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 2023?

172 institutional investors reported USA - LIBERTY ALL STAR EQUITY FUND - SH BEN INT for Q3 2023. Use the holders table for investor-level position and value details.

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

CUSIP: 530158104

Q3 2023 13F Holders as of 30 Sep 2023

Type / Class: Equity / SH BEN INT
Total 13F shares: 26,588,986
Share change: -370,804
Total reported value: $157,408,962
Price per share: $5.92
Number of holders: 172
Value change: -$2,306,702
Number of buys: 93
Number of sells: 46

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 2023
Previous quarter: Q2 2023

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
MORGAN STANLEY	13F	Company	— class O/S missing	3,659,283	$23,675,567	—	30 Jun 2023	13F
LPL Financial LLC	13F	Company	— class O/S missing	2,159,840	$13,974,164	—	30 Jun 2023	13F
Penserra Capital Management LLC	13F	Company	— class O/S missing	1,898,549	$12,283,000	—	30 Jun 2023	13F
ROYAL BANK OF CANADA	13F	Company	— class O/S missing	1,647,196	$10,657,000	—	30 Jun 2023	13F
WELLS FARGO & COMPANY/MN	13F	Company	— class O/S missing	1,431,594	$9,262,413	—	30 Jun 2023	13F
Bensler, LLC	13F	Company	— class O/S missing	1,232,134	$7,971,910	—	30 Jun 2023	13F
Advisors Asset Management, Inc.	13F	Company	— class O/S missing	951,837	$6,158,385	—	30 Jun 2023	13F
AMERIPRISE FINANCIAL INC	13F	Company	— class O/S missing	907,463	$5,871,134	—	30 Jun 2023	13F
Integrated Advisors Network LLC	13F	Company	— class O/S missing	815,797	$5,278,210	—	30 Jun 2023	13F
OSAIC HOLDINGS, INC.	13F	Company	— class O/S missing	759,170	$4,911,889	—	30 Jun 2023	13F
Janney Montgomery Scott LLC	13F	Company	— class O/S missing	709,854	$4,593,000	—	30 Jun 2023	13F
GUGGENHEIM CAPITAL LLC	13F	Company	— class O/S missing	690,441	$4,467,153	—	30 Jun 2023	13F
Cambridge Investment Research Advisors, Inc.	13F	Company	— class O/S missing	638,716	$4,132,000	—	30 Jun 2023	13F
Financial Advocates Investment Management	13F	Company	— class O/S missing	478,077	$3,093,158	—	30 Jun 2023	13F
Raymond James Financial Services Advisors, Inc.	13F	Company	— class O/S missing	472,673	$3,058,197	—	30 Jun 2023	13F
RAYMOND JAMES & ASSOCIATES	13F	Company	— class O/S missing	434,026	$2,808,151	—	30 Jun 2023	13F
UBS Group AG	13F	Company	— class O/S missing	428,378	$2,771,606	—	30 Jun 2023	13F
PNC FINANCIAL SERVICES GROUP, INC.	13F	Company	— class O/S missing	373,025	$2,413,472	—	30 Jun 2023	13F
Sheaff Brock Investment Advisors, LLC	13F	Company	— class O/S missing	362,163	$2,343,194	—	30 Jun 2023	13F
HighTower Advisors, LLC	13F	Company	— class O/S missing	342,749	$2,220,000	—	30 Jun 2023	13F
COMMONWEALTH EQUITY SERVICES, LLC	13F	Company	— class O/S missing	323,949	$2,096,000	—	30 Jun 2023	13F
Private Advisor Group, LLC	13F	Company	— class O/S missing	279,790	$1,810,241	—	30 Jun 2023	13F
CENTAURUS FINANCIAL, INC.	13F	Company	— class O/S missing	267,517	$1,731,000	—	30 Jun 2023	13F
BANK OF AMERICA CORP /DE/	13F	Company	— class O/S missing	254,870	$1,649,011	—	30 Jun 2023	13F
COHEN & STEERS, INC.	13F	Company	— class O/S missing	250,000	$1,618,000	—	30 Jun 2023	13F
Cetera Advisor Networks LLC	13F	Company	— class O/S missing	218,759	$1,415,373	—	30 Jun 2023	13F
Mariner, LLC	13F	Company	— class O/S missing	169,461	$1,096,414	—	30 Jun 2023	13F
WEDBUSH SECURITIES INC	13F	Company	— class O/S missing	169,401	$1,096,000	—	30 Jun 2023	13F
Live Oak Private Wealth LLC	13F	Company	— class O/S missing	158,585	$1,026,045	—	30 Jun 2023	13F
Bartlett & Co. LLC	13F	Company	— class O/S missing	156,558	$1,013,000	—	30 Jun 2023	13F
BARTLETT & CO. WEALTH MANAGEMENT LLC	13F	Company	— class O/S missing	156,558	$1,012,930	—	30 Jun 2023	13F
D.A. DAVIDSON & CO.	13F	Company	— class O/S missing	155,367	$1,005,231	—	30 Jun 2023	13F
Lido Advisors, LLC	13F	Company	— class O/S missing	151,933	$983,007	—	30 Jun 2023	13F
KESTRA PRIVATE WEALTH SERVICES, LLC	13F	Company	— class O/S missing	151,919	$982,916	—	30 Jun 2023	13F
Qube Research & Technologies Ltd	13F	Company	— class O/S missing	144,485	$934,818	—	30 Jun 2023	13F
RB Capital Management, LLC	13F	Company	— class O/S missing	127,909	$827,568	—	30 Jun 2023	13F
Clear Creek Financial Management, LLC	13F	Company	— class O/S missing	125,537	$812,224	—	30 Jun 2023	13F
1832 Asset Management L.P.	13F	Company	— class O/S missing	124,038	$802,525	—	30 Jun 2023	13F
Golden State Equity Partners	13F	Company	— class O/S missing	118,095	$764,078	—	30 Jun 2023	13F
Atria Wealth Solutions, Inc.	13F	Company	— class O/S missing	115,132	$744,900	—	30 Jun 2023	13F
Stockman Wealth Management, Inc.	13F	Company	— class O/S missing	108,493	$701,951	—	30 Jun 2023	13F
B. Riley Wealth Advisors, Inc.	13F	Company	— class O/S missing	107,970	$698,565	—	30 Jun 2023	13F
NewEdge Advisors, LLC	13F	Company	— class O/S missing	107,491	$695,462	—	30 Jun 2023	13F
AVANTAX ADVISORY SERVICES, INC.	13F	Company	— class O/S missing	101,809	$658,703	—	30 Jun 2023	13F
ENVESTNET ASSET MANAGEMENT INC	13F	Company	— class O/S missing	83,773	$542,012	—	30 Jun 2023	13F
Steward Partners Investment Advisory, LLC	13F	Company	— class O/S missing	81,273	$525,835	—	30 Jun 2023	13F
Institute for Wealth Management, LLC.	13F	Company	— class O/S missing	80,210	$518,960	—	30 Jun 2023	13F
Kestra Advisory Services, LLC	13F	Company	— class O/S missing	77,536	$501,658	—	30 Jun 2023	13F
WealthTrust Asset Management, LLC	13F	Company	— class O/S missing	73,481	$475,420	—	30 Jun 2023	13F
STIFEL FINANCIAL CORP	13F	Company	— class O/S missing	73,220	$473,734	—	30 Jun 2023	13F

Institutional Holders of LIBERTY ALL STAR EQUITY FUND - SH BEN INT (USA) as of Q3 2023

As of 30 Sep 2023, LIBERTY ALL STAR EQUITY FUND - SH BEN INT (USA) was held by 172 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 26,588,986 shares. The largest 10 holders included MORGAN STANLEY, LPL Financial LLC, Royal Bank of Canada, Bensler, LLC, Penserra Capital Management LLC, OSAIC HOLDINGS, INC., AMERIPRISE FINANCIAL INC, Advisors Asset Management, Inc., GUGGENHEIM CAPITAL LLC, and Integrated Advisors Network LLC. This page lists 172 institutional shareholders reporting positions in this security for the Q3 2023 filing period.

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

Compare Q3 2023 vs Q2 2023 Across Filers

Q2 2023 holders

164

Q3 2023 holders

172

Holder diff

Investor	Q2 2023 Shares	Q3 2023 Shares	Share Diff	Share Chg %	Q2 2023 Value $	Q3 2023 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.