LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 169 filers reported holding LIBERTY ALL STAR EQUITY FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
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 | 1,346,329 | $9,169,000 | 3.93% |
| 1607 Capital Partners, LLC | 4,172,380 | $28,414,000 | 1.64% |
| Relative Value Partners Group, LLC | 1,574,995 | $10,726,000 | 1.19% |
| Edmonds Duncan Registered Investment Advisors, LLC | 359,354 | $2,447,000 | 1.00% |
| Arete Wealth Advisors, LLC | 481,442 | $3,279,000 | 0.73% |
| Titus Wealth Management | 98,701 | $672,000 | 0.58% |
| Advisory Alpha, LLC | 345,351 | $2,086,000 | 0.53% |
| Matisse Capital | 86,613 | $590,000 | 0.53% |
| RB Capital Management, LLC | 72,046 | $491,000 | 0.44% |
| Quad-Cities Investment Group, LLC | 68,004 | $464,000 | 0.41% |