LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 140 filers reported holding LIBERTY ALL STAR EQUITY FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $116,914 | -8.5% | 19,749 | 0.0% | 0.03% | -12.9% |
| Q2 2023 | $127,776 | -1.9% | 19,749 | -6.0% | 0.03% | -40.4% |
| Q1 2023 | $130,199 | +33.7% | 21,000 | +28.3% | 0.05% | +30.0% |
| Q4 2022 | $97,404 | +7.0% | 16,370 | +0.2% | 0.04% | -4.8% |
| Q3 2022 | $91,000 | -25.4% | 16,340 | -11.2% | 0.04% | -22.2% |
| Q2 2022 | $122,000 | -26.1% | 18,411 | -20.7% | 0.05% | -14.3% |
| Q1 2022 | $165,000 | -14.9% | 23,219 | +0.3% | 0.06% | -3.1% |
| Q4 2021 | $194,000 | +12.1% | 23,139 | +16.0% | 0.06% | 0.0% |
| Q3 2021 | $173,000 | +8.1% | 19,952 | +11.1% | 0.06% | -5.8% |
| Q2 2021 | $160,000 | +14.3% | 17,952 | -1.9% | 0.07% | -1.4% |
| Q1 2021 | $140,000 | +11.1% | 18,302 | 0.0% | 0.07% | -15.7% |
| Q4 2020 | $126,000 | – | 18,302 | – | 0.08% | – |
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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% |