LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 157 filers reported holding LIBERTY ALL STAR EQUITY FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $244 | -10.9% | 41,135 | -2.9% | 0.01% | -10.0% |
| Q2 2023 | $274 | -0.7% | 42,383 | -4.7% | 0.01% | -16.7% |
| Q1 2023 | $276 | +16.9% | 44,479 | +7.3% | 0.01% | +9.1% |
| Q4 2022 | $236 | -99.9% | 41,469 | -2.4% | 0.01% | -8.3% |
| Q3 2022 | $235,000 | -11.3% | 42,471 | +0.7% | 0.01% | -7.7% |
| Q2 2022 | $265,000 | -19.9% | 42,157 | +2.9% | 0.01% | -13.3% |
| Q1 2022 | $331,000 | -14.9% | 40,973 | -11.7% | 0.02% | -11.8% |
| Q4 2021 | $389,000 | -1.3% | 46,397 | +1.2% | 0.02% | -15.0% |
| Q3 2021 | $394,000 | -4.6% | 45,840 | +0.4% | 0.02% | -4.8% |
| Q2 2021 | $413,000 | +19.0% | 45,651 | +0.4% | 0.02% | +10.5% |
| Q1 2021 | $347,000 | +11.2% | 45,471 | +0.5% | 0.02% | 0.0% |
| Q4 2020 | $312,000 | +17.7% | 45,244 | +2.6% | 0.02% | +5.6% |
| Q3 2020 | $265,000 | -1.1% | 44,104 | -5.8% | 0.02% | -5.3% |
| Q2 2020 | $268,000 | +22.9% | 46,839 | +3.8% | 0.02% | 0.0% |
| Q1 2020 | $218,000 | -24.6% | 45,142 | +5.8% | 0.02% | -5.0% |
| Q4 2019 | $289,000 | +4.3% | 42,655 | -1.4% | 0.02% | -9.1% |
| Q3 2019 | $277,000 | +3.7% | 43,257 | +3.8% | 0.02% | 0.0% |
| Q2 2019 | $267,000 | +5.1% | 41,661 | +0.1% | 0.02% | -4.3% |
| Q1 2019 | $254,000 | +13.4% | 41,635 | +0.1% | 0.02% | 0.0% |
| Q4 2018 | $224,000 | -20.6% | 41,587 | +0.3% | 0.02% | -14.8% |
| Q3 2018 | $282,000 | +6.4% | 41,473 | +0.0% | 0.03% | +3.8% |
| Q2 2018 | $265,000 | +3.1% | 41,456 | -1.2% | 0.03% | 0.0% |
| Q1 2018 | $257,000 | +144.8% | 41,971 | +151.8% | 0.03% | +136.4% |
| Q4 2017 | $105,000 | -1.9% | 16,667 | -5.8% | 0.01% | -15.4% |
| Q3 2017 | $107,000 | +3.9% | 17,690 | -3.2% | 0.01% | 0.0% |
| Q2 2017 | $103,000 | +63.5% | 18,269 | +57.1% | 0.01% | +44.4% |
| Q1 2017 | $63,000 | – | 11,629 | – | 0.01% | – |
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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% |