Institutional shares held 35.9 Million
0 calls
0 puts
Total value of holdings $237M
$0 calls
$0 puts
Market Cap N/A
Institutional ownership N/A
# of Institutions 222


Latest Institutional Activity in USA

Top Purchases

Q2 2025
Abel Hall, LLC Shares Held: 103K ($681K)
Q2 2025
Kingswood Wealth Advisors, LLC Shares Held: 110K ($725K)
Q2 2025
Janney Montgomery Scott LLC Shares Held: 1.2M ($7.94M)
Q2 2025
Kapstone Financial Advisors LLC Shares Held: 15.1K ($99.8K)
Q2 2025
Valeo Financial Advisors, LLC Shares Held: 13.1K ($86.3K)

Top Sells

Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 508K ($3.36M)
Q2 2025
Ameritas Advisory Services, LLC Shares Held: 8.56K ($56.6K)
Q2 2025
Pfg Investments, LLC Shares Held: 64.2K ($425K)
Q2 2025
Sage Capital Advisors,Llc Shares Held: 47.9K ($316K)
Q2 2025
Truist Financial Corp Shares Held: 26.1K ($173K)

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

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
0 Shares
From 0 Insiders
Sell / Disposition
0 Shares
From 0 Insiders

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