LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 137 filers reported holding LIBERTY ALL STAR EQUITY FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $255,000 | -22.5% | 33,454 | -29.8% | 0.03% | -61.2% |
| Q4 2020 | $329,000 | -84.2% | 47,645 | -86.2% | 0.07% | -87.4% |
| Q3 2018 | $2,086,000 | -13.1% | 345,351 | -2.6% | 0.53% | -12.0% |
| Q2 2018 | $2,400,000 | +8.5% | 354,503 | -0.8% | 0.60% | -2.6% |
| Q3 2017 | $2,212,000 | +51.2% | 357,413 | +40.7% | 0.62% | +45.8% |
| Q2 2017 | $1,463,000 | +186.3% | 253,997 | +171.2% | 0.42% | +139.5% |
| Q1 2017 | $511,000 | +508.3% | 93,649 | +516.5% | 0.18% | +420.6% |
| Q4 2016 | $84,000 | – | 15,191 | – | 0.03% | – |
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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% |