LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 140 filers reported holding LIBERTY ALL STAR EQUITY FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $684,000 | +52.7% | 81,595 | +25.7% | 0.02% | -41.9% |
Q4 2020 | $448,000 | +23.8% | 64,932 | +2.6% | 0.03% | -13.9% |
Q2 2020 | $362,000 | -8.6% | 63,259 | +8.0% | 0.04% | -70.7% |
Q4 2019 | $396,000 | +8.2% | 58,559 | +2.8% | 0.12% | -8.2% |
Q2 2019 | $366,000 | +8.0% | 56,961 | +2.8% | 0.13% | +5.5% |
Q1 2019 | $339,000 | +19.8% | 55,431 | +5.4% | 0.13% | -26.2% |
Q4 2018 | $283,000 | – | 52,581 | – | 0.17% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 896,864 | $6,190,000 | 2.13% |
Shaker Financial Services, LLC | 316,586 | $2,184,000 | 0.91% |
Titus Wealth Management | 210,710 | $1,454,000 | 0.89% |
Bickling Financial Services, Inc. | 145,604 | $1,005,000 | 0.62% |
Karpus Management, Inc. | 2,396,891 | $16,539,000 | 0.52% |
Stolper Co | 99,188 | $684,000 | 0.38% |
Regent Investment Management LLC | 198,000 | $1,366,000 | 0.38% |
RB Capital Management, LLC | 113,105 | $781,000 | 0.36% |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 329,262 | $2,272,000 | 0.36% |
Live Oak Private Wealth LLC | 159,010 | $1,097,000 | 0.31% |