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 | $234,265 | -46.5% | 41,027 | -37.7% | 0.11% | -33.5% |
| Q2 2023 | $438,109 | +0.4% | 65,881 | -7.5% | 0.17% | -7.6% |
| Q1 2023 | $436,530 | -7.8% | 71,212 | -10.0% | 0.18% | -17.1% |
| Q4 2022 | $473,251 | -13.5% | 79,139 | -20.0% | 0.22% | -40.3% |
| Q3 2022 | $547,000 | -5.9% | 98,961 | +6.9% | 0.37% | -12.3% |
| Q2 2022 | $581,000 | -21.4% | 92,578 | +1.2% | 0.42% | -26.6% |
| Q1 2022 | $739,000 | – | 91,522 | – | 0.58% | – |
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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% |