LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 129 filers reported holding LIBERTY ALL STAR EQUITY FD in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $240,000 | +5.7% | 35,400 | 0.0% | 0.10% | +28.6% |
| Q3 2019 | $227,000 | 0.0% | 35,400 | 0.0% | 0.08% | +22.2% |
| Q2 2019 | $227,000 | +5.1% | 35,400 | 0.0% | 0.06% | -3.1% |
| Q1 2019 | $216,000 | +5.4% | 35,400 | +17.4% | 0.06% | 0.0% |
| Q3 2018 | $205,000 | +173.3% | 30,150 | +157.7% | 0.06% | +150.0% |
| Q2 2018 | $75,000 | +4.2% | 11,700 | 0.0% | 0.03% | 0.0% |
| Q1 2018 | $72,000 | -82.1% | 11,700 | -82.5% | 0.03% | -80.2% |
| Q3 2017 | $403,000 | – | 66,896 | – | 0.13% | – |
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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% |