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 2023 | $18,074 | -8.5% | 3,053 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $19,753 | +4.4% | 3,053 | 0.0% | 0.01% | -14.3% |
| Q1 2023 | $18,929 | +8.8% | 3,053 | 0.0% | 0.01% | -12.5% |
| Q4 2022 | $17,402 | +2.4% | 3,053 | 0.0% | 0.01% | +14.3% |
| Q3 2022 | $17,000 | -10.5% | 3,053 | 0.0% | 0.01% | -12.5% |
| Q2 2022 | $19,000 | -24.0% | 3,053 | 0.0% | 0.01% | +14.3% |
| Q1 2022 | $25,000 | -3.8% | 3,053 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $26,000 | +8.3% | 3,053 | +10.0% | 0.01% | 0.0% |
| Q3 2021 | $24,000 | -4.0% | 2,775 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $25,000 | +19.0% | 2,775 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $21,000 | +10.5% | 2,775 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $19,000 | +11.8% | 2,775 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $17,000 | +6.2% | 2,775 | 0.0% | 0.01% | -12.5% |
| Q2 2020 | $16,000 | +23.1% | 2,775 | 0.0% | 0.01% | -11.1% |
| Q1 2020 | $13,000 | -31.6% | 2,775 | 0.0% | 0.01% | -30.8% |
| Q4 2019 | $19,000 | – | 2,775 | – | 0.01% | – |
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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% |