LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 138 filers reported holding LIBERTY ALL STAR EQUITY FD in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $208,514 | +240.0% | 35,222 | +227.3% | 0.00% | 0.0% |
| Q4 2022 | $61,332 | -53.2% | 10,760 | -25.8% | 0.00% | -50.0% |
| Q2 2021 | $131,000 | +118.3% | 14,499 | +16.9% | 0.00% | +300.0% |
| Q1 2020 | $60,000 | -11.8% | 12,401 | +17.2% | 0.00% | 0.0% |
| Q3 2019 | $68,000 | -58.0% | 10,581 | -60.0% | 0.00% | 0.0% |
| Q1 2019 | $162,000 | +60.4% | 26,467 | +40.8% | 0.00% | 0.0% |
| Q4 2018 | $101,000 | -57.4% | 18,798 | -46.1% | 0.00% | -50.0% |
| Q3 2018 | $237,000 | +83.7% | 34,857 | +72.5% | 0.00% | +100.0% |
| Q2 2018 | $129,000 | +13.2% | 20,205 | -2.8% | 0.00% | -95.5% |
| Q1 2017 | $114,000 | -64.8% | 20,792 | -66.9% | 0.02% | -79.6% |
| Q4 2016 | $324,000 | +458.6% | 62,852 | +439.7% | 0.11% | +44.0% |
| Q1 2016 | $58,000 | +7.4% | 11,646 | +15.7% | 0.08% | +15.4% |
| Q4 2015 | $54,000 | -22.9% | 10,063 | -15.8% | 0.06% | -9.7% |
| Q1 2015 | $70,000 | – | 11,945 | – | 0.07% | – |
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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% |