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 Q1 2025?

187 institutional investors reported USA - LIBERTY ALL STAR EQUITY FUND - SH BEN INT for Q1 2025. Use the holders table for investor-level position and value details.

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

CUSIP: 530158104

Q1 2025 13F Holders as of 31 Mar 2025

Type / Class: Equity / SH BEN INT
Total 13F shares: 31,982,600
Share change: +2,643,942
Total reported value: $209,487,290
Price per share: $6.55
Number of holders: 187
Value change: +$17,121,663
Number of buys: 99
Number of sells: 60

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: Q2 2025
Previous quarter: Q4 2024

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
LPL Financial LLC	13F	Company	— class O/S missing	3,648,171	$25,354,785	—	31 Dec 2024	13F
MORGAN STANLEY	13F	Company	— class O/S missing	3,218,879	$22,371,213	—	31 Dec 2024	13F
RAYMOND JAMES FINANCIAL INC	13F	Company	— class O/S missing	2,491,548	$17,316,259	—	31 Dec 2024	13F
Bensler, LLC	13F	Company	— class O/S missing	1,595,299	$11,087,346	—	31 Dec 2024	13F
AMERIPRISE FINANCIAL INC	13F	Company	— class O/S missing	1,573,832	$10,938,134	—	31 Dec 2024	13F
ROYAL BANK OF CANADA	13F	Company	— class O/S missing	1,569,751	$10,910,000	—	31 Dec 2024	13F
Janney Montgomery Scott LLC	13F	Company	— class O/S missing	1,013,472	$7,044,000	—	31 Dec 2024	13F
GUGGENHEIM CAPITAL LLC	13F	Company	— class O/S missing	866,662	$6,023,301	—	31 Dec 2024	13F
OSAIC HOLDINGS, INC.	13F	Company	— class O/S missing	817,602	$5,682,900	—	31 Dec 2024	13F
Penserra Capital Management LLC	13F	Company	— class O/S missing	754,971	$5,247,000	—	31 Dec 2024	13F
UBS Group AG	13F	Company	— class O/S missing	630,796	$4,384,032	—	31 Dec 2024	13F
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	13F	Company	— class O/S missing	627,172	$4,358,848	—	31 Dec 2024	13F
Advisors Asset Management, Inc.	13F	Company	— class O/S missing	481,732	$3,348,037	—	31 Dec 2024	13F
Cambridge Investment Research Advisors, Inc.	13F	Company	— class O/S missing	471,456	$3,277,000	—	31 Dec 2024	13F
COMMONWEALTH EQUITY SERVICES, LLC	13F	Company	— class O/S missing	438,121	$3,045,000	—	31 Dec 2024	13F
PNC FINANCIAL SERVICES GROUP, INC.	13F	Company	— class O/S missing	429,003	$2,981,572	—	31 Dec 2024	13F
Shaker Financial Services, LLC	13F	Company	— class O/S missing	409,094	$2,874,657	—	31 Dec 2024	13F
Invesco Ltd.	13F	Company	— class O/S missing	399,539	$2,776,796	—	31 Dec 2024	13F
BANK OF AMERICA CORP /DE/	13F	Company	— class O/S missing	369,739	$2,569,684	—	31 Dec 2024	13F
Cetera Investment Advisers	13F	Company	— class O/S missing	335,793	$2,333,762	—	31 Dec 2024	13F
HighTower Advisors, LLC	13F	Company	— class O/S missing	331,633	$2,304,847	—	31 Dec 2024	13F
Private Advisor Group, LLC	13F	Company	— class O/S missing	289,973	$2,015,317	—	31 Dec 2024	13F
Sheaff Brock Investment Advisors, LLC	13F	Company	— class O/S missing	274,230	$1,905,902	—	31 Dec 2024	13F
COHEN & STEERS, INC.	13F	Company	— class O/S missing	270,000	$1,877,000	—	31 Dec 2024	13F
WELLS FARGO & COMPANY/MN	13F	Company	— class O/S missing	198,475	$1,379,401	—	31 Dec 2024	13F
Steward Partners Investment Advisory, LLC	13F	Company	— class O/S missing	196,905	$1,368,489	—	31 Dec 2024	13F
Kestra Advisory Services, LLC	13F	Company	— class O/S missing	191,524	$1,331,092	—	31 Dec 2024	13F
Lido Advisors, LLC	13F	Company	— class O/S missing	173,280	$1,235,489	—	31 Dec 2024	13F
FLYNN ZITO CAPITAL MANAGEMENT, LLC	13F	Company	— class O/S missing	167,593	$1,164,774	—	31 Dec 2024	13F
BARTLETT & CO. WEALTH MANAGEMENT LLC	13F	Company	— class O/S missing	163,236	$1,163,873	—	31 Dec 2024	13F
D.A. DAVIDSON & CO.	13F	Company	— class O/S missing	162,495	$1,129,341	—	31 Dec 2024	13F
Mariner, LLC	13F	Company	— class O/S missing	161,157	$1,120,038	—	31 Dec 2024	13F
ASHTON THOMAS SECURITIES, LLC	13F	Company	— class O/S missing	160,268	$1,113,863	—	31 Dec 2024	13F
Live Oak Private Wealth LLC	13F	Company	— class O/S missing	158,585	$1,102,166	—	31 Dec 2024	13F
Patten Group, Inc.	13F	Company	— class O/S missing	150,227	$1,044,078	—	31 Dec 2024	13F
KESTRA PRIVATE WEALTH SERVICES, LLC	13F	Company	— class O/S missing	150,120	$1,043,334	—	31 Dec 2024	13F
RB Capital Management, LLC	13F	Company	— class O/S missing	139,089	$966,672	—	31 Dec 2024	13F
STIFEL FINANCIAL CORP	13F	Company	— class O/S missing	138,065	$959,554	—	31 Dec 2024	13F
NewEdge Advisors, LLC	13F	Company	— class O/S missing	135,875	$944,327	—	31 Dec 2024	13F
Baird Financial Group, Inc.	13F	Company	— class O/S missing	133,554	$928,200	—	31 Dec 2024	13F
Golden State Equity Partners	13F	Company	— class O/S missing	110,174	$765,707	—	31 Dec 2024	13F
WEDBUSH SECURITIES INC	13F	Company	— class O/S missing	109,619	$762,000	—	31 Dec 2024	13F
Clear Creek Financial Management, LLC	13F	Company	— class O/S missing	104,857	$728,756	—	31 Dec 2024	13F
WealthTrust Asset Management, LLC	13F	Company	— class O/S missing	103,012	$715,936	—	31 Dec 2024	13F
Stockman Wealth Management, Inc.	13F	Company	— class O/S missing	99,563	$691,966	—	31 Dec 2024	13F
Samalin Investment Counsel, LLC	13F	Company	— class O/S missing	97,324	$676,407	—	31 Dec 2024	13F
Atria Wealth Solutions, Inc.	13F	Company	— class O/S missing	92,608	$657,545	—	31 Dec 2024	13F
Triumph Capital Management	13F	Company	— class O/S missing	90,972	$632,255	—	31 Dec 2024	13F
Heritage Wealth Management, Inc.	13F	Company	— class O/S missing	83,793	$582,361	—	31 Dec 2024	13F
StoneX Group Inc.	13F	Company	— class O/S missing	82,918	$578,127	—	31 Dec 2024	13F

Institutional Holders of LIBERTY ALL STAR EQUITY FUND - SH BEN INT (USA) as of Q1 2025

As of 31 Mar 2025, LIBERTY ALL STAR EQUITY FUND - SH BEN INT (USA) was held by 187 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 31,982,600 shares. The largest 10 holders included LPL Financial LLC, MORGAN STANLEY, RAYMOND JAMES FINANCIAL INC, ROYAL BANK OF CANADA, AMERIPRISE FINANCIAL INC, Bensler, LLC, Janney Montgomery Scott LLC, GUGGENHEIM CAPITAL LLC, OSAIC HOLDINGS, INC., and Penserra Capital Management LLC. This page lists 188 institutional shareholders reporting positions in this security for the Q1 2025 filing period.

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

Compare Q1 2025 vs Q4 2024 Across Filers

Q4 2024 holders

189

Q1 2025 holders

187

Holder diff

-2

Investor	Q4 2024 Shares	Q1 2025 Shares	Share Diff	Share Chg %	Q4 2024 Value $	Q1 2025 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.