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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
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors11,243$86.0K0.03%––
Dixon Hubard Feinour & Brown Inc11,200$85.0K0.02%––
Proequities, Inc.11,006$84.0K0.01%––
Portfolio Strategies, Inc.10,655$81.0K0.02%––
SeaCrest Wealth Management, LLC10,317$79.0K0.01%––
Vigilare Wealth Management10,200$78.0K0.06%––
WealthShield Partners, LLC9,351$71.0K0.01%––
Retirement Group, LLC8,250$63.0K0.03%––
Syverson Strege & Co8,178$62.0K0.06%––
Community Bank, N.A.7,208$55.0K0.01%––
BDO Wealth Advisors, LLC6,300$48.0K0.01%––
Harbour Investments, Inc.5,048$39.0K0.00%––
Thomas J. Herzfeld Advisors, Inc.5,123$39.0K0.02%––
Rockefeller Capital Management L.P.5,108$38.0K0.00%––
Carroll Financial Associates, Inc.3,131$23.0K0.00%––
Pinnacle Bancorp, Inc.3,000$23.0K0.01%––
Huntington National Bank–$21.0K0.00%––
Citigroup Inc2,782$21.0K0.00%––
Hoey Investments, Inc2,775$21.0K0.01%––
Geneos Wealth Management Inc.2,455$20.0K0.00%––
Glen Eagle Advisors, LLC2,431$18.5K0.01%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2,300$17.0K0.00%––
CWM, LLC1,731$16.0K0.00%––
Tradition Wealth Management, LLC2,000$15.0K0.00%––
Tower Research Capital LLC (TRC)1,845$14.0K0.00%––
American Portfolios Advisors1,322$10.1K0.00%––
Cordasco Financial Network1,003$8.00K0.01%––
Westside Investment Management, Inc.741$5.00K0.00%––
Bartlett & Co. Wealth Management LLC558$4.26K0.00%––
Salem Investment Counselors Inc486$4.00K0.00%––
Bartlett & Co. LLC558$4.00K0.00%––
Parallel Advisors, LLC405$3.00K0.00%––
Joseph P. Lucia & Associates, LLC331$3.00K0.00%––
Wealthcare Advisory Partners LLC128$1.00K0.00%––
Bedel Financial Consulting, Inc.100$1.00K0.00%––
FourThought Financial, LLC132$1.00K0.00%––
Arcadia Investment Advisors LLC97$7400.00%––
US Bancorp37$00.00%––
Global Retirement Partners, LLC2$00.00%––
Global Wealth Management Investment Advisory, Inc.35$00.00%––
Professional Financial Advisors, LLC9$00.00%––