LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 131 filers reported holding LIBERTY ALL STAR EQUITY FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $7,000 | -12.5% | 1,059 | +2.9% | 0.01% | 0.0% |
| Q1 2022 | $8,000 | 0.0% | 1,029 | +2.6% | 0.01% | 0.0% |
| Q4 2021 | $8,000 | -11.1% | 1,003 | 0.0% | 0.01% | -16.7% |
| Q3 2021 | $9,000 | 0.0% | 1,003 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $9,000 | +12.5% | 1,003 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $8,000 | +14.3% | 1,003 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $7,000 | +16.7% | 1,003 | 0.0% | 0.01% | +20.0% |
| Q3 2020 | $6,000 | 0.0% | 1,003 | +0.1% | 0.01% | -16.7% |
| Q2 2020 | $6,000 | +20.0% | 1,002 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $5,000 | -28.6% | 1,002 | -0.1% | 0.01% | 0.0% |
| Q4 2019 | $7,000 | +16.7% | 1,003 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $6,000 | 0.0% | 1,003 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $6,000 | 0.0% | 1,003 | +2.8% | 0.01% | 0.0% |
| Q1 2019 | $6,000 | +20.0% | 976 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $5,000 | -28.6% | 976 | +0.1% | 0.01% | -14.3% |
| Q3 2018 | $7,000 | +16.7% | 975 | -0.1% | 0.01% | +16.7% |
| Q2 2018 | $6,000 | 0.0% | 976 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $6,000 | 0.0% | 976 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $6,000 | 0.0% | 976 | 0.0% | 0.01% | -14.3% |
| Q3 2017 | $6,000 | 0.0% | 976 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $6,000 | +20.0% | 976 | 0.0% | 0.01% | +16.7% |
| Q1 2017 | $5,000 | 0.0% | 976 | +2.3% | 0.01% | 0.0% |
| Q4 2016 | $5,000 | 0.0% | 954 | +2.4% | 0.01% | 0.0% |
| Q3 2016 | $5,000 | 0.0% | 932 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $5,000 | 0.0% | 932 | +2.3% | 0.01% | 0.0% |
| Q1 2016 | $5,000 | 0.0% | 911 | +5.3% | 0.01% | +50.0% |
| Q4 2015 | $5,000 | +25.0% | 865 | 0.0% | 0.00% | +33.3% |
| Q3 2015 | $4,000 | -20.0% | 865 | +2.6% | 0.00% | -25.0% |
| Q2 2015 | $5,000 | 0.0% | 843 | +2.4% | 0.00% | 0.0% |
| Q1 2015 | $5,000 | 0.0% | 823 | +3.3% | 0.00% | 0.0% |
| Q4 2014 | $5,000 | 0.0% | 797 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $5,000 | 0.0% | 797 | +1.7% | 0.00% | 0.0% |
| Q2 2014 | $5,000 | 0.0% | 784 | +1.7% | 0.00% | 0.0% |
| Q1 2014 | $5,000 | 0.0% | 771 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $5,000 | – | 771 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 890,869 | $5,100,000 | 2.37% |
| Shaker Financial Services, LLC | 479,495 | $2,743,000 | 1.52% |
| Titus Wealth Management | 138,702 | $793,000 | 0.62% |
| Quad-Cities Investment Group, LLC | 88,669 | $507,000 | 0.52% |
| Penserra Capital Management LLC | 1,592,818 | $9,110,000 | 0.47% |
| Karpus Management, Inc. | 2,022,426 | $11,568,000 | 0.44% |
| RB Capital Management, LLC | 117,302 | $671,000 | 0.36% |
| Regent Investment Management LLC | 181,500 | $1,038,000 | 0.34% |
| Live Oak Private Wealth LLC | 158,585 | $907,000 | 0.33% |
| Stockman Wealth Management, Inc. | 98,629 | $564,000 | 0.21% |