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 | $99,219 | -8.5% | 16,760 | 0.0% | 0.02% | -9.1% |
| Q2 2023 | $108,437 | +4.4% | 16,760 | 0.0% | 0.02% | -4.3% |
| Q1 2023 | $103,912 | +8.8% | 16,760 | 0.0% | 0.02% | +4.5% |
| Q4 2022 | $95,532 | +2.7% | 16,760 | 0.0% | 0.02% | -8.3% |
| Q3 2022 | $93,000 | -11.4% | 16,760 | 0.0% | 0.02% | -11.1% |
| Q2 2022 | $105,000 | -22.2% | 16,760 | 0.0% | 0.03% | -18.2% |
| Q1 2022 | $135,000 | -3.6% | 16,760 | 0.0% | 0.03% | +13.8% |
| Q4 2021 | $140,000 | -2.8% | 16,760 | 0.0% | 0.03% | -14.7% |
| Q3 2021 | $144,000 | -5.3% | 16,760 | 0.0% | 0.03% | -34.6% |
| Q2 2021 | $152,000 | +18.8% | 16,760 | 0.0% | 0.05% | +10.6% |
| Q1 2021 | $128,000 | +10.3% | 16,760 | 0.0% | 0.05% | -11.3% |
| Q4 2020 | $116,000 | – | 16,760 | – | 0.05% | – |
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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% |