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 2018?

125 institutional investors reported USA - LIBERTY ALL STAR EQUITY FUND - SH BEN INT for Q2 2018. Use the holders table for investor-level position and value details.

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

CUSIP: 530158104

Q2 2018 13F Holders as of 30 Jun 2018

Type / Class: Equity / SH BEN INT
Total 13F shares: 40,687,859
Share change: -6,892,760
Total reported value: $260,489,621
Price per share: $6.40
Number of holders: 125
Value change: -$43,343,945
Number of buys: 60
Number of sells: 57

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 2018
Previous quarter: Q1 2018

Recent filing periods for CUSIP 530158104:

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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	6,273,997	$38,460,000	—	31 Mar 2018	13F
LAZARD ASSET MANAGEMENT LLC	13F	Company	— class O/S missing	5,420,018	$33,224,000	—	31 Mar 2018	13F
1607 Capital Partners, LLC	13F	Company	— class O/S missing	3,835,089	$23,509,000	—	31 Mar 2018	13F
UBS Group AG	13F	Company	— class O/S missing	3,475,574	$21,305,000	—	31 Mar 2018	13F
MORGAN STANLEY	13F	Company	— class O/S missing	3,156,713	$19,350,000	—	31 Mar 2018	13F
WELLS FARGO & COMPANY/MN	13F	Company	— class O/S missing	2,793,682	$17,125,000	—	31 Mar 2018	13F
Advisors Asset Management, Inc.	13F	Company	— class O/S missing	2,250,696	$14,057,000	—	31 Mar 2018	13F
Karpus Management, Inc.	13F	Company	— class O/S missing	2,093,528	$12,833,000	—	31 Mar 2018	13F
ROYAL BANK OF CANADA	13F	Company	— class O/S missing	1,711,725	$10,493,000	—	31 Mar 2018	13F
Relative Value Partners Group, LLC	13F	Company	— class O/S missing	1,708,702	$10,474,000	—	31 Mar 2018	13F
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	13F	Company	— class O/S missing	1,497,250	$9,178,000	—	31 Mar 2018	13F
Vident Investment Advisory, LLC	13F	Company	— class O/S missing	1,330,658	$8,470,000	—	31 Mar 2018	13F
Thomas J. Herzfeld Advisors, Inc.	13F	Company	— class O/S missing	1,209,223	$7,413,000	—	31 Mar 2018	13F
PARAMETRIC PORTFOLIO ASSOCIATES LLC	13F	Company	— class O/S missing	916,815	$5,620,000	—	31 Mar 2018	13F
1832 Asset Management L.P.	13F	Company	— class O/S missing	800,000	$4,928,000	—	31 Mar 2018	13F
GUGGENHEIM CAPITAL LLC	13F	Company	— class O/S missing	758,301	$4,648,000	—	31 Mar 2018	13F
RAYMOND JAMES & ASSOCIATES	13F	Company	— class O/S missing	618,457	$3,791,000	—	31 Mar 2018	13F
BRINKER CAPITAL INC	13F	Company	— class O/S missing	503,932	$3,089,000	—	31 Mar 2018	13F
Invesco Ltd.	13F	Company	— class O/S missing	476,041	$2,918,000	—	31 Mar 2018	13F
LPL Financial LLC	13F	Company	— class O/S missing	449,896	$2,758,000	—	31 Mar 2018	13F
Arete Wealth Advisors, LLC	13F	Company	— class O/S missing	424,523	$2,602,000	—	31 Mar 2018	13F
Oxbow Advisors, LLC	13F	Company	— class O/S missing	367,727	$2,254,000	—	31 Mar 2018	13F
Edmonds Duncan Registered Investment Advisors, LLC	13F	Company	— class O/S missing	352,039	$2,158,000	—	31 Mar 2018	13F
CLOUGH CAPITAL PARTNERS L P	13F	Company	— class O/S missing	331,700	$2,033,000	—	31 Mar 2018	13F
PNC FINANCIAL SERVICES GROUP, INC.	13F	Company	— class O/S missing	310,860	$1,906,000	—	31 Mar 2018	13F
Raymond James Financial Services Advisors, Inc.	13F	Company	— class O/S missing	288,464	$1,768,000	—	31 Mar 2018	13F
COHEN & STEERS, INC.	13F	Company	— class O/S missing	271,725	$1,666,000	—	31 Mar 2018	13F
BANK OF AMERICA CORP /DE/	13F	Company	— class O/S missing	240,831	$1,476,000	—	31 Mar 2018	13F
Matisse Capital	13F	Company	— class O/S missing	238,113	$1,460,000	—	31 Mar 2018	13F
Sheaff Brock Investment Advisors, LLC	13F	Company	— class O/S missing	213,969	$1,312,000	—	31 Mar 2018	13F
Ancora Advisors LLC	13F	Company	— class O/S missing	210,518	$1,291,000	—	31 Mar 2018	13F
Shaker Financial Services, LLC	13F	Company	— class O/S missing	205,981	$1,263,000	—	31 Mar 2018	13F
Weiss Asset Management LP	13F	Company	— class O/S missing	191,242	$1,172,000	—	31 Mar 2018	13F
Baird Financial Group, Inc.	13F	Company	— class O/S missing	170,297	$1,044,000	—	31 Mar 2018	13F
MILLENNIUM MANAGEMENT LLC	13F	Company	— class O/S missing	115,112	$706,000	—	31 Mar 2018	13F
OPPENHEIMER & CO INC	13F	Company	— class O/S missing	104,465	$640,000	—	31 Mar 2018	13F
Zuckerman Investment Group, LLC	13F	Company	— class O/S missing	103,182	$633,000	—	31 Mar 2018	13F
D.A. DAVIDSON & CO.	13F	Company	— class O/S missing	98,845	$606,000	—	31 Mar 2018	13F
Advisor Group, Inc.	13F	Company	— class O/S missing	91,901	$563,000	—	31 Mar 2018	13F
NWAM LLC	13F	Company	— class O/S missing	83,918	$514,000	—	31 Mar 2018	13F
Institute for Wealth Management, LLC.	13F	Company	— class O/S missing	79,774	$498,000	—	31 Mar 2018	13F
Regent Investment Management LLC	13F	Company	— class O/S missing	79,287	$486,000	—	31 Mar 2018	13F
Stockman Wealth Management, Inc.	13F	Company	— class O/S missing	76,629	$470,000	—	31 Mar 2018	13F
STANSBERRY ASSET MANAGEMENT, LLC	13F	Company	— class O/S missing	72,625	$445,000	—	31 Mar 2018	13F
Titus Wealth Management	13F	Company	— class O/S missing	69,821	$428,000	—	31 Mar 2018	13F
Quad-Cities Investment Group, LLC	13F	Company	— class O/S missing	64,666	$397,000	—	31 Mar 2018	13F
WEDBUSH SECURITIES INC	13F	Company	— class O/S missing	62,693	$384,000	—	31 Mar 2018	13F
COMMONWEALTH EQUITY SERVICES, LLC	13F	Company	— class O/S missing	58,096	$356,000	—	31 Mar 2018	13F
LADENBURG THALMANN FINANCIAL SERVICES INC.	13F	Company	— class O/S missing	54,904	$336,000	—	31 Mar 2018	13F
Cambridge Investment Research Advisors, Inc.	13F	Company	— class O/S missing	53,021	$325,000	—	31 Mar 2018	13F

Institutional Holders of LIBERTY ALL STAR EQUITY FUND - SH BEN INT (USA) as of Q2 2018

As of 30 Jun 2018, LIBERTY ALL STAR EQUITY FUND - SH BEN INT (USA) was held by 125 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 40,687,859 shares. The largest 10 holders included LAZARD ASSET MANAGEMENT LLC, 1607 Capital Partners, LLC, UBS Group AG, MORGAN STANLEY, WELLS FARGO & COMPANY/MN, RIVERNORTH CAPITAL MANAGEMENT, LLC, Advisors Asset Management, Inc., ROYAL BANK OF CANADA, Relative Value Partners Group, LLC, and BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC. This page lists 125 institutional shareholders reporting positions in this security for the Q2 2018 filing period.

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

Compare Q2 2018 vs Q1 2018 Across Filers

Q1 2018 holders

131

Q2 2018 holders

125

Holder diff

-6

Investor	Q1 2018 Shares	Q2 2018 Shares	Share Diff	Share Chg %	Q1 2018 Value $	Q2 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.