Q2 2024 13F Holders as of 6/30/2024
-
Type / Class
-
Equity / SH BEN INT
-
Number of holders
-
177
-
Total 13F shares, excl. options
-
28.3M
-
Shares change
-
+543K
-
Total reported value, excl. options
-
$193M
-
Value change
-
+$3.46M
-
Number of buys
-
96
-
Number of sells
-
-56
-
Price
-
$6.80
Significant Holders of LIBERTY ALL STAR EQUITY FUND - SH BEN INT (USA) as of Q2 2024
196 filings reported holding USA - LIBERTY ALL STAR EQUITY FUND - SH BEN INT as of Q2 2024.
LIBERTY ALL STAR EQUITY FUND - SH BEN INT (USA) has 177 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 28.3M shares
.
Largest 10 shareholders include LPL Financial LLC (3.37M shares), MORGAN STANLEY (2.99M shares), Penserra Capital Management LLC (1.88M shares), Bensler, LLC (1.56M shares), Royal Bank of Canada (1.53M shares), AMERIPRISE FINANCIAL INC (1.4M shares), Janney Montgomery Scott LLC (922K shares), GUGGENHEIM CAPITAL LLC (844K shares), OSAIC HOLDINGS, INC. (752K shares), and Shaker Financial Services, LLC (751K shares).
This table shows the top 177 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.