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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1,346,329 | $9,169,000 | 3.93% |
| 1607 Capital Partners, LLC | 4,172,380 | $28,414,000 | 1.64% |
| Relative Value Partners Group, LLC | 1,574,995 | $10,726,000 | 1.19% |
| Edmonds Duncan Registered Investment Advisors, LLC | 359,354 | $2,447,000 | 1.00% |
| Arete Wealth Advisors, LLC | 481,442 | $3,279,000 | 0.73% |
| Titus Wealth Management | 98,701 | $672,000 | 0.58% |
| Advisory Alpha, LLC | 345,351 | $2,086,000 | 0.53% |
| Matisse Capital | 86,613 | $590,000 | 0.53% |
| RB Capital Management, LLC | 72,046 | $491,000 | 0.44% |
| Quad-Cities Investment Group, LLC | 68,004 | $464,000 | 0.41% |