USA — LIBERTY ALL STAR EQUITY FUND
Price · 2024-08-26 → 2026-08-21
499 daily closes shownAnonymous view is capped at two years of history. A free account extends it to five, and Pro opens the whole archive back to 2016-01-04.
Performance
Technicals
Dividends
Measured signals that fired on USA
| date | signal | measured base rate |
|---|---|---|
| 2026-08-13 | Equal highs taken out structure | -0.70% over 21 days · t = -8.28 · n = 68,636 statistically distinguishable from its control group |
| 2026-07-14 | Equal highs taken out structure | -0.70% over 21 days · t = -8.28 · n = 68,636 statistically distinguishable from its control group |
Excess return against a matched control group, on a point-in-time universe that includes delisted companies. Most families do not survive that. How the measurement works →
Insider transactions (Form 4)
| date | insider | what | shares | price | value |
|---|---|---|---|---|---|
| 2026-06-03 | HALEY MARK T President | Open-market purchase | 2.0K | 5.80 | 11.6K |
| 2026-06-02 | HALEY MARK T President | Open-market purchase | 356 | 5.85 | 2.1K |
| 2026-05-08 | MILAS ROBERT | Open-market purchase | 1.7K | 5.82 | 9.9K |
| 2026-02-06 | Rettinger Erich Treasurer | Open-market purchase | 350 | 6.01 | 2.1K |
| 2025-12-30 | HALEY MARK T President | Open-market purchase | 1.6K | 6.30 | 10.1K |
| 2025-11-21 | Khwaja-Dixon Sareena Assistant Secretary | Open-market purchase | 500 | 5.86 | 2.9K |
| 2025-10-01 | HALEY MARK T President | Open-market purchase | 1.0K | 6.37 | 6.4K |
| 2025-09-09 | HALEY MARK T President | Open-market purchase | 1.5K | 6.58 | 9.9K |
| 2025-05-19 | MILAS ROBERT | Open-market purchase | 1.5K | 6.66 | 10.0K |
| 2024-03-26 | BURKE EDMUND J | Open-market purchase | 4.0K | 7.09 | 28.4K |
Open-market purchases (code P) are the informative ones. Grants, option exercises and tax withholding are compensation mechanics, not decisions. How to read a Form 4 →
Largest institutional holders
| manager | value | shares |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 30.2M | 5.5M |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 28.8M | 5.2M |
| MORGAN STANLEY | 26.0M | 4.7M |
| LPL Financial LLC | 18.9M | 3.4M |
| Karpus Management, Inc. | 17.3M | 3.1M |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 13.4M | 2.4M |
| ROYAL BANK OF CANADA | 12.6M | 2.3M |
| AMERIPRISE FINANCIAL INC | 8.5M | 1.5M |
| Man Group plc | 7.3M | 1.3M |
| WELLS FARGO & COMPANY/MN | 6.4M | 1.1M |
13F positions as of 2026-03-31, filed up to 45 days after quarter end. Long-only US equity — shorts and derivatives never appear. What 13F does and does not show →
Latest SEC filings
| form | filed | period | |
|---|---|---|---|
| N-PX | 2026-08-20 | 2026-06-30 | on EDGAR ↗ |
| DEFA14A | 2026-07-27 | — | on EDGAR ↗ |
| DEFA14A | 2026-06-25 | — | on EDGAR ↗ |
| DEF 14A | 2026-06-25 | 2026-08-26 | on EDGAR ↗ |
| PRE 14A | 2026-06-12 | 2026-08-26 | on EDGAR ↗ |
| N-30B-2 | 2026-06-03 | 2026-03-31 | on EDGAR ↗ |
| 4 | 2026-06-03 | 2026-06-02 | on EDGAR ↗ |
| NPORT-P | 2026-06-01 | 2026-03-31 | on EDGAR ↗ |
Short selling
This is off-exchange short volume, not short interest: it is flow, not position, and 40–50% is normal because market makers short to fill your buy. Why that number misleads →
Recent headlines
- LIBERTY ALL STAR EQUITY FUND (USA) filed form N-PX · 2026-08-20 · SEC EDGAR
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