USA
LIBERTY ALL STAR EQUITY FUND
$5.75
-1.20%
No data for this timeframe.
Vol
Inst. Holders35 funds
Inst. Value$118.1M
Inst. Activity5 buys / 3 sells
Insider Activity4B / 0S
Insider Net $$25.7K
Reddit Sentiment64° Warm
Recent Activity
Jun 3, 2026
Insider
HALEY MARK T bought 2,000 shares
President @ $5.81 ($11.6K)
Jun 2, 2026
Insider
HALEY MARK T bought 356 shares
President @ $5.85 ($2.1K)
May 15, 2026
earnings_calendar
USA Q1 2026 Earnings Scheduled — 2026-05-15
May 8, 2026
Insider
MILAS ROBERT bought 1,700 shares
$5.82 ($9.9K)
Inst.
MORGAN STANLEY — ADD
4,692,092 shares ($26.0M)
Inst.
Allspring Global Investments Holdings, — ADD
613,919 shares ($3.4M)
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC | $30.2M | — |
| MORGAN STANLEY | $26.0M | ADD |
| ROYAL BANK OF CANADA | $12.6M | ADD |
| AMERIPRISE FINANCIAL INC | $8.5M | — |
| WELLS FARGO & COMPANY/MN | $6.4M | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 3, 2026 | HALEY MARK | BUY | $11.6K |
| Jun 2, 2026 | HALEY MARK | BUY | $2.1K |
| May 8, 2026 | MILAS ROBERT | BUY | $9.9K |
| Feb 6, 2026 | Rettinger Erich | BUY | $2.1K |
Reddit Sentiment
64°
Warm
Bearish
Neutral
Bullish
35 institutional holders with $118.1M total value (21,292,974 shares) as of 2026-Q1. Top holders: RAYMOND, MORGAN, ROYAL. Net buying activity: 5 institutions added/increased vs 3 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | 5,450,416 | $30.2M | 25.6% | — |
| 2 | MORGAN STANLEY | 4,692,092 | $26.0M | 22.1% | ADD +56.1% |
| 3 | ROYAL BANK OF CANADA | 2,271,108 | $12.6M | 10.7% | ADD +30.0% |
| 4 | AMERIPRISE FINANCIAL INC | 1,544,408 | $8.5M | 7.2% | — |
| 5 | WELLS FARGO & COMPANY/MN | 1,149,513 | $6.4M | 5.4% | ADD +25.1% |
| 6 | GUGGENHEIM CAPITAL LLC | 1,105,423 | $6.1M | 5.2% | — |
| 7 | WOLVERINE ASSET MANAGEMENT LLC | 938,186 | $5.2M | 4.4% | ADD +39.2% |
| 8 | TWO SIGMA INVESTMENTS, LP | 616,604 | $3.4M | 2.9% | DOUBLED +175.2% |
| 9 | Allspring Global Investments Holdings, LLC | 613,919 | $3.4M | 2.9% | ADD +52.3% |
| 10 | PNC FINANCIAL SERVICES GROUP, INC. | 437,776 | $2.4M | 2.1% | — |
| 11 | HighTower Advisors, LLC | 373,207 | $2.1M | 1.8% | — |
| 12 | Invesco Ltd. | 313,982 | $1.7M | 1.5% | — |
| 13 | BANK OF AMERICA CORP /DE/ | 283,631 | $1.6M | 1.3% | DOUBLED +984.6% |
| 14 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 234,959 | $1.3M | 1.1% | TRIM -48.7% |
| 15 | D.A. DAVIDSON & CO. | 205,380 | $1.1M | 1.0% | — |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | 188,304 | $1.0M | 0.9% | TRIM -41.9% |
| 17 | STIFEL FINANCIAL CORP | 128,142 | $711.2K | 0.6% | — |
| 18 | Mariner, LLC | 127,977 | $707.9K | 0.6% | — |
| 19 | Concurrent Investment Advisors, LLC | 125,762 | $698.0K | 0.6% | — |
| 20 | &PARTNERS | 84,080 | $466.7K | 0.4% | DOUBLED +233.8% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | ADD | 3,005,226 | 4,692,092 | +56.1% | $26.0M | 2026-Q1 |
| Allspring Global Investments Holdings, LLC | ADD | 402,996 | 613,919 | +52.3% | $3.4M | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | TRIM | 458,274 | 234,959 | -48.7% | $1.3M | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC | ADD | 47,355 | 75,524 | +59.5% | $419.2K | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS | ADD | 25,611 | 34,665 | +35.4% | $192.4K | 2026-Q1 |
| Baird Financial Group, Inc. | TRIM | 64,550 | 28,596 | -55.7% | $158.7K | 2026-Q1 |
| Merit Financial Group, LLC | ADD | 12,713 | 21,259 | +67.2% | $118.0K | 2026-Q1 |
| Rockefeller Capital Management L.P. | TRIM | 16,040 | 11,521 | -28.2% | $63.9K | 2026-Q1 |
| WELLS FARGO & COMPANY/MN | ADD | 824,191 | 1,030,657 | +25.1% | $6.5M | 2025-Q4 |
| WOLVERINE ASSET MANAGEMENT LLC | ADD | 683,152 | 951,243 | +39.2% | $6.0M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 224,023 | 616,604 | +175.2% | $3.9M | 2025-Q4 |
| &PARTNERS | DOUBLED | 23,148 | 77,260 | +233.8% | $485.2K | 2025-Q4 |
| Merit Financial Group, LLC | ADD | 10,012 | 12,713 | +27.0% | $79.8K | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 531,719 | 824,191 | +55.0% | $5.2M | 2025-Q3 |
| WOLVERINE ASSET MANAGEMENT LLC | DOUBLED | 190,298 | 683,152 | +259.0% | $4.3M | 2025-Q3 |
| Baird Financial Group, Inc. | DOUBLED | 25,193 | 52,180 | +107.1% | $330.8K | 2025-Q3 |
| COMMONWEALTH EQUITY SERVICES, LLC | TRIM | 419,289 | 243,790 | -41.9% | $1.5K | 2025-Q3 |
| CWM, LLC | DOUBLED | 2,480 | 17,705 | +613.9% | $112.00 | 2025-Q3 |
| HRT FINANCIAL LP | TRIM | 36,970 | 17,342 | -53.1% | $109.00 | 2025-Q3 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | EXIT | 13,116,299 | 0 | -100.0% | $0.00 | 2025-Q3 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | NEW | — | 13,116,299 | — | $10.6M | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | ADD | 414,832 | 531,719 | +28.2% | $3.6M | 2025-Q2 |
| ALPS ADVISORS INC | DOUBLED | 1,609,368 | 4,180,611 | +159.8% | $3.4M | 2025-Q2 |
| WOLVERINE ASSET MANAGEMENT LLC | DOUBLED | 40,346 | 190,298 | +371.7% | $1.3M | 2025-Q2 |
| MACKENZIE FINANCIAL CORP | TRIM | 3,134,399 | 1,534,399 | -51.0% | $1.2M | 2025-Q2 |
3 unique insiders with 4 transactions. Net insider value: $25.7K ($25.7K bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 3, 2026 | HALEY MARK T | President | BUY | 2,000 | $5.81 | $11.6K |
| Jun 2, 2026 | HALEY MARK T | President | BUY | 356 | $5.85 | $2.1K |
| May 8, 2026 | MILAS ROBERT | BUY | 1,700 | $5.82 | $9.9K | |
| Feb 6, 2026 | Rettinger Erich | Treasurer | BUY | 350 | $6.01 | $2.1K |
No SEC filing reports analyzed yet. Reports are generated when new filings are detected and processed by the LLM pipeline.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Next Q | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Current FY | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Next FY | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
64°
Warm
Bearish
Neutral
Bullish
36 mentions
17 bullish
6 bearish
30 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Jun 10, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Jun 10, 2026 | 3 | 57° Neutral | 1 | 0 | 3 |
| Jun 10, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Jun 10, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Jun 9, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Jun 9, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Jun 7, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Jun 7, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Jun 6, 2026 | 2 | 42° Neutral | 0 | 1 | 2 |
| Jun 6, 2026 | 2 | 42° Neutral | 0 | 1 | 2 |
| Jun 4, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Jun 4, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Jun 4, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
| Jun 4, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
| Jun 3, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
| Jun 3, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Jun 3, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Jun 3, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Jun 3, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Jun 2, 2026 | 2 | 50° Neutral | 0 | 0 | 2 |
| Jun 2, 2026 | 2 | 50° Neutral | 0 | 0 | 2 |
| Jun 1, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Jun 1, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 30, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| May 30, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| May 29, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 29, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 28, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 28, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 28, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
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May 15, 2026
earnings_calendar
USA Q1 2026 Earnings Scheduled — 2026-05-15
Apr 13, 2026
short_volume
Short Volume: USA — 57.1% short (0.4M / 0.8M)
Short: 441,765 | Exempt: 0 | TRF Vol: 773,638 | Short Ratio: 57.1% | Off-exchange volume (dark pool + OTC)