Liberty All Star Equity Fund (USA): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it. 1 officer or director bought in 6 months.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of USA (all 13F filers)
- Morgan Stanley5.9 MBank or trading desk+1.2 M
- Raymond James Financial4.8 MWealth adviser−644 K
- Rivernorth Capital Management4.3 MType not verified−863 K
- Saba Capital Management3.9 MInvestment firm+3.9 M
- LPL Financial3.4 MWealth adviser−50 K
- Karpus Management3.3 MType not verified+155 K
- Royal Bank of Canada2.2 MBank or trading desk−73 K
- Absolute Investment Advisers2.2 MInvestment firm−239 K
- Man Group2.1 MInvestment firm+792 K
- Janney Montgomery Scott1.7 MWealth adviser+1.7 M
- Shares
- 5.9 M
- Change
- +1.2 M
See more
- Type
- Bank or trading desk
- Value
- $34.0M
- Shares
- 4.8 M
- Change
- −644 K
See more
- Type
- Wealth adviser
- Value
- $27.9M
- Shares
- 4.3 M
- Change
- −863 K
See more
- Type
- Type not verified
- Value
- $25.2M
- Shares
- 3.9 M
- Change
- +3.9 M
See more
- Type
- Investment firm
- Value
- $22.4M
- Shares
- 3.4 M
- Change
- −50 K
See more
- Type
- Wealth adviser
- Value
- $19.5M
- Shares
- 3.3 M
- Change
- +155 K
See more
- Type
- Type not verified
- Value
- $19.0M
- Shares
- 2.2 M
- Change
- −73 K
See more
- Type
- Bank or trading desk
- Value
- $12.8M
- Shares
- 2.2 M
- Change
- −239 K
See more
- Type
- Investment firm
- Value
- $12.6M
- Shares
- 2.1 M
- Change
- +792 K
See more
- Type
- Investment firm
- Value
- $12.3M
- Shares
- 1.7 M
- Change
- +1.7 M
See more
- Type
- Wealth adviser
- Value
- $9.7M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
10% owners who bought (6 m): 0
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
This list may be incomplete: we hold 13D and 13G filings made since December 2024. A holder above 5% that has not filed anything since then is not shown here.
No recent filings.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗