Skip to main content

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 $375.8M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Liberty All Star Equity Fund as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
141
No complete 13F data for Q4 2020
Shares held
23.4M
No complete 13F data for Q4 2020
Total value
$178.9M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting USA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 141 institutions
Q1 2021: 141 institutionsQ2 2021: 149 institutionsQ3 2021: 156 institutionsQ4 2021: 173 institutionsQ1 2022: 169 institutionsQ2 2022: 165 institutionsQ3 2022: 161 institutionsQ4 2022: 172 institutionsQ1 2023: 165 institutionsQ2 2023: 167 institutionsQ3 2023: 176 institutionsQ4 2023: 184 institutionsQ1 2024: 179 institutionsQ2 2024: 182 institutionsQ3 2024: 177 institutionsQ4 2024: 193 institutionsQ1 2025: 191 institutionsQ2 2025: 192 institutionsQ3 2025: 209 institutionsQ4 2025: 227 institutionsQ1 2026: 219 institutionsQ2 2026: 227 institutions
Value heldQ1 2021: $178.9M
Q1 2021: $178.9MQ2 2021: $246.4MQ3 2021: $204.5MQ4 2021: $254.3MQ1 2022: $210.4MQ2 2022: $182.1MQ3 2022: $145.0MQ4 2022: $153.4MQ1 2023: $161.1MQ2 2023: $176.0MQ3 2023: $159.3MQ4 2023: $180.0MQ1 2024: $200.0MQ2 2024: $195.7MQ3 2024: $205.5MQ4 2024: $207.9MQ1 2025: $212.8MQ2 2025: $238.1MQ3 2025: $265.9MQ4 2025: $352.7MQ1 2026: $304.5MQ2 2026: $375.8M
Institutions holding USA and their total value by quarter
QuarterHoldersValue
Q2 2026227$375.8M
Q1 2026219$304.5M
Q4 2025227$352.7M
Q3 2025209$265.9M
Q2 2025192$238.1M
Q1 2025191$212.8M
Q4 2024193$207.9M
Q3 2024177$205.5M
Q2 2024182$195.7M
Q1 2024179$200.0M
Q4 2023184$180.0M
Q3 2023176$159.3M
Q2 2023167$176.0M
Q1 2023165$161.1M
Q4 2022172$153.4M
Q3 2022161$145.0M
Q2 2022165$182.1M
Q1 2022169$210.4M
Q4 2021173$254.3M
Q3 2021156$204.5M
Q2 2021149$246.4M
Q1 2021141$178.9M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Liberty All Star Equity Fund.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding USA in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Independent Financial Group, LLC91,371$697.2K0.09%––
Stockman Wealth Management, Inc.98,629$753.0K0.21%––
RB Capital Management, LLC107,380$819.0K0.36%––
Cascadia Advisory Services, LLC110,470$843.0K0.19%––
Wedbush Securities Inc110,591$844.0K0.05%––
Cetera Advisor Networks LLC146,754$1.12M0.02%––
UBS Group AG147,147$1.12M0.00%––
D.A. Davidson & Co.148,748$1.14M0.01%––
Bickling Financial Services, Inc.153,280$1.17M0.59%––
Live Oak Private Wealth LLC158,585$1.21M0.30%––
AE Wealth Management LLC179,734$1.37M0.01%––
Centaurus Financial, Inc.188,779$1.44M0.14%––
Marks Group Wealth Management, Inc189,460$1.45M0.21%––
Private Advisor Group, LLC193,439$1.48M0.01%––
Titus Wealth Management211,450$1.61M0.94%––
Baird Financial Group, Inc.212,195$1.62M0.00%––
Regent Investment Management LLC213,500$1.63M0.41%––
Thrivent Financial for Lutherans254,601$1.94M0.00%––
Commonwealth Equity Services, LLC268,559$2.05M0.01%––
Sheaff Brock Investment Advisors, LLC278,354$2.12M0.23%––
Bank of Montreal276,348$2.16M0.00%––
The PNC Financial Services Group, Inc.309,644$2.36M0.00%––
Raymond James Financial Services Advisors, Inc.315,787$2.41M0.01%––
Advisor Group Holdings, Inc.332,533$2.54M0.01%––
Invesco Ltd.335,881$2.56M0.00%––
Ameriprise Financial Inc355,558$2.71M0.00%––
Cambridge Investment Research Advisors, Inc.372,113$2.84M0.02%––
Bank of America Corp381,230$2.91M0.00%––
Janney Montgomery Scott LLC429,987$3.28M0.02%––
1832 Asset Management L.P.476,900$3.63M0.01%––
Raymond James & Associates592,695$4.52M0.00%––
Guggenheim Capital LLC599,718$4.58M0.03%––
Blue Bell Private Wealth Management, LLC754,015$5.75M1.75%––
Karpus Management, Inc.846,864$6.46M0.20%––
Cohen & Steers, Inc.913,862$6.97M0.01%––
Advisors Asset Management, Inc.918,787$7.01M0.11%––
LPL Financial LLC956,368$7.30M0.01%––
Royal Bank of Canada1,011,896$7.72M0.00%––
Penserra Capital Management LLC1,955,524$14.9M0.28%––
Morgan Stanley2,753,526$21.0M0.00%––
Wells Fargo & Company2,930,348$22.4M0.01%––