LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 169 filers reported holding LIBERTY ALL STAR EQUITY FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
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 | 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% |