LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 157 filers reported holding LIBERTY ALL STAR EQUITY FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $147,574 | -11.0% | 24,928 | -2.7% | 0.01% | -12.5% |
| Q2 2023 | $165,820 | +12.8% | 25,629 | +8.1% | 0.01% | -11.1% |
| Q1 2023 | $146,959 | +33.7% | 23,703 | +22.9% | 0.01% | +12.5% |
| Q4 2022 | $109,896 | +9.9% | 19,280 | +6.3% | 0.01% | 0.0% |
| Q3 2022 | $100,000 | -8.3% | 18,132 | +15.1% | 0.01% | -73.3% |
| Q4 2020 | $109,000 | – | 15,750 | – | 0.03% | – |
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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% |