LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 168 filers reported holding LIBERTY ALL STAR EQUITY FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,667,095 | -11.6% | 788,360 | -3.4% | 0.28% | -6.2% |
| Q2 2023 | $5,278,210 | +1.9% | 815,797 | -2.4% | 0.30% | -2.3% |
| Q1 2023 | $5,181,991 | +37.8% | 835,805 | +26.7% | 0.31% | +28.5% |
| Q4 2022 | $3,760,666 | +19.5% | 659,766 | +16.0% | 0.24% | +13.1% |
| Q3 2022 | $3,147,000 | -47.3% | 568,991 | -40.2% | 0.21% | -45.0% |
| Q2 2022 | $5,972,000 | +25.2% | 950,946 | +61.0% | 0.39% | +38.9% |
| Q1 2022 | $4,771,000 | +0.4% | 590,540 | +4.1% | 0.28% | 0.0% |
| Q4 2021 | $4,752,000 | +7.7% | 567,089 | +10.5% | 0.28% | -4.4% |
| Q3 2021 | $4,412,000 | – | 513,052 | – | 0.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 896,864 | $6,190,000 | 2.13% |
| Shaker Financial Services, LLC | 316,586 | $2,184,000 | 0.91% |
| Titus Wealth Management | 210,710 | $1,454,000 | 0.89% |
| Bickling Financial Services, Inc. | 145,604 | $1,005,000 | 0.62% |
| Karpus Management, Inc. | 2,396,891 | $16,539,000 | 0.52% |
| Stolper Co | 99,188 | $684,000 | 0.38% |
| Regent Investment Management LLC | 198,000 | $1,366,000 | 0.38% |
| RB Capital Management, LLC | 113,105 | $781,000 | 0.36% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 329,262 | $2,272,000 | 0.36% |
| Live Oak Private Wealth LLC | 159,010 | $1,097,000 | 0.31% |