Q3 2024 13F Holders as of 9/30/2024
-
Type / Class
-
Equity / SH BEN INT
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Number of holders
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172
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Total 13F shares, excl. options
-
28.4M
-
Shares change
-
+84.7K
-
Total reported value, excl. options
-
$202M
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Value change
-
+$805K
-
Number of buys
-
94
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Number of sells
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-51
-
Price
-
$7.10
Significant Holders of LIBERTY ALL STAR EQUITY FUND - SH BEN INT (USA) as of Q3 2024
191 filings reported holding USA - LIBERTY ALL STAR EQUITY FUND - SH BEN INT as of Q3 2024.
LIBERTY ALL STAR EQUITY FUND - SH BEN INT (USA) has 172 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 28.4M shares
.
Largest 10 shareholders include LPL Financial LLC (3.54M shares), MORGAN STANLEY (3.04M shares), RAYMOND JAMES & ASSOCIATES (1.68M shares), Bensler, LLC (1.62M shares), AMERIPRISE FINANCIAL INC (1.49M shares), Royal Bank of Canada (1.47M shares), Janney Montgomery Scott LLC (918K shares), GUGGENHEIM CAPITAL LLC (888K shares), OSAIC HOLDINGS, INC. (750K shares), and Penserra Capital Management LLC (704K shares).
This table shows the top 172 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.