LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 163 filers reported holding LIBERTY ALL STAR EQUITY FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $72,556 | -3.6% | 12,256 | +5.3% | 0.01% | 0.0% |
| Q2 2023 | $75,303 | -16.1% | 11,639 | -19.6% | 0.01% | -16.7% |
| Q1 2023 | $89,789 | -41.3% | 14,482 | -47.5% | 0.01% | -45.5% |
| Q3 2022 | $153,000 | -6.7% | 27,589 | +5.9% | 0.02% | 0.0% |
| Q2 2022 | $164,000 | -3.5% | 26,047 | +23.3% | 0.02% | +29.4% |
| Q1 2022 | $170,000 | +129.7% | 21,120 | +82.7% | 0.02% | +13.3% |
| Q3 2019 | $74,000 | – | 11,560 | – | 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% |