LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 169 filers reported holding LIBERTY ALL STAR EQUITY FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $894 | +1.0% | 135,558 | -9.4% | 0.02% | -6.2% |
| Q3 2023 | $885 | -12.6% | 149,558 | -4.5% | 0.02% | -11.1% |
| Q2 2023 | $1,013 | +33666.7% | 156,558 | +27957.0% | 0.02% | – |
| Q1 2023 | $3 | 0.0% | 558 | 0.0% | 0.00% | – |
| Q4 2022 | $3 | -99.9% | 558 | 0.0% | 0.00% | – |
| Q3 2022 | $3,000 | -25.0% | 558 | 0.0% | 0.00% | – |
| Q2 2022 | $4,000 | -20.0% | 558 | 0.0% | 0.00% | – |
| Q1 2022 | $5,000 | 0.0% | 558 | 0.0% | 0.00% | – |
| Q3 2021 | $5,000 | 0.0% | 558 | 0.0% | 0.00% | – |
| Q2 2021 | $5,000 | +25.0% | 558 | 0.0% | 0.00% | – |
| Q1 2021 | $4,000 | -88.2% | 558 | -88.8% | 0.00% | -100.0% |
| Q4 2020 | $34,000 | +13.3% | 4,985 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $30,000 | +3.4% | 4,985 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $29,000 | +38.1% | 4,985 | +12.6% | 0.00% | 0.0% |
| Q1 2020 | $21,000 | -25.0% | 4,427 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $28,000 | – | 4,427 | – | 0.00% | – |
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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% |