As of 30 Sep 2025, 206 institutional investors reported holding 41,309,442 shares of LIBERTY ALL STAR EQUITY FUND - SH BEN INT (USA).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 1,443,973 | $9,121,280 | +$3,032,861 | $6.28 | 25 |
| 2025 Q3 | 41,309,442 | $262,155,084 | +$42,695,081 | $6.34 | 206 |
| 2025 Q2 | 34,366,287 | $234,088,692 | +$17,865,331 | $6.81 | 186 |
| 2025 Q1 | 31,964,081 | $209,365,991 | +$17,000,366 | $6.55 | 186 |
| 2024 Q4 | 29,250,972 | $203,544,526 | +$4,353,010 | $6.95 | 187 |
| 2024 Q3 | 28,410,406 | $201,716,997 | +$805,446 | $7.10 | 172 |
| 2024 Q2 | 28,304,991 | $192,512,276 | +$3,461,136 | $6.80 | 177 |
| 2024 Q1 | 27,645,407 | $197,469,834 | +$6,000,713 | $7.15 | 174 |
| 2023 Q4 | 41,500 | $264,770 | -$6,476 | $6.38 | 1 |
| 2023 Q3 | 22,874,230 | $135,417,601 | -$2,564,488 | $5.92 | 168 |
| 2023 Q2 | 23,214,841 | $150,237,410 | +$8,866,593 | $6.47 | 160 |
| 2023 Q1 | 25,586,683 | $158,610,847 | -$3,305,235 | $6.20 | 156 |
| 2022 Q4 | 26,845,273 | $153,128,052 | +$5,727,366 | $5.70 | 165 |
| 2022 Q3 | 25,906,481 | $143,295,441 | -$5,649,809 | $5.53 | 147 |
| 2022 Q2 | 26,776,461 | $168,250,840 | +$462,046 | $6.28 | 151 |
| 2022 Q1 | 26,181,922 | $211,414,004 | -$29,133,021 | $8.08 | 155 |
| 2021 Q4 | 30,192,251 | $252,918,019 | +$46,542,217 | $8.38 | 162 |
| 2021 Q3 | 23,675,584 | $203,563,310 | -$16,654,895 | $8.60 | 144 |
| 2021 Q2 | 25,591,940 | $231,337,564 | +$21,878,882 | $9.04 | 136 |
| 2021 Q1 | 23,290,339 | $177,783,304 | -$15,741,003 | $7.63 | 131 |
| 2020 Q4 | 25,445,822 | $175,587,194 | +$5,957,533 | $6.90 | 133 |
| 2020 Q3 | 24,081,212 | $144,748,960 | -$4,144,863 | $6.01 | 119 |
| 2020 Q2 | 26,782,249 | $153,158,514 | +$9,959,659 | $5.72 | 115 |
| 2020 Q1 | 23,926,157 | $116,429,544 | -$11,346,303 | $4.84 | 128 |
| 2019 Q4 | 26,342,194 | $178,329,711 | -$16,470,565 | $6.77 | 120 |
| 2019 Q3 | 28,625,627 | $183,138,346 | -$20,522,685 | $6.40 | 110 |
| 2019 Q2 | 32,010,129 | $205,420,000 | -$18,799,054 | $6.42 | 115 |
| 2019 Q1 | 34,956,478 | $213,562,196 | -$7,794,910 | $6.11 | 124 |
| 2018 Q4 | 36,127,520 | $194,562,172 | -$993,571 | $5.38 | 128 |
| 2018 Q3 | 35,931,464 | $244,405,922 | -$32,300,061 | $6.81 | 117 |
| 2018 Q2 | 40,660,125 | $260,312,000 | -$43,319,350 | $6.40 | 123 |
| 2018 Q1 | 45,917,153 | $282,069,000 | -$44,362,484 | $6.13 | 129 |
| 2017 Q4 | 53,052,822 | $333,963,445 | -$27,188,528 | $6.30 | 128 |
| 2017 Q3 | 57,172,838 | $344,853,000 | -$23,372,280 | $6.03 | 114 |
| 2017 Q2 | 61,272,520 | $346,821,000 | -$6,225,548 | $5.66 | 119 |
| 2017 Q1 | 62,334,203 | $340,316,000 | +$24,841,179 | $5.46 | 120 |
| 2016 Q4 | 58,042,331 | $299,570,000 | +$3,382,405 | $5.16 | 120 |
| 2016 Q3 | 52,428,235 | $271,570,271 | +$16,726,700 | $5.18 | 107 |
| 2016 Q2 | 54,753,792 | $274,613,489 | +$6,193,085 | $5.02 | 101 |
| 2016 Q1 | 52,595,410 | $262,203,000 | +$11,281,313 | $4.97 | 106 |
| 2015 Q4 | 45,472,725 | $243,791,000 | +$6,093,714 | $5.35 | 99 |
| 2015 Q3 | 48,503,329 | $246,410,884 | -$1,011,010 | $5.08 | 89 |
| 2015 Q2 | 48,689,123 | $279,887,607 | +$11,707,031 | $5.75 | 91 |
| 2015 Q1 | 47,292,781 | $276,194,105 | +$9,599,172 | $5.84 | 94 |
| 2014 Q4 | 46,233,477 | $276,471,237 | +$6,988,609 | $5.98 | 89 |
| 2014 Q3 | 45,220,968 | $263,635,575 | +$9,055,525 | $5.83 | 88 |
| 2014 Q2 | 43,528,257 | $261,592,911 | -$5,074,464 | $6.01 | 83 |
| 2014 Q1 | 43,760,269 | $257,360,091 | -$407,748 | $5.88 | 80 |