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 | $385,633 | -3.4% | 65,141 | +5.6% | 0.14% | +1.4% |
| Q2 2023 | $399,250 | +5.7% | 61,708 | +1.3% | 0.14% | -2.8% |
| Q1 2023 | $377,649 | +35.1% | 60,911 | +24.2% | 0.14% | +17.1% |
| Q4 2022 | $279,538 | +6.7% | 49,042 | +3.7% | 0.12% | -8.2% |
| Q3 2022 | $262,000 | +240.3% | 47,294 | +287.2% | 0.13% | +262.2% |
| Q2 2022 | $77,000 | -18.1% | 12,214 | +2.6% | 0.04% | -2.6% |
| Q1 2022 | $94,000 | +11.9% | 11,910 | +15.0% | 0.04% | +18.8% |
| Q4 2021 | $84,000 | – | 10,354 | – | 0.03% | – |
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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% |