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, Q4 2024
Institutional positions in Liberty All Star Equity Fund as of Dec 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
- 193
- +21 vs. Q3 2024
- Shares held
- 29.9M
- +3.27M (+12.3%) vs. Q3 2024
- Total value
- $207.9M
- +$20.0M (+10.6%) vs. Q3 2024
- New holders
- 40
- 47 more added
- Sold out
- 19
- 39 more reduced
5 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Liberty All Star Equity Fund; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Citadel Advisors LLC | 0 | $0 | 0.00% | −12,643−100.0% | Sold out |
| Modern Wealth Management, LLC | 0 | $0 | 0.00% | −12,372−100.0% | Sold out |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −11,733−100.0% | Sold out |
| Tiaa Trust, National Association | 0 | $0 | 0.00% | −11,652−100.0% | Sold out |
| High Net Worth Advisory Group LLC | 0 | $0 | 0.00% | −10,265−100.0% | Sold out |
| One Capital Management, LLC | 0 | $0 | 0.00% | −10,190−100.0% | Sold out |
| Nations Financial Group Inc, | 0 | $0 | 0.00% | −10,094−100.0% | Sold out |
| Stone House Investment Management, LLC | 0 | $0 | 0.00% | −4,034−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −2,632−100.0% | Sold out |
| Gables Capital Management Inc. | 0 | $0 | 0.00% | −986−100.0% | Sold out |
| Reston Wealth Management LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| LifePro Asset Management | – | – | – | – | Not filed |
| Raymond James Trust N.A. | – | – | – | – | Not filed |
| FinTrust Capital Advisors, LLC | – | – | – | – | Not filed |