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 Q3 2021?

146 institutional investors reported USA - LIBERTY ALL STAR EQUITY FUND - SH BEN INT for Q3 2021. Use the holders table for investor-level position and value details.

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

CUSIP: 530158104

Q3 2021 13F Holders as of 30 Sep 2021

Type / Class: Equity / SH BEN INT
Total 13F shares: 23,679,552
Share change: -1,925,837
Total reported value: $203,597,811
Price per share: $8.60
Number of holders: 146
Value change: -$16,655,988
Number of buys: 83
Number of sells: 41

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: Q4 2021
Previous quarter: Q2 2021

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
Portfolio Strategies, Inc.	13F	Company	— class O/S missing	4,563,856	$41,253,000	—	30 Jun 2021	13F
MORGAN STANLEY	13F	Company	— class O/S missing	2,825,255	$25,540,000	—	30 Jun 2021	13F
WELLS FARGO & COMPANY/MN	13F	Company	— class O/S missing	2,687,384	$24,294,000	—	30 Jun 2021	13F
Penserra Capital Management LLC	13F	Company	— class O/S missing	2,512,906	$22,716,000	—	30 Jun 2021	13F
ROYAL BANK OF CANADA	13F	Company	— class O/S missing	988,981	$8,940,000	—	30 Jun 2021	13F
LPL Financial LLC	13F	Company	— class O/S missing	937,295	$8,473,000	—	30 Jun 2021	13F
Advisors Asset Management, Inc.	13F	Company	— class O/S missing	910,802	$8,234,000	—	30 Jun 2021	13F
RAYMOND JAMES & ASSOCIATES	13F	Company	— class O/S missing	533,232	$4,820,000	—	30 Jun 2021	13F
COHEN & STEERS, INC.	13F	Company	— class O/S missing	526,569	$4,760,000	—	30 Jun 2021	13F
OSAIC HOLDINGS, INC.	13F	Company	— class O/S missing	514,744	$4,651,000	—	30 Jun 2021	13F
Janney Montgomery Scott LLC	13F	Company	— class O/S missing	476,503	$4,308,000	—	30 Jun 2021	13F
GUGGENHEIM CAPITAL LLC	13F	Company	— class O/S missing	434,245	$3,926,000	—	30 Jun 2021	13F
Cambridge Investment Research Advisors, Inc.	13F	Company	— class O/S missing	396,001	$3,580,000	—	30 Jun 2021	13F
BANK OF AMERICA CORP /DE/	13F	Company	— class O/S missing	375,118	$3,391,000	—	30 Jun 2021	13F
AMERIPRISE FINANCIAL INC	13F	Company	— class O/S missing	340,994	$3,082,000	—	30 Jun 2021	13F
Raymond James Financial Services Advisors, Inc.	13F	Company	— class O/S missing	319,368	$2,887,000	—	30 Jun 2021	13F
Invesco Ltd.	13F	Company	— class O/S missing	305,492	$2,762,000	—	30 Jun 2021	13F
Sheaff Brock Investment Advisors, LLC	13F	Company	— class O/S missing	287,084	$2,595,000	—	30 Jun 2021	13F
PNC FINANCIAL SERVICES GROUP, INC.	13F	Company	— class O/S missing	264,539	$2,390,000	—	30 Jun 2021	13F
COMMONWEALTH EQUITY SERVICES, LLC	13F	Company	— class O/S missing	260,513	$2,355,000	—	30 Jun 2021	13F
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	13F	Company	— class O/S missing	258,543	$2,337,000	—	30 Jun 2021	13F
Titus Wealth Management	13F	Company	— class O/S missing	236,455	$2,138,000	—	30 Jun 2021	13F
Baird Financial Group, Inc.	13F	Company	— class O/S missing	220,554	$1,994,000	—	30 Jun 2021	13F
CENTAURUS FINANCIAL, INC.	13F	Company	— class O/S missing	214,452	$1,939,000	—	30 Jun 2021	13F
Private Advisor Group, LLC	13F	Company	— class O/S missing	210,643	$1,904,000	—	30 Jun 2021	13F
Marks Group Wealth Management, Inc	13F	Company	— class O/S missing	194,268	$1,756,000	—	30 Jun 2021	13F
Cetera Advisor Networks LLC	13F	Company	— class O/S missing	177,894	$1,608,000	—	30 Jun 2021	13F
Regent Investment Management LLC	13F	Company	— class O/S missing	173,500	$1,569,000	—	30 Jun 2021	13F
Bickling Financial Services, Inc.	13F	Company	— class O/S missing	166,653	$1,507,000	—	30 Jun 2021	13F
Live Oak Private Wealth LLC	13F	Company	— class O/S missing	158,585	$1,434,000	—	30 Jun 2021	13F
D.A. DAVIDSON & CO.	13F	Company	— class O/S missing	150,252	$1,358,000	—	30 Jun 2021	13F
UBS Group AG	13F	Company	— class O/S missing	134,191	$1,213,000	—	30 Jun 2021	13F
1832 Asset Management L.P.	13F	Company	— class O/S missing	124,740	$1,131,000	—	30 Jun 2021	13F
WEDBUSH SECURITIES INC	13F	Company	— class O/S missing	114,986	$1,039,000	—	30 Jun 2021	13F
RB Capital Management, LLC	13F	Company	— class O/S missing	113,247	$1,024,000	—	30 Jun 2021	13F
Cascadia Advisory Services, LLC	13F	Company	— class O/S missing	111,570	$1,009,000	—	30 Jun 2021	13F
Stockman Wealth Management, Inc.	13F	Company	— class O/S missing	98,629	$892,000	—	30 Jun 2021	13F
American Portfolios Advisors	13F	Company	— class O/S missing	92,646	$837,520	—	30 Jun 2021	13F
NewEdge Advisors, LLC	13F	Company	— class O/S missing	89,646	$810,000	—	30 Jun 2021	13F
B. Riley Wealth Advisors, Inc.	13F	Company	— class O/S missing	87,144	$788,000	—	30 Jun 2021	13F
AE Wealth Management LLC	13F	Company	— class O/S missing	86,169	$779,000	—	30 Jun 2021	13F
Institute for Wealth Management, LLC.	13F	Company	— class O/S missing	82,699	$748,000	—	30 Jun 2021	13F
MONETA GROUP INVESTMENT ADVISORS LLC	13F	Company	— class O/S missing	79,425	$718,000	—	30 Jun 2021	13F
KESTRA PRIVATE WEALTH SERVICES, LLC	13F	Company	— class O/S missing	70,490	$637,000	—	30 Jun 2021	13F
WealthTrust Asset Management, LLC	13F	Company	— class O/S missing	67,014	$606,000	—	30 Jun 2021	13F
ENVESTNET ASSET MANAGEMENT INC	13F	Company	— class O/S missing	61,763	$558,000	—	30 Jun 2021	13F
BLB&B Advisors, LLC	13F	Company	— class O/S missing	59,490	$538,000	—	30 Jun 2021	13F
TRUIST FINANCIAL CORP	13F	Company	— class O/S missing	59,164	$535,000	—	30 Jun 2021	13F
Creative Planning	13F	Company	— class O/S missing	54,659	$494,000	—	30 Jun 2021	13F
Gemmer Asset Management LLC	13F	Company	— class O/S missing	50,323	$455,000	—	30 Jun 2021	13F

Institutional Holders of LIBERTY ALL STAR EQUITY FUND - SH BEN INT (USA) as of Q3 2021

As of 30 Sep 2021, LIBERTY ALL STAR EQUITY FUND - SH BEN INT (USA) was held by 146 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 23,679,552 shares. The largest 10 holders included MORGAN STANLEY, WELLS FARGO & COMPANY/MN, Penserra Capital Management LLC, Yakira Capital Management, Inc., ROYAL BANK OF CANADA, Portfolio Strategies, Inc., LPL Financial LLC, Advisors Asset Management, Inc., ADVISOR GROUP HOLDINGS, INC., and Janney Montgomery Scott LLC. This page lists 146 institutional shareholders reporting positions in this security for the Q3 2021 filing period.

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

Compare Q3 2021 vs Q2 2021 Across Filers

Q2 2021 holders

139

Q3 2021 holders

146

Holder diff

Investor	Q2 2021 Shares	Q3 2021 Shares	Share Diff	Share Chg %	Q2 2021 Value $	Q3 2021 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.