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 | $6,412,274 | +30.5% | 1,083,150 | +42.7% | 0.01% | 0.0% |
| Q2 2023 | $4,911,889 | +18.6% | 759,170 | +13.6% | 0.01% | +12.5% |
| Q1 2023 | $4,142,446 | +19.8% | 668,133 | +10.2% | 0.01% | +14.3% |
| Q4 2022 | $3,456,907 | +17.1% | 606,565 | +13.6% | 0.01% | 0.0% |
| Q3 2022 | $2,952,000 | -13.8% | 533,884 | -2.1% | 0.01% | -12.5% |
| Q2 2022 | $3,426,000 | -15.6% | 545,486 | +12.3% | 0.01% | 0.0% |
| Q1 2022 | $4,060,000 | -17.6% | 485,782 | -17.3% | 0.01% | -11.1% |
| Q4 2021 | $4,925,000 | +1.1% | 587,700 | +3.7% | 0.01% | -10.0% |
| Q3 2021 | $4,872,000 | +4.8% | 566,480 | +10.1% | 0.01% | 0.0% |
| Q2 2021 | $4,651,000 | +83.3% | 514,744 | +54.8% | 0.01% | +66.7% |
| Q1 2021 | $2,537,000 | +15.5% | 332,533 | +4.5% | 0.01% | 0.0% |
| Q4 2020 | $2,197,000 | +15.4% | 318,105 | +0.3% | 0.01% | 0.0% |
| Q3 2020 | $1,904,000 | +4.6% | 317,013 | -0.5% | 0.01% | 0.0% |
| Q2 2020 | $1,820,000 | +3.0% | 318,542 | -28.5% | 0.01% | -14.3% |
| Q1 2020 | $1,767,000 | – | 445,465 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bulldog Investors, LLP | 6,449,921 | $38,764,000 | 8.19% |
| Gramercy Funds Management LLC | 2,086,488 | $12,540,000 | 4.63% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 846,071 | $5,085,000 | 3.07% |
| Shaker Financial Services, LLC | 801,249 | $4,816,000 | 2.93% |
| Relative Value Partners, LLC | 2,951,495 | $17,738,000 | 2.23% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 3,517,026 | $21,137,000 | 1.70% |
| Thomas J. Herzfeld Advisors, Inc. | 426,285 | $2,562,000 | 1.46% |
| Karpus Management, Inc. | 3,842,976 | $23,096,000 | 1.11% |
| Ancora Advisors LLC | 1,090,622 | $6,555,000 | 0.85% |
| DOLIVER ADVISORS, LP | 139,525 | $839,000 | 0.73% |