Institutional Ownership
Liberty All Star Equity Fd
CUSIP 530158104SH BEN INTUSAQ1 2026
Institutional Holders
220
13F filers
Shares Held
54.98M
Aggregate institutional
Institutional Value
$287.49M
Q1 2026
Net New Holders
-2
26 new · 28 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions26
Increased85
Decreased55
Sold out28
Institutional Holders
220 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 5.45M | $30.25M | +641.3K | Added |
| 2 | Rivernorth Capital Management, LLC | 5.20M | $28.84M | −436.3K | Reduced |
| 3 | Morgan Stanley | 4.69M | $26.04M | +1.69M | Added |
| 4 | Lpl Financial LLC | 3.40M | $18.87M | −384.1K | Reduced |
| 5 | Karpus Management, Inc. | 3.12M | $17.30M | +1.29M | Added |
| 6 | Absolute Investment Advisers, LLC | 2.42M | $13.40M | −283.4K | Reduced |
| 7 | Royal Bank Of Canada | 2.27M | $12.60M | +296.6K | Added |
| 8 | Ameriprise Financial Inc | 1.54M | $8.49M | −223.1K | Reduced |
| 9 | Man Group PLC | 1.32M | $7.33M | +672.6K | Added |
| 10 | Wells Fargo & Company/Mn | 1.15M | $6.38M | +118.9K | Added |
210 more institutional holders on Premium
See every fund holding Liberty All Star Equity Fd, with full quarter-over-quarter share changes.
Unlock all holders