LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 118 filers reported holding LIBERTY ALL STAR EQUITY FD in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $59,000 | -75.8% | 10,398 | -72.8% | 0.01% | -82.5% |
| Q3 2019 | $244,000 | +34.1% | 38,172 | +35.0% | 0.08% | +21.2% |
| Q2 2019 | $182,000 | -8.5% | 28,277 | -13.1% | 0.07% | -5.7% |
| Q1 2019 | $199,000 | +31.8% | 32,527 | +16.2% | 0.07% | 0.0% |
| Q4 2018 | $151,000 | -63.2% | 28,001 | -53.5% | 0.07% | -19.5% |
| Q3 2018 | $410,000 | +111.3% | 60,196 | +98.2% | 0.09% | -7.4% |
| Q2 2018 | $194,000 | 0.0% | 30,376 | +0.1% | 0.09% | -7.8% |
| Q1 2018 | $194,000 | +26.8% | 30,360 | +25.4% | 0.10% | +17.2% |
| Q4 2017 | $153,000 | – | 24,207 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1,346,329 | $9,169,000 | 3.93% |
| 1607 Capital Partners, LLC | 4,172,380 | $28,414,000 | 1.64% |
| Relative Value Partners Group, LLC | 1,574,995 | $10,726,000 | 1.19% |
| Edmonds Duncan Registered Investment Advisors, LLC | 359,354 | $2,447,000 | 1.00% |
| Arete Wealth Advisors, LLC | 481,442 | $3,279,000 | 0.73% |
| Titus Wealth Management | 98,701 | $672,000 | 0.58% |
| Advisory Alpha, LLC | 345,351 | $2,086,000 | 0.53% |
| Matisse Capital | 86,613 | $590,000 | 0.53% |
| RB Capital Management, LLC | 72,046 | $491,000 | 0.44% |
| Quad-Cities Investment Group, LLC | 68,004 | $464,000 | 0.41% |