LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 157 filers reported holding LIBERTY ALL STAR EQUITY FD in Q3 2022. 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% | – |
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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% |