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 2018?

118 institutional investors reported USA - LIBERTY ALL STAR EQUITY FUND - SH BEN INT for Q3 2018. Use the holders table for investor-level position and value details.

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

CUSIP: 530158104

Q3 2018 13F Holders as of 30 Sep 2018

Type / Class: Equity / SH BEN INT
Total 13F shares: 35,931,561
Share change: -4,789,617
Total reported value: $244,406,583
Price per share: $6.81
Number of holders: 118
Value change: -$32,303,267
Number of buys: 66
Number of sells: 49

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 2018
Previous quarter: Q2 2018

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
LAZARD ASSET MANAGEMENT LLC	13F	Company	— class O/S missing	4,939,318	$31,611,000	—	30 Jun 2018	13F
1607 Capital Partners, LLC	13F	Company	— class O/S missing	4,702,080	$30,093,000	—	30 Jun 2018	13F
UBS Group AG	13F	Company	— class O/S missing	3,552,039	$22,733,000	—	30 Jun 2018	13F
MORGAN STANLEY	13F	Company	— class O/S missing	3,032,815	$19,410,000	—	30 Jun 2018	13F
WELLS FARGO & COMPANY/MN	13F	Company	— class O/S missing	2,769,394	$17,724,000	—	30 Jun 2018	13F
RIVERNORTH CAPITAL MANAGEMENT, LLC	13F	Company	— class O/S missing	2,535,945	$16,230,000	—	30 Jun 2018	13F
Cornerstone Wealth Management, LLC	13F	Company	— class O/S missing	96,142	$14,929,000	—	30 Jun 2018	13F
Advisors Asset Management, Inc.	13F	Company	— class O/S missing	2,283,183	$14,612,000	—	30 Jun 2018	13F
ROYAL BANK OF CANADA	13F	Company	— class O/S missing	1,747,698	$11,185,000	—	30 Jun 2018	13F
Relative Value Partners Group, LLC	13F	Company	— class O/S missing	1,590,714	$10,181,000	—	30 Jun 2018	13F
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	13F	Company	— class O/S missing	1,395,970	$8,934,000	—	30 Jun 2018	13F
Vident Investment Advisory, LLC	13F	Company	— class O/S missing	1,369,604	$8,765,000	—	30 Jun 2018	13F
RAYMOND JAMES & ASSOCIATES	13F	Company	— class O/S missing	867,864	$5,554,000	—	30 Jun 2018	13F
GUGGENHEIM CAPITAL LLC	13F	Company	— class O/S missing	800,390	$5,123,000	—	30 Jun 2018	13F
PARAMETRIC PORTFOLIO ASSOCIATES LLC	13F	Company	— class O/S missing	756,744	$4,843,000	—	30 Jun 2018	13F
1832 Asset Management L.P.	13F	Company	— class O/S missing	600,000	$3,839,000	—	30 Jun 2018	13F
LPL Financial LLC	13F	Company	— class O/S missing	542,228	$3,470,000	—	30 Jun 2018	13F
Invesco Ltd.	13F	Company	— class O/S missing	520,542	$3,331,000	—	30 Jun 2018	13F
Arete Wealth Advisors, LLC	13F	Company	— class O/S missing	460,896	$2,950,000	—	30 Jun 2018	13F
Advisory Alpha, LLC	13F	Company	— class O/S missing	354,503	$2,400,000	—	30 Jun 2018	13F
Edmonds Duncan Registered Investment Advisors, LLC	13F	Company	— class O/S missing	354,376	$2,268,000	—	30 Jun 2018	13F
BRINKER CAPITAL INC	13F	Company	— class O/S missing	338,559	$2,167,000	—	30 Jun 2018	13F
CLOUGH CAPITAL PARTNERS L P	13F	Company	— class O/S missing	331,700	$2,123,000	—	30 Jun 2018	13F
Cetera Advisor Networks LLC	13F	Company	— class O/S missing	292,170	$1,868,000	—	30 Jun 2018	13F
Cambridge Investment Research Advisors, Inc.	13F	Company	— class O/S missing	290,870	$1,862,000	—	30 Jun 2018	13F
Raymond James Financial Services Advisors, Inc.	13F	Company	— class O/S missing	270,104	$1,729,000	—	30 Jun 2018	13F
PNC FINANCIAL SERVICES GROUP, INC.	13F	Company	— class O/S missing	223,139	$1,428,000	—	30 Jun 2018	13F
Sheaff Brock Investment Advisors, LLC	13F	Company	— class O/S missing	221,708	$1,419,000	—	30 Jun 2018	13F
BANK OF AMERICA CORP /DE/	13F	Company	— class O/S missing	203,974	$1,306,000	—	30 Jun 2018	13F
Baird Financial Group, Inc.	13F	Company	— class O/S missing	189,047	$1,210,000	—	30 Jun 2018	13F
BlackRock Finance, Inc.	13F	Company	— class O/S missing	183,491	$1,174,000	—	30 Jun 2018	13F
COHEN & STEERS, INC.	13F	Company	— class O/S missing	180,788	$1,157,000	—	30 Jun 2018	13F
Matisse Capital	13F	Company	— class O/S missing	138,730	$888,000	—	30 Jun 2018	13F
Ancora Advisors LLC	13F	Company	— class O/S missing	127,062	$813,000	—	30 Jun 2018	13F
Oxbow Advisors, LLC	13F	Company	— class O/S missing	125,787	$805,000	—	30 Jun 2018	13F
NWAM LLC	13F	Company	— class O/S missing	119,345	$764,000	—	30 Jun 2018	13F
Advisor Group, Inc.	13F	Company	— class O/S missing	105,450	$675,000	—	30 Jun 2018	13F
D.A. DAVIDSON & CO.	13F	Company	— class O/S missing	100,345	$642,000	—	30 Jun 2018	13F
Titus Wealth Management	13F	Company	— class O/S missing	92,339	$591,000	—	30 Jun 2018	13F
GOLDMAN SACHS GROUP INC	13F	Company	— class O/S missing	89,836	$575,000	—	30 Jun 2018	13F
Regent Investment Management LLC	13F	Company	— class O/S missing	79,287	$508,000	—	30 Jun 2018	13F
Institute for Wealth Management, LLC.	13F	Company	— class O/S missing	78,415	$504,000	—	30 Jun 2018	13F
Stockman Wealth Management, Inc.	13F	Company	— class O/S missing	76,629	$490,000	—	30 Jun 2018	13F
WEDBUSH SECURITIES INC	13F	Company	— class O/S missing	72,852	$466,000	—	30 Jun 2018	13F
STANSBERRY ASSET MANAGEMENT, LLC	13F	Company	— class O/S missing	72,133	$462,000	—	30 Jun 2018	13F
MILLENNIUM MANAGEMENT LLC	13F	Company	— class O/S missing	69,734	$446,000	—	30 Jun 2018	13F
Quad-Cities Investment Group, LLC	13F	Company	— class O/S missing	66,387	$425,000	—	30 Jun 2018	13F
COMMONWEALTH EQUITY SERVICES, LLC	13F	Company	— class O/S missing	65,881	$422,000	—	30 Jun 2018	13F
OTA Financial Group L.P.	13F	Company	— class O/S missing	65,188	$417,000	—	30 Jun 2018	13F
OPPENHEIMER & CO INC	13F	Company	— class O/S missing	65,106	$417,000	—	30 Jun 2018	13F

Institutional Holders of LIBERTY ALL STAR EQUITY FUND - SH BEN INT (USA) as of Q3 2018

As of 30 Sep 2018, LIBERTY ALL STAR EQUITY FUND - SH BEN INT (USA) was held by 118 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 35,931,561 shares. The largest 10 holders included 1607 Capital Partners, LLC, MORGAN STANLEY, UBS Group AG, WELLS FARGO & COMPANY/MN, LAZARD ASSET MANAGEMENT LLC, Advisors Asset Management, Inc., Relative Value Partners Group, LLC, Vident Investment Advisory, LLC, ROYAL BANK OF CANADA, and BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC. This page lists 118 institutional shareholders reporting positions in this security for the Q3 2018 filing period.

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

Compare Q3 2018 vs Q2 2018 Across Filers

Q2 2018 holders

125

Q3 2018 holders

118

Holder diff

-7

Investor	Q2 2018 Shares	Q3 2018 Shares	Share Diff	Share Chg %	Q2 2018 Value $	Q3 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.