LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 168 filers reported holding LIBERTY ALL STAR EQUITY FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $135,135 | -8.4% | 22,827 | +0.1% | 0.16% | +0.6% |
| Q2 2023 | $147,492 | +9.3% | 22,796 | +4.7% | 0.16% | -2.4% |
| Q1 2023 | $134,956 | +9.1% | 21,767 | +0.3% | 0.17% | -13.1% |
| Q4 2022 | $123,754 | -9.0% | 21,711 | -9.8% | 0.19% | -21.4% |
| Q3 2022 | $136,000 | -12.3% | 24,061 | -3.9% | 0.24% | +9.0% |
| Q2 2022 | $155,000 | -22.9% | 25,035 | +0.1% | 0.22% | +19.3% |
| Q1 2022 | $201,000 | +14.9% | 25,005 | +18.5% | 0.19% | +32.6% |
| Q4 2021 | $175,000 | – | 21,100 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 890,869 | $5,100,000 | 2.37% |
| Shaker Financial Services, LLC | 479,495 | $2,743,000 | 1.52% |
| Titus Wealth Management | 138,702 | $793,000 | 0.62% |
| Quad-Cities Investment Group, LLC | 88,669 | $507,000 | 0.52% |
| Penserra Capital Management LLC | 1,592,818 | $9,110,000 | 0.47% |
| Karpus Management, Inc. | 2,022,426 | $11,568,000 | 0.44% |
| RB Capital Management, LLC | 117,302 | $671,000 | 0.36% |
| Regent Investment Management LLC | 181,500 | $1,038,000 | 0.34% |
| Live Oak Private Wealth LLC | 158,585 | $907,000 | 0.33% |
| Stockman Wealth Management, Inc. | 98,629 | $564,000 | 0.21% |