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 2024
Institutional positions in Liberty All Star Equity Fund as of Mar 31, 2024. 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
- 179
- −1 vs. Q4 2023
- Shares held
- 28.0M
- +214.9K (+0.8%) vs. Q4 2023
- Total value
- $200.0M
- +$22.6M (+12.7%) vs. Q4 2023
- New holders
- 30
- 84 more added
- Sold out
- 31
- 22 more reduced
4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 227 | $375.8M |
| Q1 2026 | 219 | $304.5M |
| Q4 2025 | 227 | $352.7M |
| Q3 2025 | 209 | $265.9M |
| Q2 2025 | 192 | $238.1M |
| Q1 2025 | 191 | $212.8M |
| Q4 2024 | 193 | $207.9M |
| Q3 2024 | 177 | $205.5M |
| Q2 2024 | 182 | $195.7M |
| Q1 2024 | 179 | $200.0M |
| Q4 2023 | 184 | $180.0M |
| Q3 2023 | 176 | $159.3M |
| Q2 2023 | 167 | $176.0M |
| Q1 2023 | 165 | $161.1M |
| Q4 2022 | 172 | $153.4M |
| Q3 2022 | 161 | $145.0M |
| Q2 2022 | 165 | $182.1M |
| Q1 2022 | 169 | $210.4M |
| Q4 2021 | 173 | $254.3M |
| Q3 2021 | 156 | $204.5M |
| Q2 2021 | 149 | $246.4M |
| Q1 2021 | 141 | $178.9M |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Liberty All Star Equity Fund; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 0 | $0 | 0.00% | −7,207−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −5,691−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −4,992−100.0% | Sold out |
| HHM Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,230−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Arcadia Investment Management Corp | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Morton Brown Family Wealth, LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Global Wealth Management Investment Advisory, Inc. | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | – | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | 0 | Sold out |
| Focus Financial Network Inc | – | – | – | – | Not filed |
| Bartlett & Co. LLC | – | – | – | – | Not filed |
| Golden State Equity Partners | – | – | – | – | Not filed |
| Coppell Advisory Solutions LLC | – | – | – | – | Not filed |