LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 133 filers reported holding LIBERTY ALL STAR EQUITY FD in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,633 | +49.2% | 2,134 | +63.0% | 0.00% | – |
| Q2 2023 | $8,469 | – | 1,309 | +2571.4% | 0.00% | – |
| Q1 2023 | $0 | -100.0% | 49 | -98.3% | 0.00% | -100.0% |
| Q4 2022 | $16 | -99.6% | 2,825 | +254.9% | 0.00% | – |
| Q3 2022 | $4,000 | +100.0% | 796 | +171.7% | 0.00% | – |
| Q2 2022 | $2,000 | -33.3% | 293 | -2.3% | 0.00% | – |
| Q2 2021 | $3,000 | -78.6% | 300 | -83.7% | 0.00% | – |
| Q1 2021 | $14,000 | +366.7% | 1,845 | +235.5% | 0.00% | – |
| Q1 2020 | $3,000 | +200.0% | 550 | +175.0% | 0.00% | – |
| Q3 2019 | $1,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q1 2019 | $1,000 | -98.5% | 200 | -98.3% | 0.00% | -100.0% |
| Q4 2018 | $65,000 | +441.7% | 12,000 | +554.3% | 0.01% | +400.0% |
| Q2 2018 | $12,000 | +300.0% | 1,834 | +266.8% | 0.00% | – |
| Q4 2017 | $3,000 | – | 500 | – | 0.00% | – |
| Q3 2017 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q2 2017 | $8,000 | -46.7% | 1,415 | -47.2% | 0.00% | 0.0% |
| Q1 2017 | $15,000 | +400.0% | 2,680 | +371.0% | 0.00% | – |
| Q4 2015 | $3,000 | -78.6% | 569 | -77.3% | 0.00% | -100.0% |
| Q2 2015 | $14,000 | +16.7% | 2,509 | +25.4% | 0.00% | -50.0% |
| Q4 2013 | $12,000 | – | 2,000 | +39900.0% | 0.00% | – |
| Q3 2013 | $0 | -100.0% | 5 | -99.9% | 0.00% | -100.0% |
| Q2 2013 | $24,000 | – | 4,537 | – | 0.00% | – |
Download | ||||||
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% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 329,262 | $2,272,000 | 0.36% |
| RB Capital Management, LLC | 113,105 | $781,000 | 0.36% |
| Live Oak Private Wealth LLC | 159,010 | $1,097,000 | 0.31% |