Comparable stake leader
MORGAN STANLEY
SEC ownership of LIBERTY ALL STAR EQUITY FUND
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000799195.
Disclosed value leader
MORGAN STANLEY
Comparable rows
0/50
Latest evidence
30 Jun 2026
- Public ticker
- USA on NYSE
- Parsed ownership sources
-
13F
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
MORGAN STANLEY
Ranking: Comparable ownership first, then disclosed value
- Latest parsed ownership date
-
30 Jun 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0000799195
- Issuer location
- Denver, CO
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
1 signal
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of LIBERTY ALL STAR EQUITY FUND (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
MORGAN STANLEY
Disclosed value leader
MORGAN STANLEY
Comparable rows
0/50
Latest evidence
30 Jun 2026
13F
Highest disclosed value: $34,040,099
50 rows are not safely comparable across share classes.
Showing 1-8 of 50 holder rows.
Quick read
MORGAN STANLEY has the largest disclosed position value at $34.04M.
0 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens MORGAN STANLEY's linked filing trail.
Disclosed position value
Top 5
MORGAN STANLEY
$34.04M
RAYMOND JAMES FINANCIAL INC
$27.92M
RIVERNORTH CAPITAL MANAGEMENT, LLC
$25.17M
Saba Capital Management, L.P.
$22.43M
LPL Financial LLC
$19.47M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| MORGAN STANLEY |
13F
Company
|
—
class O/S missing
|
$34,040,099
5,858,880 shares
|
— | 30 Jun 2026 |
| RAYMOND JAMES FINANCIAL INC |
13F
Company
|
—
class O/S missing
|
$27,924,214
4,806,233 shares
|
— | 30 Jun 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC |
13F
Company
|
—
class O/S missing
|
$25,174,364
4,332,937 shares
|
— | 30 Jun 2026 |
| Saba Capital Management, L.P. |
13F
Company
|
—
class O/S missing
|
$22,426,246
3,859,939 shares
|
— | 30 Jun 2026 |
| LPL Financial LLC |
13F
Company
|
—
class O/S missing
|
$19,468,876
3,350,925 shares
|
— | 30 Jun 2026 |
| Karpus Management, Inc. |
13F
Company
|
—
class O/S missing
|
$19,009,546
3,271,867 shares
|
— | 30 Jun 2026 |
| ROYAL BANK OF CANADA |
13F
Company
|
—
class O/S missing
|
$12,772,000
2,198,363 shares
|
— | 30 Jun 2026 |
| ABSOLUTE INVESTMENT ADVISERS, LLC |
13F
Company
|
—
class O/S missing
|
$12,645,401
2,176,489 shares
|
— | 30 Jun 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to buying over the last 12 months. Net value: +$38,698.
Buys
$38,698
Insiders: 4
Sells
$0
Insiders: 0
Net
+$38,698
Shares: +6,506
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 6,506
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 4,056 | 0 | $23,586 | $0 | +$23,586 |
| 6-9 | 350 | 0 | $2,104 | $0 | +$2,104 |
| 9-12 | 2,100 | 0 | $13,009 | $0 | +$13,009 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-15 of 15 reporting-owner rows connected to LIBERTY ALL STAR EQUITY FUND. Open a relationship link for the CIK-to-CIK filing trail.
Rows
15
Largest Forms 3/4/5 holder
Mark T. Haley
Net 12M change
+$38,699
Latest report
02 Jun 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Mark T. Haley | President | $1,016,202 | +$23,772 | +2.4% | Filing P/S | 02 Jun 2026 |
| William R. Parmentier Jr. | Access Person of the Fund | $183,138 | Filing P/S | 26 May 2023 | ||
| Howard R. Gleicher | Portfolio Manager | $171,160 | Filing P/S | 22 Nov 2021 | ||
| John J. Neuhauser | Trustee | $139,964 | Mixed | 31 Dec 2024 | ||
| Edmund J. Burke | Trustee | $46,058 | Filing P/S | 26 Mar 2024 | ||
| Maureen K. Usifer | Trustee | $45,006 | Filing P/S | 12 Mar 2024 | ||
| Robert Milas | Access Person of the Fund | $33,518 | +$9,894 | +42% | Filing P/S | 08 May 2026 |
| George R. Gaspari | Director | $14,332 | Mixed | 31 Dec 2022 | ||
| Sareena Khwaja-Dixon | Assistant Secretary | $2,928 | +$2,929 | +100% | Filing P/S | 21 Nov 2025 |
| Erich Rettinger | Treasurer | $2,103 | +$2,104 | +100% | Filing P/S | 06 Feb 2026 |
| Gina Meyer | Assistant Treasurer | Mixed | 06 Jun 2024 | |||
| Jennifer Hoopes | Trustee | Mixed | 15 Feb 2025 | |||
| Tanya Tancheff | Assistant Secretary | Mixed | 09 Dec 2021 | |||
| Michelle Stallworth | Assistant Secretary | Mixed | 01 Oct 2022 | |||
| Milton M. Irvin | Trustee | Mixed | 31 Dec 2025 |
Recent insider transactions for LIBERTY ALL STAR EQUITY FUND
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Mark T. Haley | USA | Shares of Beneficial Interest | Purchase | 1.16% | $11,610 | $5.80 | 2,000 | 175,056 | 03 Jun 2026 | Direct |
| Mark T. Haley | USA | Shares of Beneficial Interest | Purchase | 0.21% | $2,082 | $5.85 | 356 | 173,056 | 02 Jun 2026 | Direct |
| Robert Milas | USA | Shares of Beneficial Interest | Purchase | 41.9% | $9,894 | $5.82 | 1,700 | 5,759 | 08 May 2026 | Direct |
| Erich Rettinger | USA | Shares of Beneficial Interest | Purchase | $2,104 | $6.01 | 350 | 350 | 06 Feb 2026 | Direct | |
| Mark T. Haley | USA | Shares of Beneficial Interest | Purchase | 1.02% | $10,080 | $6.30 | 1,600 | 159,071 | 30 Dec 2025 | Direct |
| Sareena Khwaja-Dixon | USA | Shares of Beneficial Interest | Purchase | $2,929 | $5.86 | 500 | 500 | 21 Nov 2025 | Direct |
* marks a reported price that did not pass the local price check.