As of 30 Sep 2025, 206 institutional investors reported holding 41,309,442 shares of LIBERTY ALL STAR EQUITY FUND - SH BEN INT (USA).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 1,775,432 | $11,203,293 | +$3,140,072 | $6.28 | 40 |
| 2025 Q3 | 41,309,442 | $262,155,084 | +$42,695,103 | $6.34 | 206 |
| 2025 Q2 | 34,366,287 | $234,088,692 | +$17,865,336 | $6.81 | 186 |
| 2025 Q1 | 31,982,600 | $209,487,290 | +$17,121,663 | $6.55 | 187 |
| 2024 Q4 | 29,412,815 | $204,565,322 | +$4,742,420 | $6.95 | 189 |
| 2024 Q3 | 28,472,380 | $202,157,015 | +$888,145 | $7.10 | 174 |
| 2024 Q2 | 28,326,825 | $192,660,748 | +$3,354,383 | $6.80 | 178 |
| 2024 Q1 | 27,710,600 | $197,935,967 | +$3,115,665 | $7.15 | 177 |
| 2023 Q4 | 27,893,155 | $178,131,814 | +$7,371,084 | $6.38 | 180 |
| 2023 Q3 | 26,588,986 | $157,408,962 | -$2,306,702 | $5.92 | 172 |
| 2023 Q2 | 26,899,929 | $174,079,932 | +$7,999,161 | $6.47 | 164 |
| 2023 Q1 | 25,682,478 | $159,217,399 | -$3,211,087 | $6.20 | 160 |
| 2022 Q4 | 26,894,326 | $153,407,655 | +$6,215,962 | $5.70 | 168 |
| 2022 Q3 | 25,952,034 | $143,547,349 | -$5,734,046 | $5.53 | 150 |
| 2022 Q2 | 27,198,141 | $170,898,913 | +$2,936,324 | $6.28 | 155 |
| 2022 Q1 | 26,729,088 | $215,835,498 | -$29,927,714 | $8.08 | 162 |
| 2021 Q4 | 30,236,394 | $253,287,938 | +$46,720,181 | $8.38 | 166 |
| 2021 Q3 | 23,679,552 | $203,597,811 | -$16,655,988 | $8.60 | 146 |
| 2021 Q2 | 25,596,068 | $231,374,881 | +$21,893,216 | $9.04 | 139 |
| 2021 Q1 | 23,291,136 | $177,786,593 | -$15,736,290 | $7.63 | 132 |
| 2020 Q4 | 25,448,350 | $175,604,637 | +$5,985,823 | $6.90 | 135 |
| 2020 Q3 | 24,401,841 | $146,675,153 | -$4,257,556 | $6.01 | 123 |
| 2020 Q2 | 27,103,008 | $154,991,974 | +$10,082,276 | $5.72 | 119 |
| 2020 Q1 | 24,290,292 | $118,190,779 | -$11,549,257 | $4.84 | 131 |
| 2019 Q4 | 26,344,733 | $178,346,900 | -$16,568,479 | $6.77 | 122 |
| 2019 Q3 | 28,955,060 | $185,247,596 | -$20,154,518 | $6.40 | 114 |
| 2019 Q2 | 32,090,624 | $205,938,301 | -$18,710,257 | $6.42 | 119 |
| 2019 Q1 | 35,023,292 | $213,968,642 | -$7,753,016 | $6.11 | 127 |
| 2018 Q4 | 36,187,443 | $194,884,773 | -$963,830 | $5.38 | 131 |
| 2018 Q3 | 35,931,561 | $244,406,583 | -$32,303,267 | $6.81 | 118 |
| 2018 Q2 | 40,687,859 | $260,489,621 | -$43,343,945 | $6.40 | 125 |
| 2018 Q1 | 47,628,867 | $292,561,595 | -$39,870,297 | $6.13 | 131 |
| 2017 Q4 | 54,032,365 | $340,135,445 | -$24,125,122 | $6.30 | 129 |
| 2017 Q3 | 57,666,209 | $347,828,000 | -$22,037,011 | $6.03 | 115 |
| 2017 Q2 | 61,518,424 | $348,213,000 | -$5,730,236 | $5.66 | 120 |
| 2017 Q1 | 62,521,979 | $341,341,000 | +$24,883,247 | $5.46 | 121 |
| 2016 Q4 | 58,042,813 | $299,573,000 | +$3,385,828 | $5.16 | 121 |
| 2016 Q3 | 57,579,832 | $298,255,271 | +$14,624,963 | $5.18 | 108 |
| 2016 Q2 | 54,753,792 | $274,613,489 | +$6,254,115 | $5.02 | 101 |
| 2016 Q1 | 52,595,410 | $262,203,000 | +$11,236,742 | $4.97 | 106 |
| 2015 Q4 | 52,239,182 | $279,992,000 | +$11,386,697 | $5.35 | 100 |
| 2015 Q3 | 48,506,504 | $246,426,884 | -$1,008,767 | $5.08 | 90 |
| 2015 Q2 | 48,692,232 | $279,905,607 | +$11,705,751 | $5.75 | 92 |
| 2015 Q1 | 47,305,635 | $276,194,855 | +$3,163,206 | $5.84 | 95 |
| 2014 Q4 | 46,233,477 | $276,471,237 | +$6,988,637 | $5.98 | 89 |
| 2014 Q3 | 45,220,968 | $263,635,575 | +$9,055,525 | $5.83 | 88 |
| 2014 Q2 | 43,541,111 | $261,593,683 | -$5,074,427 | $6.01 | 84 |
| 2014 Q1 | 43,773,338 | $257,360,859 | -$542,834 | $5.88 | 81 |