LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 140 filers reported holding LIBERTY ALL STAR EQUITY FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $220,371 | +99.1% | 34,060 | +90.8% | 0.04% | +87.0% |
| Q1 2023 | $110,691 | +0.4% | 17,853 | -7.7% | 0.02% | -4.2% |
| Q4 2022 | $110,237 | +6.0% | 19,340 | +2.6% | 0.02% | 0.0% |
| Q3 2022 | $104,000 | -39.5% | 18,852 | -31.3% | 0.02% | -31.4% |
| Q2 2022 | $172,000 | -45.0% | 27,456 | -29.1% | 0.04% | -32.7% |
| Q1 2022 | $313,000 | -0.3% | 38,744 | +3.3% | 0.05% | +4.0% |
| Q4 2021 | $314,000 | +292.5% | 37,520 | +222.2% | 0.05% | +194.1% |
| Q4 2020 | $80,000 | – | 11,646 | – | 0.02% | – |
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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% |