LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 140 filers reported holding LIBERTY ALL STAR EQUITY FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,361 | -5.1% | 736,715 | +3.8% | 0.02% | 0.0% |
| Q2 2023 | $4,593 | +9.2% | 709,854 | +4.6% | 0.02% | -5.9% |
| Q1 2023 | $4,206 | -12.1% | 678,325 | -19.2% | 0.02% | -10.5% |
| Q4 2022 | $4,785 | -99.9% | 839,472 | -7.1% | 0.02% | -9.5% |
| Q3 2022 | $4,995,000 | -5.8% | 903,321 | +8.3% | 0.02% | -12.5% |
| Q2 2022 | $5,305,000 | -17.8% | 834,091 | +4.4% | 0.02% | -14.3% |
| Q1 2022 | $6,456,000 | +14.2% | 799,007 | +18.4% | 0.03% | +27.3% |
| Q4 2021 | $5,653,000 | +27.8% | 674,641 | +31.2% | 0.02% | +15.8% |
| Q3 2021 | $4,422,000 | +2.6% | 514,151 | +7.9% | 0.02% | 0.0% |
| Q2 2021 | $4,308,000 | +31.3% | 476,503 | +10.8% | 0.02% | +18.8% |
| Q1 2021 | $3,281,000 | +103.8% | 429,987 | +84.3% | 0.02% | +100.0% |
| Q4 2020 | $1,610,000 | +44.9% | 233,300 | +26.2% | 0.01% | +33.3% |
| Q3 2020 | $1,111,000 | +35.8% | 184,834 | +29.2% | 0.01% | +20.0% |
| Q2 2020 | $818,000 | +139.2% | 143,017 | +102.5% | 0.01% | +66.7% |
| Q1 2020 | $342,000 | -23.1% | 70,612 | +7.5% | 0.00% | 0.0% |
| Q4 2019 | $445,000 | +16.5% | 65,680 | +9.9% | 0.00% | 0.0% |
| Q3 2019 | $382,000 | +19.7% | 59,738 | +20.2% | 0.00% | +50.0% |
| Q2 2019 | $319,000 | +58.7% | 49,681 | +50.8% | 0.00% | 0.0% |
| Q1 2019 | $201,000 | +15.5% | 32,935 | +2.0% | 0.00% | 0.0% |
| Q4 2018 | $174,000 | -30.1% | 32,294 | -11.5% | 0.00% | 0.0% |
| Q3 2018 | $249,000 | +50.9% | 36,493 | +41.5% | 0.00% | 0.0% |
| Q2 2018 | $165,000 | -1.2% | 25,794 | -5.5% | 0.00% | 0.0% |
| Q1 2018 | $167,000 | -27.1% | 27,301 | -24.9% | 0.00% | 0.0% |
| Q4 2017 | $229,000 | -53.3% | 36,343 | -55.3% | 0.00% | -66.7% |
| Q3 2017 | $490,000 | +10.6% | 81,297 | +3.8% | 0.01% | 0.0% |
| Q2 2017 | $443,000 | +221.0% | 78,291 | +208.7% | 0.01% | +200.0% |
| Q1 2017 | $138,000 | +6.2% | 25,364 | +0.8% | 0.00% | 0.0% |
| Q4 2016 | $130,000 | -12.2% | 25,175 | -12.2% | 0.00% | -33.3% |
| Q3 2016 | $148,000 | -45.6% | 28,667 | -47.1% | 0.00% | -50.0% |
| Q2 2016 | $272,000 | +159.0% | 54,232 | +157.2% | 0.01% | +100.0% |
| Q1 2016 | $105,000 | +34.6% | 21,082 | +44.5% | 0.00% | +50.0% |
| Q4 2015 | $78,000 | -99.9% | 14,585 | -1.6% | 0.00% | 0.0% |
| Q2 2015 | $85,244,000 | +65472.3% | 14,825 | -33.5% | 0.00% | 0.0% |
| Q1 2015 | $130,000 | -100.0% | 22,284 | -79.4% | 0.00% | -84.6% |
| Q4 2014 | $646,277,000 | +6.7% | 108,073 | +4.0% | 0.01% | 0.0% |
| Q3 2014 | $605,556,000 | +0.5% | 103,869 | +3.6% | 0.01% | 0.0% |
| Q2 2014 | $602,515,000 | +6.6% | 100,252 | +4.3% | 0.01% | -7.1% |
| Q1 2014 | $565,009,000 | -4.8% | 96,090 | -3.4% | 0.01% | -12.5% |
| Q4 2013 | $593,681,000 | +18.6% | 99,444 | +7.4% | 0.02% | +6.7% |
| Q3 2013 | $500,744,000 | – | 92,559 | – | 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% |