LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 4 filers reported holding LIBERTY ALL STAR EQUITY FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
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 | 1,395,970 | $8,934,000 | 4.06% |
| 1607 Capital Partners, LLC | 4,702,080 | $30,093,000 | 1.75% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 2,535,945 | $16,230,000 | 1.28% |
| Relative Value Partners Group, LLC | 1,590,714 | $10,181,000 | 1.12% |
| Edmonds Duncan Registered Investment Advisors, LLC | 354,376 | $2,268,000 | 0.99% |
| Arete Wealth Advisors, LLC | 460,896 | $2,950,000 | 0.70% |
| Matisse Capital | 138,730 | $888,000 | 0.70% |
| Titus Wealth Management | 92,339 | $591,000 | 0.63% |
| Advisory Alpha, LLC | 354,503 | $2,400,000 | 0.60% |
| Quad-Cities Investment Group, LLC | 66,387 | $425,000 | 0.40% |