LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 158 filers reported holding LIBERTY ALL STAR EQUITY FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,009,000 | -9.5% | 339,147 | -1.1% | 0.00% | 0.0% |
| Q2 2023 | $2,220,000 | +528.9% | 342,749 | +503.6% | 0.00% | +300.0% |
| Q1 2023 | $353,000 | +10.0% | 56,785 | +1.0% | 0.00% | 0.0% |
| Q4 2022 | $321,000 | +252.7% | 56,208 | +243.9% | 0.00% | – |
| Q3 2022 | $91,000 | -10.8% | 16,345 | +0.5% | 0.00% | – |
| Q2 2022 | $102,000 | -14.3% | 16,260 | +11.5% | 0.00% | – |
| Q1 2022 | $119,000 | +72.5% | 14,579 | +41.9% | 0.00% | – |
| Q4 2019 | $69,000 | +4.5% | 10,273 | 0.0% | 0.00% | – |
| Q3 2019 | $66,000 | +1.5% | 10,273 | +0.6% | 0.00% | – |
| Q2 2019 | $65,000 | -30.1% | 10,211 | -33.4% | 0.00% | -100.0% |
| Q1 2019 | $93,000 | +13.4% | 15,342 | +0.7% | 0.00% | 0.0% |
| Q4 2018 | $82,000 | -8.9% | 15,233 | +15.1% | 0.00% | 0.0% |
| Q3 2018 | $90,000 | – | 13,233 | – | 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% |
| 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% |