LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 138 filers reported holding LIBERTY ALL STAR EQUITY FD in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $62,000 | -12.7% | 11,300 | 0.0% | 0.08% | +3.9% |
| Q2 2022 | $71,000 | -9.0% | 11,300 | +10.8% | 0.08% | +40.0% |
| Q1 2021 | $78,000 | -35.5% | 10,200 | -49.5% | 0.06% | -56.3% |
| Q3 2020 | $121,000 | +4.3% | 20,200 | 0.0% | 0.13% | +6.8% |
| Q2 2020 | $116,000 | +8.4% | 20,200 | -9.0% | 0.12% | -7.8% |
| Q1 2020 | $107,000 | -21.3% | 22,200 | +9.9% | 0.13% | +40.7% |
| Q4 2019 | $136,000 | – | 20,200 | – | 0.09% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 924,730 | $4,476,000 | 2.49% |
| Titus Wealth Management | 127,580 | $617,000 | 0.58% |
| Jolley Asset Management, LLC | 156,585 | $758,000 | 0.58% |
| Penserra Capital Management LLC | 1,527,314 | $8,216,000 | 0.56% |
| Quad-Cities Investment Group, LLC | 87,384 | $423,000 | 0.54% |
| Shaker Financial Services, LLC | 162,297 | $786,000 | 0.53% |
| RB Capital Management, LLC | 115,108 | $526,000 | 0.34% |
| Regent Investment Management LLC | 135,000 | $653,000 | 0.27% |
| Karpus Management, Inc. | 1,394,732 | $6,751,000 | 0.26% |
| Stockman Wealth Management, Inc. | 98,629 | $477,000 | 0.21% |