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 2020?

131 institutional investors reported USA - LIBERTY ALL STAR EQUITY FUND - SH BEN INT for Q1 2020. Use the holders table for investor-level position and value details.

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

CUSIP: 530158104

Q1 2020 13F Holders as of 31 Mar 2020

Type / Class: Equity / SH BEN INT
Total 13F shares: 24,290,292
Share change: -2,073,323
Total reported value: $118,190,779
Price per share: $4.84
Number of holders: 131
Value change: -$11,549,257
Number of buys: 72
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.

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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 2020
Previous quarter: Q4 2019

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
UBS Group AG	13F	Company	— class O/S missing	3,762,317	$25,471,000	—	31 Dec 2019	13F
MORGAN STANLEY	13F	Company	— class O/S missing	3,133,086	$21,211,000	—	31 Dec 2019	13F
WELLS FARGO & COMPANY/MN	13F	Company	— class O/S missing	2,732,917	$18,502,000	—	31 Dec 2019	13F
Penserra Capital Management LLC	13F	Company	— class O/S missing	1,554,144	$10,459,000	—	31 Dec 2019	13F
ROYAL BANK OF CANADA	13F	Company	— class O/S missing	1,409,134	$9,540,000	—	31 Dec 2019	13F
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	13F	Company	— class O/S missing	1,099,575	$7,444,000	—	31 Dec 2019	13F
LPL Financial LLC	13F	Company	— class O/S missing	1,092,251	$7,395,000	—	31 Dec 2019	13F
Advisors Asset Management, Inc.	13F	Company	— class O/S missing	1,087,370	$7,361,000	—	31 Dec 2019	13F
GUGGENHEIM CAPITAL LLC	13F	Company	— class O/S missing	905,010	$6,127,000	—	31 Dec 2019	13F
RAYMOND JAMES & ASSOCIATES	13F	Company	— class O/S missing	849,634	$5,752,000	—	31 Dec 2019	13F
BANK OF MONTREAL /CAN/	13F	Company	— class O/S missing	683,987	$4,631,000	—	31 Dec 2019	13F
AMERIPRISE FINANCIAL INC	13F	Company	— class O/S missing	519,835	$3,519,000	—	31 Dec 2019	13F
Raymond James Financial Services Advisors, Inc.	13F	Company	— class O/S missing	455,016	$3,080,000	—	31 Dec 2019	13F
BBR PARTNERS, LLC	13F	Company	— class O/S missing	403,920	$2,735,000	—	31 Dec 2019	13F
Cetera Advisor Networks LLC	13F	Company	— class O/S missing	386,380	$2,613,000	—	31 Dec 2019	13F
BANK OF AMERICA CORP /DE/	13F	Company	— class O/S missing	354,987	$2,404,000	—	31 Dec 2019	13F
Invesco Ltd.	13F	Company	— class O/S missing	321,198	$2,175,000	—	31 Dec 2019	13F
Advisor Group, Inc.	13F	Company	— class O/S missing	261,057	$1,768,000	—	31 Dec 2019	13F
Cambridge Investment Research Advisors, Inc.	13F	Company	— class O/S missing	255,113	$1,727,000	—	31 Dec 2019	13F
PNC FINANCIAL SERVICES GROUP, INC.	13F	Company	— class O/S missing	242,922	$1,643,000	—	31 Dec 2019	13F
AE Wealth Management LLC	13F	Company	— class O/S missing	238,608	$1,615,000	—	31 Dec 2019	13F
Private Advisor Group, LLC	13F	Company	— class O/S missing	236,836	$1,604,000	—	31 Dec 2019	13F
Baird Financial Group, Inc.	13F	Company	— class O/S missing	219,535	$1,486,000	—	31 Dec 2019	13F
WEDBUSH SECURITIES INC	13F	Company	— class O/S missing	215,725	$1,460,000	—	31 Dec 2019	13F
Sheaff Brock Investment Advisors, LLC	13F	Company	— class O/S missing	200,778	$1,359,000	—	31 Dec 2019	13F
D.A. DAVIDSON & CO.	13F	Company	— class O/S missing	148,795	$1,007,000	—	31 Dec 2019	13F
Jolley Asset Management, LLC	13F	Company	— class O/S missing	142,785	$967,000	—	31 Dec 2019	13F
Relative Value Partners Group, LLC	13F	Company	— class O/S missing	134,246	$934,000	—	31 Dec 2019	13F
Regent Investment Management LLC	13F	Company	— class O/S missing	135,000	$914,000	—	31 Dec 2019	13F
1832 Asset Management L.P.	13F	Company	— class O/S missing	130,000	$880,000	—	31 Dec 2019	13F
Titus Wealth Management	13F	Company	— class O/S missing	126,392	$856,000	—	31 Dec 2019	13F
Lido Advisors, LLC	13F	Company	— class O/S missing	117,000	$809,000	—	31 Dec 2019	13F
COMMONWEALTH EQUITY SERVICES, LLC	13F	Company	— class O/S missing	111,830	$757,000	—	31 Dec 2019	13F
RB Capital Management, LLC	13F	Company	— class O/S missing	104,562	$708,000	—	31 Dec 2019	13F
NEXT Financial Group, Inc	13F	Company	— class O/S missing	104,117	$705,000	—	31 Dec 2019	13F
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	13F	Company	— class O/S missing	102,081	$691,000	—	31 Dec 2019	13F
Stockman Wealth Management, Inc.	13F	Company	— class O/S missing	98,629	$668,000	—	31 Dec 2019	13F
ENVESTNET ASSET MANAGEMENT INC	13F	Company	— class O/S missing	94,559	$640,000	—	31 Dec 2019	13F
LADENBURG THALMANN FINANCIAL SERVICES INC.	13F	Company	— class O/S missing	94,177	$637,000	—	31 Dec 2019	13F
NewEdge Advisors, LLC	13F	Company	— class O/S missing	87,249	$590,000	—	31 Dec 2019	13F
Quad-Cities Investment Group, LLC	13F	Company	— class O/S missing	86,270	$584,000	—	31 Dec 2019	13F
Institute for Wealth Management, LLC.	13F	Company	— class O/S missing	83,307	$564,000	—	31 Dec 2019	13F
STIFEL FINANCIAL CORP	13F	Company	— class O/S missing	81,022	$548,000	—	31 Dec 2019	13F
TRUIST FINANCIAL CORP	13F	Company	— class O/S missing	79,333	$537,000	—	31 Dec 2019	13F
Simplicity Solutions, LLC	13F	Company	— class O/S missing	76,711	$519,000	—	31 Dec 2019	13F
Shaker Financial Services, LLC	13F	Company	— class O/S missing	72,864	$493,000	—	31 Dec 2019	13F
BLB&B Advisors, LLC	13F	Company	— class O/S missing	71,129	$482,000	—	31 Dec 2019	13F
Shulman DeMeo Asset Management LLC	13F	Company	— class O/S missing	68,119	$461,000	—	31 Dec 2019	13F
BERRY GROUP, LLC	13F	Company	— class O/S missing	66,776	$452,000	—	31 Dec 2019	13F
Janney Montgomery Scott LLC	13F	Company	— class O/S missing	65,680	$445,000	—	31 Dec 2019	13F

Institutional Holders of LIBERTY ALL STAR EQUITY FUND - SH BEN INT (USA) as of Q1 2020

As of 31 Mar 2020, 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 24,290,292 shares. The largest 10 holders included MORGAN STANLEY, WELLS FARGO & COMPANY/MN, Penserra Capital Management LLC, ROYAL BANK OF CANADA, LPL Financial LLC, Karpus Management, Inc., Advisors Asset Management, Inc., BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC, Guggenheim Capital LLC, and RAYMOND JAMES & ASSOCIATES. This page lists 131 institutional shareholders reporting positions in this security for the Q1 2020 filing period.

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

Compare Q1 2020 vs Q4 2019 Across Filers

Q4 2019 holders

122

Q1 2020 holders

131

Holder diff

Investor	Q4 2019 Shares	Q1 2020 Shares	Share Diff	Share Chg %	Q4 2019 Value $	Q1 2020 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.