LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 163 filers reported holding LIBERTY ALL STAR EQUITY FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $439,987 | -7.5% | 74,322 | +1.1% | 0.41% | -4.9% |
| Q2 2023 | $475,420 | +5.0% | 73,481 | +0.7% | 0.43% | 0.0% |
| Q1 2023 | $452,630 | +17.8% | 73,005 | +8.3% | 0.43% | +15.9% |
| Q4 2022 | $384,123 | -40.6% | 67,390 | -42.4% | 0.37% | -45.5% |
| Q3 2022 | $647,000 | +8.4% | 116,950 | +23.0% | 0.68% | +20.9% |
| Q2 2022 | $597,000 | -7.0% | 95,073 | +19.6% | 0.56% | +23.4% |
| Q1 2022 | $642,000 | +6.3% | 79,472 | +10.3% | 0.46% | +13.7% |
| Q4 2021 | $604,000 | +4.3% | 72,029 | +6.9% | 0.40% | -21.9% |
| Q3 2021 | $579,000 | -4.5% | 67,359 | +0.5% | 0.52% | -2.1% |
| Q2 2021 | $606,000 | – | 67,014 | – | 0.53% | – |
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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% |