LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 140 filers reported holding LIBERTY ALL STAR EQUITY FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $25,990 | +4.4% | 4,017 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $24,906 | -45.5% | 4,017 | -49.9% | 0.00% | -40.0% |
| Q4 2022 | $45,680 | +3.8% | 8,014 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $44,000 | -12.0% | 8,014 | +0.1% | 0.01% | -16.7% |
| Q2 2022 | $50,000 | -23.1% | 8,006 | 0.0% | 0.01% | -14.3% |
| Q1 2022 | $65,000 | -22.6% | 8,006 | -20.0% | 0.01% | -22.2% |
| Q4 2021 | $84,000 | -18.4% | 10,006 | -16.7% | 0.01% | -25.0% |
| Q3 2021 | $103,000 | -4.6% | 12,006 | +0.1% | 0.01% | -7.7% |
| Q2 2021 | $108,000 | +17.4% | 12,000 | 0.0% | 0.01% | +8.3% |
| Q1 2021 | $92,000 | +10.8% | 12,000 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $83,000 | +15.3% | 12,000 | 0.0% | 0.01% | +9.1% |
| Q3 2020 | $72,000 | +4.3% | 12,000 | 0.0% | 0.01% | -8.3% |
| Q2 2020 | $69,000 | +19.0% | 12,000 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $58,000 | -28.4% | 12,000 | 0.0% | 0.01% | -14.3% |
| Q4 2019 | $81,000 | +5.2% | 12,000 | 0.0% | 0.01% | -6.7% |
| Q3 2019 | $77,000 | 0.0% | 12,000 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $77,000 | +5.5% | 12,000 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $73,000 | +12.3% | 12,000 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $65,000 | -20.7% | 12,000 | 0.0% | 0.02% | -16.7% |
| Q3 2018 | $82,000 | +6.5% | 12,000 | 0.0% | 0.02% | +5.9% |
| Q2 2018 | $77,000 | +4.1% | 12,000 | 0.0% | 0.02% | -15.0% |
| Q1 2018 | $74,000 | -2.6% | 12,000 | 0.0% | 0.02% | +11.1% |
| Q4 2017 | $76,000 | +5.6% | 12,000 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $72,000 | +5.9% | 12,000 | 0.0% | 0.02% | -5.3% |
| Q2 2017 | $68,000 | +3.0% | 12,000 | 0.0% | 0.02% | -5.0% |
| Q1 2017 | $66,000 | +6.5% | 12,000 | 0.0% | 0.02% | -4.8% |
| Q4 2016 | $62,000 | 0.0% | 12,000 | 0.0% | 0.02% | 0.0% |
| Q3 2016 | $62,000 | -48.3% | 12,000 | -50.0% | 0.02% | -30.0% |
| Q2 2016 | $120,000 | +100.0% | 24,000 | +100.0% | 0.03% | -16.7% |
| Q1 2016 | $60,000 | – | 12,000 | – | 0.04% | – |
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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% |