LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 169 filers reported holding LIBERTY ALL STAR EQUITY FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,795 | -6.1% | 472 | +2.6% | 0.00% | – |
Q2 2023 | $2,978 | +6.9% | 460 | +2.4% | 0.00% | – |
Q1 2023 | $2,785 | +14.2% | 449 | +5.2% | 0.00% | – |
Q4 2022 | $2,438 | +21.9% | 427 | -0.2% | 0.00% | – |
Q3 2022 | $2,000 | -33.3% | 428 | +2.6% | 0.00% | – |
Q2 2022 | $3,000 | 0.0% | 417 | +2.7% | 0.00% | – |
Q1 2022 | $3,000 | 0.0% | 406 | +2.8% | 0.00% | – |
Q4 2021 | $3,000 | 0.0% | 395 | 0.0% | 0.00% | – |
Q3 2021 | $3,000 | -25.0% | 395 | -5.0% | 0.00% | – |
Q2 2021 | $4,000 | +33.3% | 416 | +2.7% | 0.00% | – |
Q1 2021 | $3,000 | 0.0% | 405 | 0.0% | 0.00% | – |
Q4 2020 | $3,000 | +50.0% | 405 | +2.5% | 0.00% | – |
Q3 2020 | $2,000 | 0.0% | 395 | 0.0% | 0.00% | – |
Q2 2020 | $2,000 | -90.5% | 395 | -88.8% | 0.00% | -100.0% |
Q1 2019 | $21,000 | +16.7% | 3,518 | 0.0% | 0.00% | -33.3% |
Q4 2018 | $18,000 | -25.0% | 3,518 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $24,000 | +9.1% | 3,518 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $22,000 | 0.0% | 3,518 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $22,000 | 0.0% | 3,518 | 0.0% | 0.00% | -25.0% |
Q4 2017 | $22,000 | 0.0% | 3,518 | 0.0% | 0.00% | 0.0% |
Q3 2017 | $22,000 | +10.0% | 3,518 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $20,000 | -47.4% | 3,518 | -50.0% | 0.00% | 0.0% |
Q1 2017 | $38,000 | +111.1% | 7,036 | +104.6% | 0.00% | 0.0% |
Q4 2016 | $18,000 | – | 3,439 | – | 0.00% | – |
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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% |