USA Insider Trading

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Insider Ownership Percentage: 0.09%

Insider Buying (Last 12 Months): $80,749.00

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

^$6.54

▼ -0.06 (-0.91%)

As of 04/19/2024 05:38 PM ET

Days: 30 | 90 | 365

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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
12/2/2021	Mark T. Haley	SVP	Buy	2,553	$7.78	$19,862.34
12/2/2021	Maureen K. Usifer	Insider	Buy	400	$7.78	$3,112.00
11/22/2021	Howard Roy Gleicher	Portfolio Manager	Buy	2,000	$7.78	$15,560.00

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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

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
4/16/2024	Astoria Portfolio Advisors LLC.	31,703	$0.22M	0.1%	-14.3%	0.012%
4/16/2024	Wealth Enhancement Advisory Services LLC	592,157	$4.23M	0.0%	+8.9%	0.219%
4/15/2024	Wealthcare Advisory Partners LLC	17,966	$0.13M	0.0%	N/A	0.007%
4/15/2024	Whitcomb & Hess Inc.	57,501	$0.41M	0.1%	N/A	0.021%
4/12/2024	Annex Advisory Services LLC	19,022	$0.14M	0.0%	N/A	0.007%
4/12/2024	High Net Worth Advisory Group LLC	10,003	$72K	0.0%	N/A	0.004%
3/27/2024	Nomura Holdings Inc.	24,900	$0.16M	0.0%	N/A	0.009%
2/26/2024	Centaurus Financial Inc.	57,986	$0.37M	0.0%	-65.2%	0.021%
2/26/2024	Integrated Advisors Network LLC	17,055	$0.11M	0.0%	-97.8%	0.006%
2/15/2024	Mercer Global Advisors Inc. ADV	10,357	$66K	0.0%	-70.6%	0.004%
2/15/2024	Flow State Investments L.P.	112,260	$0.72M	0.2%	N/A	0.041%
2/15/2024	Buckingham Strategic Wealth LLC	21,787	$0.14M	0.0%	-9.6%	0.008%
2/15/2024	Comerica Bank	30,038	$0.19M	0.0%	+119.4%	0.011%
2/14/2024	Royal Bank of Canada	1,676,272	$10.70M	0.0%	+0.3%	0.619%
2/14/2024	Kestra Advisory Services LLC	80,992	$0.52M	0.0%	+23.6%	0.030%
2/14/2024	Creative Planning	67,120	$0.43M	0.0%	+34.3%	0.025%
2/14/2024	Nomura Holdings Inc.	24,900	$0.16M	0.0%	N/A	0.009%
2/14/2024	Waterloo Capital L.P.	19,735	$0.13M	0.0%	N/A	0.007%
2/13/2024	Envestnet Asset Management Inc.	51,090	$0.33M	0.0%	-36.8%	0.019%
2/13/2024	Karpus Management Inc.	50,300	$0.32M	0.0%	N/A	0.019%
2/13/2024	Cetera Advisor Networks LLC	223,988	$1.43M	0.0%	+3.8%	0.083%
2/13/2024	Oppenheimer & Co. Inc.	32,417	$0.21M	0.0%	+29.3%	0.012%
2/13/2024	Tower Research Capital LLC TRC	4,130	$26K	0.0%	+93.5%	0.002%
2/13/2024	CIBC Private Wealth Group LLC	11,325	$72K	0.0%	-44.6%	0.004%
2/12/2024	Weiss Asset Management LP	207,095	$1.32M	0.1%	N/A	0.076%
2/12/2024	Focus Financial Network Inc. ADV	149,636	$0.98M	0.0%	N/A	0.055%
2/12/2024	Stifel Financial Corp	95,771	$0.61M	0.0%	+18.3%	0.035%
2/12/2024	Steward Partners Investment Advisory LLC	161,633	$1.03M	0.0%	+46.0%	0.060%
2/9/2024	Cambridge Investment Research Advisors Inc.	619,742	$3.95M	0.0%	-7.3%	0.229%
2/9/2024	D.A. Davidson & CO.	158,251	$1.01M	0.0%	-4.9%	0.058%
2/9/2024	Cornerstone Advisors LLC	63,297	$0.40M	0.0%	N/A	0.023%
2/9/2024	UBS Group AG	532,023	$3.39M	0.0%	+15.2%	0.196%
2/8/2024	Sheaff Brock Investment Advisors LLC	275,155	$1.76M	0.1%	-3.2%	0.102%
2/8/2024	Meridian Wealth Management LLC	10,851	$69K	0.0%	-50.0%	0.004%
2/8/2024	Beacon Pointe Advisors LLC	67,647	$0.43M	0.0%	N/A	0.025%
2/8/2024	Eudaimonia Partners LLC	50,627	$0.32M	0.1%	-21.2%	0.019%
2/8/2024	Janney Montgomery Scott LLC	724,287	$4.62M	0.0%	-1.7%	0.267%
2/7/2024	Avantax Advisory Services Inc.	68,964	$0.44M	0.0%	-20.7%	0.025%
2/7/2024	Astoria Portfolio Advisors LLC.	37,007	$0.24M	0.1%	-9.8%	0.014%
2/7/2024	Shaker Financial Services LLC	659,722	$4.23M	1.7%	+149.1%	0.244%
2/7/2024	Principal Securities Inc.	4,233	$27K	0.0%	N/A	0.002%
2/6/2024	Private Advisor Group LLC	277,402	$1.77M	0.0%	+1.8%	0.102%
2/6/2024	RB Capital Management LLC	125,423	$0.80M	0.2%	-2.4%	0.046%
2/5/2024	Kestra Private Wealth Services LLC	165,818	$1.06M	0.0%	+2.9%	0.061%
2/2/2024	Atria Wealth Solutions Inc.	136,720	$0.88M	0.0%	+7.5%	0.050%
2/1/2024	Wolverine Asset Management LLC	195,071	$1.25M	0.0%	+641.7%	0.072%
1/31/2024	Institute for Wealth Management LLC.	69,086	$0.44M	0.1%	-12.6%	0.026%
1/30/2024	Avior Wealth Management LLC	465,577	$2.97M	0.2%	N/A	0.172%
1/24/2024	Stratos Wealth Partners LTD.	30,837	$0.20M	0.0%	+6.0%	0.011%
1/24/2024	International Assets Investment Management LLC	120,189	$0.77M	0.0%	+538.0%	0.044%
1/24/2024	Clear Creek Financial Management LLC	123,487	$0.79M	0.1%	-1.6%	0.046%
1/23/2024	TIAA Trust National Association	10,279	$66K	0.0%	N/A	0.004%
1/22/2024	Silverlake Wealth Management LLC	11,075	$71K	0.0%	-20.4%	0.004%
1/22/2024	Bensler LLC	1,399,707	$8.93M	1.5%	+7.9%	0.517%
1/19/2024	Fifth Third Bancorp	7,207	$46K	0.0%	-46.1%	0.003%
1/16/2024	Raymond James Financial Services Advisors Inc.	549,471	$3.51M	0.0%	+18.3%	0.203%
1/16/2024	Raymond James & Associates	460,116	$2.94M	0.0%	+3.7%	0.170%
1/16/2024	CoreCap Advisors LLC	56,899	$0.36M	0.0%	+10.8%	0.021%
1/12/2024	Advisor Resource Council	23,754	$0.15M	0.0%	N/A	0.009%
1/11/2024	Shulman DeMeo Asset Management LLC	15,793	$0.10M	0.0%	-39.3%	0.006%
1/11/2024	Raymond James Trust N.A.	30,695	$0.20M	0.0%	-9.1%	0.011%
1/10/2024	Quad Cities Investment Group LLC	35,889	$0.23M	0.1%	-4.3%	0.013%
1/10/2024	David J Yvars Group	28,047	$0.18M	0.1%	-10.8%	0.010%
1/9/2024	Sage Capital Advisors llc	55,964	$0.36M	0.1%	-14.1%	0.021%
1/8/2024	Bartlett & CO. Wealth Management LLC	135,558	$0.90M	0.0%	-9.4%	0.050%
12/1/2023	B. Riley Wealth Advisors Inc.	126,584	$0.75M	0.0%	+17.2%	0.047%
11/21/2023	Comerica Bank	13,688	$81K	0.0%	N/A	0.005%
11/16/2023	Integrated Advisors Network LLC	788,360	$4.67M	0.3%	-3.4%	0.291%
11/16/2023	Creative Planning	49,988	$0.30M	0.0%	+19.9%	0.018%
11/16/2023	Morgan Stanley	3,687,922	$21.83M	0.0%	+0.8%	1.362%
11/16/2023	Penserra Capital Management LLC	1,110,167	$6.57M	0.1%	-41.5%	0.410%
11/15/2023	WealthPlan Investment Management LLC	10,605	$63K	0.0%	N/A	0.004%
11/15/2023	Mercer Global Advisors Inc. ADV	35,263	$0.21M	0.0%	+49.5%	0.013%
11/15/2023	Royal Bank of Canada	1,671,717	$9.90M	0.0%	+1.5%	0.617%
11/15/2023	Lido Advisors LLC	156,035	$0.92M	0.0%	+2.7%	0.058%
11/15/2023	Ameriprise Financial Inc.	1,015,557	$6.01M	0.0%	+11.9%	0.375%
11/15/2023	Advisors Asset Management Inc.	956,730	$5.66M	0.1%	+0.5%	0.353%
11/14/2023	Qube Research & Technologies Ltd	163,757	$0.97M	0.0%	+13.3%	0.060%
11/14/2023	Samalin Investment Counsel LLC	66,988	$0.40M	0.2%	+5.2%	0.025%
11/13/2023	Stifel Financial Corp	80,952	$0.48M	0.0%	+10.6%	0.030%
11/13/2023	Mariner LLC	129,246	$0.77M	0.0%	-23.7%	0.048%
11/13/2023	LPL Financial LLC	2,326,700	$13.77M	0.0%	+7.7%	0.859%
11/13/2023	Bison Wealth LLC	12,962	$77K	0.0%	+20.5%	0.005%
11/13/2023	Wolverine Asset Management LLC	26,300	$0.16M	0.0%	N/A	0.010%
11/13/2023	Envestnet Asset Management Inc.	80,829	$0.48M	0.0%	-3.5%	0.030%
11/13/2023	Kestra Advisory Services LLC	65,541	$0.39M	0.0%	-15.5%	0.024%
11/9/2023	Oliver Lagore Vanvalin Investment Group	22,626	$0.13M	0.1%	+18.6%	0.008%
11/9/2023	WealthPlan Investment Management LLC	10,605	$63K	0.0%	N/A	0.004%
11/9/2023	UBS Group AG	461,658	$2.73M	0.0%	+7.8%	0.170%
11/8/2023	HighTower Advisors LLC	339,147	$2.01M	0.0%	-1.1%	0.125%
11/8/2023	Sheaff Brock Investment Advisors LLC	284,155	$1.68M	0.2%	-21.5%	0.105%
11/8/2023	D.A. Davidson & CO.	166,426	$0.99M	0.0%	+7.1%	0.061%
11/8/2023	Janney Montgomery Scott LLC	736,715	$4.36M	0.0%	+3.8%	0.272%
11/8/2023	Atria Wealth Solutions Inc.	127,232	$0.75M	0.0%	+10.5%	0.047%
11/8/2023	Avantax Advisory Services Inc.	86,917	$0.52M	0.0%	-14.6%	0.032%
11/8/2023	Kestra Private Wealth Services LLC	161,193	$0.95M	0.0%	+6.1%	0.060%
11/7/2023	Merit Financial Group LLC	10,884	$64K	0.0%	N/A	0.004%
11/4/2023	NBC Securities Inc.	18,873	$0.11M	0.0%	N/A	0.007%
11/3/2023	Private Advisor Group LLC	272,582	$1.61M	0.0%	-2.6%	0.101%
11/2/2023	Ingalls & Snyder LLC	18,400	$0.11M	0.0%	N/A	0.007%

Data available starting January 2016

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: $6.54

$6.52

$6.65

50 Day Range

MA: $6.86

$6.56

$7.15

52 Week Range

Now: $6.54

$5.62

$7.18

Volume

877,157 shs

Average Volume

865,490 shs

Market Capitalization

$1.77 billion

P/E Ratio

N/A

Dividend Yield

9.20%

Beta

1.18

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:
Wealth Enhancement Advisory Services LLC — 0.22%
Whitcomb & Hess Inc. — 0.02%
Astoria Portfolio Advisors LLC. — 0.01%
Annex Advisory Services LLC — 0.01%
Wealthcare Advisory Partners LLC — 0.01%
High Net Worth Advisory Group 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:
Astoria Portfolio Advisors LLC.
Which major investors are buying Liberty All-Star Equity Fund stock?: In the previous quarter, USA stock was purchased by institutional investors including:
Whitcomb & Hess Inc.
Wealth Enhancement Advisory Services LLC
Annex Advisory Services LLC
Wealthcare Advisory Partners LLC
High Net Worth Advisory Group LLC
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.