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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: $5.83
Price Change: ▲ Price Increase of +0.045 (0.78%)
As of 05/8/2026 03:59 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
5/8/2026PNC Financial Services Group Inc.437,776$2.43M0.0%+5.7%0.145%Search for SEC Filing on Google Icon
5/7/2026WealthTrust Asset Management LLC50,851$0.28M0.2%+34.7%0.017%Search for SEC Filing on Google Icon
5/6/2026Bartlett & CO. Wealth Management LLC174,236$1.03M0.0%+11.5%0.058%Search for SEC Filing on Google Icon
5/6/2026Allspring Global Investments Holdings LLC613,919$3.41M0.0%+52.3%0.204%Search for SEC Filing on Google Icon
5/6/2026Independent Financial Group LLC445,126$2.47M0.1%N/A0.148%Search for SEC Filing on Google Icon
5/5/2026D.A. Davidson & CO.205,380$1.14M0.0%+6.9%0.068%Search for SEC Filing on Google Icon
5/5/2026Flynn Zito Capital Management LLC157,158$0.87M0.3%+2.5%0.052%Search for SEC Filing on Google Icon
5/4/2026Calamos Advisors LLC58,123$0.32M0.0%N/A0.019%Search for SEC Filing on Google Icon
5/2/2026International Assets Investment Management LLC107,998$0.61M0.0%-13.1%0.036%Search for SEC Filing on Google Icon
5/2/2026Valmark Advisers Inc.42,497$0.24M0.0%N/A0.014%Search for SEC Filing on Google Icon
5/1/2026Fifth Third Bancorp7,965$44K0.0%N/A0.003%Search for SEC Filing on Google Icon
4/30/2026Kestra Advisory Services LLC319,795$1.78M0.0%-2.5%0.106%Search for SEC Filing on Google Icon
4/29/2026Westbourne Investment Advisors Inc.184,700$1.03M0.3%+14.6%0.061%Search for SEC Filing on Google Icon
4/28/2026Ascentis Independent Advisors209,044$1.16M0.1%+93.8%0.069%Search for SEC Filing on Google Icon
4/28/2026Astoria Portfolio Advisors LLC.27,254$0.16M0.0%-18.6%0.009%Search for SEC Filing on Google Icon
4/27/2026PFG Investments LLC10,036$56K0.0%-67.4%0.003%Search for SEC Filing on Google Icon
4/27/2026Canal Capital Management LLC10,900$60K0.0%N/A0.004%Search for SEC Filing on Google Icon
4/27/2026Private Advisor Group LLC379,903$2.11M0.0%+9.3%0.126%Search for SEC Filing on Google Icon
4/25/2026Patten Group Inc.63,774$0.35M0.1%-8.8%0.021%Search for SEC Filing on Google Icon
4/23/2026Three Magnolias Financial Advisors LLC12,500$69K0.0%+25.0%0.004%Search for SEC Filing on Google Icon
4/22/2026Absolute Investment Advisers LLC2,415,106$13.40M1.6%-10.5%0.801%Search for SEC Filing on Google Icon
4/22/2026Advocate Investing Services LLC148,369$0.82M0.7%+5.0%0.049%Search for SEC Filing on Google Icon
4/22/2026Onyx Bridge Wealth Group LLC30,949$0.17M0.0%+6.9%0.010%Search for SEC Filing on Google Icon
4/21/2026Wealth Effects LLC74,244$0.41M0.1%N/A0.025%Search for SEC Filing on Google Icon
4/21/2026Silver Oak Securities Incorporated31,707$0.18M0.0%+18.3%0.011%Search for SEC Filing on Google Icon
4/20/2026Kestra Private Wealth Services LLC180,994$1.01M0.0%+6.4%0.060%Search for SEC Filing on Google Icon
4/20/2026TrueMark Investments LLC125,376$0.70M0.1%+5.4%0.042%Search for SEC Filing on Google Icon
4/17/2026PMG Family Office LLC265,646$1.47M1.6%+9.6%0.088%Search for SEC Filing on Google Icon
4/16/2026Evolve Private Wealth LLC46,460$0.26M0.0%+75.7%0.015%Search for SEC Filing on Google Icon
3/13/2026World Investment Advisors14,570$92K0.0%+19.5%0.005%Search for SEC Filing on Google Icon
3/3/2026NWF Advisory Services Inc.42,131$0.27M0.0%-25.5%0.000%Search for SEC Filing on Google Icon
2/25/2026Sit Investment Associates Inc.222,272$1.40M0.0%N/A0.000%Search for SEC Filing on Google Icon
2/19/2026Invesco Ltd.387,359$2.43M0.0%-20.7%0.000%Search for SEC Filing on Google Icon
2/19/2026Harbour Wealth Management Group Inc.16,035$0.10M0.1%N/A0.000%Search for SEC Filing on Google Icon
2/18/2026Ameriflex Group Inc.14,819$93K0.0%-43.7%0.000%Search for SEC Filing on Google Icon
2/18/2026NewEdge Advisors LLC173,934$1.09M0.0%-3.3%0.000%Search for SEC Filing on Google Icon
2/18/2026XTX Topco Ltd248,062$1.56M0.0%+645.8%0.000%Search for SEC Filing on Google Icon
2/18/2026Readystate Asset Management LP1,309,522$8.22M0.3%+45.8%0.000%Search for SEC Filing on Google Icon
2/18/2026Rivernorth Capital Management LLC5,632,499$35.37M1.7%+179.0%0.000%Search for SEC Filing on Google Icon
2/18/2026Millennium Management LLC111,046$0.70M0.0%+26.2%0.000%Search for SEC Filing on Google Icon
2/18/2026Man Group plc648,300$4.07M0.0%N/A0.000%Search for SEC Filing on Google Icon
2/18/2026IHT Wealth Management LLC58,588$0.37M0.0%+5.4%0.000%Search for SEC Filing on Google Icon
2/18/2026Ionic Capital Management LLC125,000$0.79M0.1%N/A0.000%Search for SEC Filing on Google Icon
2/18/2026Evolve Private Wealth LLC26,436$0.17M0.0%N/A0.000%Search for SEC Filing on Google Icon
2/18/2026Asset One Wealth Management LLC13,418$81K0.0%N/A0.000%Search for SEC Filing on Google Icon
2/18/2026Boothbay Fund Management LLC286,850$1.80M0.0%N/A0.000%Search for SEC Filing on Google Icon
2/18/20261607 Capital Partners LLC1,353,935$8.50M0.6%+115.5%0.000%Search for SEC Filing on Google Icon
2/17/2026Guggenheim Capital LLC975,897$6.13M0.0%+11.4%0.000%Search for SEC Filing on Google Icon
2/17/2026Almitas Capital LLC804,614$5.05M1.1%N/A0.000%Search for SEC Filing on Google Icon
2/17/2026AQR Capital Management LLC40,899$0.26M0.0%+59.3%0.000%Search for SEC Filing on Google Icon
2/17/2026Cetera Investment Advisers491,954$3.09M0.0%+7.7%0.000%Search for SEC Filing on Google Icon
2/17/2026RPO LLC573,700$3.60M0.4%N/A0.000%Search for SEC Filing on Google Icon
2/17/2026Kovack Advisors Inc.50,788$0.32M0.0%N/A0.000%Search for SEC Filing on Google Icon
2/17/2026Osaic Holdings Inc.822,035$5.16M0.0%-6.8%0.000%Search for SEC Filing on Google Icon
2/17/2026Captrust Financial Advisors25,611$0.16M0.0%-8.6%0.000%Search for SEC Filing on Google Icon
2/17/2026&PARTNERS77,260$0.49M0.0%+233.8%0.000%Search for SEC Filing on Google Icon
2/17/2026Royal Bank of Canada1,974,501$12.40M0.0%-2.1%0.000%Search for SEC Filing on Google Icon
2/16/2026Mariner LLC132,859$0.83M0.0%-24.6%0.000%Search for SEC Filing on Google Icon
2/16/2026Landscape Capital Management L.L.C.172,503$1.08M0.1%+370.4%0.000%Search for SEC Filing on Google Icon
2/13/2026Kestra Advisory Services LLC327,921$2.06M0.0%-2.0%0.000%Search for SEC Filing on Google Icon
2/13/2026Stifel Financial Corp149,906$0.94M0.0%-8.2%0.000%Search for SEC Filing on Google Icon
2/13/2026Quarry LP1,067,605$6.71M1.2%N/A0.000%Search for SEC Filing on Google Icon
2/13/2026Integrated Wealth Concepts LLC375,613$2.36M0.0%-4.6%0.000%Search for SEC Filing on Google Icon
2/13/2026Wells Fargo & Company MN1,030,657$6.47M0.0%+25.1%0.000%Search for SEC Filing on Google Icon
2/13/2026Cohen & Steers Inc.605,000$3.80M0.0%+51.3%0.000%Search for SEC Filing on Google Icon
2/12/2026Advisors Asset Management Inc.86,088$0.54M0.0%-19.0%0.000%Search for SEC Filing on Google Icon
2/12/2026Advocate Investing Services LLC141,248$0.89M0.8%N/A0.000%Search for SEC Filing on Google Icon
2/12/2026Jane Street Group LLC469,522$2.95M0.0%+681.9%0.000%Search for SEC Filing on Google Icon
2/12/2026Triumph Capital Management63,298$0.40M0.1%-49.6%0.000%Search for SEC Filing on Google Icon
2/12/2026Commonwealth Equity Services LLC235,824$1.48M0.0%-3.3%0.000%Search for SEC Filing on Google Icon
2/12/2026StoneX Group Inc.83,141$0.53M0.0%+27.6%0.000%Search for SEC Filing on Google Icon
2/12/2026Mindset Wealth Management LLC232,399$1.46M0.4%-2.1%0.000%Search for SEC Filing on Google Icon
2/12/2026Steward Partners Investment Advisory LLC13,903$87K0.0%-68.2%0.000%Search for SEC Filing on Google Icon
2/12/2026Wedbush Securities Inc.143,063$0.90M0.0%+30.8%0.000%Search for SEC Filing on Google Icon
2/12/2026Principal Securities Inc.151,520$0.95M0.0%-30.2%0.000%Search for SEC Filing on Google Icon
2/12/2026Kovack Advisors Inc.50,788$0.32M0.0%N/A0.000%Search for SEC Filing on Google Icon
2/11/2026Janney Montgomery Scott LLC1,321,490$8.30M0.0%+0.4%0.000%Search for SEC Filing on Google Icon
2/11/2026LPL Financial LLC3,784,833$23.77M0.0%-18.6%0.000%Search for SEC Filing on Google Icon
2/11/2026J.W. Cole Advisors Inc.128,650$0.76M0.0%-13.0%0.000%Search for SEC Filing on Google Icon
2/10/2026Northwestern Mutual Wealth Management Co.43,790$0.28M0.0%+470.3%0.000%Search for SEC Filing on Google Icon
2/9/2026Blue Bell Private Wealth Management LLC26,800$0.17M0.0%N/A0.000%Search for SEC Filing on Google Icon
2/9/2026Fisher Asset Management LLC23,828$0.15M0.0%N/A0.000%Search for SEC Filing on Google Icon
2/9/2026Prospera Financial Services Inc61,614$0.39M0.0%+141.9%0.000%Search for SEC Filing on Google Icon
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
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: $5.83
Low: $5.79
High: $5.83

50 Day Range

MA: $5.74
Low: $5.42
High: $6.00

52 Week Range

Now: $5.83
Low: $5.40
High: $6.96

Volume

1,091,267 shs

Average Volume

1,128,201 shs

Market Capitalization

$1.76 billion

P/E Ratio

N/A

Dividend Yield

11.77%

Beta

1.03

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. Thomas W Brock (Insider)
  4. John A Benning (Insider)
  5. Milton M Irvin (Director)
  6. Maureen K Usifer (Insider)
  7. Edmund J Burke (Insider)
  8. Robert Milas (VP)
  9. Sareena Khwaja-Dixon (Insider)
  10. Erich Rettinger (Treasurer)
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 — 0.80%
  2. Allspring Global Investments Holdings LLC — 0.20%
  3. Independent Financial Group LLC — 0.15%
  4. PNC Financial Services Group Inc. — 0.15%
  5. Private Advisor Group LLC — 0.13%
  6. Kestra Advisory Services LLC — 0.11%
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. Absolute Investment Advisers LLC
  2. PFG Investments LLC
  3. International Assets Investment Management LLC
  4. Kestra Advisory Services LLC
  5. Astoria Portfolio Advisors LLC.
  6. 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. Independent Financial Group LLC
  2. Allspring Global Investments Holdings LLC
  3. Ascentis Independent Advisors
  4. Wealth Effects LLC
  5. Calamos Advisors LLC
  6. Valmark Advisers Inc.
  7. Private Advisor Group 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. Sareena Khwaja-Dixon (Insider)
  3. Erich Rettinger (Treasurer)
Learn More investors buying Liberty All-Star Equity Fund stock.

Liberty All-Star Equity Fund Active Insiders

Mark T Haley
SVP
1 recent trades
Howard Roy Gleicher
Portfolio Manager
Maureen K Usifer
Maureen K Usifer
Insider