LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 169 filers reported holding LIBERTY ALL STAR EQUITY FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $388,003 | -22.7% | 65,541 | -15.5% | 0.00% | -20.0% |
| Q2 2023 | $501,658 | +65.4% | 77,536 | +58.5% | 0.01% | +66.7% |
| Q1 2023 | $303,378 | +8.7% | 48,932 | -0.1% | 0.00% | +50.0% |
| Q4 2022 | $279,186 | -99.9% | 48,980 | -45.4% | 0.00% | -33.3% |
| Q3 2022 | $248,248,000 | +108305.2% | 89,712 | +145.9% | 0.00% | +50.0% |
| Q2 2022 | $229,000 | +89.3% | 36,477 | +144.4% | 0.00% | +100.0% |
| Q1 2022 | $121,000 | -35.6% | 14,923 | -33.6% | 0.00% | -50.0% |
| Q4 2021 | $188,000 | +22.1% | 22,460 | +25.4% | 0.00% | 0.0% |
| Q3 2021 | $154,000 | -1.3% | 17,912 | +3.7% | 0.00% | 0.0% |
| Q2 2021 | $156,000 | +27.9% | 17,272 | +8.3% | 0.00% | 0.0% |
| Q1 2021 | $122,000 | +45.2% | 15,944 | +30.4% | 0.00% | +100.0% |
| Q4 2020 | $84,000 | -99.9% | 12,226 | -0.5% | 0.00% | 0.0% |
| Q3 2020 | $74,000,000 | – | 12,282 | – | 0.00% | – |
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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% |