Security key
530158104
LIBERTY ALL STAR EQUITY FUND - SH BEN INT (USA)
CUSIP: 530158104
Q2 2025 13F Holders as of 30 Jun 2025
- Security type / class
- Equity / SH BEN INT
- Total 13F shares
- 34,366,287
- Total 13F value
- $234,088,692
- Share change
- +2,615,755
- SEC-reported price per share
- $6.81
- Number of holders
- 186
- Value change
- +$17,865,336
- Number of buys
- 86
- Number of sells
- 63
Report period
Q2 2025
Institutions
186
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 Mar 2025
13F
Highest disclosed value: $28,613,305
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 $28.61M.
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
$28.61M
MORGAN STANLEY
$21.52M
RAYMOND JAMES FINANCIAL INC
$19.92M
ROYAL BANK OF CANADA
$12.47M
AMERIPRISE FINANCIAL INC
$11.06M
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
|
$28,613,305
4,368,444 shares
|
— | 31 Mar 2025 |
| MORGAN STANLEY |
13F
Company
|
—
class O/S missing
|
$21,516,131
3,284,905 shares
|
— | 31 Mar 2025 |
| RAYMOND JAMES FINANCIAL INC |
13F
Company
|
—
class O/S missing
|
$19,922,803
3,041,649 shares
|
— | 31 Mar 2025 |
| ROYAL BANK OF CANADA |
13F
Company
|
—
class O/S missing
|
$12,466,000
1,903,229 shares
|
— | 31 Mar 2025 |
| AMERIPRISE FINANCIAL INC |
13F
Company
|
—
class O/S missing
|
$11,056,252
1,687,876 shares
|
— | 31 Mar 2025 |
| Bensler, LLC |
13F
Company
|
—
class O/S missing
|
$11,048,611
1,686,808 shares
|
— | 31 Mar 2025 |
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 Q2 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
186
Shares
34,366,287
Rows available
186
| 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 Q2 2025 vs Q1 2026 Across Filers
Q1 2026 holders
217
Q2 2025 holders
186
Holder diff
-31
| Investor | Q1 2026 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q1 2026 value | Q2 2025 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend