Q4 2024 13F Holders as of 12/31/2024
-
Type / Class
-
Equity / SH BEN INT
-
Number of holders
-
187
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Total 13F shares, excl. options
-
29.3M
-
Shares change
-
+635K
-
Total reported value, excl. options
-
$204M
-
Value change
-
+$4.35M
-
Number of buys
-
67
-
Number of sells
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-56
-
Price
-
$6.95
Significant Holders of LIBERTY ALL STAR EQUITY FUND - SH BEN INT (USA) as of Q4 2024
204 filings reported holding USA - LIBERTY ALL STAR EQUITY FUND - SH BEN INT as of Q4 2024.
LIBERTY ALL STAR EQUITY FUND - SH BEN INT (USA) has 187 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 29.3M shares
.
Largest 10 shareholders include LPL Financial LLC (3.65M shares), MORGAN STANLEY (3.22M shares), RAYMOND JAMES FINANCIAL INC (2.49M shares), Bensler, LLC (1.6M shares), AMERIPRISE FINANCIAL INC (1.57M shares), Royal Bank of Canada (1.57M shares), Janney Montgomery Scott LLC (1.01M shares), GUGGENHEIM CAPITAL LLC (867K shares), OSAIC HOLDINGS, INC. (818K shares), and Penserra Capital Management LLC (755K shares).
This table shows the top 187 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.