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USA Insider Trading

Insider Ownership Percentage: 0.09%
Insider Buying (Last 12 Months): $31,353.50
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.

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Liberty All-Star Equity Fund Share Price & Price History

Current Price: $6.05
Price Change: ▲ Price Increase of +0.105 (1.77%)
As of 02/6/2026 04:58 PM 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

Liberty All-Star Equity Fund Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
2/6/2026Erich RettingerTreasurerBuy350$6.01$2,103.50350View SEC Filing Icon  
12/30/2025Mark T. HaleyPresidentBuy1,600$6.30$10,080.00159,071View SEC Filing Icon  
11/21/2025Sareena Khwaja-DixonInsiderBuy500$5.86$2,930.00500View SEC Filing Icon  
10/1/2025Mark T. HaleyPresidentBuy1,000$6.37$6,370.00157,471View SEC Filing Icon  
9/9/2025Mark T. HaleyPresidentBuy1,500$6.58$9,870.00156,471View SEC Filing Icon  
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  
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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
2/6/2026Global Retirement Partners LLC5,871$37K0.0%N/A0.000%Search for SEC Filing on Google Icon
2/6/2026Quantum Private Wealth LLC16,715$0.11M0.0%-37.4%0.000%Search for SEC Filing on Google Icon
2/6/2026PNC Financial Services Group Inc.414,150$2.60M0.0%+8.3%0.000%Search for SEC Filing on Google Icon
2/6/2026Flynn Zito Capital Management LLC153,310$0.96M0.3%-21.9%0.000%Search for SEC Filing on Google Icon
2/6/2026HighTower Advisors LLC377,416$2.37M0.0%-1.9%0.000%Search for SEC Filing on Google Icon
2/5/2026Stephens Inc. AR15,167$95K0.0%-45.3%0.000%Search for SEC Filing on Google Icon
2/5/2026AlphaCore Capital LLC15,545$100K0.0%-24.3%0.000%Search for SEC Filing on Google Icon
2/5/2026Allworth Financial LP78,252$0.49M0.0%-4.2%0.000%Search for SEC Filing on Google Icon
2/4/2026Ameritas Advisory Services LLC24,975$0.16M0.0%+311.4%0.000%Search for SEC Filing on Google Icon
2/4/2026World Investment Advisors14,570$91K0.0%+19.5%0.000%Search for SEC Filing on Google Icon
2/4/2026Bensler LLC24,784$0.16M0.0%+58.9%0.000%Search for SEC Filing on Google Icon
2/4/2026WealthTrust Asset Management LLC37,741$0.24M0.2%-56.2%0.000%Search for SEC Filing on Google Icon
2/3/2026RB Capital Management LLC146,542$0.92M0.2%-2.2%0.000%Search for SEC Filing on Google Icon
2/3/2026International Assets Investment Management LLC124,253$0.78M0.0%+337.8%0.000%Search for SEC Filing on Google Icon
2/3/2026RFG Advisory LLC16,901$0.11M0.0%-15.4%0.000%Search for SEC Filing on Google Icon
2/2/2026Wolverine Asset Management LLC951,243$5.97M0.0%+39.2%0.000%Search for SEC Filing on Google Icon
2/2/2026Benjamin Edwards Inc.41,515$0.26M0.0%-4.1%0.000%Search for SEC Filing on Google Icon
2/2/2026Ashton Thomas Securities LLC132,370$0.83M0.2%-24.0%0.000%Search for SEC Filing on Google Icon
1/30/2026Simplicity Wealth LLC45,817$0.29M0.0%N/A0.000%Search for SEC Filing on Google Icon
1/30/2026Samalin Investment Counsel LLC104,672$0.66M0.2%-12.0%0.000%Search for SEC Filing on Google Icon
1/29/2026D.A. Davidson & CO.192,076$1.21M0.0%-8.9%0.000%Search for SEC Filing on Google Icon
1/29/2026UBS Group AG382,415$2.40M0.0%-10.2%0.000%Search for SEC Filing on Google Icon
1/29/2026Golden State Equity Partners107,850$0.68M0.1%-2.2%0.000%Search for SEC Filing on Google Icon
1/29/2026Coquina Private Wealth LLC77,392$0.49M0.4%N/A0.000%Search for SEC Filing on Google Icon
1/29/2026Concurrent Investment Advisors LLC113,191$0.71M0.0%+9.7%0.000%Search for SEC Filing on Google Icon
1/28/2026Absolute Investment Advisers LLC2,698,528$17.11M2.0%+632.3%0.000%Search for SEC Filing on Google Icon
1/28/2026PMG Family Office LLC242,393$1.56M1.8%-16.1%0.000%Search for SEC Filing on Google Icon
1/26/2026Shaker Financial Services LLC1,086,080$6.93M2.2%-16.9%0.000%Search for SEC Filing on Google Icon
1/26/2026Merit Financial Group LLC12,713$80K0.0%+27.0%0.000%Search for SEC Filing on Google Icon
1/26/2026Heritage Wealth Management Inc.57,594$0.36M0.1%-2.9%0.000%Search for SEC Filing on Google Icon
1/26/2026PFG Investments LLC30,793$0.19M0.0%-51.1%0.000%Search for SEC Filing on Google Icon
1/23/2026Farther Finance Advisors LLC20,101$0.13M0.0%-8.4%0.000%Search for SEC Filing on Google Icon
1/23/2026Westbourne Investment Advisors Inc.161,200$1.01M0.3%-3.0%0.000%Search for SEC Filing on Google Icon
1/23/2026Patten Group Inc.69,949$0.44M0.1%-36.0%0.000%Search for SEC Filing on Google Icon
1/23/2026Choreo LLC10,969$71K0.0%N/A0.000%Search for SEC Filing on Google Icon
1/23/2026Clear Creek Financial Management LLC99,807$0.63M0.1%-4.8%0.000%Search for SEC Filing on Google Icon
1/22/2026Bartlett & CO. Wealth Management LLC156,236$0.98M0.0%+4.0%0.000%Search for SEC Filing on Google Icon
1/20/2026Three Magnolias Financial Advisors LLC10,000$63K0.0%N/A0.000%Search for SEC Filing on Google Icon
1/15/2026Fifth Third Wealth Advisors LLC10,425$65K0.0%N/A0.000%Search for SEC Filing on Google Icon
1/15/2026Silver Oak Securities Incorporated26,804$0.17M0.0%+95.7%0.000%Search for SEC Filing on Google Icon
1/15/2026Allspring Global Investments Holdings LLC402,996$2.53M0.0%N/A0.000%Search for SEC Filing on Google Icon
1/14/2026TrueMark Investments LLC118,992$0.75M0.1%+736.4%0.000%Search for SEC Filing on Google Icon
1/13/2026Dakota Wealth Management29,055$0.18M0.0%N/A0.000%Search for SEC Filing on Google Icon
1/8/2026Wealth Enhancement Advisory Services LLC458,274$2.92M0.0%-12.0%0.000%Search for SEC Filing on Google Icon
1/7/2026Procyon Advisors LLC25,473$0.16M0.0%N/A0.000%Search for SEC Filing on Google Icon
1/6/2026Avior Wealth Management LLC43,577$0.27M0.0%-4.4%0.000%Search for SEC Filing on Google Icon
12/22/2025PMG Family Office LLC288,888$1.83M2.0%N/A0.000%Search for SEC Filing on Google Icon
12/1/2025Polar Asset Management Partners Inc.752,232$4.77M0.0%N/A0.000%Search for SEC Filing on Google Icon
11/21/2025CIBC Bancorp USA Inc.11,325$72K0.0%N/A0.000%Search for SEC Filing on Google Icon
11/17/2025Kestra Private Wealth Services LLC169,880$1.08M0.0%+12.9%0.000%Search for SEC Filing on Google Icon
11/17/2025NewEdge Advisors LLC179,837$1.14M0.0%+27.5%0.000%Search for SEC Filing on Google Icon
11/17/2025Triumph Capital Management125,609$0.80M0.2%+17.5%0.000%Search for SEC Filing on Google Icon
11/17/2025Mariner LLC176,230$1.12M0.0%+2.5%0.000%Search for SEC Filing on Google Icon
11/17/2025Mercer Global Advisors Inc. ADV28,008$0.18M0.0%+54.9%0.000%Search for SEC Filing on Google Icon
11/17/2025Millennium Management LLC87,978$0.56M0.0%N/A0.000%Search for SEC Filing on Google Icon
11/17/2025Integrated Wealth Concepts LLC393,595$2.50M0.0%+3,721.7%0.000%Search for SEC Filing on Google Icon
11/17/2025Citadel Advisors LLC55,647$0.35M0.0%N/A0.000%Search for SEC Filing on Google Icon
11/17/2025Bank of America Corp DE337,337$2.14M0.0%+3.9%0.000%Search for SEC Filing on Google Icon
11/17/20251607 Capital Partners LLC628,404$3.98M0.3%N/A0.000%Search for SEC Filing on Google Icon
11/14/2025Creative Planning69,184$0.44M0.0%-14.4%0.000%Search for SEC Filing on Google Icon
11/14/2025Polar Asset Management Partners Inc.752,232$4.77M0.1%N/A0.000%Search for SEC Filing on Google Icon
11/14/2025Raymond James Financial Inc.4,095,005$25.96M0.0%+27.7%0.000%Search for SEC Filing on Google Icon
11/14/2025One Capital Management LLC14,180$90K0.0%N/A0.000%Search for SEC Filing on Google Icon
11/14/2025Two Sigma Investments LP224,023$1.42M0.0%N/A0.000%Search for SEC Filing on Google Icon
11/13/2025Landscape Capital Management L.L.C.36,672$0.23M0.0%N/A0.000%Search for SEC Filing on Google Icon
11/13/2025Invesco Ltd.488,288$3.10M0.0%+7.7%0.000%Search for SEC Filing on Google Icon
11/13/2025UBS Group AG425,625$2.70M0.0%-4.9%0.000%Search for SEC Filing on Google Icon
11/13/2025Private Advisor Group LLC337,739$2.14M0.0%+5.8%0.000%Search for SEC Filing on Google Icon
11/13/2025Ameriflex Group Inc.26,320$0.17M0.1%N/A0.000%Search for SEC Filing on Google Icon
11/12/2025WealthTrust Asset Management LLC86,142$0.55M0.4%+9.5%0.000%Search for SEC Filing on Google Icon
11/12/2025AlphaCore Capital LLC20,545$0.13M0.0%-46.7%0.000%Search for SEC Filing on Google Icon
11/12/2025US Bancorp DE18,714$0.12M0.0%N/A0.000%Search for SEC Filing on Google Icon
11/10/2025Patten Group Inc.109,260$0.69M0.1%-13.2%0.000%Search for SEC Filing on Google Icon
11/7/2025Cornerstone Advisors LLC1,035,627$6.57M0.2%+174.5%0.000%Search for SEC Filing on Google Icon
11/7/2025Readystate Asset Management LP898,123$5.69M0.2%+40.5%0.000%Search for SEC Filing on Google Icon
11/7/2025Wealthcare Advisory Partners LLC20,669$0.13M0.0%-7.8%0.000%Search for SEC Filing on Google Icon
11/7/2025Kapstone Financial Advisors LLC18,500$0.12M0.1%+22.6%0.000%Search for SEC Filing on Google Icon
11/7/2025PNC Financial Services Group Inc.382,372$2.42M0.0%-8.9%0.000%Search for SEC Filing on Google Icon
11/7/2025HighTower Advisors LLC384,866$2.44M0.0%+1.0%0.000%Search for SEC Filing on Google Icon
11/6/2025Ameritas Advisory Services LLC6,070$38K0.0%-29.1%0.000%Search for SEC Filing on Google Icon
11/6/2025Wedbush Securities Inc.109,412$0.69M0.0%+4.4%0.000%Search for SEC Filing on Google Icon
11/6/2025Stratos Wealth Partners LTD.14,507$92K0.0%-58.4%0.000%Search for SEC Filing on Google Icon
11/6/2025Prospera Financial Services Inc25,474$0.16M0.0%+25.3%0.000%Search for SEC Filing on Google Icon
11/6/2025Oppenheimer & Co. Inc.150,151$0.95M0.0%-5.5%0.000%Search for SEC Filing on Google Icon
11/5/2025Flynn Zito Capital Management LLC196,415$1.25M0.5%+1.1%0.000%Search for SEC Filing on Google Icon
11/5/2025J.W. Cole Advisors Inc.147,812$0.94M0.0%-20.6%0.000%Search for SEC Filing on Google Icon
11/5/2025Envestnet Asset Management Inc.40,510$0.26M0.0%+17.9%0.000%Search for SEC Filing on Google Icon
11/4/2025Penserra Capital Management LLC976,416$6.19M0.1%+23.5%0.000%Search for SEC Filing on Google Icon
11/4/2025Mutual Advisors LLC10,450$66K0.0%-24.5%0.000%Search for SEC Filing on Google Icon
11/3/2025AE Wealth Management LLC10,020$64K0.0%N/A0.000%Search for SEC Filing on Google Icon
11/3/2025Truist Financial Corp16,148$0.10M0.0%-38.2%0.000%Search for SEC Filing on Google Icon
11/3/2025Bensler LLC15,595$99K0.0%-99.1%0.000%Search for SEC Filing on Google Icon
10/31/2025International Assets Investment Management LLC28,379$0.19M0.0%+7.6%0.000%Search for SEC Filing on Google Icon
10/30/2025Westfuller Advisors LLC6,766$43K0.0%N/A0.000%Search for SEC Filing on Google Icon
10/30/2025TrueMark Investments LLC14,226$90K0.0%N/A0.000%Search for SEC Filing on Google Icon
10/30/2025Samalin Investment Counsel LLC118,991$0.75M0.3%+1.9%0.000%Search for SEC Filing on Google Icon
10/29/2025Vista Investment Partners II LLC19,875$0.13M0.1%N/A0.000%Search for SEC Filing on Google Icon
10/29/2025Wealth Enhancement Advisory Services LLC520,913$3.33M0.0%+2.6%0.000%Search for SEC Filing on Google Icon
10/28/2025Wolverine Asset Management LLC683,152$4.33M0.0%+259.0%0.000%Search for SEC Filing on Google Icon
10/28/2025Octavia Wealth Advisors LLC15,000$95K0.0%N/A0.000%Search for SEC Filing on Google Icon
Data available starting January 2016

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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: $6.05
Low: $5.97
High: $6.05

50 Day Range

MA: $6.21
Low: $5.94
High: $6.40

52 Week Range

Now: $6.05
Low: $5.64
High: $7.12

Volume

1,115,412 shs

Average Volume

1,144,890 shs

Market Capitalization

N/A

P/E Ratio

N/A

Dividend Yield

8.31%

Beta

1.07

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. Maureen K Usifer (Insider)
  3. Edmund J Burke (Insider)
  4. Sareena Khwaja-Dixon (Insider)
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. Absolute Investment Advisers LLC — 0.00%
  2. Shaker Financial Services LLC — 0.00%
  3. Wolverine Asset Management LLC — 0.00%
  4. Wealth Enhancement Advisory Services LLC — 0.00%
  5. PNC Financial Services Group Inc. — 0.00%
  6. Allspring Global Investments Holdings LLC — 0.00%
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. Shaker Financial Services LLC
  2. Wealth Enhancement Advisory Services LLC
  3. WealthTrust Asset Management LLC
  4. PMG Family Office LLC
  5. UBS Group AG
  6. Flynn Zito Capital Management LLC
  7. Ashton Thomas Securities LLC
  8. Patten Group Inc.

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

In the previous quarter, USA stock was purchased by institutional investors including:
  1. Absolute Investment Advisers LLC
  2. Allspring Global Investments Holdings LLC
  3. Wolverine Asset Management LLC
  4. TrueMark Investments LLC
  5. International Assets Investment Management LLC
  6. Coquina Private Wealth LLC
  7. Simplicity Wealth LLC
  8. PNC Financial Services Group Inc.
In the last year, these company insiders have bought Liberty All-Star Equity Fund stock:
  1. Mark T Haley (President)
  2. Maureen K Usifer (Insider)
  3. Edmund J Burke (Insider)
  4. Sareena Khwaja-Dixon (Insider)
Learn More investors buying Liberty All-Star Equity Fund stock.