Q3 2021 13F Holders as of 9/30/2021
-
Type / Class
-
Equity / SH BEN INT
-
Number of holders
-
144
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Total 13F shares, excl. options
-
23.7M
-
Shares change
-
-1.93M
-
Total reported value, excl. options
-
$204M
-
Value change
-
-$16.7M
-
Number of buys
-
84
-
Number of sells
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-41
-
Price
-
$8.60
Significant Holders of LIBERTY ALL STAR EQUITY FUND - SH BEN INT (USA) as of Q3 2021
160 filings reported holding USA - LIBERTY ALL STAR EQUITY FUND - SH BEN INT as of Q3 2021.
LIBERTY ALL STAR EQUITY FUND - SH BEN INT (USA) has 144 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 23.7M shares
.
Largest 10 shareholders include MORGAN STANLEY (3.18M shares), WELLS FARGO & COMPANY/MN (2.03M shares), Penserra Capital Management LLC (1.66M shares), Yakira Capital Management, Inc. (1.42M shares), ROYAL BANK OF CANADA (1.23M shares), Portfolio Strategies, Inc. (1.2M shares), LPL Financial LLC (996K shares), Advisors Asset Management, Inc. (892K shares), ADVISOR GROUP HOLDINGS, INC. (566K shares), and Janney Montgomery Scott LLC (514K shares).
This table shows the top 144 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.