Liberty All Star Equity Fund USA
We take great care to ensure that the data presented and summarized in this overview for LIBERTY ALL STAR EQUITY FUND is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding USA
View all-
Lpl Financial LLC Fort Mill, SC3.54MShares$25.2 Million0.01% of portfolio
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Morgan Stanley New York, NY3.04MShares$21.7 Million0.0% of portfolio
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Raymond James & Associates St Petersburg, FL1.68MShares$12 Million0.01% of portfolio
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Bensler, LLC Bellevue, WA1.62MShares$11.5 Million1.45% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1.49MShares$10.6 Million0.0% of portfolio
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Royal Bank Of Canada Toronto, A61.47MShares$10.5 Million0.0% of portfolio
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Janney Montgomery Scott LLC918KShares$6.54 Million0.02% of portfolio
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Guggenheim Capital LLC Chicago, IL888KShares$6.32 Million0.05% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ750KShares$5.34 Million0.01% of portfolio
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Penserra Capital Management LLC Orinda, CA704KShares$5.01 Million0.11% of portfolio
Latest Institutional Activity in USA
Top Purchases
Top Sells
About USA
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.
Insider Transactions at USA
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Mar 26
2024
|
Edmund J Burke |
BUY
Open market or private purchase
|
Direct |
4,000
+38.1%
|
$28,000
$7.09 P/Share
|
|
Mar 12
2024
|
Maureen K Usifer |
BUY
Open market or private purchase
|
Direct |
2,200
+25.0%
|
$13,200
$6.82 P/Share
|
|
Mar 11
2024
|
Robert Milas |
BUY
Open market or private purchase
|
Direct |
1,450
+42.34%
|
$8,700
$6.83 P/Share
|
|
Dec 08
2023
|
Mark T Haley President |
BUY
Open market or private purchase
|
Direct |
1,600
+1.24%
|
$9,600
$6.05 P/Share
|
|
Nov 03
2023
|
Mark T Haley President |
BUY
Open market or private purchase
|
Direct |
500
+0.4%
|
$3,000
$6.12 P/Share
|
|
Sep 18
2023
|
Robert Milas |
BUY
Open market or private purchase
|
Direct |
500
+50.0%
|
$3,000
$6.05 P/Share
|
|
Aug 29
2023
|
Milton M Irvin Director |
BUY
Open market or private purchase
|
Direct |
1,000
+12.73%
|
$6,000
$6.32 P/Share
|
|
Jun 07
2023
|
Edmund J Burke |
BUY
Open market or private purchase
|
Direct |
2,500
+50.0%
|
$15,000
$6.12 P/Share
|
|
May 26
2023
|
William R Parmentier Jr President |
SELL
Open market or private purchase
|
Direct |
34,931
-53.28%
|
$174,655
$5.98 P/Share
|
|
Dec 02
2021
|
Mark T Haley President |
BUY
Open market or private purchase
|
Direct |
2,553
+2.44%
|
$17,871
$7.78 P/Share
|
|
Dec 02
2021
|
Maureen K Usifer |
BUY
Open market or private purchase
|
Direct |
400
+8.33%
|
$2,800
$7.78 P/Share
|
|
Dec 02
2021
|
John J Neuhauser |
BUY
Open market or private purchase
|
Direct |
2,148
+12.99%
|
$15,036
$7.78 P/Share
|
|
Nov 22
2021
|
Howard Roy Gleicher |
BUY
Open market or private purchase
|
Indirect |
2,000
+8.33%
|
$14,000
$7.78 P/Share
|
|
Dec 02
2020
|
Thomas W Brock |
BUY
Open market or private purchase
|
Direct |
5,000
+5.56%
|
$30,000
$6.68 P/Share
|
|
Nov 09
2020
|
Thomas W Brock |
BUY
Open market or private purchase
|
Direct |
25,000
+23.81%
|
$150,000
$6.45 P/Share
|
Last 12 Months Summary
| Open market or private purchase | 9.25K shares |
|---|