LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 161 filers reported holding LIBERTY ALL STAR EQUITY FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $70,169 | -6.2% | 11,853 | +2.6% | 0.02% | +5.3% |
| Q2 2023 | $74,768 | +7.0% | 11,556 | +2.5% | 0.02% | +11.8% |
| Q1 2023 | $69,909 | +14.2% | 11,276 | +5.0% | 0.02% | +21.4% |
| Q4 2022 | $61,196 | -53.3% | 10,736 | -54.7% | 0.01% | -50.0% |
| Q3 2022 | $131,000 | -16.6% | 23,691 | +2.5% | 0.03% | -3.4% |
| Q2 2022 | $157,000 | +0.6% | 23,123 | +2.9% | 0.03% | -3.3% |
| Q1 2022 | $156,000 | – | 22,481 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1,346,329 | $9,169,000 | 3.93% |
| 1607 Capital Partners, LLC | 4,172,380 | $28,414,000 | 1.64% |
| Relative Value Partners Group, LLC | 1,574,995 | $10,726,000 | 1.19% |
| Edmonds Duncan Registered Investment Advisors, LLC | 359,354 | $2,447,000 | 1.00% |
| Arete Wealth Advisors, LLC | 481,442 | $3,279,000 | 0.73% |
| Titus Wealth Management | 98,701 | $672,000 | 0.58% |
| Advisory Alpha, LLC | 345,351 | $2,086,000 | 0.53% |
| Matisse Capital | 86,613 | $590,000 | 0.53% |
| RB Capital Management, LLC | 72,046 | $491,000 | 0.44% |
| Quad-Cities Investment Group, LLC | 68,004 | $464,000 | 0.41% |