LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 140 filers reported holding LIBERTY ALL STAR EQUITY FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
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% | – |
Download | ||||||
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% |