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 38.7K
Bought 120.0K · Sold 50.0K
Bought 68.7K · Sold 2.6K
Bought 14.4K · Sold 34.9K
Bought 22.0K
Sold 44.8K
Bought 12.1K
Bought 4.5K
Bought 6.6K
Bought 6.5K
Bought 5.2K
Bought 4.8K · Sold 3.7K
Bought 1.0K
Bought 500
Bought 350
Bought 187.0K · Sold 662.1K
| Insider | Stake change | Holds now | Granted / vested | Bought | Sold |
|---|---|---|---|---|---|
| Haley Mark TPresident · 20 transactions | — | 175.1K | — | 38.7K | — |
| Lowry Richard WDisinterested Trustee · 11 transactions | — | 157.7Kas of Dec 2012 | — | 120.0K | 50.0K |
| Brock Thomas WTrustee · 10 transactions | — | 85.0Kas of Dec 2020 | — | 68.7K | 2.6K |
| Parmentier William R JrAccess Person of the Fund · 5 transactions | — | 30.6Kas of May 2023 | — | 14.4K | 34.9K |
| Gleicher Howard RoyPortfolio Manager · 16 transactions | — | 22.0Kas of Nov 2021 | — | 22.0K | — |
| Benning John ATrustee · 9 transactions | — | 21.3Kas of Feb 2018 | — | — | 44.8K |
| Neuhauser John JTrustee · 2 transactions | — | 19.9Kas of Feb 2025 | — | 12.1K | — |
| Irvin Milton MDirector · 4 transactions | — | 8.5K | — | 4.5K | — |
| Usifer Maureen KTrustee · 3 transactions | — | 6.6Kas of Mar 2024 | — | 6.6K | — |
| Burke Edmund JTrustee · 2 transactions | — | 6.5Kas of Mar 2024 | — | 6.5K | — |
| Milas RobertAccess Person of the Fund · 4 transactions | — | 5.8K | — | 5.2K | — |
| Rantzow Richard CarlTrustee · 3 transactions | — | 3.7Kas of Feb 2018 | — | 4.8K | 3.7K |
| Gaspari George RTrustee · 1 transaction | — | 2.4Kas of Feb 2022 | — | 1.0K | — |
| Khwaja-Dixon SareenaAssistant Secretary · 1 transaction | — | 500 | — | 500 | — |
| Rettinger ErichTreasurer · 1 transaction | — | 350 | — | 350 | — |
| DST Systems IncAffiliate of Investment Adv. · 10 transactions | — | 0as of Aug 2014 | — | 187.0K | 662.1K |
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 all recorded history: -305.7K shares. Grants, option exercises and tax withholding are excluded — they are compensation mechanics, not decisions to buy or sell.