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 2022 | $315,681 | -19.2% | 57,085 | -8.2% | 0.01% | -18.8% |
| Q2 2022 | $390,550 | -18.6% | 62,190 | +4.7% | 0.02% | 0.0% |
| Q1 2022 | $479,726 | +11.7% | 59,372 | +15.9% | 0.02% | +14.3% |
| Q4 2021 | $429,408 | -35.5% | 51,242 | -33.8% | 0.01% | -44.0% |
| Q3 2021 | $665,726 | -20.5% | 77,410 | -16.4% | 0.02% | -21.9% |
| Q2 2021 | $837,520 | +8203.0% | 92,646 | +6908.0% | 0.03% | – |
| Q1 2021 | $10,087 | +5046.4% | 1,322 | +4031.2% | 0.00% | – |
| Q1 2019 | $196 | +14.0% | 32 | 0.0% | 0.00% | – |
| Q4 2018 | $172 | -97.3% | 32 | -96.9% | 0.00% | -100.0% |
| Q4 2017 | $6,445 | – | 1,023 | – | 0.00% | – |
Download | ||||||
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% |