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 Q4 2018?

131 institutional investors reported USA - LIBERTY ALL STAR EQUITY FUND - SH BEN INT for Q4 2018. Use the holders table for investor-level position and value details.

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

CUSIP: 530158104

Q4 2018 13F Holders as of 31 Dec 2018

Type / Class: Equity / SH BEN INT
Total 13F shares: 36,187,443
Share change: +115,428
Total reported value: $194,884,773
Price per share: $5.38
Number of holders: 131
Value change: -$963,830
Number of buys: 63
Number of sells: 54

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: Q1 2019
Previous quarter: Q3 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
1607 Capital Partners, LLC	13F	Company	— class O/S missing	4,172,380	$28,414,000	—	30 Sep 2018	13F
MORGAN STANLEY	13F	Company	— class O/S missing	4,154,650	$28,294,000	—	30 Sep 2018	13F
UBS Group AG	13F	Company	— class O/S missing	4,026,138	$27,418,000	—	30 Sep 2018	13F
WELLS FARGO & COMPANY/MN	13F	Company	— class O/S missing	2,881,674	$19,625,000	—	30 Sep 2018	13F
LAZARD ASSET MANAGEMENT LLC	13F	Company	— class O/S missing	2,162,618	$14,727,000	—	30 Sep 2018	13F
Cornerstone Wealth Management, LLC	13F	Company	— class O/S missing	88,258	$14,516,000	—	30 Sep 2018	13F
Advisors Asset Management, Inc.	13F	Company	— class O/S missing	2,045,871	$13,932,000	—	30 Sep 2018	13F
Relative Value Partners Group, LLC	13F	Company	— class O/S missing	1,574,995	$10,726,000	—	30 Sep 2018	13F
Vident Investment Advisory, LLC	13F	Company	— class O/S missing	1,422,697	$9,689,000	—	30 Sep 2018	13F
ROYAL BANK OF CANADA	13F	Company	— class O/S missing	1,383,212	$9,420,000	—	30 Sep 2018	13F
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	13F	Company	— class O/S missing	1,346,329	$9,169,000	—	30 Sep 2018	13F
RAYMOND JAMES & ASSOCIATES	13F	Company	— class O/S missing	925,866	$6,305,000	—	30 Sep 2018	13F
GUGGENHEIM CAPITAL LLC	13F	Company	— class O/S missing	841,296	$5,729,000	—	30 Sep 2018	13F
LPL Financial LLC	13F	Company	— class O/S missing	654,670	$4,458,000	—	30 Sep 2018	13F
RIVERNORTH CAPITAL MANAGEMENT, LLC	13F	Company	— class O/S missing	587,323	$4,000,000	—	30 Sep 2018	13F
1832 Asset Management L.P.	13F	Company	— class O/S missing	500,000	$3,408,000	—	30 Sep 2018	13F
Arete Wealth Advisors, LLC	13F	Company	— class O/S missing	481,442	$3,279,000	—	30 Sep 2018	13F
Invesco Ltd.	13F	Company	— class O/S missing	456,551	$3,109,000	—	30 Sep 2018	13F
PARAMETRIC PORTFOLIO ASSOCIATES LLC	13F	Company	— class O/S missing	421,142	$2,868,000	—	30 Sep 2018	13F
Edmonds Duncan Registered Investment Advisors, LLC	13F	Company	— class O/S missing	359,354	$2,447,000	—	30 Sep 2018	13F
Cetera Advisor Networks LLC	13F	Company	— class O/S missing	336,687	$2,293,000	—	30 Sep 2018	13F
Cambridge Investment Research Advisors, Inc.	13F	Company	— class O/S missing	307,461	$2,094,000	—	30 Sep 2018	13F
Advisory Alpha, LLC	13F	Company	— class O/S missing	345,351	$2,086,000	—	30 Sep 2018	13F
Raymond James Financial Services Advisors, Inc.	13F	Company	— class O/S missing	279,829	$1,906,000	—	30 Sep 2018	13F
BANK OF AMERICA CORP /DE/	13F	Company	— class O/S missing	249,552	$1,699,000	—	30 Sep 2018	13F
PNC FINANCIAL SERVICES GROUP, INC.	13F	Company	— class O/S missing	229,063	$1,559,000	—	30 Sep 2018	13F
Sheaff Brock Investment Advisors, LLC	13F	Company	— class O/S missing	227,089	$1,546,000	—	30 Sep 2018	13F
Baird Financial Group, Inc.	13F	Company	— class O/S missing	190,046	$1,298,000	—	30 Sep 2018	13F
CLOUGH CAPITAL PARTNERS L P	13F	Company	— class O/S missing	165,800	$1,129,000	—	30 Sep 2018	13F
WEDBUSH SECURITIES INC	13F	Company	— class O/S missing	156,027	$1,063,000	—	30 Sep 2018	13F
BANK OF MONTREAL /CAN/	13F	Company	— class O/S missing	148,759	$1,013,000	—	30 Sep 2018	13F
Advisor Group, Inc.	13F	Company	— class O/S missing	141,026	$961,000	—	30 Sep 2018	13F
BANK OF NOVA SCOTIA	13F	Company	— class O/S missing	123,642	$842,000	—	30 Sep 2018	13F
Private Advisor Group, LLC	13F	Company	— class O/S missing	123,272	$839,000	—	30 Sep 2018	13F
NWAM LLC	13F	Company	— class O/S missing	108,628	$740,000	—	30 Sep 2018	13F
D.A. DAVIDSON & CO.	13F	Company	— class O/S missing	105,425	$718,000	—	30 Sep 2018	13F
BRINKER CAPITAL INC	13F	Company	— class O/S missing	103,824	$707,000	—	30 Sep 2018	13F
Titus Wealth Management	13F	Company	— class O/S missing	98,701	$672,000	—	30 Sep 2018	13F
NewEdge Advisors, LLC	13F	Company	— class O/S missing	93,445	$636,000	—	30 Sep 2018	13F
Matisse Capital	13F	Company	— class O/S missing	86,613	$590,000	—	30 Sep 2018	13F
Regent Investment Management LLC	13F	Company	— class O/S missing	79,287	$539,000	—	30 Sep 2018	13F
Stockman Wealth Management, Inc.	13F	Company	— class O/S missing	78,629	$535,000	—	30 Sep 2018	13F
Institute for Wealth Management, LLC.	13F	Company	— class O/S missing	78,297	$532,000	—	30 Sep 2018	13F
Ancora Advisors LLC	13F	Company	— class O/S missing	77,062	$525,000	—	30 Sep 2018	13F
RB Capital Management, LLC	13F	Company	— class O/S missing	72,046	$491,000	—	30 Sep 2018	13F
Creative Planning	13F	Company	— class O/S missing	71,295	$486,000	—	30 Sep 2018	13F
STANSBERRY ASSET MANAGEMENT, LLC	13F	Company	— class O/S missing	69,145	$471,000	—	30 Sep 2018	13F
Quad-Cities Investment Group, LLC	13F	Company	— class O/S missing	68,004	$464,000	—	30 Sep 2018	13F
COMMONWEALTH EQUITY SERVICES, LLC	13F	Company	— class O/S missing	65,642	$447,000	—	30 Sep 2018	13F
OTA Financial Group L.P.	13F	Company	— class O/S missing	65,188	$417,000	—	30 Sep 2018	13F

Institutional Holders of LIBERTY ALL STAR EQUITY FUND - SH BEN INT (USA) as of Q4 2018

As of 31 Dec 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 36,187,443 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., ROYAL BANK OF CANADA, Vident Investment Advisory, LLC, Relative Value Partners Group, LLC, and BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC. This page lists 131 institutional shareholders reporting positions in this security for the Q4 2018 filing period.

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

Compare Q4 2018 vs Q3 2018 Across Filers

Q3 2018 holders

118

Q4 2018 holders

131

Holder diff

Investor	Q3 2018 Shares	Q4 2018 Shares	Share Diff	Share Chg %	Q3 2018 Value $	Q4 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.