Q3 2025 13F Holders as of 30 Sep 2025
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Type / Class
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Equity / SH BEN INT
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Number of holders
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204
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Total 13F shares, excl. options
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41,306,668
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Shares change
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+6,754,438
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Total reported value, excl. options
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$262,137,497
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Value change
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+$42,694,761
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Number of buys
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120
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Number of sells
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48
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Price
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$6.34
Institutional Holders of LIBERTY ALL STAR EQUITY FUND - SH BEN INT (USA) as of Q3 2025
As of 30 Sep 2025 LIBERTY ALL STAR EQUITY FUND - SH BEN INT (USA) had 218 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 41,306,668 shares of stock of the company.
Largest 10 holders included LPL Financial LLC, RAYMOND JAMES FINANCIAL INC, MORGAN STANLEY, RIVERNORTH CAPITAL MANAGEMENT, LLC, ROYAL BANK OF CANADA, AMERIPRISE FINANCIAL INC, Janney Montgomery Scott LLC, Shaker Financial Services, LLC, Cornerstone Advisors, LLC, and Penserra Capital Management LLC.
This table shows 218 institutional shareholders of the security as of 30 Sep 2025.
| 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.