LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 163 filers reported holding LIBERTY ALL STAR EQUITY FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,679,837 | -3.7% | 1,297,269 | +5.3% | 1.48% | -2.4% |
| Q2 2023 | $7,971,910 | +7.4% | 1,232,134 | +2.9% | 1.51% | +1.0% |
| Q1 2023 | $7,425,790 | +14.9% | 1,197,708 | +5.6% | 1.50% | +4.3% |
| Q4 2022 | $6,463,909 | +2.1% | 1,134,019 | -0.9% | 1.44% | -4.7% |
| Q3 2022 | $6,330,378 | -7.7% | 1,144,734 | +4.8% | 1.51% | -7.7% |
| Q2 2022 | $6,860,052 | -17.9% | 1,092,365 | +5.6% | 1.63% | -7.2% |
| Q1 2022 | $8,360,199 | +9.0% | 1,034,678 | +13.1% | 1.76% | -17.6% |
| Q4 2021 | $7,668,786 | – | 915,130 | – | 2.14% | – |
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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% |