What does CUSIP 530158104 represent in this 13F holders report?

CUSIP 530158104 is the security identifier for USA - LIBERTY ALL STAR EQUITY FUND - SH BEN INT used to aggregate holder disclosures.

How many institutions held USA - LIBERTY ALL STAR EQUITY FUND - SH BEN INT in Q1 2015?

95 institutional investors reported USA - LIBERTY ALL STAR EQUITY FUND - SH BEN INT for Q1 2015. Use the holders table for investor-level position and value details.

LIBERTY ALL STAR EQUITY FUND - SH BEN INT (USA)

CUSIP: 530158104

Q1 2015 13F Holders as of 31 Mar 2015

Type / Class: Equity / SH BEN INT
Total 13F shares: 47,305,635
Share change: +582,024
Total reported value: $276,194,855
Price per share: $5.84
Number of holders: 95
Value change: +$3,163,206
Number of buys: 58
Number of sells: 24

Quarterly Holders Quick Answers

What is CUSIP 530158104?
CUSIP 530158104 identifies USA - LIBERTY ALL STAR EQUITY FUND - SH BEN INT in SEC institutional holdings data.

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Back to full security ownership history for the broader multi-quarter picture.
Latest 13F filings for newly reported positions across managers.
Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
SEC investors directory for manager drilldown.

Explore More Reporting Periods

Jump to adjacent filing periods for faster comparison and easier crawl discovery.

Newer quarter: Q2 2015
Previous quarter: Q4 2014

Recent filing periods for CUSIP 530158104:

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024

Top shareholders of USA - LIBERTY ALL STAR EQUITY FUND - SH BEN INT (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Holder	Source	Role / Reporting	Ownership %	Shares	Holdings Value	12M Net Δ	As of	Details
MORGAN STANLEY	13F	Company	— class O/S missing	5,605,196	$33,519,000	—	31 Dec 2014	13F
Bulldog Investors, LLP	13F	Company	— class O/S missing	5,193,893	$31,059,000	—	31 Dec 2014	13F
Karpus Management, Inc.	13F	Company	— class O/S missing	4,465,183	$26,702,000	—	31 Dec 2014	13F
LAZARD ASSET MANAGEMENT LLC	13F	Company	— class O/S missing	4,444,835	$26,580,000	—	31 Dec 2014	13F
WELLS FARGO & COMPANY/MN	13F	Company	— class O/S missing	3,781,935	$22,616,000	—	31 Dec 2014	13F
RIVERNORTH CAPITAL MANAGEMENT, LLC	13F	Company	— class O/S missing	3,570,037	$21,349,000	—	31 Dec 2014	13F
Relative Value Partners, LLC	13F	Company	— class O/S missing	2,893,043	$17,300,000	—	31 Dec 2014	13F
Gramercy Funds Management LLC	13F	Company	— class O/S missing	2,039,229	$12,195,000	—	31 Dec 2014	13F
1607 Capital Partners, LLC	13F	Company	— class O/S missing	1,721,431	$10,294,000	—	31 Dec 2014	13F
Advisors Asset Management, Inc.	13F	Company	— class O/S missing	1,678,148	$10,035,000	—	31 Dec 2014	13F
SIT INVESTMENT ASSOCIATES INC	13F	Company	— class O/S missing	1,246,694	$7,455,000	—	31 Dec 2014	13F
Ancora Advisors LLC	13F	Company	— class O/S missing	1,086,176	$6,495,000	—	31 Dec 2014	13F
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	13F	Company	— class O/S missing	906,684	$5,421,000	—	31 Dec 2014	13F
1832 Asset Management L.P.	13F	Company	— class O/S missing	759,470	$4,537,000	—	31 Dec 2014	13F
Shaker Financial Services, LLC	13F	Company	— class O/S missing	664,744	$3,975,000	—	31 Dec 2014	13F
Thomas J. Herzfeld Advisors, Inc.	13F	Company	— class O/S missing	550,454	$3,292,000	—	31 Dec 2014	13F
CORNERSTONE ADVISORS INC	13F	Company	— class O/S missing	548,804	$3,282,000	—	31 Dec 2014	13F
WOLVERINE ASSET MANAGEMENT LLC	13F	Company	— class O/S missing	534,798	$3,198,000	—	31 Dec 2014	13F
Cetera Advisor Networks LLC	13F	Company	— class O/S missing	356,871	$2,139,000	—	31 Dec 2014	13F
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	13F	Company	— class O/S missing	349,298	$2,085,000	—	31 Dec 2014	13F
AQR CAPITAL MANAGEMENT LLC	13F	Company	— class O/S missing	345,726	$2,067,000	—	31 Dec 2014	13F
RAYMOND JAMES & ASSOCIATES	13F	Company	— class O/S missing	304,826	$1,823,000	—	31 Dec 2014	13F
PNC FINANCIAL SERVICES GROUP, INC.	13F	Company	— class O/S missing	219,787	$1,314,000	—	31 Dec 2014	13F
BNP PARIBAS FINANCIAL MARKETS	13F	Company	— class O/S missing	194,504	$1,163,134	—	31 Dec 2014	13F
SG Americas Securities, LLC	13F	Company	— class O/S missing	184,955	$1,106,000	—	31 Dec 2014	13F
UBS Group AG	13F	Company	— class O/S missing	165,932	$992,000	—	31 Dec 2014	13F
Raymond James Financial Services Advisors, Inc.	13F	Company	— class O/S missing	162,099	$969,000	—	31 Dec 2014	13F
BANK OF AMERICA CORP /DE/	13F	Company	— class O/S missing	158,016	$945,000	—	31 Dec 2014	13F
CS MCKEE LP	13F	Company	— class O/S missing	144,051	$861,000	—	31 Dec 2014	13F
JPMORGAN CHASE & CO	13F	Company	— class O/S missing	133,809	$800,000	—	31 Dec 2014	13F
PARAMETRIC PORTFOLIO ASSOCIATES LLC	13F	Company	— class O/S missing	124,849	$747,000	—	31 Dec 2014	13F
ROYAL BANK OF CANADA	13F	Company	— class O/S missing	123,318	$737,000	—	31 Dec 2014	13F
LPL Financial LLC	13F	Company	— class O/S missing	111,889	$669,000	—	31 Dec 2014	13F
Janney Montgomery Scott LLC	13F	Company	— class O/S missing	108,073	$646,277	—	31 Dec 2014	13F
Yakira Capital Management, Inc.	13F	Company	— class O/S missing	99,885	$597,000	—	31 Dec 2014	13F
SHEPHERD KAPLAN KROCHUK, LLC	13F	Company	— class O/S missing	88,357	$528,000	—	31 Dec 2014	13F
DOLIVER ADVISORS, LP	13F	Company	— class O/S missing	86,655	$518,000	—	31 Dec 2014	13F
OPPENHEIMER & CO INC	13F	Company	— class O/S missing	77,379	$463,000	—	31 Dec 2014	13F
DEUTSCHE BANK AG\	13F	Company	— class O/S missing	77,006	$460,000	—	31 Dec 2014	13F
Concert Wealth Management Inc.	13F	Company	— class O/S missing	75,728	$450,000	—	31 Dec 2014	13F
Prospera Financial Services Inc	13F	Company	— class O/S missing	54,640	$327,000	—	31 Dec 2014	13F
SII INVESTMENTS INC/WI	13F	Company	— class O/S missing	47,866	$287,000	—	31 Dec 2014	13F
WFG Advisors, LP	13F	Company	— class O/S missing	41,490	$248,000	—	31 Dec 2014	13F
HOLLENCREST CAPITAL MANAGEMENT	13F	Company	— class O/S missing	41,169	$247,000	—	31 Dec 2014	13F
Creative Planning	13F	Company	— class O/S missing	37,378	$224,000	—	31 Dec 2014	13F
LADENBURG THALMANN FINANCIAL SERVICES INC.	13F	Company	— class O/S missing	34,497	$206,000	—	31 Dec 2014	13F
Invesco Ltd.	13F	Company	— class O/S missing	34,333	$205,000	—	31 Dec 2014	13F
D.A. DAVIDSON & CO.	13F	Company	— class O/S missing	34,000	$203,000	—	31 Dec 2014	13F
WEDBUSH SECURITIES INC	13F	Company	— class O/S missing	33,057	$198,000	—	31 Dec 2014	13F
M&T BANK CORP	13F	Company	— class O/S missing	32,702	$196,000	—	31 Dec 2014	13F

Institutional Holders of LIBERTY ALL STAR EQUITY FUND - SH BEN INT (USA) as of Q1 2015

As of 31 Mar 2015, LIBERTY ALL STAR EQUITY FUND - SH BEN INT (USA) was held by 95 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 47,305,635 shares. The largest 10 holders included MORGAN STANLEY, Karpus Management, Inc., LAZARD ASSET MANAGEMENT LLC, Bulldog Investors, LLC, RIVERNORTH CAPITAL MANAGEMENT, LLC, WELLS FARGO & COMPANY/MN, Relative Value Partners, LLC, Advisors Asset Management, Inc., Gramercy Funds Management LLC, and 1607 Capital Partners, LLC. This page lists 95 institutional shareholders reporting positions in this security for the Q1 2015 filing period.

Investor	Option	Weight %	Change %	Value $	* Price	Shares	Share Change	Activity	Report Period

Compare Q1 2015 vs Q4 2014 Across Filers

Q4 2014 holders

Q1 2015 holders

Holder diff

Investor	Q4 2014 Shares	Q1 2015 Shares	Share Diff	Share Chg %	Q4 2014 Value $	Q1 2015 Value $	Value Diff $	Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend

Quarterly Value Trend

Quarterly Shares Trend

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.