LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 122 filers reported holding LIBERTY ALL STAR EQUITY FD in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $312,872 | -13.1% | 52,850 | +23.2% | 0.00% | – |
| Q4 2021 | $360,000 | -51.3% | 42,900 | -50.1% | 0.00% | – |
| Q3 2021 | $739,000 | +69.5% | 85,926 | +36.1% | 0.00% | – |
| Q4 2020 | $436,000 | +190.7% | 63,131 | +184.7% | 0.00% | – |
| Q4 2019 | $150,000 | +35.1% | 22,175 | +27.6% | 0.00% | – |
| Q3 2019 | $111,000 | -74.4% | 17,374 | -75.5% | 0.00% | -100.0% |
| Q1 2019 | $433,000 | -2.9% | 70,800 | +1.5% | 0.00% | 0.0% |
| Q2 2018 | $446,000 | -36.8% | 69,734 | -39.4% | 0.00% | 0.0% |
| Q1 2018 | $706,000 | +702.3% | 115,112 | +722.3% | 0.00% | – |
| Q4 2017 | $88,000 | -67.6% | 13,999 | -69.0% | 0.00% | – |
| Q3 2017 | $272,000 | -92.8% | 45,143 | -93.8% | 0.00% | -100.0% |
| Q4 2016 | $3,786,000 | +3648.5% | 733,763 | +3651.0% | 0.01% | – |
| Q3 2016 | $101,000 | – | 19,562 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 890,869 | $5,100,000 | 2.37% |
| Shaker Financial Services, LLC | 479,495 | $2,743,000 | 1.52% |
| Titus Wealth Management | 138,702 | $793,000 | 0.62% |
| Quad-Cities Investment Group, LLC | 88,669 | $507,000 | 0.52% |
| Penserra Capital Management LLC | 1,592,818 | $9,110,000 | 0.47% |
| Karpus Management, Inc. | 2,022,426 | $11,568,000 | 0.44% |
| RB Capital Management, LLC | 117,302 | $671,000 | 0.36% |
| Regent Investment Management LLC | 181,500 | $1,038,000 | 0.34% |
| Live Oak Private Wealth LLC | 158,585 | $907,000 | 0.33% |
| Stockman Wealth Management, Inc. | 98,629 | $564,000 | 0.21% |