LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 79 filers reported holding LIBERTY ALL STAR EQUITY FD in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $69,000 | +155.6% | 10,022 | +87.4% | 0.01% | +14.3% |
| Q3 2015 | $27,000 | -10.0% | 5,348 | +1.4% | 0.01% | -12.5% |
| Q2 2015 | $30,000 | 0.0% | 5,274 | +1.3% | 0.01% | +14.3% |
| Q1 2015 | $30,000 | -3.2% | 5,208 | +1.7% | 0.01% | -12.5% |
| Q4 2014 | $31,000 | +3.3% | 5,120 | 0.0% | 0.01% | -11.1% |
| Q3 2014 | $30,000 | -3.2% | 5,120 | +0.9% | 0.01% | -18.2% |
| Q2 2014 | $31,000 | +3.3% | 5,076 | +0.9% | 0.01% | -15.4% |
| Q1 2014 | $30,000 | +25.0% | 5,032 | +25.4% | 0.01% | -7.1% |
| Q4 2013 | $24,000 | +9.1% | 4,014 | -0.0% | 0.01% | +7.7% |
| Q3 2013 | $22,000 | +4.8% | 4,016 | +1.7% | 0.01% | +8.3% |
| Q2 2013 | $21,000 | – | 3,950 | – | 0.01% | – |
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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% |