LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 163 filers reported holding LIBERTY ALL STAR EQUITY FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $155,000 | -28.2% | 19,244 | -23.4% | 0.00% | – |
| Q3 2021 | $216,000 | +16.1% | 25,110 | -34.7% | 0.00% | – |
| Q1 2020 | $186,000 | +111.4% | 38,435 | +167.6% | 0.00% | – |
| Q1 2019 | $88,000 | -38.0% | 14,365 | -35.4% | 0.00% | – |
| Q2 2018 | $142,000 | +82.1% | 22,227 | +73.7% | 0.00% | – |
| Q1 2018 | $78,000 | -7.1% | 12,794 | -4.3% | 0.00% | – |
| Q4 2017 | $84,000 | -49.7% | 13,373 | -58.6% | 0.00% | – |
| Q3 2016 | $167,000 | +142.0% | 32,333 | +135.9% | 0.00% | – |
| Q2 2016 | $69,000 | -46.1% | 13,707 | -35.5% | 0.00% | – |
| Q2 2014 | $128,000 | +28.0% | 21,266 | +25.6% | 0.00% | – |
| Q1 2014 | $100,000 | -31.5% | 16,933 | -30.6% | 0.00% | – |
| Q4 2013 | $146,000 | +147.5% | 24,396 | +123.9% | 0.00% | – |
| Q3 2013 | $59,000 | – | 10,894 | – | 0.00% | – |
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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% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 329,262 | $2,272,000 | 0.36% |
| RB Capital Management, LLC | 113,105 | $781,000 | 0.36% |
| Live Oak Private Wealth LLC | 159,010 | $1,097,000 | 0.31% |