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 | 890,869 | $5,100,000 | 2.37% |
| Shaker Financial Services, LLC | 479,495 | $2,743,000 | 1.52% |
| Titus Wealth Management | 138,702 | $793,000 | 0.62% |
| Quad-Cities Investment Group, LLC | 88,669 | $507,000 | 0.52% |
| Penserra Capital Management LLC | 1,592,818 | $9,110,000 | 0.47% |
| Karpus Management, Inc. | 2,022,426 | $11,568,000 | 0.44% |
| RB Capital Management, LLC | 117,302 | $671,000 | 0.36% |
| Regent Investment Management LLC | 181,500 | $1,038,000 | 0.34% |
| Live Oak Private Wealth LLC | 158,585 | $907,000 | 0.33% |
| Stockman Wealth Management, Inc. | 98,629 | $564,000 | 0.21% |