LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 113 filers reported holding LIBERTY ALL STAR EQUITY FD in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $1,000 | -99.5% | 220 | -99.1% | 0.00% | -100.0% |
Q3 2021 | $201,000 | +47.8% | 23,387 | +55.9% | 0.03% | +34.8% |
Q2 2021 | $136,000 | +41.7% | 15,000 | -24.3% | 0.02% | -51.1% |
Q1 2020 | $96,000 | +68.4% | 19,820 | +136.2% | 0.05% | +113.6% |
Q4 2019 | $57,000 | +5.6% | 8,392 | 0.0% | 0.02% | -8.3% |
Q3 2019 | $54,000 | +63.6% | 8,392 | +62.5% | 0.02% | +60.0% |
Q2 2019 | $33,000 | -85.1% | 5,163 | -85.7% | 0.02% | -84.5% |
Q1 2019 | $221,000 | +18.8% | 36,165 | +4.7% | 0.10% | +7.8% |
Q4 2018 | $186,000 | +47.6% | 34,558 | +86.2% | 0.09% | +69.8% |
Q3 2018 | $126,000 | +231.6% | 18,558 | +214.9% | 0.05% | +211.8% |
Q2 2018 | $38,000 | -64.5% | 5,894 | -66.1% | 0.02% | -66.0% |
Q1 2018 | $107,000 | -32.7% | 17,404 | -30.9% | 0.05% | -28.6% |
Q4 2017 | $159,000 | +18.7% | 25,204 | +13.5% | 0.07% | +6.1% |
Q3 2017 | $134,000 | +19.6% | 22,204 | +12.4% | 0.07% | +15.8% |
Q2 2017 | $112,000 | +1.8% | 19,747 | -1.9% | 0.06% | 0.0% |
Q1 2017 | $110,000 | +32.5% | 20,130 | +25.9% | 0.06% | +29.5% |
Q4 2016 | $83,000 | 0.0% | 15,991 | 0.0% | 0.04% | -2.2% |
Q3 2016 | $83,000 | +6.4% | 15,991 | +2.3% | 0.04% | +4.7% |
Q2 2016 | $78,000 | +2.6% | 15,630 | +2.4% | 0.04% | +2.4% |
Q1 2016 | $76,000 | – | 15,266 | – | 0.04% | – |
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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% |