Liberty All-Star Equity Fund (USA) Stock Price & Analysis
Liberty All-Star Equity Fund (USA) is trading at USD 5.95, down 0.08% today, as of October 23, 2026 at 16:37 UTC (US market open; quotes may be delayed), according to Nexqual market data.
USA last closed at USD 5.95; today's session has ranged USD 5.92–5.98 on volume of 1,320,102 shares. Market capitalization is —, with a 52-week range of USD 5.4–6.44 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 16:39 UTC.
Also available as compact Markdown for AI agents: nexqual.com/USA.md
Key facts (USA)
- Insider open-market purchases, last ~7 months: 2 Form 4 filings, $24K; 1 by opportunistic insiders, 0 by routine insiders.
- Analysts: None.
- Total return with dividends: 1Y +5.1% vs S&P 500 +14.6%; 5Y +16.8% vs S&P 500 +77.3%.
Insider purchases (SEC Form 4, open-market, last ~7 months) (USA)
2 purchases, $24K. Private placements, offerings, dividend reinvestment and employee stock purchase plan buys are excluded.
| Trade date | Insider | Role | Shares | Value | Avg price | Insider type |
|---|---|---|---|---|---|---|
| 2026-06-02…2026-06-03 | Haley Mark T | President | 2,356 | $14K | 5.81 | Too little history (no open-market trades in 2024) |
| 2026-05-08 | Milas Robert | 1,700 | $10K | 5.82 | Opportunistic (traded every year 2023–2025, no repeating month) |
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (USA)
Consensus None.
Total return (dividends reinvested) (USA)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-25) | |
|---|---|---|
| Total return | +5.1% | +16.8% |
| S&P 500 (SPY) | +14.6% | +77.3% |
| Per year | +5.1% | +3.1% |
| Volatility (annualized) | 14.1% | 19.3% |
| Max drawdown | -13.0% (Jan 2026→Mar 2026) | -30.4% (Nov 2021→Sep 2022) |
Key Statistics (as of October 23, 2026 at 16:39 UTC)
| Price | USD 5.95 |
|---|---|
| Change | ▼ 0.08% (down) |
| Previous Close | USD 5.95 |
| Open | USD 5.98 |
| Day Range | USD 5.92 – 5.98 |
| 52-Week Range | USD 5.4 – 6.44 |
| Volume | 1,320,102 shares |
| Market Cap | — |
| Exchange | NYQ |
Technical Analysis (USA)
Nexqual's technical model rates USA "STRONG BUY" based on 5 bullish and 0 bearish signals across 128 daily candles, as of October 23, 2026 at 16:39 UTC.
| Overall Signal | STRONG BUY |
|---|---|
| RSI (14) | 52.45 (neutral) |
| vs SMA50 | Above (USD 5.92) |
| MACD | 0.02 (positive) |
Analyst Ratings (USA)
Wall Street analysts rate USA "None", per Nexqual as of October 23, 2026 at 16:39 UTC.
| Consensus Rating | None |
|---|
Earnings (USA)
Source: Nexqual, October 23, 2026 at 16:39 UTC.
Financials & Fundamentals (USA)
| Total Revenue | $29.33M |
|---|---|
| Revenue Growth (latest quarter, YoY) | -5.80% |
| Gross Margin | +100.00% |
| Operating Margin | +44.62% |
| Profit Margin | +252.10% |
| ROE | +3.61% |
| Debt / Equity | 0.01 |
| Current Ratio | 0.11 |
| Total Debt | $17.58M |
Source: Nexqual, October 23, 2026 at 16:39 UTC.
Financial Health Score (USA)
Nexqual rates Liberty All-Star Equity Fund's overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 16:39 UTC.
| Growth | Weak — Revenue -6% YoY (latest Q), declining |
|---|---|
| Profitability | Weak — Small revenue base — building scale |
| Balance Sheet | Solid — Debt/Equity 0.0x |
| Cash Flow | Mixed — No data |
| Efficiency | Weak — ROE 4%, ROA 0.3% |
Ownership (USA)
| Insider Ownership | +0.09% |
|---|---|
| Institutional Ownership | +20.86% |
| Short % of Float | +0.07% |
Source: Nexqual, October 23, 2026 at 16:39 UTC.
Leadership (USA)
Liberty All-Star Equity Fund is led by Howard Roy Gleicher C.F.A., CEO & Chief Investment Officer, per Nexqual as of October 23, 2026 at 16:39 UTC.
| CEO & Chief Investment Officer | Howard Roy Gleicher C.F.A. |
|---|---|
| Vice President and Trustee | Edmund Joseph Burke |
| Chairman, Co-Chief Investment Officer, and Portfolio Manager | Richard Stanton Pzena |
| President, Chief Investment Officer, Portfolio Manager & Analyst | David Adam Katz C.F.A. |
| Chief Investment Officer, Senior Vice President, Portfolio Manager and Director | David Bennett Scott |
Major Backers & Investors (USA)
Notable institutional backers of Liberty All-Star Equity Fund include Morgan Stanley, Raymond James Financial, Inc., RiverNorth Capital Management, LLC, according to Nexqual as of October 23, 2026 at 16:39 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Morgan Stanley | 1.9% |
| Raymond James Financial, Inc. | 1.56% |
| RiverNorth Capital Management, LLC | 1.41% |
| Saba Capital Management, L.P. | 1.25% |
| LPL Financial LLC | 1.09% |
| Karpus Management, Inc. | 1.06% |
| Royal Bank of Canada | 0.71% |
| Man Group PLC | 0.69% |
Source: Nexqual, October 23, 2026 at 16:39 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| BLK | BlackRock, Inc. | USD 1,119.14 | ▼ 1.6% |
| BX | Blackstone Inc. | USD 116.79 | ▼ 1.65% |
| BN | Brookfield Corporation | USD 37.83 | ▼ 1.19% |
| KKR | KKR & Co. Inc. | USD 92.07 | ▼ 1.1% |
| BAM | Brookfield Asset Management Inc | USD 47.17 | ▼ 1% |
| APO | Apollo Global Management, Inc. | USD 113.67 | ▼ 1.01% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 16:39 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt