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 2018?

131 institutional investors reported USA - LIBERTY ALL STAR EQUITY FUND - SH BEN INT for Q1 2018. Use the holders table for investor-level position and value details.

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

CUSIP: 530158104

Q1 2018 13F Holders as of 31 Mar 2018

Type / Class: Equity / SH BEN INT
Total 13F shares: 47,628,867
Share change: -6,468,164
Total reported value: $292,561,595
Price per share: $6.13
Number of holders: 131
Value change: -$39,870,297
Number of buys: 73
Number of sells: 55

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 2018
Previous quarter: Q4 2017

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
RIVERNORTH CAPITAL MANAGEMENT, LLC	13F	Company	— class O/S missing	9,741,422	$61,371,000	—	31 Dec 2017	13F
LAZARD ASSET MANAGEMENT LLC	13F	Company	— class O/S missing	5,420,018	$34,146,000	—	31 Dec 2017	13F
UBS Group AG	13F	Company	— class O/S missing	4,286,427	$27,004,000	—	31 Dec 2017	13F
Karpus Management, Inc.	13F	Company	— class O/S missing	3,179,576	$20,031,000	—	31 Dec 2017	13F
1607 Capital Partners, LLC	13F	Company	— class O/S missing	3,101,133	$19,537,000	—	31 Dec 2017	13F
MORGAN STANLEY	13F	Company	— class O/S missing	2,984,215	$18,801,000	—	31 Dec 2017	13F
Advisors Asset Management, Inc.	13F	Company	— class O/S missing	2,265,494	$14,273,000	—	31 Dec 2017	13F
WELLS FARGO & COMPANY/MN	13F	Company	— class O/S missing	2,220,522	$13,989,000	—	31 Dec 2017	13F
Relative Value Partners Group, LLC	13F	Company	— class O/S missing	1,923,055	$12,115,000	—	31 Dec 2017	13F
Vident Investment Advisory, LLC	13F	Company	— class O/S missing	1,673,031	$10,540,000	—	31 Dec 2017	13F
Saba Capital Management, L.P.	13F	Company	— class O/S missing	1,595,102	$10,049,000	—	31 Dec 2017	13F
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	13F	Company	— class O/S missing	1,499,574	$9,447,000	—	31 Dec 2017	13F
Laurion Capital Management LP	13F	Company	— class O/S missing	1,193,400	$7,518,000	—	31 Dec 2017	13F
Thomas J. Herzfeld Advisors, Inc.	13F	Company	— class O/S missing	1,179,796	$7,433,000	—	31 Dec 2017	13F
ROYAL BANK OF CANADA	13F	Company	— class O/S missing	979,651	$6,173,000	—	31 Dec 2017	13F
1832 Asset Management L.P.	13F	Company	— class O/S missing	934,792	$5,865,000	—	31 Dec 2017	13F
PARAMETRIC PORTFOLIO ASSOCIATES LLC	13F	Company	— class O/S missing	860,889	$5,424,000	—	31 Dec 2017	13F
RAYMOND JAMES & ASSOCIATES	13F	Company	— class O/S missing	755,036	$4,757,000	—	31 Dec 2017	13F
GUGGENHEIM CAPITAL LLC	13F	Company	— class O/S missing	642,820	$4,050,000	—	31 Dec 2017	13F
BRINKER CAPITAL INC	13F	Company	— class O/S missing	601,285	$3,788,000	—	31 Dec 2017	13F
Arete Wealth Advisors, LLC	13F	Company	— class O/S missing	428,491	$2,699,000	—	31 Dec 2017	13F
Invesco Ltd.	13F	Company	— class O/S missing	408,400	$2,573,000	—	31 Dec 2017	13F
Oxbow Advisors, LLC	13F	Company	— class O/S missing	369,129	$2,326,000	—	31 Dec 2017	13F
Bulldog Investors, LLP	13F	Company	— class O/S missing	386,706	$2,215,000	—	31 Dec 2017	13F
Edmonds Duncan Registered Investment Advisors, LLC	13F	Company	— class O/S missing	349,650	$2,202,000	—	31 Dec 2017	13F
Matisse Capital	13F	Company	— class O/S missing	323,059	$2,035,000	—	31 Dec 2017	13F
COHEN & STEERS, INC.	13F	Company	— class O/S missing	320,517	$2,019,000	—	31 Dec 2017	13F
PNC FINANCIAL SERVICES GROUP, INC.	13F	Company	— class O/S missing	317,185	$1,998,000	—	31 Dec 2017	13F
Cetera Advisor Networks LLC	13F	Company	— class O/S missing	288,178	$1,814,000	—	31 Dec 2017	13F
LPL Financial LLC	13F	Company	— class O/S missing	265,866	$1,675,000	—	31 Dec 2017	13F
Raymond James Financial Services Advisors, Inc.	13F	Company	— class O/S missing	257,733	$1,624,000	—	31 Dec 2017	13F
CORNERSTONE ADVISORS INC	13F	Company	— class O/S missing	240,467	$1,515,000	—	31 Dec 2017	13F
Ancora Advisors LLC	13F	Company	— class O/S missing	238,167	$1,500,000	—	31 Dec 2017	13F
Sheaff Brock Investment Advisors, LLC	13F	Company	— class O/S missing	202,928	$1,278,000	—	31 Dec 2017	13F
BANK OF AMERICA CORP /DE/	13F	Company	— class O/S missing	201,460	$1,269,000	—	31 Dec 2017	13F
Shaker Financial Services, LLC	13F	Company	— class O/S missing	122,234	$770,000	—	31 Dec 2017	13F
Zuckerman Investment Group, LLC	13F	Company	— class O/S missing	100,447	$633,000	—	31 Dec 2017	13F
SHEPHERD KAPLAN KROCHUK, LLC	13F	Company	— class O/S missing	87,450	$551,000	—	31 Dec 2017	13F
OPPENHEIMER & CO INC	13F	Company	— class O/S missing	86,864	$547,000	—	31 Dec 2017	13F
Advisor Group, Inc.	13F	Company	— class O/S missing	81,536	$513,000	—	31 Dec 2017	13F
STANSBERRY ASSET MANAGEMENT, LLC	13F	Company	— class O/S missing	80,681	$508,000	—	31 Dec 2017	13F
Regent Investment Management LLC	13F	Company	— class O/S missing	79,287	$499,000	—	31 Dec 2017	13F
D.A. DAVIDSON & CO.	13F	Company	— class O/S missing	78,925	$497,000	—	31 Dec 2017	13F
AlphaStar Capital Management, LLC	13F	Company	— class O/S missing	77,928	$491,000	—	31 Dec 2017	13F
Institute for Wealth Management, LLC.	13F	Company	— class O/S missing	77,789	$490,000	—	31 Dec 2017	13F
Stockman Wealth Management, Inc.	13F	Company	— class O/S missing	73,139	$461,000	—	31 Dec 2017	13F
COMMONWEALTH EQUITY SERVICES, LLC	13F	Company	— class O/S missing	70,894	$447,000	—	31 Dec 2017	13F
WEDBUSH SECURITIES INC	13F	Company	— class O/S missing	67,341	$424,000	—	31 Dec 2017	13F
CLOUGH CAPITAL PARTNERS L P	13F	Company	— class O/S missing	59,900	$377,000	—	31 Dec 2017	13F
M&T BANK CORP	13F	Company	— class O/S missing	50,205	$316,000	—	31 Dec 2017	13F

Institutional Holders of LIBERTY ALL STAR EQUITY FUND - SH BEN INT (USA) as of Q1 2018

As of 31 Mar 2018, LIBERTY ALL STAR EQUITY FUND - SH BEN INT (USA) was held by 131 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 47,628,867 shares. The largest 10 holders included RIVERNORTH CAPITAL MANAGEMENT, LLC, LAZARD ASSET MANAGEMENT LLC, 1607 Capital Partners, LLC, UBS Group AG, MORGAN STANLEY, WELLS FARGO & COMPANY/MN, Advisors Asset Management, Inc., Karpus Management, Inc., ROYAL BANK OF CANADA, and Relative Value Partners Group, LLC. This page lists 131 institutional shareholders reporting positions in this security for the Q1 2018 filing period.

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

Compare Q1 2018 vs Q4 2017 Across Filers

Q4 2017 holders

129

Q1 2018 holders

131

Holder diff

Investor	Q4 2017 Shares	Q1 2018 Shares	Share Diff	Share Chg %	Q4 2017 Value $	Q1 2018 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.