Carroll Financial Associates, Inc. - LIBERTY ALL STAR EQUITY FD ownership

LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 151 filers reported holding LIBERTY ALL STAR EQUITY FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Carroll Financial Associates, Inc. ownership history of LIBERTY ALL STAR EQUITY FD
ValueSharesWeighting
Q4 2021$0
-100.0%
112
-96.4%
0.00%
-100.0%
Q3 2021$26,000
-7.1%
3,135
+0.1%
0.00%
-50.0%
Q2 2021$28,000
+21.7%
3,133
+0.1%
0.00%
+100.0%
Q1 2021$23,000
+9.5%
3,131
+2.7%
0.00%0.0%
Q4 2020$21,000
+16.7%
3,0480.0%0.00%0.0%
Q3 2020$18,0003,048
+2888.2%
0.00%
Q2 2020$0102
+2.0%
0.00%
Q1 2020$0100
+4.2%
0.00%
Q4 2019$0960.0%0.00%
Q3 2019$096
+2.1%
0.00%
Q2 2019$094
+2.2%
0.00%
Q1 2019$092
+2.2%
0.00%
Q4 2018$090
+2.3%
0.00%
Q3 2018$088
+2.3%
0.00%
Q2 2018$086
+2.4%
0.00%
Q1 2018$084
+5.0%
0.00%
Q4 2017$0800.0%0.00%
Q3 2017$080
-18.4%
0.00%
Q2 2017$098
+1.0%
0.00%
Q1 2017$097
+1.0%
0.00%
Q4 2016$0960.0%0.00%
Q3 2016$096
+1.1%
0.00%
Q2 2016$095
+1.1%
0.00%
Q1 2016$094
+2.2%
0.00%
Q4 2015$0920.0%0.00%
Q3 2015$0
-100.0%
92
+1.1%
0.00%
Q2 2015$1,00091
+3.4%
0.00%
Q3 2014$0
-100.0%
88
+1.1%
0.00%
Q2 2014$1,0000.0%87
+1.2%
0.00%
Q1 2014$1,00086
+2.4%
0.00%
Q4 2013$084
-2.3%
0.00%
Q3 2013$0
-100.0%
86
-64.9%
0.00%
Q2 2013$1,0002450.00%
Other shareholders
LIBERTY ALL STAR EQUITY FD shareholders Q3 2021
NameSharesValueWeighting ↓
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 896,864$6,190,0002.13%
Shaker Financial Services, LLC 316,586$2,184,0000.91%
Titus Wealth Management 210,710$1,454,0000.89%
Bickling Financial Services, Inc. 145,604$1,005,0000.62%
Karpus Management, Inc. 2,396,891$16,539,0000.52%
Stolper Co 99,188$684,0000.38%
Regent Investment Management LLC 198,000$1,366,0000.38%
RB Capital Management, LLC 113,105$781,0000.36%
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 329,262$2,272,0000.36%
Live Oak Private Wealth LLC 159,010$1,097,0000.31%
View complete list of LIBERTY ALL STAR EQUITY FD shareholders