Liberty All Star Equity Fund
Top 10 Superinvestors by Shares Owned
This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 26 superinvestors own shares of Liberty All Star Equity Fund (USA), although recent data may remain incomplete due to pending filings.
Quarter-over-Quarter Change (%)
This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Liberty All Star Equity Fund (USA), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.
Superinvestors' Activity (%) Over the Last 4 Quarters
This chart shows superinvestors' activity with Liberty All Star Equity Fund (USA) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.
Superinvestors' Past Actions
This chart displays superinvestors' past actions with Liberty All Star Equity Fund (USA) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.
Superinvestors ownership
| Superinvestor | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
Erin E Antill@Janney Montgomery Scott Llc
| 0.02% | $7.044M 1.013M shares@ 6.96 avg price | Increased 10.4% |
Eric Duncan@Wealth Enhancement Advisory Services, Llc
| 0.01% | $4.9M 690,167 shares@ 7.1 avg price | Increased 0.12% |
Michael Stulic@Astoria Portfolio Advisors Llc.
| 0.09% | $227,627 32,705 shares@ 6.97 avg price | Increased 1.59% |
Naomi Ackley@Annex Advisory Services, Llc
| 0.01% | $214,852 30,914 shares@ 6.95 avg price | Increased 87.01% |
Amanda Ross@Ameritas Advisory Services, Llc
| 0.01% | $140,911 20,275 shares@ 6.95 avg price | Increased 28.94% |
James Krause@Wealthcare Advisory Partners Llc
| 0.01% | $121,676 17,507 shares@ 6.96 avg price | Increased 15.84% |