USA Smart Money
Liberty All-Star Equity Fund
1W: -1.0%
1M: -2.0%
3M: +1.9%
YTD: -4.8%
1Y: -6.4%
3Y: +23.9%
5Y: -1.2%
$5.82
+0.05 (+0.87%)
Weekly Expected Move ±1.5%
$6
$6
$6
$6
$6
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Institutions
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Short Interest
🏦 Institutional Activity
Latest: Q2 2026253
Institutions Holding
+5 vs prior
20.2%
Ownership
+3.46%
34
New
83
Increased
85
Reduced
25
Closed
👔 Insider Trades
9 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-06-03 | HALEY MARK T | officer: president | P-Purchase | 2,000 | $5.80 | $12K | Filing |
| 2026-06-02 | HALEY MARK T | officer: president | P-Purchase | 356 | $5.85 | $2K | Filing |
| 2026-05-08 | MILAS ROBERT | other | P-Purchase | 1,700 | $5.82 | $10K | Filing |
| 2026-02-06 | Rettinger Erich | officer: treasurer | P-Purchase | 350 | $6.01 | $2K | Filing |
| 2025-12-30 | HALEY MARK T | officer: president | P-Purchase | 1,600 | $6.30 | $10K | Filing |
| 2025-11-21 | Khwaja-Dixon Sareena | officer: assistant secretary | P-Purchase | 500 | $5.86 | $3K | Filing |
| 2025-10-01 | HALEY MARK T | officer: president | P-Purchase | 1,000 | $6.37 | $6K | Filing |
| 2025-09-09 | HALEY MARK T | officer: president | P-Purchase | 1,500 | $6.58 | $10K | Filing |
| 2025-05-19 | MILAS ROBERT | other | P-Purchase | 1,500 | $6.66 | $10K | Filing |
🏛️ Congressional Trades
0 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| No congressional trades found | |||||
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| MORGAN STANLEY | 5,858,880 | $34M | +1,166,788 | 2026-06-30 | Filing |
| RAYMOND JAMES FINANCIAL INC | 4,806,233 | $28M | -644,183 | 2026-06-30 | Filing |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 4,332,937 | $25M | -863,302 | 2026-06-30 | Filing |
| Saba Capital Management, L.P. | 3,859,939 | $22M | +3,859,939 | 2026-06-30 | Filing |
| LPL Financial LLC | 3,350,925 | $19M | -49,763 | 2026-06-30 | Filing |
| Karpus Management, Inc. | 3,271,867 | $19M | +155,356 | 2026-06-30 | Filing |
| ROYAL BANK OF CANADA | 2,198,363 | $13M | -72,745 | 2026-06-30 | Filing |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 2,176,489 | $13M | -238,617 | 2026-06-30 | Filing |
| Man Group plc | 2,112,762 | $12M | +791,901 | 2026-06-30 | Filing |
| Shaker Financial Services, LLC | 1,646,776 | $10M | +698,253 | 2026-06-30 | Filing |
| AMERIPRISE FINANCIAL INC | 1,557,640 | $9M | +13,232 | 2026-06-30 | Filing |
| 1607 Capital Partners, LLC | 1,484,739 | $9M | +146,506 | 2026-06-30 | Filing |
| Allspring Global Investments Holdings, L | 1,373,425 | $8M | +759,506 | 2026-06-30 | Filing |
| GUGGENHEIM CAPITAL LLC | 1,341,706 | $8M | +236,283 | 2026-06-30 | Filing |
| Penserra Capital Management LLC | 1,299,730 | $8M | +49,602 | 2026-06-30 | Filing |
| Quarry LP | 1,046,465 | $6M | -21,140 | 2026-06-30 | Filing |
| WOLVERINE ASSET MANAGEMENT LLC | 1,029,320 | $6M | +91,134 | 2026-06-30 | Filing |
| WELLS FARGO & COMPANY/MN | 1,004,531 | $6M | -144,982 | 2026-06-30 | Filing |
| Almitas Capital LLC | 798,342 | $5M | +402,857 | 2026-06-30 | Filing |
| OSAIC HOLDINGS, INC. | 793,160 | $5M | -22,023 | 2026-06-30 | Filing |