LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 161 filers reported holding LIBERTY ALL STAR EQUITY FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $78,415 | +3.2% | 13,757 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $76,000 | -11.6% | 13,757 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $86,000 | -23.9% | 13,757 | -1.9% | 0.00% | -33.3% |
| Q1 2022 | $113,000 | -3.4% | 14,018 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $117,000 | -7.9% | 14,018 | -4.8% | 0.00% | -25.0% |
| Q3 2021 | $127,000 | -3.8% | 14,731 | -0.9% | 0.00% | 0.0% |
| Q2 2021 | $132,000 | +15.8% | 14,860 | -0.5% | 0.00% | 0.0% |
| Q1 2021 | $114,000 | – | 14,929 | – | 0.00% | – |
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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% |