Ticker · CUSIP 530158104

USA

CEF
LIBERTY ALL STAR EQUITY FD
···Share
Holders (tracked)
5
Combined shares
1,125,198
Combined value
$7.07M
Last close
$5.81
Quarter
2025Q4
Price · 1Y$5.81+0.34 (+6.21%)H $6.22 · L $5.27 · Avg Vol 1.1M
Position opened
$5.40$5.60$5.80$6.00$6.20VolJul 25Oct 25Jan 26Apr 26
Tracked holders · last 8 quarters
+1 vs previous quarter over the last 8.
512022Q12025Q4
Price is -7.5% vs the avg quarter-end implied price across tracked holders.

SEC event timeline

7 events
  1. +15,225 shares · 2025Q4
    Position
  2. +392,581 shares · 2025Q4
    Position
  3. +23,068 shares · 2025Q4
    Position
  4. +277,174 shares · 2025Q4
    Position
  5. +23,828 shares · 2025Q4
    Position
  6. +87,978 shares · 2025Q3
    Position
  7. +224,023 shares · 2025Q3
    Position

Insider activity

No insider transactions in the last 30 days.
Follow-the-investor returns
If you'd copied each holder of USA…
Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.
InvestorFirst inCost basisReturnPosition value today
Ken Griffin (Citadel Advisors)2016Q2$6.26-7.2%$1.9M
Two Sigma Investments2025Q3$6.30-7.8%$3.6M
AQR Capital Management2025Q2$6.61-12.1%$238K
Izzy Englander (Millennium Mgmt)2016Q3$6.82-14.9%$645K
Ken Fisher (Fisher Asset Mgmt)2024Q1$7.15-18.7%$138K

Who moved on this name in 2025Q4

Position changes reported for the latest quarter, grouped by direction.
New positions1
Trimmed0
Exited0

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.
QuarterHoldersCombined value
2019Q2
1
$0
2019Q3
2
$111K
2019Q4
2
$150K
2020Q1
1
$186K
2020Q4
1
$436K
2021Q2
1
$0
2021Q3
1
$739K
2021Q4
1
$360K
2022Q1
1
$155K
2023Q3
1
$313K
2024Q1
2
$638K
2024Q2
1
$161K
2024Q3
2
$687K
2025Q2
1
$175K
2025Q3
4
$2.5M
2025Q4
5
$7.1M

Who owns USA

5 super-investors · 2025Q4
Tracked stake
1.13M
shares
Combined value
$7M
% of shares outstanding
shares-out unknown
Quarter action mix
New1Added4
#ManagerSharesValue
1Two Sigma Investments616.6K$4M
2Ken Griffin
Citadel Advisors
332.8K$2M
3Izzy Englander
Millennium Mgmt
111.0K$697K
4AQR Capital Management40.9K$257K
5Ken Fisher
Fisher Asset Mgmt
23.8K$150K

Recent moves

20 transactions
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