LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 163 filers reported holding LIBERTY ALL STAR EQUITY FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $89,275 | +2.6% | 15,662 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $87,000 | -11.2% | 15,662 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $98,000 | -22.8% | 15,662 | 0.0% | 0.01% | -10.0% |
| Q1 2022 | $127,000 | -6.6% | 15,662 | -4.6% | 0.01% | -9.1% |
| Q4 2021 | $136,000 | +5.4% | 16,420 | +10.1% | 0.01% | +22.2% |
| Q3 2021 | $129,000 | +87.0% | 14,914 | +31.9% | 0.01% | -65.4% |
| Q1 2018 | $69,000 | -85.9% | 11,309 | -85.5% | 0.03% | -79.5% |
| Q4 2017 | $491,000 | – | 77,928 | – | 0.13% | – |
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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% |