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 | $14,451 | -6.2% | 2,441 | +2.6% | 0.01% | 0.0% |
| Q2 2023 | $15,399 | +6.9% | 2,380 | +2.5% | 0.01% | 0.0% |
| Q1 2023 | $14,403 | +17.6% | 2,323 | +4.9% | 0.01% | -16.7% |
| Q4 2022 | $12,243 | +2.0% | 2,214 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $12,000 | +71.4% | 2,214 | +115.0% | 0.01% | +50.0% |
| Q2 2022 | $7,000 | -12.5% | 1,030 | +2.8% | 0.00% | 0.0% |
| Q1 2022 | $8,000 | – | 1,002 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 890,869 | $5,100,000 | 2.37% |
| Shaker Financial Services, LLC | 479,495 | $2,743,000 | 1.52% |
| Titus Wealth Management | 138,702 | $793,000 | 0.62% |
| Quad-Cities Investment Group, LLC | 88,669 | $507,000 | 0.52% |
| Penserra Capital Management LLC | 1,592,818 | $9,110,000 | 0.47% |
| Karpus Management, Inc. | 2,022,426 | $11,568,000 | 0.44% |
| RB Capital Management, LLC | 117,302 | $671,000 | 0.36% |
| Regent Investment Management LLC | 181,500 | $1,038,000 | 0.34% |
| Live Oak Private Wealth LLC | 158,585 | $907,000 | 0.33% |
| Stockman Wealth Management, Inc. | 98,629 | $564,000 | 0.21% |