LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 161 filers reported holding LIBERTY ALL STAR EQUITY FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $19,098 | -6.2% | 3,226 | +2.6% | 0.00% | 0.0% |
Q2 2023 | $20,350 | +7.0% | 3,145 | +2.5% | 0.00% | 0.0% |
Q1 2023 | $19,027 | +14.2% | 3,069 | +5.0% | 0.00% | 0.0% |
Q4 2022 | $16,655 | +4.1% | 2,922 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $16,000 | +14.3% | 2,922 | +35.8% | 0.00% | +100.0% |
Q2 2022 | $14,000 | – | 2,152 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 924,730 | $4,476,000 | 2.49% |
Titus Wealth Management | 127,580 | $617,000 | 0.58% |
Jolley Asset Management, LLC | 156,585 | $758,000 | 0.58% |
Penserra Capital Management LLC | 1,527,314 | $8,216,000 | 0.56% |
Quad-Cities Investment Group, LLC | 87,384 | $423,000 | 0.54% |
Shaker Financial Services, LLC | 162,297 | $786,000 | 0.53% |
RB Capital Management, LLC | 115,108 | $526,000 | 0.34% |
Regent Investment Management LLC | 135,000 | $653,000 | 0.27% |
Karpus Management, Inc. | 1,394,732 | $6,751,000 | 0.26% |
Stockman Wealth Management, Inc. | 98,629 | $477,000 | 0.21% |