornerstone Advisors LLC
Janney Montgomery Scott LLC
J.W. Cole Advisors Inc.
Oppenheimer & Co. Inc.
Bensler LLC
Readystate Asset Management LP
In the last year, these company insiders have bought Liberty All-Star Equity Fund stock:
Mark T Haley (President)
Mark T Haley (SVP)
Milton M Irvin (Director)
Maureen K Usifer (Insider)
Edmund J Burke (Insider)
Robert Milas (VP)
Learn More investors buying Liberty All-Star Equity Fund stock.