LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 158 filers reported holding LIBERTY ALL STAR EQUITY FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
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 | 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% |