Q3 2019 13F Holders as of 9/30/2019
-
Type / Class
-
Equity / SH BEN INT
-
Number of holders
-
112
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Total 13F shares, excl. options
-
29M
-
Shares change
-
-3.15M
-
Total reported value, excl. options
-
$185M
-
Value change
-
-$20.2M
-
Number of buys
-
59
-
Number of sells
-
-51
-
Price
-
$6.40
Significant Holders of LIBERTY ALL STAR EQUITY FUND - SH BEN INT (USA) as of Q3 2019
134 filings reported holding USA - LIBERTY ALL STAR EQUITY FUND - SH BEN INT as of Q3 2019.
LIBERTY ALL STAR EQUITY FUND - SH BEN INT (USA) has 112 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 29M shares
.
Largest 10 shareholders include UBS Group AG (3.8M shares), MORGAN STANLEY (3.53M shares), WELLS FARGO & COMPANY/MN (2.76M shares), 1607 Capital Partners, LLC (2.28M shares), Vident Investment Advisory, LLC (1.58M shares), ROYAL BANK OF CANADA (1.38M shares), Advisors Asset Management, Inc. (1.19M shares), BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC (1.11M shares), LPL Financial LLC (1.04M shares), and GUGGENHEIM CAPITAL LLC (880K shares).
This table shows the top 112 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* 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.