LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 131 filers reported holding LIBERTY ALL STAR EQUITY FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $380,224 | -8.1% | 64,227 | +0.4% | 0.09% | -1.1% |
| Q2 2023 | $413,869 | +4.9% | 63,967 | +0.5% | 0.09% | -2.1% |
| Q1 2023 | $394,496 | +9.9% | 63,628 | +1.0% | 0.10% | +8.0% |
| Q4 2022 | $359,018 | +3.2% | 62,986 | 0.0% | 0.09% | -3.3% |
| Q3 2022 | $348,000 | -25.0% | 62,986 | +3.6% | 0.09% | -5.2% |
| Q1 2021 | $464,000 | +11.5% | 60,826 | +0.8% | 0.10% | +3.2% |
| Q4 2020 | $416,000 | +14.9% | 60,316 | 0.0% | 0.09% | 0.0% |
| Q3 2020 | $362,000 | +19.5% | 60,316 | +13.8% | 0.09% | -19.1% |
| Q2 2020 | $303,000 | +17.9% | 53,018 | +0.0% | 0.12% | +1.8% |
| Q1 2020 | $257,000 | -24.4% | 53,015 | +5.7% | 0.11% | -16.3% |
| Q4 2019 | $340,000 | – | 50,172 | – | 0.14% | – |
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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% |