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
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 10.4%
0.02%
$7.044M
1.013M shares@ 6.96 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 0.12%
0.01%
$4.9M
690,167 shares@ 7.1 avg price
Kimberly A Geary@Bartlett & Co. Wealth Management Llc
Recent Activity
0.02%
$1.164M
163,236 shares@ 7.14 avg price
Diana Blair@Sage Capital Advisors,llc
Recent Activity
Decreased -17.44%
0.11%
$392,645
56,496 shares@ 6.95 avg price
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
Decreased -16.23%
0.02%
$358,460
51,577 shares@ 6.95 avg price
Christine McElvania@Quad-cities Investment Group, Llc
Recent Activity
0.12%
$231,375
33,291 shares@ 6.96 avg price
Michael Stulic@Astoria Portfolio Advisors Llc.
Recent Activity
Increased 1.59%
0.09%
$227,627
32,705 shares@ 6.97 avg price
Naomi Ackley@Annex Advisory Services, Llc
Recent Activity
Increased 87.01%
0.01%
$214,852
30,914 shares@ 6.95 avg price
David J. Yvars@David J Yvars Group
Recent Activity
0.1%
$156,646
22,539 shares@ 6.95 avg price
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
Decreased -85.91%
0.02%
$145,903
20,843 shares@ 7.01 avg price