LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 137 filers reported holding LIBERTY ALL STAR EQUITY FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $96,000 | -3.0% | 11,515 | 0.0% | 0.03% | -15.6% |
| Q3 2021 | $99,000 | -3.9% | 11,515 | +1.2% | 0.03% | -5.9% |
| Q2 2021 | $103,000 | +19.8% | 11,376 | +1.2% | 0.03% | +3.0% |
| Q1 2021 | $86,000 | +22.9% | 11,243 | +10.8% | 0.03% | -10.8% |
| Q4 2020 | $70,000 | +14.8% | 10,150 | 0.0% | 0.04% | -2.6% |
| Q3 2020 | $61,000 | +5.2% | 10,150 | +0.2% | 0.04% | -9.5% |
| Q2 2020 | $58,000 | +18.4% | 10,128 | +0.2% | 0.04% | -4.5% |
| Q1 2020 | $49,000 | -31.9% | 10,106 | +0.2% | 0.04% | -6.4% |
| Q4 2019 | $72,000 | – | 10,086 | – | 0.05% | – |
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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% |