LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 82 filers reported holding LIBERTY ALL STAR EQUITY FD in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24 | -7.7% | 4,083 | 0.0% | 0.00% | – |
| Q2 2023 | $26 | +13.0% | 4,083 | +10.0% | 0.00% | – |
| Q1 2023 | $23 | +27.8% | 3,713 | +19.5% | 0.00% | – |
| Q4 2022 | $18 | -100.0% | 3,108 | -55.1% | 0.00% | – |
| Q3 2022 | $38,000 | +52.0% | 6,915 | +76.9% | 0.00% | – |
| Q2 2022 | $25,000 | +19.0% | 3,908 | +48.9% | 0.00% | – |
| Q1 2022 | $21,000 | +5.0% | 2,625 | +8.2% | 0.00% | – |
| Q4 2021 | $20,000 | +25.0% | 2,427 | +40.2% | 0.00% | – |
| Q2 2021 | $16,000 | 0.0% | 1,731 | 0.0% | 0.00% | – |
| Q1 2021 | $16,000 | 0.0% | 1,731 | 0.0% | 0.00% | – |
| Q4 2020 | $16,000 | 0.0% | 1,731 | 0.0% | 0.00% | – |
| Q3 2020 | $16,000 | 0.0% | 1,731 | 0.0% | 0.00% | – |
| Q2 2020 | $16,000 | 0.0% | 1,731 | 0.0% | 0.00% | – |
| Q1 2020 | $16,000 | 0.0% | 1,731 | 0.0% | 0.00% | – |
| Q4 2019 | $16,000 | 0.0% | 1,731 | 0.0% | 0.00% | – |
| Q3 2019 | $16,000 | 0.0% | 1,731 | 0.0% | 0.00% | – |
| Q2 2019 | $16,000 | 0.0% | 1,731 | 0.0% | 0.00% | – |
| Q1 2019 | $16,000 | -5.9% | 1,731 | -39.1% | 0.00% | -100.0% |
| Q4 2013 | $17,000 | – | 2,844 | – | 0.00% | – |
Download | ||||||
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% |