LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 144 filers reported holding LIBERTY ALL STAR EQUITY FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $680,859 | -10.9% | 115,010 | -2.6% | 0.19% | -11.6% |
| Q2 2023 | $764,078 | +406.0% | 118,095 | +572.2% | 0.22% | +246.8% |
| Q3 2021 | $151,000 | -2.6% | 17,568 | +2.2% | 0.06% | +3.3% |
| Q2 2021 | $155,000 | -6.1% | 17,197 | -28.1% | 0.06% | -47.4% |
| Q4 2020 | $165,000 | – | 23,902 | – | 0.11% | – |
Download | ||||||
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% |