LIBERTY ALL STAR EQUITY FUND (USA) Institutional Ownership Changes & 13F Activity
LIBERTY ALL STAR EQUITY FUND (USA). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Saba Capital Management, L.P., Ameriprise Financial Inc, Rivernorth Capital Management, Llc, Man Group Plc, and Raymond James Financial Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Sell | -6,378 | -1.7% | 366,501 | $2.13M | Q2 2026 | Sep 09, 2026 |
| 1607 Capital Partners, Llc | Buy | +146,506 | +10.9% | 1,484,739 | $8.63M | Q2 2026 | Sep 02, 2026 |
| Mercer Global Advisors Inc | Sell | -25,334 | -42.4% | 34,409 | $199.92K | Q2 2026 | Aug 19, 2026 |
| Concorde Asset Management, Llc | Buy | +14,350 | — | 14,350 | $83.37K | Q2 2026 | Aug 18, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -9,044 | -21.6% | 32,893 | $191.11K | Q2 2026 | Aug 18, 2026 |
| Rb Capital Management, Llc | Sell | -5,412 | -3.8% | 136,664 | $794.02K | Q2 2026 | Aug 18, 2026 |
| Almitas Capital Llc | Buy | +402,857 | +101.9% | 798,342 | $4.64M | Q2 2026 | Aug 17, 2026 |
| Saba Capital Management, L.P. | Buy | +3,859,939 | — | 3,859,939 | $22.43M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +1,557,640 | — | 1,557,640 | $9.05M | Q2 2026 | Aug 14, 2026 |
| Rivernorth Capital Management, Llc | Sell | -863,302 | -16.6% | 4,332,937 | $25.17M | Q2 2026 | Aug 14, 2026 |
| Man Group Plc | Buy | +791,901 | +60.0% | 2,112,762 | $12.28M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -644,183 | -11.8% | 4,806,233 | $27.92M | Q2 2026 | Aug 14, 2026 |
| Logan Stone Capital, Llc | Buy | +446,990 | — | 446,990 | $2.60M | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | Buy | +209,862 | — | 209,862 | $1.22M | Q2 2026 | Aug 14, 2026 |
| Karpus Management, Inc. | Buy | +155,356 | +5.0% | 3,271,867 | $19.01M | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Buy | +152,133 | +1040.3% | 166,757 | $968.86K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -144,982 | -12.6% | 1,004,531 | $5.84M | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | Buy | +144,455 | — | 144,455 | $839.28K | Q2 2026 | Aug 14, 2026 |
| Cohen & Steers, Inc. | Sell | -105,000 | -14.0% | 645,000 | $3.75M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +91,360 | +79.8% | 205,822 | $1.20M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -72,745 | -3.2% | 2,198,363 | $12.77M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +65,708 | — | 65,708 | $381.76K | Q2 2026 | Aug 14, 2026 |
| Boothbay Fund Management, Llc | Buy | +58,250 | +20.3% | 345,100 | $2.01M | Q2 2026 | Aug 14, 2026 |
| Readystate Asset Management Lp | Buy | +54,376 | — | 54,376 | $315.93K | Q2 2026 | Aug 14, 2026 |
| Two Sigma Securities, Llc | Sell | -30,012 | -72.6% | 11,308 | $65.70K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -22,023 | -2.7% | 793,160 | $4.61M | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +21,487 | +25.6% | 105,567 | $612.35K | Q2 2026 | Aug 14, 2026 |
| Quarry Lp | Sell | -21,140 | -2.0% | 1,046,465 | $6.08M | Q2 2026 | Aug 14, 2026 |
| Nomura Holdings Inc | Buy | +20,000 | — | 20,000 | $116.20K | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +16,147 | — | 16,147 | $93.00K | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about USA activity
Which institutional owners are buying USA?
Institutional owners buying USA include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in USA activity?
"Buy" means an investor increased their reported position in USA compared to the prior reporting period. This reflects growing exposure to LIBERTY ALL STAR EQUITY FUND (USA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in USA increasing?
Institutional interest in USA can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related USA Institutional Insights
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- USA Insider Trading & SEC Form 4 Activity
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