LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 163 filers reported holding LIBERTY ALL STAR EQUITY FD in Q1 2022. 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% | – |
Download | ||||||
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% |