USA

Liberty All Star Equity Fund

Latest period2024 - Q4Total superinvestors26

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

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Increased 28.94%
0.01%
$140,911
20,275 shares@ 6.95 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Increased 15.84%
0.01%
$121,676
17,507 shares@ 6.96 avg price
Trevor Hodges@Sax Wealth Advisors, Llc
Recent Activity
0.01%
$116,482
16,760 shares@ 6.95 avg price
Jeffrey G. Lenhart@Graves Light Lenhart Wealth, Inc.
Recent Activity
0.02%
$104,250
15,000 shares@ 6.95 avg price
Maxim Meyers@Octavia Wealth Advisors, Llc
Recent Activity
0.02%
$106,950
15,000 shares@ 7.13 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
New Position
0.01%
$97,994
13,841 shares@ 7.08 avg price
James DeMeo@Shulman Demeo Asset Management Llc
Recent Activity
Decreased -5.45%
0.03%
$92,769
13,348 shares@ 6.96 avg price
Timothy Monaco@Mra Advisory Group
Recent Activity
0.05%
$90,819
13,068 shares@ 6.95 avg price
Christina Walsh@Alpha Cubed Investments, Llc
Recent Activity
0.01%
$80,412
11,570 shares@ 6.96 avg price
Michael Orzel@Signalpoint Asset Management, Llc
Recent Activity
0.02%
$75,704
10,893 shares@ 6.95 avg price