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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $105,933 | +6.7% | 16,373 | +2.3% | 0.01% | -14.3% |
Q1 2023 | $99,268 | +9.1% | 16,011 | +10.8% | 0.01% | -22.2% |
Q2 2022 | $91,000 | -54.3% | 14,450 | -41.4% | 0.01% | -43.8% |
Q1 2022 | $199,000 | -1.0% | 24,642 | +2.7% | 0.02% | +6.7% |
Q4 2021 | $201,000 | – | 23,989 | – | 0.02% | – |
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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% |