LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 158 filers reported holding LIBERTY ALL STAR EQUITY FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
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 | 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% |