Security key
530158104
LIBERTY ALL STAR EQUITY FUND - SH BEN INT (USA)
CUSIP: 530158104
Q1 2025 13F Holders as of 31 Mar 2025
- Security type / class
- Equity / SH BEN INT
- Total 13F shares
- 31,982,600
- Total 13F value
- $209,487,290
- Share change
- +2,643,942
- SEC-reported price per share
- $6.55
- Number of holders
- 187
- Value change
- +$17,121,663
- Number of buys
- 99
- Number of sells
- 60
Report period
Q1 2025
Institutions
187
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
LPL Financial LLC
Disclosed value leader
LPL Financial LLC
Comparable rows
0/15
Latest evidence
31 Dec 2024
13F
Highest disclosed value: $25,354,785
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
LPL Financial LLC has the largest disclosed position value at $25.35M.
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 LPL Financial LLC's linked filing trail.
Disclosed position value
Top 5
LPL Financial LLC
$25.35M
MORGAN STANLEY
$22.37M
RAYMOND JAMES FINANCIAL INC
$17.32M
Bensler, LLC
$11.09M
AMERIPRISE FINANCIAL INC
$10.94M
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 |
|---|---|---|---|---|---|
| LPL Financial LLC |
13F
Company
|
—
class O/S missing
|
$25,354,785
3,648,171 shares
|
— | 31 Dec 2024 |
| MORGAN STANLEY |
13F
Company
|
—
class O/S missing
|
$22,371,213
3,218,879 shares
|
— | 31 Dec 2024 |
| RAYMOND JAMES FINANCIAL INC |
13F
Company
|
—
class O/S missing
|
$17,316,259
2,491,548 shares
|
— | 31 Dec 2024 |
| Bensler, LLC |
13F
Company
|
—
class O/S missing
|
$11,087,346
1,595,299 shares
|
— | 31 Dec 2024 |
| AMERIPRISE FINANCIAL INC |
13F
Company
|
—
class O/S missing
|
$10,938,134
1,573,832 shares
|
— | 31 Dec 2024 |
| ROYAL BANK OF CANADA |
13F
Company
|
—
class O/S missing
|
$10,910,000
1,569,751 shares
|
— | 31 Dec 2024 |
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 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
187
Shares
31,982,600
Rows available
187
| 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 2025 vs Q1 2026 Across Filers
Q1 2026 holders
217
Q1 2025 holders
187
Holder diff
-30
| Investor | Q1 2026 Shares | Q1 2025 Shares | Share Diff | Share Chg % | Q1 2026 value | Q1 2025 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend