Liberty All-Star Equity Fund
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Price Chart
About the company
The Liberty All-Star Equity Fund operates as a closed-end investment vehicle focused on equities. ALPS Advisers, Inc. serves as its principal manager, with co-management responsibilities shared among Aristotle Capital Management, LLC, Pzena Investment Management, LLC, Delaware Investments Fund Advisers, Sustainable Growth Advisers, LP, and TCW Investment Management Company.
- CEO
- Howard Roy Gleicher
- IPO
- 1986
- HQ
- Denver, CO, US
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Similar companies
Peers in the same neighborhood.
- Market Cap
- $1.82B
- P/E
- 23.59
- PEG
- -0.37
- P/S
- 6.39
- P/B
- 0.89
- EV/EBITDA
- 24.66
- Div Yield
- 11.43%
- Gross Margin
- 93.84%
- Op Margin
- 26.15%
- Net Margin
- 26.15%
- ROE
- 3.62%
- ROIC
- 3.62%
Latest fiscal year · YoY change
- Revenue
- $199.72M-8.7%
- Gross Profit
- $182.32M-9.6%
- Op Income
- $167.89M
- Net Income
- $167.90M-34.2%
- EPS
- $0.56-38.5%
- OCF Growth
- +0.0%
- FCF Growth
- +0.0%
- 52W High
- $6.44
- 52W Low
- $5.40
- 50D MA
- $5.93
- 200D MA
- $5.90
- Beta
- 1.01
- RSI (14)
- 49
- Avg Volume
- 1.26M
No earnings-call transcripts are available for USA yet.
- Free Float
- 99.9%
- Shares Outstanding
- 308.22M
- Float Shares
- 308.03M
of shares held by institutions
228 13F filers
Buy/sell ratio 0.00. Sells can include pre-scheduled 10b5-1 plan sales, not just discretionary selling.
Top institutional holders
Largest 13F positions, with quarter-over-quarter change.
| Holder | Shares | Δ Quarter |
|---|---|---|
| Morgan Stanley | 5.86M | ▲ 1.17M |
| Raymond James Financial Inc | 4.81M | ▼ 644.18K |
| Rivernorth Capital Management, LLC | 4.33M | ▼ 863.30K |
| Saba Capital Management, L.P. | 3.86M | ▲ 3.86M |
| Lpl Financial LLC | 3.35M | ▼ 49.76K |
| Karpus Management, Inc. | 3.27M | ▲ 155.36K |
| Royal Bank Of Canada | 2.20M | ▼ 72.75K |
| Absolute Investment Advisers, LLC | 2.18M | ▼ 238.62K |
| Man Group PLC | 2.11M | ▲ 791.90K |
| Janney Montgomery Scott LLC | 1.66M | ▲ 1.66M |
| Shaker Financial Services, LLC | 1.65M | ▲ 698.25K |
| Ameriprise Financial Inc | 1.56M | ▲ 13.23K |
Held by 8 ETFs
Biggest fund positions in USA by dollar value.
Recent insider transactions
Who's buying, who's selling, and how much.
| Date | Insider | Type | Shares |
|---|---|---|---|
| Jun 3, 26 | HALEY MARK T | buy | 2,000 |
| Jun 2, 26 | HALEY MARK T | buy | 356 |
| May 8, 26 | MILAS ROBERT | buy | 1,700 |
| Dec 31, 25 | MILAS ROBERT | other | 0 |
| Dec 31, 25 | Irvin Milton M | other | 0 |
| Dec 31, 25 | HALEY MARK T | other | 0 |
| Feb 6, 26 | Rettinger Erich | buy | 350 |
| Dec 30, 25 | HALEY MARK T | buy | 1,600 |
| Nov 21, 25 | Khwaja-Dixon Sareena | buy | 500 |
| Oct 1, 25 | HALEY MARK T | buy | 1,000 |
A “Sell” may be a pre-scheduled 10b5-1 plan sale rather than a discretionary decision — read insider selling with that in mind.
Our USA coverage
Recent articles, reports, and earnings notes.
No research on USA yet
For a full analyst-grade research report — grades, price targets, financials, chart analysis — generate one on demand.
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