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 Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $753,216 | +1.1% | 127,232 | +10.5% | 0.01% | +10.0% |
| Q2 2023 | $744,900 | -4.8% | 115,132 | -8.8% | 0.01% | -16.7% |
| Q1 2023 | $782,805 | +24.4% | 126,260 | +16.9% | 0.01% | +20.0% |
| Q4 2022 | $629,263 | +1.6% | 108,051 | -3.5% | 0.01% | -9.1% |
| Q3 2022 | $619,363 | +18.2% | 112,001 | +34.1% | 0.01% | +10.0% |
| Q2 2022 | $524,000 | -47.4% | 83,518 | -32.4% | 0.01% | -41.2% |
| Q1 2022 | $997,000 | – | 123,474 | – | 0.02% | – |
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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% |