Security key
530158104
LIBERTY ALL STAR EQUITY FUND - SH BEN INT (USA)
CUSIP: 530158104
Q1 2023 13F Holders as of 31 Mar 2023
- Security type / class
- Equity / SH BEN INT
- Total 13F shares
- 25,682,478
- Total 13F value
- $159,217,399
- Share change
- -606,402
- SEC-reported price per share
- $6.20
- Number of holders
- 160
- Value change
- -$3,211,087
- Number of buys
- 81
- Number of sells
- 65
Report period
Q1 2023
Institutions
160
Top holders
10
USA full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2025
LIBERTY ALL STAR EQUITY FUND SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 530158104
Recent filing periods:
Ownership snapshot
Top reported holders 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. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
MORGAN STANLEY
Disclosed value leader
MORGAN STANLEY
Comparable rows
0/15
Latest evidence
31 Dec 2022
13F
Highest disclosed value: $20,937,839
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
MORGAN STANLEY has the largest disclosed position value at $20.94M.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens MORGAN STANLEY's linked filing trail.
Disclosed position value
Top 5
MORGAN STANLEY
$20.94M
Penserra Capital Management LLC
$10.28M
WELLS FARGO & COMPANY/MN
$9.49M
LPL Financial LLC
$8.76M
ROYAL BANK OF CANADA
$8.4M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| MORGAN STANLEY |
13F
Company
|
—
class O/S missing
|
$20,937,839
3,673,305 shares
|
— | 31 Dec 2022 |
| Penserra Capital Management LLC |
13F
Company
|
—
class O/S missing
|
$10,284,000
1,804,239 shares
|
— | 31 Dec 2022 |
| WELLS FARGO & COMPANY/MN |
13F
Company
|
—
class O/S missing
|
$9,490,716
1,665,038 shares
|
— | 31 Dec 2022 |
| LPL Financial LLC |
13F
Company
|
—
class O/S missing
|
$8,759,703
1,536,790 shares
|
— | 31 Dec 2022 |
| ROYAL BANK OF CANADA |
13F
Company
|
—
class O/S missing
|
$8,403,000
1,474,329 shares
|
— | 31 Dec 2022 |
| Bensler, LLC |
13F
Company
|
—
class O/S missing
|
$6,463,909
1,134,019 shares
|
— | 31 Dec 2022 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q1 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
160
Shares
25,682,478
Rows available
160
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q1 2023 vs Q1 2026 Across Filers
Q1 2026 holders
217
Q1 2023 holders
160
Holder diff
-57
| Investor | Q1 2026 Shares | Q1 2023 Shares | Share Diff | Share Chg % | Q1 2026 value | Q1 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend