LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 158 filers reported holding LIBERTY ALL STAR EQUITY FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
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 | 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% |