LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 123 filers reported holding LIBERTY ALL STAR EQUITY FD in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $139,000 | -2.1% | 16,572 | +0.6% | 0.01% | -13.3% |
| Q3 2021 | $142,000 | -3.4% | 16,472 | +1.6% | 0.02% | 0.0% |
| Q2 2021 | $147,000 | +25.6% | 16,216 | +6.0% | 0.02% | +7.1% |
| Q1 2021 | $117,000 | +10.4% | 15,296 | 0.0% | 0.01% | +7.7% |
| Q4 2020 | $106,000 | +15.2% | 15,296 | 0.0% | 0.01% | -7.1% |
| Q3 2020 | $92,000 | +5.7% | 15,296 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $87,000 | +17.6% | 15,296 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $74,000 | -28.8% | 15,296 | -0.1% | 0.01% | -17.6% |
| Q4 2019 | $104,000 | +6.1% | 15,313 | -0.1% | 0.02% | 0.0% |
| Q3 2019 | $98,000 | 0.0% | 15,330 | 0.0% | 0.02% | -5.6% |
| Q2 2019 | $98,000 | +84.9% | 15,330 | +0.2% | 0.02% | +200.0% |
| Q1 2019 | $53,000 | -33.8% | 15,296 | +2.5% | 0.01% | -64.7% |
| Q4 2018 | $80,000 | -99.4% | 14,929 | -83.1% | 0.02% | -90.7% |
| Q3 2018 | $14,516,000 | -2.8% | 88,258 | -8.2% | 0.18% | +8.9% |
| Q2 2018 | $14,929,000 | +16487.8% | 96,142 | +544.0% | 0.17% | +888.2% |
| Q1 2018 | $90,000 | -3.2% | 14,929 | +2.8% | 0.02% | 0.0% |
| Q4 2017 | $93,000 | +5.7% | 14,516 | 0.0% | 0.02% | -5.6% |
| Q3 2017 | $88,000 | +6.0% | 14,516 | 0.0% | 0.02% | -5.3% |
| Q2 2017 | $83,000 | +5.1% | 14,516 | 0.0% | 0.02% | -5.0% |
| Q1 2017 | $79,000 | +3.9% | 14,516 | 0.0% | 0.02% | -16.7% |
| Q4 2016 | $76,000 | 0.0% | 14,516 | 0.0% | 0.02% | -14.3% |
| Q3 2016 | $76,000 | – | 14,516 | – | 0.03% | – |
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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% |