Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / SH BEN INT
-
Number of holders
-
132
-
Total 13F shares, excl. options
-
23,291,136
-
Shares change
-
-2,195,136
-
Total reported value, excl. options
-
$177,786,593
-
Value change
-
-$15,736,290
-
Number of buys
-
69
-
Number of sells
-
-50
-
Price
-
$7.63
Significant Holders of LIBERTY ALL STAR EQUITY FUND - SH BEN INT (USA) as of Q1 2021
151 filings reported holding USA - LIBERTY ALL STAR EQUITY FUND - SH BEN INT as of Q1 2021.
LIBERTY ALL STAR EQUITY FUND - SH BEN INT (USA) has 132 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 23,291,136 shares
.
Largest 10 shareholders include WELLS FARGO & COMPANY/MN (2,930,348 shares), MORGAN STANLEY (2,753,495 shares), Penserra Capital Management LLC (1,955,524 shares), ROYAL BANK OF CANADA (1,011,896 shares), LPL Financial LLC (956,368 shares), Advisors Asset Management, Inc. (917,226 shares), COHEN & STEERS, INC. (913,862 shares), Karpus Management, Inc. (846,864 shares), BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC (754,015 shares), and GUGGENHEIM CAPITAL LLC (599,661 shares).
This table shows the top 132 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.