LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 123 filers reported holding LIBERTY ALL STAR EQUITY FD in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $743,440 | +337.3% | 130,428 | +393.9% | 0.03% | +200.0% |
| Q2 2019 | $170,000 | -80.0% | 26,408 | -81.0% | 0.01% | -85.1% |
| Q1 2019 | $851,000 | -60.1% | 139,285 | -64.9% | 0.07% | -55.3% |
| Q4 2018 | $2,135,000 | +82.2% | 396,881 | +107.5% | 0.15% | +59.6% |
| Q1 2018 | $1,172,000 | +329.3% | 191,242 | +340.5% | 0.09% | +291.7% |
| Q4 2017 | $273,000 | +131.4% | 43,410 | +108.0% | 0.02% | +100.0% |
| Q2 2017 | $118,000 | -79.9% | 20,869 | -81.7% | 0.01% | -86.4% |
| Q4 2016 | $587,000 | -20.6% | 113,828 | -17.6% | 0.09% | -52.9% |
| Q4 2015 | $739,000 | – | 138,084 | – | 0.19% | – |
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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% |