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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $154,088 | -93.2% | 27,033 | -91.8% | 0.02% | -93.6% |
| Q4 2020 | $2,272,000 | +2740.0% | 329,262 | +2359.4% | 0.36% | +2306.7% |
| Q3 2020 | $80,000 | -88.1% | 13,388 | -88.6% | 0.02% | -86.5% |
| Q2 2020 | $670,000 | +688.2% | 117,172 | +569.9% | 0.11% | +1133.3% |
| Q1 2020 | $85,000 | -19.8% | 17,490 | -6.3% | 0.01% | -25.0% |
| Q2 2017 | $106,000 | -90.3% | 18,668 | -91.1% | 0.01% | -88.8% |
| Q1 2017 | $1,091,000 | +20.3% | 209,519 | +19.2% | 0.11% | -13.7% |
| Q4 2016 | $907,000 | +221.6% | 175,733 | +222.9% | 0.12% | +226.3% |
| Q3 2016 | $282,000 | -57.3% | 54,424 | -58.6% | 0.04% | -56.3% |
| Q2 2016 | $660,000 | -17.3% | 131,467 | -18.1% | 0.09% | -9.4% |
| Q1 2016 | $798,000 | +97.5% | 160,527 | +112.8% | 0.10% | +92.0% |
| Q4 2015 | $404,000 | +149.4% | 75,446 | +136.8% | 0.05% | +127.3% |
| Q3 2015 | $162,000 | +6.6% | 31,858 | +20.7% | 0.02% | -15.4% |
| Q2 2015 | $152,000 | +90.0% | 26,393 | +93.5% | 0.03% | +23.8% |
| Q1 2015 | $80,000 | +2.6% | 13,641 | +4.6% | 0.02% | -44.7% |
| Q4 2014 | $78,000 | – | 13,047 | – | 0.04% | – |
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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% |