Who Owns Liberty All-Star Equity Fund Stock?
NYSE: USAFinanceFinance CompaniesUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 21.11%
- Held by insiders
- 0.09%
- Institutional holders
- 243
- Institutions 21.1%
- Insiders 0.1%
- Public and other 78.8%
Who owns Liberty All-Star Equity Fund stock?
Institutional investors own about 21.1% of Liberty All-Star Equity Fund's shares, spread across 243 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 0.09% of USA.
The largest institutional holders are Morgan Stanley (1.90%), Raymond James Financial, Inc. (1.56%) and RiverNorth Capital Management, LLC (1.41%). Together, the top 10 institutions control 10.9% of shares outstanding. In their latest filings, 5 of the top 10 institutions increased their USA positions and 5 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of USA
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Morgan Stanley | 5.86M | 1.90% | +24.9% |
| Raymond James Financial, Inc. | 4.81M | 1.56% | -11.8% |
| RiverNorth Capital Management, LLC | 4.33M | 1.41% | -16.6% |
| Saba Capital Management, L.P. | 3.86M | 1.25% | +100.0% |
| LPL Financial LLC | 3.35M | 1.09% | -1.5% |
| Karpus Management, Inc. | 3.27M | 1.06% | +5.0% |
| Royal Bank of Canada | 2.20M | 0.71% | -3.2% |
| Absolute Investment Advisers, Llc | 2.18M | 0.71% | -9.9% |
| Man Group PLC | 2.11M | 0.69% | +60.0% |
| Janney Montgomery Scott LLC | 1.66M | 0.54% | +100.0% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of USA
| Fund | Shares | % Held |
|---|---|---|
| Amplify ETF Trust-Amplify CEF High Income ETF | 1.29M | 0.42% |
| RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc | 772.61K | 0.25% |
| Cohen & Steers Closed-End Opportunity Fund, Inc. | 375.00K | 0.12% |
| Elevation Series Trust-RiverNorth Active Income ETF | 135.08K | 0.04% |
| Unified Series Trust-Absolute CEF Opportunities | 39.54K | 0.01% |
| Thrive Series Trust-Prospera Income ETF | 25.00K | 0.01% |
| Rydex Variable Trust-Multi-Hedge Strategies Fund | 5.31K | 0.00% |
| Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund | 1.90K | 0.00% |
Frequently asked questions
Who is the largest shareholder of Liberty All-Star Equity Fund?
Morgan Stanley is the largest institutional shareholder of USA, owning 1.90% of shares outstanding (5.86M shares) as of its latest 13F filing.
What percentage of Liberty All-Star Equity Fund is owned by institutions?
Institutions own about 21.1% of USA shares and 21.1% of the public float.
How much of Liberty All-Star Equity Fund do insiders own?
Insiders, such as officers and directors, own about 0.09% of USA shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.