USA on NYSE

LIBERTY ALL STAR EQUITY FUND

Fund registered in the United States, based in Denver, active since 1986. Summary from the record

Price unavailable

Last updated Oct 19, 2026.

Overview

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  • TickerUSA on NYSE2
  • HeadquartersDenver, United States2
  • Incorporated inMA3
  • Business addressC/O Alps Fund Services, Inc., P.O. Box 328, Denver, Co 80201-03283
  • Legal formFUND2
  • Kind of organizationFund2
  • LEI549300DLV755RNHI1N922
  • StatusActive2
  • LEI statusIssued and current2
  • Registered addressC/O CT CORPORATION SYSTEM, 02110 Boston, United States2
  • Registered withSecurities and Exchange Commission, 00007991952

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Leadership

Who has led LIBERTY ALL STAR EQUITY FUND, and when. Pick a name to see everywhere that person has worked.

Chief executive

  1. William R. Parmentier Jr.2011–2013

President

  1. William R. Parmentier Jr.2008–2023
  2. Mark T. Haley2023–now

Chief financial officer

  1. J. Kevin Connaughton2006
2010201520202025
Board members and other officers (33)

Timeline

  1. Jan 13, 2011New chief executive William R. Parmentier Jr. becomes CEO4
  2. Aug 20, 1986Founded LIBERTY ALL STAR EQUITY FUND is founded2

Filings

119 filings to the SEC since October 2021: 49 insider forms, 70 other. The latest 20:

  1. Sep 4, 2026N-CSRS EDGAR
  2. Aug 26, 2026NPORT-P EDGAR
  3. Aug 20, 2026N-PX EDGAR
  4. Jul 27, 2026DEFA14A EDGAR
  5. Jun 25, 2026DEFA14A EDGAR
  6. Jun 25, 2026DEF 14A EDGAR
  7. Jun 12, 2026PRE 14A EDGAR
  8. Jun 3, 2026N-30B-2 EDGAR
  9. Jun 3, 20264 PRIMARY DOCUMENT EDGAR
  10. Jun 1, 2026NPORT-P EDGAR
  11. May 8, 20264 PRIMARY DOCUMENT EDGAR
  12. Mar 13, 2026N-CEN EDGAR
  13. Mar 6, 2026N-CSR EDGAR
  14. Feb 27, 2026NPORT-P EDGAR
  15. Feb 12, 20265 PRIMARY DOCUMENT EDGAR
  16. Feb 12, 20265 PRIMARY DOCUMENT EDGAR
  17. Feb 12, 20265/A PRIMARY DOCUMENT EDGAR
  18. Feb 12, 20265 PRIMARY DOCUMENT EDGAR
  19. Feb 6, 20264 PRIMARY DOCUMENT EDGAR
  20. Jan 29, 202640-17G EDGAR

The 119 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

24 open-market trades by officers, directors and large owners since October 2021: 23 buys and 1 sales. Grants, option exercises and gifts are left out.

DateWhoTradeSharesPriceValueFiling
Jun 3, 2026HALEY MARK TPresidentBuy2,000$5.81$11.6KForm 4
Jun 2, 2026HALEY MARK TPresidentBuy356$5.85$2.1KForm 4
May 8, 2026MILAS ROBERTBuy1,700$5.82$9.9KForm 4
Feb 6, 2026Rettinger ErichTreasurerBuy350$6.01$2.1KForm 4
Dec 30, 2025HALEY MARK TPresidentBuy1,600$6.30$10.1KForm 4
Nov 21, 2025Khwaja-Dixon SareenaAssistant SecretaryBuy500$5.86$2.9KForm 4
Oct 1, 2025HALEY MARK TPresidentBuy1,000$6.37$6.4KForm 4
Sep 9, 2025HALEY MARK TPresidentBuy1,500$6.58$9.9KForm 4
May 19, 2025MILAS ROBERTBuy1,500$6.66$10.0KForm 4
Mar 26, 2024BURKE EDMUND JBuy4,000$7.09$28.4KForm 4
Mar 12, 2024Usifer Maureen KBuy2,200$6.82$15.0KForm 4
Mar 11, 2024MILAS ROBERTBuy1,450$6.83$9.9KForm 4
Dec 8, 2023HALEY MARK TPresidentBuy1,600$6.06$9.7KForm 4
Nov 3, 2023HALEY MARK TPresidentBuy500$6.12$3.1KForm 4
Sep 18, 2023MILAS ROBERTBuy500$6.05$3.0KForm 4
Sep 18, 2023MILAS ROBERTBuy500$6.05$3.0KForm 4
Aug 29, 2023Irvin Milton MBuy1,000$6.32$6.3KForm 4
Jun 7, 2023BURKE EDMUND JBuy2,500$6.12$15.3KForm 4
May 26, 2023PARMENTIER WILLIAM R JRSale34,931$5.98$208.9KForm 4
May 26, 2023PARMENTIER WILLIAM R JRBuy34,931$5.98$208.9KForm 4

All 24 trades can be filtered by person here when JavaScript is on.

From Forms 4 filed with the SEC.

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 100. Change is in shares since the quarter before.

FundSharesValueShare of the fundChange
Morgan Stanley5,858,880$34.0M0.0%+1,166,788
Raymond James Financial Inc4,806,233$27.9M0.0%−644,183
Rivernorth Capital Management, LLC4,332,937$25.2M1.2%−863,302
Saba Capital Management, L.P.3,859,939$22.4M0.7%New
LPL Financial LLC3,350,925$19.5M0.0%−49,763
Karpus Management, Inc.3,271,867$19.0M0.5%+155,356
Royal Bank Of Canada2,198,363$12.8M0.0%−72,745
Absolute Investment Advisers, LLC2,176,489$12.6M1.2%−238,617
Man Group plc2,112,762$12.3M0.0%+791,901
Shaker Financial Services, LLC1,646,776$9.6M3.0%+698,253
Ameriprise Financial Inc1,557,640$9.1M0.0%+13,232
1607 Capital Partners, LLC1,484,739$8.6M0.8%+146,506
Allspring Global Investments Holdings, LLC1,373,425$8.0M0.0%+759,506
Guggenheim Capital LLC1,341,706$7.8M0.1%+236,283
Quarry LP1,046,465$6.1M1.0%−21,140
Wolverine Asset Management LLC1,029,320$6.0M0.2%+91,134
Wells Fargo & Company/mn1,004,531$5.8M0.0%−144,982
Almitas Capital LLC798,342$4.6M1.1%+402,857
Osaic Holdings, Inc.793,160$4.6M0.0%−22,023
Rpo LLC690,200$4.0M27.3%+116,500
City Of London Investment Management Co Ltd659,069$3.8M0.2%+17,469
Two Sigma Investments, LP616,604$3.6M0.0%No change
Cetera Investment Advisers585,022$3.4M0.0%+27,066
Logan Stone Capital, LLC446,990$2.6M0.5%New
PNC Financial Services Group, Inc.438,144$2.5M0.0%+368

13F reports cover disclosed long positions in U.S. stocks only.

Sources

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