Liberty All-Star Equity Fund
A closed-end investment fund that pools shareholder money into a broad basket of US stocks, trading on the New York Stock Exchange under the ticker symbol USA. Founded in 1986, it uses an unusual "multi-team" approach: rather than relying on a single portfolio manager, it splits its assets among several independent investment firms mixing "growth" and "value" stock-picking styles. That's where the name comes from—"All-Star" means fielding a lineup of different money managers, like a sports roster of stars.
Closed-end fund shares listed on NYSE
Bought 8.6K
Bought 1.0K
Bought 2.2K
Bought 4.0K
Bought 5.2K
Bought 500
Bought 350
| Insider | Stake change | Holds now | Granted / vested | Bought | Sold |
|---|---|---|---|---|---|
| Haley Mark TPresident · 7 transactions | +54.7% | 175.1K | — | 8.6K | — |
| Irvin Milton MDirector · 1 transaction | +57% | 8.5K | — | 1.0K | — |
| Usifer Maureen KTrustee · 1 transaction | +50% | 6.6Kas of Mar 2024 | — | 2.2K | — |
| Burke Edmund JTrustee · 1 transaction | +160% | 6.5Kas of Mar 2024 | — | 4.0K | — |
| Milas RobertAccess Person of the Fund · 4 transactions | — | 5.8K | — | 5.2K | — |
| Khwaja-Dixon SareenaAssistant Secretary · 1 transaction | — | 500 | — | 500 | — |
| Rettinger ErichTreasurer · 1 transaction | — | 350 | — | 350 | — |
Select a row to see that insider’s individual transactions. Sum of the holdings confirmed in the 12 months before this insider's last filing. A Form 4 reports a holding per line — held directly, or through a named trust, partnership or foundation, and in each share class separately — never a person’s total. Lines not restated in that time are left out and shown apart: an active filer restates what they still hold, so a line they did not restate is more often an entity since renamed, whose shares a successor line reports too. An amber marker means some were left out.
Net open-market activity over the last 3 years: +21.8K shares. Grants, option exercises and tax withholding are excluded — they are compensation mechanics, not decisions to buy or sell.