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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $67,660 | +7.8% | 10,605 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $62,782 | -8.5% | 10,605 | 0.0% | 0.01% | -30.0% |
| Q2 2023 | $68,614 | +4.4% | 10,605 | 0.0% | 0.01% | +42.9% |
| Q1 2023 | $65,751 | -3.7% | 10,605 | 0.0% | 0.01% | +40.0% |
| Q4 2022 | $68,296 | -53.9% | 10,605 | -49.6% | 0.01% | -50.0% |
| Q1 2022 | $148,000 | -43.7% | 21,038 | -38.3% | 0.01% | -41.2% |
| Q4 2021 | $263,000 | – | 34,074 | – | 0.02% | – |
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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% |