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 Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $155,696 | -87.8% | 26,300 | -88.3% | 0.00% | -84.6% |
| Q4 2022 | $1,277,997 | +269.4% | 224,210 | +257.8% | 0.01% | +225.0% |
| Q3 2022 | $346,000 | +126.1% | 62,665 | +242.0% | 0.00% | +300.0% |
| Q4 2021 | $153,000 | -91.6% | 18,322 | -94.2% | 0.00% | -94.4% |
| Q2 2020 | $1,812,000 | +471.6% | 316,909 | +575.5% | 0.02% | +350.0% |
| Q4 2019 | $317,000 | -8.9% | 46,913 | -27.6% | 0.00% | 0.0% |
| Q4 2018 | $348,000 | -88.5% | 64,836 | -87.5% | 0.00% | -93.3% |
| Q1 2015 | $3,034,000 | -5.1% | 519,555 | -2.9% | 0.06% | -3.2% |
| Q4 2014 | $3,198,000 | -20.3% | 534,798 | -22.3% | 0.06% | -26.2% |
| Q3 2014 | $4,013,000 | +20.2% | 688,464 | +23.9% | 0.08% | +15.1% |
| Q2 2014 | $3,339,000 | +193.7% | 555,643 | +187.3% | 0.07% | +204.2% |
| Q1 2014 | $1,137,000 | +22640.0% | 193,410 | +19241.0% | 0.02% | – |
| Q3 2013 | $5,000 | -99.4% | 1,000 | -99.4% | 0.00% | -100.0% |
| Q2 2013 | $888,000 | – | 170,933 | – | 0.02% | – |
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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% |