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 Q2 2015?

92 institutional investors reported USA - LIBERTY ALL STAR EQUITY FUND - SH BEN INT for Q2 2015. Use the holders table for investor-level position and value details.

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

CUSIP: 530158104

Q2 2015 13F Holders as of 30 Jun 2015

Type / Class: Equity / SH BEN INT
Total 13F shares: 48,692,232
Share change: +2,048,559
Total reported value: $279,905,607
Price per share: $5.75
Number of holders: 92
Value change: +$11,705,751
Number of buys: 52
Number of sells: 36

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: Q3 2015
Previous quarter: Q1 2015

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	6,060,203	$35,392,000	—	31 Mar 2015	13F
Karpus Management, Inc.	13F	Company	— class O/S missing	5,300,059	$30,952,000	—	31 Mar 2015	13F
LAZARD ASSET MANAGEMENT LLC	13F	Company	— class O/S missing	4,544,816	$26,541,000	—	31 Mar 2015	13F
Bulldog Investors, LLP	13F	Company	— class O/S missing	4,521,409	$26,405,000	—	31 Mar 2015	13F
RIVERNORTH CAPITAL MANAGEMENT, LLC	13F	Company	— class O/S missing	3,767,504	$22,002,000	—	31 Mar 2015	13F
WELLS FARGO & COMPANY/MN	13F	Company	— class O/S missing	3,350,794	$19,568,000	—	31 Mar 2015	13F
Relative Value Partners, LLC	13F	Company	— class O/S missing	2,852,165	$16,657,000	—	31 Mar 2015	13F
Advisors Asset Management, Inc.	13F	Company	— class O/S missing	2,050,588	$11,975,000	—	31 Mar 2015	13F
Gramercy Funds Management LLC	13F	Company	— class O/S missing	2,039,229	$11,909,000	—	31 Mar 2015	13F
1607 Capital Partners, LLC	13F	Company	— class O/S missing	1,637,331	$9,562,000	—	31 Mar 2015	13F
SIT INVESTMENT ASSOCIATES INC	13F	Company	— class O/S missing	1,296,694	$7,573,000	—	31 Mar 2015	13F
CORNERSTONE ADVISORS INC	13F	Company	— class O/S missing	1,079,994	$6,307,000	—	31 Mar 2015	13F
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	13F	Company	— class O/S missing	982,851	$5,739,000	—	31 Mar 2015	13F
1832 Asset Management L.P.	13F	Company	— class O/S missing	759,470	$4,442,000	—	31 Mar 2015	13F
Shaker Financial Services, LLC	13F	Company	— class O/S missing	729,888	$4,263,000	—	31 Mar 2015	13F
Thomas J. Herzfeld Advisors, Inc.	13F	Company	— class O/S missing	603,366	$3,524,000	—	31 Mar 2015	13F
AQR Arbitrage LLC	13F	Company	— class O/S missing	553,489	$3,232,000	—	31 Mar 2015	13F
WOLVERINE ASSET MANAGEMENT LLC	13F	Company	— class O/S missing	519,555	$3,034,000	—	31 Mar 2015	13F
RAYMOND JAMES & ASSOCIATES	13F	Company	— class O/S missing	392,756	$2,294,000	—	31 Mar 2015	13F
Cetera Advisor Networks LLC	13F	Company	— class O/S missing	370,492	$2,165,000	—	31 Mar 2015	13F
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	13F	Company	— class O/S missing	360,698	$2,108,000	—	31 Mar 2015	13F
CLOUGH CAPITAL PARTNERS L P	13F	Company	— class O/S missing	296,608	$1,735,000	—	31 Mar 2015	13F
PNC FINANCIAL SERVICES GROUP, INC.	13F	Company	— class O/S missing	237,952	$1,390,000	—	31 Mar 2015	13F
Raymond James Financial Services Advisors, Inc.	13F	Company	— class O/S missing	200,985	$1,174,000	—	31 Mar 2015	13F
DOLIVER ADVISORS, LP	13F	Company	— class O/S missing	188,764	$1,102,000	—	31 Mar 2015	13F
UBS Group AG	13F	Company	— class O/S missing	181,196	$1,059,000	—	31 Mar 2015	13F
PARAMETRIC PORTFOLIO ASSOCIATES LLC	13F	Company	— class O/S missing	152,482	$890,000	—	31 Mar 2015	13F
BANK OF AMERICA CORP /DE/	13F	Company	— class O/S missing	143,673	$839,000	—	31 Mar 2015	13F
ROYAL BANK OF CANADA	13F	Company	— class O/S missing	142,145	$830,000	—	31 Mar 2015	13F
JPMORGAN CHASE & CO	13F	Company	— class O/S missing	138,712	$810,000	—	31 Mar 2015	13F
MARINER INVESTMENT GROUP LLC	13F	Company	— class O/S missing	123,900	$724,000	—	31 Mar 2015	13F
Yorktown Management & Research Co Inc	13F	Company	— class O/S missing	110,000	$642,000	—	31 Mar 2015	13F
LPL Financial LLC	13F	Company	— class O/S missing	100,838	$585,000	—	31 Mar 2015	13F
Yakira Capital Management, Inc.	13F	Company	— class O/S missing	100,008	$584,000	—	31 Mar 2015	13F
OPPENHEIMER & CO INC	13F	Company	— class O/S missing	94,560	$552,000	—	31 Mar 2015	13F
SHEPHERD KAPLAN KROCHUK, LLC	13F	Company	— class O/S missing	88,357	$516,000	—	31 Mar 2015	13F
Curi Capital, LLC	13F	Company	— class O/S missing	86,038	$502,000	—	31 Mar 2015	13F
LADENBURG THALMANN FINANCIAL SERVICES INC.	13F	Company	— class O/S missing	71,646	$419,000	—	31 Mar 2015	13F
SG Americas Securities, LLC	13F	Company	— class O/S missing	62,056	$362,000	—	31 Mar 2015	13F
Concert Wealth Management Inc.	13F	Company	— class O/S missing	75,823	$321,000	—	31 Mar 2015	13F
Prospera Financial Services Inc	13F	Company	— class O/S missing	54,640	$319,000	—	31 Mar 2015	13F
Creative Planning	13F	Company	— class O/S missing	52,842	$309,000	—	31 Mar 2015	13F
BANK OF MONTREAL /CAN/	13F	Company	— class O/S missing	50,476	$295,000	—	31 Mar 2015	13F
WFG Advisors, LP	13F	Company	— class O/S missing	45,552	$266,000	—	31 Mar 2015	13F
HOLLENCREST CAPITAL MANAGEMENT	13F	Company	— class O/S missing	41,912	$245,000	—	31 Mar 2015	13F
One Capital Management, LLC	13F	Company	— class O/S missing	38,002	$222,000	—	31 Mar 2015	13F
D.A. DAVIDSON & CO.	13F	Company	— class O/S missing	38,000	$221,000	—	31 Mar 2015	13F
SII INVESTMENTS INC/WI	13F	Company	— class O/S missing	36,813	$214,000	—	31 Mar 2015	13F
WEDBUSH SECURITIES INC	13F	Company	— class O/S missing	35,128	$205,000	—	31 Mar 2015	13F
M&T BANK CORP	13F	Company	— class O/S missing	32,756	$191,000	—	31 Mar 2015	13F

Institutional Holders of LIBERTY ALL STAR EQUITY FUND - SH BEN INT (USA) as of Q2 2015

As of 30 Jun 2015, LIBERTY ALL STAR EQUITY FUND - SH BEN INT (USA) was held by 92 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 48,692,232 shares. The largest 10 holders included MORGAN STANLEY, Karpus Management, Inc., RIVERNORTH CAPITAL MANAGEMENT, LLC, LAZARD ASSET MANAGEMENT LLC, Bulldog Investors, LLC, WELLS FARGO & COMPANY/MN, Relative Value Partners Group, LLC, Gramercy Funds Management LLC, Advisors Asset Management, Inc., and 1607 Capital Partners, LLC. This page lists 92 institutional shareholders reporting positions in this security for the Q2 2015 filing period.

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

Compare Q2 2015 vs Q1 2015 Across Filers

Q1 2015 holders

Q2 2015 holders

Holder diff

-3

Investor	Q1 2015 Shares	Q2 2015 Shares	Share Diff	Share Chg %	Q1 2015 Value $	Q2 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.