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 Q3 2015?

90 institutional investors reported USA - LIBERTY ALL STAR EQUITY FUND - SH BEN INT for Q3 2015. Use the holders table for investor-level position and value details.

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

CUSIP: 530158104

Q3 2015 13F Holders as of 30 Sep 2015

Type / Class: Equity / SH BEN INT
Total 13F shares: 48,506,504
Share change: -173,641
Total reported value: $246,426,884
Price per share: $5.08
Number of holders: 90
Value change: -$1,008,767
Number of buys: 60
Number of sells: 30

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.

Need full ownership history?
Open the full security ownership history page.

Next holder-history checks

These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.

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: Q4 2015
Previous quarter: Q2 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	5,853,951	$33,659,000	—	30 Jun 2015	13F
Karpus Management, Inc.	13F	Company	— class O/S missing	5,627,537	$32,358,000	—	30 Jun 2015	13F
RIVERNORTH CAPITAL MANAGEMENT, LLC	13F	Company	— class O/S missing	5,249,252	$30,183,000	—	30 Jun 2015	13F
LAZARD ASSET MANAGEMENT LLC	13F	Company	— class O/S missing	4,635,430	$26,653,000	—	30 Jun 2015	13F
Bulldog Investors, LLP	13F	Company	— class O/S missing	3,226,189	$18,551,000	—	30 Jun 2015	13F
WELLS FARGO & COMPANY/MN	13F	Company	— class O/S missing	3,000,016	$17,251,000	—	30 Jun 2015	13F
Relative Value Partners Group, LLC	13F	Company	— class O/S missing	2,633,864	$15,145,000	—	30 Jun 2015	13F
Gramercy Funds Management LLC	13F	Company	— class O/S missing	2,041,929	$11,741,000	—	30 Jun 2015	13F
Advisors Asset Management, Inc.	13F	Company	— class O/S missing	1,724,185	$9,914,000	—	30 Jun 2015	13F
1607 Capital Partners, LLC	13F	Company	— class O/S missing	1,546,631	$8,893,000	—	30 Jun 2015	13F
SIT INVESTMENT ASSOCIATES INC	13F	Company	— class O/S missing	1,347,392	$7,748,000	—	30 Jun 2015	13F
CORNERSTONE ADVISORS INC	13F	Company	— class O/S missing	1,180,990	$6,791,000	—	30 Jun 2015	13F
MARINER INVESTMENT GROUP LLC	13F	Company	— class O/S missing	1,115,943	$6,417,000	—	30 Jun 2015	13F
Ancora Advisors LLC	13F	Company	— class O/S missing	1,085,008	$6,239,000	—	30 Jun 2015	13F
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	13F	Company	— class O/S missing	966,460	$5,557,000	—	30 Jun 2015	13F
1832 Asset Management L.P.	13F	Company	— class O/S missing	759,470	$4,362,000	—	30 Jun 2015	13F
Thomas J. Herzfeld Advisors, Inc.	13F	Company	— class O/S missing	771,256	$4,328,000	—	30 Jun 2015	13F
AQR Arbitrage LLC	13F	Company	— class O/S missing	584,803	$3,363,000	—	30 Jun 2015	13F
Shaker Financial Services, LLC	13F	Company	— class O/S missing	550,249	$3,164,000	—	30 Jun 2015	13F
RAYMOND JAMES & ASSOCIATES	13F	Company	— class O/S missing	544,254	$3,129,000	—	30 Jun 2015	13F
CLOUGH CAPITAL PARTNERS L P	13F	Company	— class O/S missing	491,000	$2,823,000	—	30 Jun 2015	13F
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	13F	Company	— class O/S missing	381,398	$2,199,000	—	30 Jun 2015	13F
Cetera Advisor Networks LLC	13F	Company	— class O/S missing	370,492	$2,165,000	—	30 Jun 2015	13F
PARAMETRIC PORTFOLIO ASSOCIATES LLC	13F	Company	— class O/S missing	318,969	$1,834,000	—	30 Jun 2015	13F
PNC FINANCIAL SERVICES GROUP, INC.	13F	Company	— class O/S missing	242,727	$1,396,000	—	30 Jun 2015	13F
UBS Group AG	13F	Company	— class O/S missing	166,877	$960,000	—	30 Jun 2015	13F
BANK OF AMERICA CORP /DE/	13F	Company	— class O/S missing	152,387	$876,000	—	30 Jun 2015	13F
CS MCKEE LP	13F	Company	— class O/S missing	148,903	$856,000	—	30 Jun 2015	13F
JPMORGAN CHASE & CO	13F	Company	— class O/S missing	142,020	$817,000	—	30 Jun 2015	13F
ROYAL BANK OF CANADA	13F	Company	— class O/S missing	135,501	$779,000	—	30 Jun 2015	13F
LPL Financial LLC	13F	Company	— class O/S missing	121,703	$694,000	—	30 Jun 2015	13F
Yakira Capital Management, Inc.	13F	Company	— class O/S missing	100,186	$576,000	—	30 Jun 2015	13F
OPPENHEIMER & CO INC	13F	Company	— class O/S missing	90,518	$520,000	—	30 Jun 2015	13F
Invesco Ltd.	13F	Company	— class O/S missing	89,729	$516,000	—	30 Jun 2015	13F
SHEPHERD KAPLAN KROCHUK, LLC	13F	Company	— class O/S missing	88,357	$508,000	—	30 Jun 2015	13F
Concert Wealth Management Inc.	13F	Company	— class O/S missing	75,894	$440,000	—	30 Jun 2015	13F
DOLIVER ADVISORS, LP	13F	Company	— class O/S missing	76,190	$438,000	—	30 Jun 2015	13F
WEDBUSH SECURITIES INC	13F	Company	— class O/S missing	59,533	$342,000	—	30 Jun 2015	13F
Creative Planning	13F	Company	— class O/S missing	54,150	$311,000	—	30 Jun 2015	13F
NINE MASTS CAPITAL Ltd	13F	Company	— class O/S missing	53,711	$309,000	—	30 Jun 2015	13F
Prospera Financial Services Inc	13F	Company	— class O/S missing	47,340	$272,000	—	30 Jun 2015	13F
Private Advisor Group, LLC	13F	Company	— class O/S missing	45,702	$263,000	—	30 Jun 2015	13F
D.A. DAVIDSON & CO.	13F	Company	— class O/S missing	45,700	$262,000	—	30 Jun 2015	13F
WFG Advisors, LP	13F	Company	— class O/S missing	45,249	$260,000	—	30 Jun 2015	13F
HOLLENCREST CAPITAL MANAGEMENT	13F	Company	— class O/S missing	41,929	$241,000	—	30 Jun 2015	13F
RAYMOND JAMES TRUST N.A.	13F	Company	— class O/S missing	40,897	$235,000	—	30 Jun 2015	13F
BANK OF MONTREAL /CAN/	13F	Company	— class O/S missing	35,769	$206,000	—	30 Jun 2015	13F
M&T BANK CORP	13F	Company	— class O/S missing	32,829	$189,000	—	30 Jun 2015	13F
SII INVESTMENTS INC/WI	13F	Company	— class O/S missing	30,350	$174,000	—	30 Jun 2015	13F
Commonwealth Equity Services, Inc	13F	Company	— class O/S missing	29,162	$168,000	—	30 Jun 2015	13F

Institutional Holders of LIBERTY ALL STAR EQUITY FUND - SH BEN INT (USA) as of Q3 2015

As of 30 Sep 2015, LIBERTY ALL STAR EQUITY FUND - SH BEN INT (USA) was held by 90 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 48,506,504 shares. The largest 10 holders included Karpus Management, Inc., MORGAN STANLEY, RIVERNORTH CAPITAL MANAGEMENT, LLC, Gramercy Funds Management LLC, LAZARD ASSET MANAGEMENT LLC, WELLS FARGO & COMPANY/MN, Relative Value Partners Group, LLC, Bulldog Investors, LLC, Advisors Asset Management, Inc., and 1607 Capital Partners, LLC. This page lists 90 institutional shareholders reporting positions in this security for the Q3 2015 filing period.

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

Compare Q3 2015 vs Q2 2015 Across Filers

Q2 2015 holders

Q3 2015 holders

Holder diff

-2

Investor	Q2 2015 Shares	Q3 2015 Shares	Share Diff	Share Chg %	Q2 2015 Value $	Q3 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.