LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 137 filers reported holding LIBERTY ALL STAR EQUITY FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $111,146 | -6.5% | 18,838 | +2.6% | 0.02% | -6.2% |
| Q2 2023 | $118,832 | +7.0% | 18,367 | +2.5% | 0.02% | 0.0% |
| Q1 2023 | $111,109 | -26.8% | 17,921 | -32.7% | 0.02% | 0.0% |
| Q4 2022 | $151,812 | +56.5% | 26,634 | +51.2% | 0.02% | -23.8% |
| Q3 2022 | $97,000 | -11.0% | 17,619 | +1.1% | 0.02% | +110.0% |
| Q2 2022 | $109,000 | -25.9% | 17,419 | -3.9% | 0.01% | -63.0% |
| Q1 2022 | $147,000 | -2.6% | 18,132 | +0.8% | 0.03% | +3.8% |
| Q4 2021 | $151,000 | +8.6% | 17,994 | +11.1% | 0.03% | +4.0% |
| Q3 2021 | $139,000 | -2.8% | 16,189 | +2.6% | 0.02% | -3.8% |
| Q2 2021 | $143,000 | -33.5% | 15,781 | -46.7% | 0.03% | +30.0% |
| Q1 2021 | $215,000 | +117.2% | 29,615 | +105.4% | 0.02% | +11.1% |
| Q4 2020 | $99,000 | +20.7% | 14,420 | +5.1% | 0.02% | -10.0% |
| Q3 2020 | $82,000 | +7.9% | 13,726 | +2.6% | 0.02% | +11.1% |
| Q2 2020 | $76,000 | +31.0% | 13,372 | +10.9% | 0.02% | 0.0% |
| Q1 2020 | $58,000 | – | 12,056 | – | 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% |