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 2019?

127 institutional investors reported USA - LIBERTY ALL STAR EQUITY FUND - SH BEN INT for Q1 2019. Use the holders table for investor-level position and value details.

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

CUSIP: 530158104

Q1 2019 13F Holders as of 31 Mar 2019

Type / Class: Equity / SH BEN INT
Total 13F shares: 35,023,292
Share change: -1,339,897
Total reported value: $213,968,642
Price per share: $6.11
Number of holders: 127
Value change: -$7,753,016
Number of buys: 70
Number of sells: 46

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 2019
Previous quarter: Q4 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
1607 Capital Partners, LLC	13F	Company	— class O/S missing	4,609,487	$24,799,000	—	31 Dec 2018	13F
MORGAN STANLEY	13F	Company	— class O/S missing	3,874,565	$20,845,000	—	31 Dec 2018	13F
UBS Group AG	13F	Company	— class O/S missing	3,645,167	$19,611,000	—	31 Dec 2018	13F
WELLS FARGO & COMPANY/MN	13F	Company	— class O/S missing	2,886,967	$15,532,000	—	31 Dec 2018	13F
LAZARD ASSET MANAGEMENT LLC	13F	Company	— class O/S missing	1,817,297	$9,777,000	—	31 Dec 2018	13F
Advisors Asset Management, Inc.	13F	Company	— class O/S missing	1,769,724	$9,521,000	—	31 Dec 2018	13F
ROYAL BANK OF CANADA	13F	Company	— class O/S missing	1,420,805	$7,644,000	—	31 Dec 2018	13F
Vident Investment Advisory, LLC	13F	Company	— class O/S missing	1,403,295	$7,550,000	—	31 Dec 2018	13F
Relative Value Partners Group, LLC	13F	Company	— class O/S missing	1,346,397	$7,459,000	—	31 Dec 2018	13F
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	13F	Company	— class O/S missing	1,298,361	$6,985,000	—	31 Dec 2018	13F
RAYMOND JAMES & ASSOCIATES	13F	Company	— class O/S missing	1,162,650	$6,255,000	—	31 Dec 2018	13F
Shaker Financial Services, LLC	13F	Company	— class O/S missing	817,993	$4,401,000	—	31 Dec 2018	13F
LPL Financial LLC	13F	Company	— class O/S missing	770,262	$4,144,000	—	31 Dec 2018	13F
1832 Asset Management L.P.	13F	Company	— class O/S missing	750,000	$4,035,000	—	31 Dec 2018	13F
GUGGENHEIM CAPITAL LLC	13F	Company	— class O/S missing	724,424	$3,898,000	—	31 Dec 2018	13F
RIVERNORTH CAPITAL MANAGEMENT, LLC	13F	Company	— class O/S missing	589,323	$3,165,000	—	31 Dec 2018	13F
Cetera Advisor Networks LLC	13F	Company	— class O/S missing	530,608	$2,855,000	—	31 Dec 2018	13F
Arete Wealth Advisors, LLC	13F	Company	— class O/S missing	493,574	$2,655,000	—	31 Dec 2018	13F
Weiss Asset Management LP	13F	Company	— class O/S missing	396,881	$2,135,000	—	31 Dec 2018	13F
Invesco Ltd.	13F	Company	— class O/S missing	379,933	$2,044,000	—	31 Dec 2018	13F
Edmonds Duncan Registered Investment Advisors, LLC	13F	Company	— class O/S missing	349,996	$1,883,000	—	31 Dec 2018	13F
Raymond James Financial Services Advisors, Inc.	13F	Company	— class O/S missing	332,771	$1,790,000	—	31 Dec 2018	13F
Cambridge Investment Research Advisors, Inc.	13F	Company	— class O/S missing	267,351	$1,438,000	—	31 Dec 2018	13F
BANK OF AMERICA CORP /DE/	13F	Company	— class O/S missing	255,629	$1,375,000	—	31 Dec 2018	13F
Sheaff Brock Investment Advisors, LLC	13F	Company	— class O/S missing	232,898	$1,253,000	—	31 Dec 2018	13F
PNC FINANCIAL SERVICES GROUP, INC.	13F	Company	— class O/S missing	221,956	$1,194,000	—	31 Dec 2018	13F
Baird Financial Group, Inc.	13F	Company	— class O/S missing	183,330	$986,000	—	31 Dec 2018	13F
WEDBUSH SECURITIES INC	13F	Company	— class O/S missing	178,208	$959,000	—	31 Dec 2018	13F
Private Advisor Group, LLC	13F	Company	— class O/S missing	141,702	$762,000	—	31 Dec 2018	13F
Advisor Group, Inc.	13F	Company	— class O/S missing	140,425	$755,000	—	31 Dec 2018	13F
BANK OF MONTREAL /CAN/	13F	Company	— class O/S missing	132,979	$715,000	—	31 Dec 2018	13F
DOLIVER ADVISORS, LP	13F	Company	— class O/S missing	111,198	$598,000	—	31 Dec 2018	13F
D.A. DAVIDSON & CO.	13F	Company	— class O/S missing	111,125	$598,000	—	31 Dec 2018	13F
COMMONWEALTH EQUITY SERVICES, LLC	13F	Company	— class O/S missing	108,626	$584,000	—	31 Dec 2018	13F
BANK OF NOVA SCOTIA	13F	Company	— class O/S missing	107,480	$578,000	—	31 Dec 2018	13F
NWAM LLC	13F	Company	— class O/S missing	99,991	$538,000	—	31 Dec 2018	13F
Regent Investment Management LLC	13F	Company	— class O/S missing	96,700	$520,000	—	31 Dec 2018	13F
Titus Wealth Management	13F	Company	— class O/S missing	93,283	$501,000	—	31 Dec 2018	13F
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	13F	Company	— class O/S missing	91,613	$493,000	—	31 Dec 2018	13F
Curi Capital, LLC	13F	Company	— class O/S missing	88,035	$474,000	—	31 Dec 2018	13F
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	13F	Company	— class O/S missing	79,177	$426,000	—	31 Dec 2018	13F
Stockman Wealth Management, Inc.	13F	Company	— class O/S missing	78,629	$423,000	—	31 Dec 2018	13F
RB Capital Management, LLC	13F	Company	— class O/S missing	73,205	$394,000	—	31 Dec 2018	13F
ENVESTNET ASSET MANAGEMENT INC	13F	Company	— class O/S missing	69,785	$375,000	—	31 Dec 2018	13F
Quad-Cities Investment Group, LLC	13F	Company	— class O/S missing	67,429	$364,000	—	31 Dec 2018	13F
Matisse Capital	13F	Company	— class O/S missing	67,094	$361,000	—	31 Dec 2018	13F
WOLVERINE ASSET MANAGEMENT LLC	13F	Company	— class O/S missing	64,836	$348,000	—	31 Dec 2018	13F
HBK INVESTMENTS L P	13F	Company	— class O/S missing	63,912	$344,000	—	31 Dec 2018	13F
SUSQUEHANNA INTERNATIONAL GROUP, LLP	13F	Company	— class O/S missing	63,017	$339,000	—	31 Dec 2018	13F
BLB&B Advisors, LLC	13F	Company	— class O/S missing	60,385	$325,000	—	31 Dec 2018	13F

Institutional Holders of LIBERTY ALL STAR EQUITY FUND - SH BEN INT (USA) as of Q1 2019

As of 31 Mar 2019, LIBERTY ALL STAR EQUITY FUND - SH BEN INT (USA) was held by 127 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 35,023,292 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., Vident Investment Advisory, LLC, ROYAL BANK OF CANADA, BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC, and RAYMOND JAMES & ASSOCIATES. This page lists 127 institutional shareholders reporting positions in this security for the Q1 2019 filing period.

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

Compare Q1 2019 vs Q4 2018 Across Filers

Q4 2018 holders

131

Q1 2019 holders

127

Holder diff

-4

Investor	Q4 2018 Shares	Q1 2019 Shares	Share Diff	Share Chg %	Q4 2018 Value $	Q1 2019 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.