Q1 2025 13F Holders as of 3/31/2025
-
Type / Class
-
Equity / SH BEN INT
-
Number of holders
-
186
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Total 13F shares, excl. options
-
32M
-
Shares change
-
+2.63M
-
Total reported value, excl. options
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$209M
-
Value change
-
+$17M
-
Number of buys
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98
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Number of sells
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-60
-
Price
-
$6.55
Significant Holders of LIBERTY ALL STAR EQUITY FUND - SH BEN INT (USA) as of Q1 2025
208 filings reported holding USA - LIBERTY ALL STAR EQUITY FUND - SH BEN INT as of Q1 2025.
LIBERTY ALL STAR EQUITY FUND - SH BEN INT (USA) has 186 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 32M shares
.
Largest 10 shareholders include LPL Financial LLC (4.37M shares), MORGAN STANLEY (3.28M shares), RAYMOND JAMES FINANCIAL INC (3.04M shares), ROYAL BANK OF CANADA (1.9M shares), AMERIPRISE FINANCIAL INC (1.69M shares), Bensler, LLC (1.69M shares), Janney Montgomery Scott LLC (1.18M shares), GUGGENHEIM CAPITAL LLC (866K shares), OSAIC HOLDINGS, INC. (833K shares), and Penserra Capital Management LLC (767K shares).
This table shows the top 186 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.