LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 134 filers reported holding LIBERTY ALL STAR EQUITY FD in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,771 | -50.8% | 2,833 | -46.4% | 0.00% | 0.0% |
| Q2 2023 | $34,068 | +60.2% | 5,286 | +59.6% | 0.00% | 0.0% |
| Q1 2023 | $21,263 | +163461.5% | 3,312 | +76.9% | 0.00% | – |
| Q4 2022 | $13 | -99.9% | 1,872 | -34.3% | 0.00% | – |
| Q3 2022 | $19,000 | +171.4% | 2,849 | +177.7% | 0.00% | – |
| Q2 2022 | $7,000 | 0.0% | 1,026 | 0.0% | 0.00% | – |
| Q1 2022 | $7,000 | – | 1,026 | +1093.0% | 0.00% | – |
| Q1 2019 | $0 | -100.0% | 86 | -98.1% | 0.00% | -100.0% |
| Q4 2018 | $24,000 | -75.3% | 4,526 | -68.4% | 0.00% | -75.0% |
| Q3 2018 | $97,000 | +86.5% | 14,316 | +74.9% | 0.00% | +100.0% |
| Q2 2018 | $52,000 | +44.4% | 8,187 | +42.4% | 0.00% | 0.0% |
| Q1 2018 | $36,000 | 0.0% | 5,749 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $36,000 | -37.9% | 5,749 | -39.9% | 0.00% | 0.0% |
| Q3 2017 | $58,000 | -57.0% | 9,560 | -59.9% | 0.00% | -66.7% |
| Q2 2017 | $135,000 | +200.0% | 23,841 | +186.5% | 0.01% | +200.0% |
| Q1 2017 | $45,000 | -2.2% | 8,322 | -7.3% | 0.00% | 0.0% |
| Q4 2016 | $46,000 | +35.3% | 8,974 | +37.4% | 0.00% | 0.0% |
| Q3 2016 | $34,000 | -40.4% | 6,531 | -42.9% | 0.00% | -33.3% |
| Q2 2016 | $57,000 | – | 11,430 | +13190.7% | 0.00% | – |
| Q1 2016 | $0 | -100.0% | 86 | -99.6% | 0.00% | -100.0% |
| Q4 2015 | $110,000 | – | 20,590 | – | 0.01% | – |
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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% |