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USA Insider Trading

Insider Ownership Percentage: 0.09%
Insider Buying (Last 12 Months): $53,044.00
Insider Selling (Last 12 Months): $0.00

Liberty All-Star Equity Fund Insider Trading History Chart

This chart shows the insider buying and selling history at Liberty All-Star Equity Fund by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

Liberty All-Star Equity Fund Share Price & Price History

Current Price: $7.16
Price Change: ▼ Price Decrease of -0.01 (-0.14%)
As of 11/21/2024 11:08 AM ET

This chart shows the closing price history over time for USA up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365
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Liberty All-Star Equity Fund Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
3/26/2024Edmund J BurkeInsiderBuy4,000$7.09$28,360.006,500View SEC Filing Icon  
3/12/2024Maureen K. UsiferInsiderBuy2,200$6.82$15,004.006,600View SEC Filing Icon  
12/8/2023Mark T. HaleyPresidentBuy1,600$6.05$9,680.00127,029View SEC Filing Icon  
11/3/2023Mark T. HaleySVPBuy500$6.12$3,060.00125,429View SEC Filing Icon  
9/18/2023Robert MilasVPBuy500$6.05$3,025.00500View SEC Filing Icon  
8/29/2023Milton M IrvinDirectorBuy1,000$6.32$6,320.006,858View SEC Filing Icon  
6/7/2023Edmund J BurkeInsiderBuy2,500$6.12$15,300.002,500View SEC Filing Icon  
12/2/2021Mark T. HaleySVPBuy2,553$7.78$19,862.34View SEC Filing Icon  
12/2/2021Maureen K. UsiferInsiderBuy400$7.78$3,112.00View SEC Filing Icon  
11/22/2021Howard Roy GleicherPortfolio ManagerBuy2,000$7.78$15,560.00View SEC Filing Icon  
See Full Table
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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

This chart shows the instiutional buying and selling at USA by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Liberty All-Star Equity Fund Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/18/2024RB Capital Management LLC143,621$1.02M0.2%+2.9%0.053%Search for SEC Filing on Google Icon
11/15/2024Kovitz Investment Group Partners LLC24,850$0.18M0.0%N/A0.009%Search for SEC Filing on Google Icon
11/15/2024Stifel Financial Corp118,413$0.84M0.0%+23.8%0.044%Search for SEC Filing on Google Icon
11/15/2024HighTower Advisors LLC339,334$2.41M0.0%-4.1%0.125%Search for SEC Filing on Google Icon
11/15/2024Benjamin Edwards Inc.42,303$0.30M0.0%N/A0.016%Search for SEC Filing on Google Icon
11/13/2024D.A. Davidson & CO.160,495$1.14M0.0%+1.0%0.059%Search for SEC Filing on Google Icon
11/12/2024Larson Financial Group LLC14,970$0.11M0.0%+248.1%0.006%Search for SEC Filing on Google Icon
11/12/2024Penserra Capital Management LLC704,113$5M0.1%-62.5%0.260%Search for SEC Filing on Google Icon
11/12/2024Meridian Wealth Management LLC10,851$77K0.0%N/A0.004%Search for SEC Filing on Google Icon
11/8/2024Cornerstone Advisors LLC227,844$1.62M0.1%-27.7%0.084%Search for SEC Filing on Google Icon
11/8/2024Advisors Asset Management Inc.506,236$3.59M0.1%+2.0%0.187%Search for SEC Filing on Google Icon
11/8/2024PNC Financial Services Group Inc.453,339$3.22M0.0%+21.2%0.167%Search for SEC Filing on Google Icon
11/6/2024Oppenheimer & Co. Inc.14,703$0.10M0.0%-40.5%0.005%Search for SEC Filing on Google Icon
11/5/2024Ashton Thomas Private Wealth LLC15,666$0.11M0.0%+65.9%0.006%Search for SEC Filing on Google Icon
11/4/2024Ashton Thomas Securities LLC156,268$1.11M0.2%+10.6%0.058%Search for SEC Filing on Google Icon
11/1/2024Bensler LLC1,618,860$11.49M1.4%+3.5%0.598%Search for SEC Filing on Google Icon
10/31/2024Shaker Financial Services LLC510,094$3.62M1.4%-32.1%0.188%Search for SEC Filing on Google Icon
10/31/2024Concurrent Investment Advisors LLC76,533$0.54M0.0%+17.2%0.028%Search for SEC Filing on Google Icon
10/29/2024Janney Montgomery Scott LLC918,048$6.52M0.0%-0.4%0.339%Search for SEC Filing on Google Icon
10/29/2024Clear Creek Financial Management LLC106,807$0.76M0.1%-11.2%0.039%Search for SEC Filing on Google Icon
10/25/2024Golden State Equity Partners111,394$0.79M0.2%-5.2%0.041%Search for SEC Filing on Google Icon
10/24/2024J.W. Cole Advisors Inc.55,819$0.40M0.0%+3.6%0.021%Search for SEC Filing on Google Icon
10/24/2024Wealth Enhancement Advisory Services LLC689,391$4.90M0.0%+4.5%0.255%Search for SEC Filing on Google Icon
10/24/2024PFG Investments LLC70,467$0.50M0.0%+15.6%0.026%Search for SEC Filing on Google Icon
10/22/2024International Assets Investment Management LLC147,987$1.05M0.0%+628.6%0.055%Search for SEC Filing on Google Icon
10/22/2024Altus Wealth Group LLC29,668$0.21M0.1%-14.5%0.011%Search for SEC Filing on Google Icon
10/22/2024Private Advisor Group LLC288,443$2.05M0.0%+0.7%0.106%Search for SEC Filing on Google Icon
10/22/2024Sequoia Financial Advisors LLC36,118$0.26M0.0%N/A0.013%Search for SEC Filing on Google Icon
10/18/2024Raymond James & Associates1,683,699$11.95M0.0%+167.3%0.622%Search for SEC Filing on Google Icon
10/15/2024Shulman DeMeo Asset Management LLC14,118$100K0.0%-10.6%0.005%Search for SEC Filing on Google Icon
10/15/2024NBC Securities Inc.28,055$0.20M0.0%+47.6%0.010%Search for SEC Filing on Google Icon
10/11/2024Creative Planning69,248$0.49M0.0%-4.1%0.026%Search for SEC Filing on Google Icon
10/9/2024Patten Group Inc.141,581$1.01M0.2%+21.2%0.052%Search for SEC Filing on Google Icon
10/8/2024Sage Capital Advisors llc68,433$0.49M0.1%+7.3%0.025%Search for SEC Filing on Google Icon
10/5/2024Eclectic Associates Inc. ADV18,955$0.14M0.1%+18.5%0.007%Search for SEC Filing on Google Icon
9/9/2024Heritage Wealth Management Inc.84,461$0.58M0.2%N/A0.031%Search for SEC Filing on Google Icon
8/22/2024Cetera Investment Advisers305,529$2.08M0.0%+20.8%0.113%Search for SEC Filing on Google Icon
8/21/2024Truist Financial Corp19,056$0.13M0.0%-55.3%0.007%Search for SEC Filing on Google Icon
8/19/2024B. Riley Wealth Advisors Inc.108,123$0.74M0.0%-14.6%0.040%Search for SEC Filing on Google Icon
8/16/2024NewEdge Advisors LLC156,797$1.07M0.0%+10.6%0.058%Search for SEC Filing on Google Icon
8/16/2024Creative Planning72,219$0.49M0.0%+4.2%0.027%Search for SEC Filing on Google Icon
8/16/2024Silver Lake Advisory LLC69,989$0.48M0.1%N/A0.026%Search for SEC Filing on Google Icon
8/14/2024EverSource Wealth Advisors LLC9,000$61K0.0%N/A0.003%Search for SEC Filing on Google Icon
8/13/2024WealthTrust Asset Management LLC87,758$0.60M0.4%+10.0%0.032%Search for SEC Filing on Google Icon
8/12/2024XTX Topco Ltd17,046$0.12M0.0%N/A0.006%Search for SEC Filing on Google Icon
8/12/2024Concorde Asset Management LLC10,900$74K0.0%N/A0.004%Search for SEC Filing on Google Icon
8/12/2024Mercer Global Advisors Inc. ADV74,856$0.51M0.0%+134.0%0.028%Search for SEC Filing on Google Icon
8/9/2024Cornerstone Advisors LLC314,982$2.14M0.1%-61.8%0.116%Search for SEC Filing on Google Icon
8/8/2024J.W. Cole Advisors Inc.53,884$0.37M0.0%+121.6%0.020%Search for SEC Filing on Google Icon
8/7/2024PFG Investments LLC60,970$0.42M0.0%+212.8%0.023%Search for SEC Filing on Google Icon
8/7/2024Ashton Thomas Private Wealth LLC9,444$64K0.0%N/A0.003%Search for SEC Filing on Google Icon
8/6/2024Flynn Zito Capital Management LLC94,318$0.64M0.3%+57.2%0.035%Search for SEC Filing on Google Icon
8/5/2024Private Advisor Group LLC286,561$1.95M0.0%+1.8%0.106%Search for SEC Filing on Google Icon
8/3/2024Shaker Financial Services LLC751,159$5.11M2.1%N/A0.277%Search for SEC Filing on Google Icon
8/2/2024Larson Financial Group LLC4,300$29K0.0%N/A0.002%Search for SEC Filing on Google Icon
8/2/2024Octavia Wealth Advisors LLC15,000$0.10M0.0%N/A0.006%Search for SEC Filing on Google Icon
8/2/2024Wolverine Asset Management LLC73,242$0.50M0.0%N/A0.027%Search for SEC Filing on Google Icon
8/1/2024TIAA Trust National Association12,427$85K0.0%N/A0.005%Search for SEC Filing on Google Icon
8/1/2024Consolidated Portfolio Review Corp17,498$0.12M0.0%-10.2%0.006%Search for SEC Filing on Google Icon
7/31/2024Commonwealth Equity Services LLC349,376$2.38M0.0%-1.7%0.129%Search for SEC Filing on Google Icon
7/31/2024Concurrent Investment Advisors LLC65,279$0.44M0.0%+35.5%0.024%Search for SEC Filing on Google Icon
7/26/2024Bensler LLC1,563,813$10.63M1.4%+0.1%0.577%Search for SEC Filing on Google Icon
7/26/2024Cambridge Investment Research Advisors Inc.600,211$4.08M0.0%-5.5%0.222%Search for SEC Filing on Google Icon
7/26/2024Patten Group Inc.116,827$0.79M0.2%N/A0.043%Search for SEC Filing on Google Icon
7/25/2024Clear Creek Financial Management LLC120,212$0.82M0.1%-2.7%0.044%Search for SEC Filing on Google Icon
7/23/2024All Season Financial Advisors Inc.82,216$0.56M0.5%-6.0%0.030%Search for SEC Filing on Google Icon
7/22/2024Atria Wealth Solutions Inc.122,905$0.84M0.0%-6.4%0.045%Search for SEC Filing on Google Icon
7/19/2024Raymond James & Associates629,974$4.28M0.0%+10.5%0.233%Search for SEC Filing on Google Icon
7/18/2024Silver Lake Advisory LLC69,989$0.48M0.1%N/A0.026%Search for SEC Filing on Google Icon
7/17/2024Quantum Private Wealth LLC46,715$0.32M0.1%-14.6%0.017%Search for SEC Filing on Google Icon
7/16/2024Wealth Enhancement Advisory Services LLC659,519$4.49M0.0%+11.4%0.243%Search for SEC Filing on Google Icon
7/13/2024Quad Cities Investment Group LLC33,281$0.23M0.1%-8.5%0.012%Search for SEC Filing on Google Icon
7/12/2024Annex Advisory Services LLC17,031$0.12M0.0%-10.5%0.006%Search for SEC Filing on Google Icon
7/9/2024Sage Capital Advisors llc63,758$0.43M0.1%+9.6%0.024%Search for SEC Filing on Google Icon
5/24/2024Cetera Advisors LLC22,604$0.16M0.0%N/A0.008%Search for SEC Filing on Google Icon
5/24/2024Cetera Investment Advisers253,011$1.81M0.0%+1,512.2%0.093%Search for SEC Filing on Google Icon
5/17/2024Comerica Bank33,393$0.24M0.0%+11.2%0.012%Search for SEC Filing on Google Icon
5/14/2024Sheaff Brock Investment Advisors LLC271,730$1.94M0.1%-1.2%0.100%Search for SEC Filing on Google Icon
5/14/2024Advisors Asset Management Inc.607,970$4.35M0.1%-24.2%0.224%Search for SEC Filing on Google Icon
5/14/2024Karpus Management Inc.88,070$0.63M0.0%+75.1%0.033%Search for SEC Filing on Google Icon
5/14/2024InterOcean Capital Group LLC11,745$84K0.0%N/A0.004%Search for SEC Filing on Google Icon
5/14/2024RB Capital Management LLC140,010$1M0.3%+11.6%0.052%Search for SEC Filing on Google Icon
5/10/2024Cornerstone Advisors LLC825,501$5.90M0.2%+1,204.2%0.305%Search for SEC Filing on Google Icon
5/8/2024Avantax Advisory Services Inc.32,742$0.23M0.0%-52.5%0.012%Search for SEC Filing on Google Icon
5/7/2024Concurrent Investment Advisors LLC48,179$0.34M0.0%+54.5%0.018%Search for SEC Filing on Google Icon
5/3/2024WealthTrust Asset Management LLC79,767$0.57M0.4%+7.4%0.029%Search for SEC Filing on Google Icon
5/1/2024Janney Montgomery Scott LLC846,492$6.05M0.0%+16.9%0.313%Search for SEC Filing on Google Icon
5/1/2024Flynn Zito Capital Management LLC60,009$0.43M0.2%N/A0.022%Search for SEC Filing on Google Icon
4/30/2024Private Advisor Group LLC281,498$2.01M0.0%+1.5%0.104%Search for SEC Filing on Google Icon
4/30/2024J.W. Cole Advisors Inc.24,315$0.17M0.0%N/A0.009%Search for SEC Filing on Google Icon
4/29/2024Commonwealth Equity Services LLC355,444$2.54M0.0%-1.3%0.131%Search for SEC Filing on Google Icon
4/26/2024LifePro Asset Management43,850$0.31M0.2%N/A0.016%Search for SEC Filing on Google Icon
4/25/2024Eudaimonia Partners LLC53,237$0.38M0.1%+5.2%0.020%Search for SEC Filing on Google Icon
4/25/2024Cambridge Investment Research Advisors Inc.634,920$4.54M0.0%+2.4%0.234%Search for SEC Filing on Google Icon
4/23/2024Raymond James Financial Services Advisors Inc.568,252$4.06M0.0%+3.4%0.210%Search for SEC Filing on Google Icon
4/22/2024Strategic Financial Concepts LLC10,326$74K0.0%N/A0.004%Search for SEC Filing on Google Icon
4/22/2024PFG Investments LLC19,491$0.14M0.0%N/A0.007%Search for SEC Filing on Google Icon
4/16/2024Astoria Portfolio Advisors LLC.31,703$0.22M0.1%-14.3%0.012%Search for SEC Filing on Google Icon
4/16/2024Wealth Enhancement Advisory Services LLC592,157$4.23M0.0%+8.9%0.219%Search for SEC Filing on Google Icon
4/15/2024Wealthcare Advisory Partners LLC17,966$0.13M0.0%N/A0.007%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
Liberty All-Star Equity Fund logo
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.
Read More on Liberty All-Star Equity Fund

Today's Range

Now: $7.16
Low: $7.15
High: $7.19

50 Day Range

MA: $7.16
Low: $6.88
High: $7.46

52 Week Range

Now: $7.16
Low: $5.97
High: $7.49

Volume

68,451 shs

Average Volume

734,938 shs

Market Capitalization

$1.94 billion

P/E Ratio

N/A

Dividend Yield

9.90%

Beta

1.16

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:
  1. Mark T Haley (President)
  2. Mark T Haley (SVP)
  3. Milton M Irvin (Director)
  4. Maureen K Usifer (Insider)
  5. Edmund J Burke (Insider)
  6. 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:
  1. Raymond James & Associates — 0.62%
  2. Bensler LLC — 0.60%
  3. Janney Montgomery Scott LLC — 0.34%
  4. Penserra Capital Management LLC — 0.26%
  5. Wealth Enhancement Advisory Services LLC — 0.25%
  6. Shaker Financial Services LLC — 0.19%
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:
  1. Penserra Capital Management LLC
  2. Shaker Financial Services LLC
  3. Cornerstone Advisors LLC
  4. HighTower Advisors LLC
  5. Clear Creek Financial Management LLC
  6. Oppenheimer & Co. Inc.
  7. Golden State Equity Partners
  8. Altus Wealth Group LLC

Which major investors are buying Liberty All-Star Equity Fund stock?

In the previous quarter, USA stock was purchased by institutional investors including:
  1. Raymond James & Associates
  2. International Assets Investment Management LLC
  3. PNC Financial Services Group Inc.
  4. Bensler LLC
  5. Benjamin Edwards Inc.
  6. Sequoia Financial Advisors LLC
  7. Wealth Enhancement Advisory Services LLC
  8. Kovitz Investment Group Partners LLC
In the last year, these company insiders have bought Liberty All-Star Equity Fund stock:
  1. Mark T Haley (President)
  2. Mark T Haley (SVP)
  3. Milton M Irvin (Director)
  4. Maureen K Usifer (Insider)
  5. Edmund J Burke (Insider)
  6. Robert Milas (VP)
Learn More investors buying Liberty All-Star Equity Fund stock.
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