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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $68,372 | -95.6% | 11,995 | -95.7% | 0.01% | -96.2% |
| Q3 2022 | $1,559,000 | -12.0% | 281,947 | 0.0% | 0.24% | -7.1% |
| Q2 2022 | $1,771,000 | -21.6% | 281,947 | +0.9% | 0.26% | -10.2% |
| Q1 2022 | $2,258,000 | -3.6% | 279,460 | 0.0% | 0.28% | -0.4% |
| Q4 2021 | $2,342,000 | +43.8% | 279,460 | +47.5% | 0.28% | +29.5% |
| Q3 2021 | $1,629,000 | -7.2% | 189,460 | -2.5% | 0.22% | -8.7% |
| Q2 2021 | $1,756,000 | +21.4% | 194,268 | +2.5% | 0.24% | +12.6% |
| Q1 2021 | $1,446,000 | +10.6% | 189,460 | 0.0% | 0.21% | +4.9% |
| Q4 2020 | $1,307,000 | – | 189,460 | – | 0.20% | – |
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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% |