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, Q2 2024
Institutional positions in Liberty All Star Equity Fund as of Jun 30, 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
- 182
- +8 vs. Q1 2024
- Shares held
- 28.8M
- +914.4K (+3.3%) vs. Q1 2024
- Total value
- $195.7M
- −$3.51M (−1.8%) vs. Q1 2024
- New holders
- 30
- 73 more added
- Sold out
- 22
- 38 more reduced
5 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Liberty All Star Equity Fund; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −1,167−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Westside Investment Management, Inc. | 0 | $0 | 0.00% | −996−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −298−100.0% | Sold out |
| Eudaimonia Partners, LLC | – | – | – | – | Not filed |
| Imprint Wealth LLC | – | – | – | – | Not filed |
| CWA Asset Management Group, LLC | – | – | – | – | Not filed |
| InterOcean Capital Group, LLC | – | – | – | – | Not filed |
| Retirement Group, LLC | – | – | – | – | Not filed |