LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 169 filers reported holding LIBERTY ALL STAR EQUITY FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $165,000 | +9.3% | 27,353 | +2.3% | 0.01% | +14.3% |
| Q2 2017 | $151,000 | +3.4% | 26,734 | 0.0% | 0.01% | -22.2% |
| Q1 2017 | $146,000 | +8.1% | 26,734 | +2.3% | 0.01% | +28.6% |
| Q4 2016 | $135,000 | 0.0% | 26,128 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $135,000 | +5.5% | 26,128 | +2.3% | 0.01% | -22.2% |
| Q2 2016 | $128,000 | +3.2% | 25,538 | +2.4% | 0.01% | +12.5% |
| Q1 2016 | $124,000 | -2.4% | 24,945 | +5.3% | 0.01% | 0.0% |
| Q4 2015 | $127,000 | +5.8% | 23,698 | 0.0% | 0.01% | +14.3% |
| Q3 2015 | $120,000 | -9.8% | 23,698 | +2.6% | 0.01% | +16.7% |
| Q2 2015 | $133,000 | +0.8% | 23,090 | +2.4% | 0.01% | -14.3% |
| Q1 2015 | $132,000 | +0.8% | 22,553 | +3.2% | 0.01% | 0.0% |
| Q4 2014 | $131,000 | +3.1% | 21,845 | 0.0% | 0.01% | +16.7% |
| Q3 2014 | $127,000 | -1.6% | 21,845 | +1.7% | 0.01% | +20.0% |
| Q2 2014 | $129,000 | +4.0% | 21,487 | +1.7% | 0.01% | -16.7% |
| Q1 2014 | $124,000 | 0.0% | 21,129 | +1.7% | 0.01% | 0.0% |
| Q4 2013 | $124,000 | – | 20,769 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 896,864 | $6,190,000 | 2.13% |
| Shaker Financial Services, LLC | 316,586 | $2,184,000 | 0.91% |
| Titus Wealth Management | 210,710 | $1,454,000 | 0.89% |
| Bickling Financial Services, Inc. | 145,604 | $1,005,000 | 0.62% |
| Karpus Management, Inc. | 2,396,891 | $16,539,000 | 0.52% |
| Stolper Co | 99,188 | $684,000 | 0.38% |
| Regent Investment Management LLC | 198,000 | $1,366,000 | 0.38% |
| RB Capital Management, LLC | 113,105 | $781,000 | 0.36% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 329,262 | $2,272,000 | 0.36% |
| Live Oak Private Wealth LLC | 159,010 | $1,097,000 | 0.31% |