LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 4 filers reported holding LIBERTY ALL STAR EQUITY FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
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% | – |
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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% |