LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 104 filers reported holding LIBERTY ALL STAR EQUITY FD in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,793,000 | +1591.5% | 213,952 | +879.5% | 0.12% | +990.9% |
| Q1 2020 | $106,000 | -90.6% | 21,842 | -86.8% | 0.01% | -89.7% |
| Q3 2018 | $1,129,000 | -46.8% | 165,800 | -50.0% | 0.11% | -43.7% |
| Q2 2018 | $2,123,000 | +4.4% | 331,700 | 0.0% | 0.19% | -2.6% |
| Q1 2018 | $2,033,000 | +439.3% | 331,700 | +453.8% | 0.20% | +529.0% |
| Q4 2017 | $377,000 | -83.4% | 59,900 | -85.1% | 0.03% | -80.4% |
| Q2 2017 | $2,271,000 | +12.5% | 401,293 | +8.5% | 0.16% | +23.4% |
| Q1 2017 | $2,019,000 | -51.4% | 369,793 | -54.1% | 0.13% | -53.5% |
| Q4 2016 | $4,156,000 | +59.9% | 805,493 | +60.6% | 0.28% | +102.2% |
| Q3 2016 | $2,599,000 | -5.2% | 501,693 | -8.2% | 0.14% | -7.5% |
| Q2 2016 | $2,743,000 | +12.1% | 546,493 | +11.0% | 0.15% | +27.8% |
| Q1 2016 | $2,447,000 | +7.0% | 492,293 | +15.2% | 0.12% | +7.5% |
| Q4 2015 | $2,286,000 | -16.0% | 427,293 | -20.3% | 0.11% | -9.3% |
| Q3 2015 | $2,723,000 | -3.5% | 536,067 | +9.2% | 0.12% | +9.3% |
| Q2 2015 | $2,823,000 | +62.7% | 491,000 | +65.5% | 0.11% | +89.5% |
| Q1 2015 | $1,735,000 | – | 296,608 | – | 0.06% | – |
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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% |