LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 129 filers reported holding LIBERTY ALL STAR EQUITY FD in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $66,000 | -23.3% | 11,052 | -26.6% | 0.03% | -30.2% |
| Q2 2020 | $86,000 | +17.8% | 15,052 | 0.0% | 0.04% | -2.3% |
| Q1 2020 | $73,000 | -23.2% | 15,052 | +7.1% | 0.04% | +12.8% |
| Q4 2019 | $95,000 | +3.3% | 14,052 | 0.0% | 0.04% | 0.0% |
| Q3 2019 | $92,000 | +17.9% | 14,052 | +16.6% | 0.04% | +11.4% |
| Q2 2019 | $78,000 | +2.6% | 12,052 | 0.0% | 0.04% | -2.8% |
| Q1 2019 | $76,000 | – | 12,052 | – | 0.04% | – |
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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% |