Liberty All Star Equity Fund
USA- Exchange
- NYSE
- SEC CIK
- 0000799195
No open-market purchases or sales by Liberty All Star Equity Fund insiders were filed in the last 90 days; 227 institutions reported holding it in 13F filings for Q2 2026, worth $379.2M in total; no superinvestor holds it.
Key figures
- Insider buysOpen market, last 90 days
- 0
- Insider sellsOpen market, last 90 days
- 0
- 13F holdersQ2 2026, +9 vs. previous quarter
- 227
- 13F valueReported value at the end of Q2 2026
- $379.2M
- Superinvestors holdingAt the end of Q2 2026
- 0
Price chart
Superinvestors holding USA, Q2 2026
No superinvestor reported holding USA at the end of Q2 2026.
Latest insider trades
Open-market purchases and sales by Liberty All Star Equity Fund insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Jun 3, 2026 (view filing) | Jun 2-3 | 1 day | Haley Mark TPresident | PPurchaseShares of Beneficial Interest | +2.36K | $5.82 | +$13.7K | +1.4%175.1K after | 2 lots |
| May 8, 2026 (view filing) | May 8 | Same day | Milas RobertOther: Access Person of the Fund | PPurchaseShares of Beneficial Interest | +1.70K | $5.82 | +$9.89K | +41.9%5.76K after | |
| Feb 6, 2026 (view filing) | Feb 6 | Same day | Rettinger ErichTreasurer | PPurchaseShares of Beneficial Interest | +350 | $6.01 | +$2.10K | New position350 after | |
| Dec 30, 2025 (view filing) | Dec 30 | Same day | Haley Mark TPresident | PPurchaseShares of Beneficial Interest | +1.60K | $6.30 | +$10.1K | +1.0%159.1K after | |
| Nov 21, 2025 (view filing) | Nov 21 | Same day | Khwaja-Dixon SareenaAssistant Secretary | PPurchaseShares of Beneficial Interest | +500 | $5.86 | +$2.93K | New position500 after | |
| Oct 1, 2025 (view filing) | Oct 1 | Same day | Haley Mark TPresident | PPurchaseShares of Beneficial Interest | +1.00K | $6.37 | +$6.37K | +0.6%157.5K after | |
| Sep 9, 2025 (view filing) | Sep 9 | Same day | Haley Mark TPresident | PPurchaseShares of Beneficial Interest | +1.50K | $6.58 | +$9.87K | +1.0%156.5K after | |
| May 21, 2025 (view filing) | May 19 | 2 days | Milas RobertOther: Access Person of the Fund | PPurchaseShares of Beneficial Interest | +1.50K | $6.66 | +$9.99K | +68.6%3.69K after | Amended |
| Mar 26, 2024 (view filing) | Mar 26 | Same day | Burke Edmund JOther: Trustee | PPurchaseShares of Beneficial Interest | +4.00K | $7.09 | +$28.4K | +160.0%6.50K after | |
| Mar 13, 2024 (view filing) | Mar 11 | 2 days | Milas RobertOther: Access Person of the Fund | PPurchaseShares of Beneficial Interest | +1.45K | $6.83 | +$9.90K | +276.1%1.98K after |
Top 10 13F holders, Q2 2026
The largest institutional positions in Liberty All Star Equity Fund at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 5,858,880 | $34.0M | 0.00% | +1,166,788+24.9% | Added |
| Raymond James Financial Inc | 4,806,233 | $27.9M | 0.01% | −644,183−11.8% | Reduced |
| Rivernorth Capital Management, LLC | 4,332,937 | $25.2M | 1.20% | −863,302−16.6% | Reduced |
| Saba Capital Management, L.P. | 3,859,939 | $22.4M | 0.69% | +3,859,939 | New |
| LPL Financial LLC | 3,350,925 | $19.5M | 0.00% | −49,763−1.5% | Reduced |
| Karpus Management, Inc. | 3,271,867 | $19.0M | 0.55% | +155,356+5.0% | Added |
| Royal Bank of Canada | 2,198,363 | $12.8M | 0.00% | −72,745−3.2% | Reduced |
| Absolute Investment Advisers LLC | 2,176,489 | $12.6M | 1.22% | −238,617−9.9% | Reduced |
| Man Group plc | 2,112,762 | $12.3M | 0.02% | +791,901+60.0% | Added |
| Janney Montgomery Scott LLC | 1,661,308 | $9.65M | 0.02% | +1,661,308 | New |