LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 79 filers reported holding LIBERTY ALL STAR EQUITY FD in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,477,000 | +245.9% | 172,078 | +157.6% | 0.09% | +175.0% |
| Q3 2019 | $427,000 | -26.1% | 66,800 | -26.0% | 0.03% | -20.0% |
| Q2 2019 | $578,000 | -40.4% | 90,238 | -43.0% | 0.04% | -40.3% |
| Q1 2019 | $969,000 | +96.6% | 158,413 | +72.9% | 0.07% | +71.8% |
| Q4 2018 | $493,000 | -69.6% | 91,613 | -66.0% | 0.04% | -66.7% |
| Q3 2017 | $1,624,000 | -50.5% | 269,097 | -53.6% | 0.12% | -52.8% |
| Q2 2017 | $3,282,000 | +3.7% | 579,372 | 0.0% | 0.25% | +4.2% |
| Q1 2017 | $3,166,000 | +4.6% | 579,372 | -1.3% | 0.24% | -1.7% |
| Q4 2016 | $3,027,000 | +31.8% | 587,258 | +32.3% | 0.24% | +38.3% |
| Q3 2016 | $2,296,000 | -47.4% | 443,758 | -49.0% | 0.18% | +0.6% |
| Q2 2016 | $4,366,000 | +86.2% | 870,516 | +84.3% | 0.17% | 0.0% |
| Q1 2016 | $2,345,000 | -1.7% | 472,358 | +3.4% | 0.17% | -8.4% |
| Q4 2015 | $2,386,000 | +7.2% | 456,658 | +4.2% | 0.19% | +0.5% |
| Q3 2015 | $2,225,000 | +1.2% | 438,398 | +14.9% | 0.19% | +13.9% |
| Q2 2015 | $2,199,000 | +4.3% | 381,398 | +5.7% | 0.17% | +4.4% |
| Q1 2015 | $2,108,000 | +1.1% | 360,698 | +3.3% | 0.16% | +8.9% |
| Q4 2014 | $2,085,000 | +25.5% | 349,298 | +22.7% | 0.15% | +32.7% |
| Q3 2014 | $1,662,000 | -3.0% | 284,790 | 0.0% | 0.11% | -11.3% |
| Q2 2014 | $1,713,000 | +2.9% | 284,790 | +1.4% | 0.12% | -12.7% |
| Q1 2014 | $1,664,000 | -2.3% | 280,790 | -1.7% | 0.14% | -5.3% |
| Q4 2013 | $1,704,000 | +4.5% | 285,718 | -3.7% | 0.15% | +0.7% |
| Q3 2013 | $1,631,000 | +17.1% | 296,808 | +11.4% | 0.15% | +22.1% |
| Q2 2013 | $1,393,000 | – | 266,532 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1,346,329 | $9,169,000 | 3.93% |
| 1607 Capital Partners, LLC | 4,172,380 | $28,414,000 | 1.64% |
| Relative Value Partners Group, LLC | 1,574,995 | $10,726,000 | 1.19% |
| Edmonds Duncan Registered Investment Advisors, LLC | 359,354 | $2,447,000 | 1.00% |
| Arete Wealth Advisors, LLC | 481,442 | $3,279,000 | 0.73% |
| Titus Wealth Management | 98,701 | $672,000 | 0.58% |
| Advisory Alpha, LLC | 345,351 | $2,086,000 | 0.53% |
| Matisse Capital | 86,613 | $590,000 | 0.53% |
| RB Capital Management, LLC | 72,046 | $491,000 | 0.44% |
| Quad-Cities Investment Group, LLC | 68,004 | $464,000 | 0.41% |