LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 140 filers reported holding LIBERTY ALL STAR EQUITY FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $79,091 | -6.2% | 13,360 | +2.6% | 0.00% | – |
| Q2 2023 | $84,285 | -2.0% | 13,027 | -6.1% | 0.00% | – |
| Q1 2023 | $86,013 | +14.2% | 13,873 | +5.0% | 0.00% | – |
| Q4 2022 | $75,308 | +3.2% | 13,212 | 0.0% | 0.00% | – |
| Q3 2022 | $73,000 | -21.5% | 13,212 | -10.9% | 0.00% | – |
| Q2 2022 | $93,000 | -20.5% | 14,831 | +2.8% | 0.00% | – |
| Q1 2022 | $117,000 | -18.8% | 14,425 | -16.3% | 0.00% | -100.0% |
| Q4 2021 | $144,000 | +30.9% | 17,238 | +34.6% | 0.00% | – |
| Q3 2021 | $110,000 | -3.5% | 12,804 | +1.6% | 0.00% | -100.0% |
| Q2 2021 | $114,000 | +21.3% | 12,607 | +2.5% | 0.00% | – |
| Q1 2021 | $94,000 | +88.0% | 12,296 | +70.6% | 0.00% | – |
| Q4 2020 | $50,000 | +614.3% | 7,207 | +385.0% | 0.00% | – |
| Q1 2020 | $7,000 | -30.0% | 1,486 | +5.2% | 0.00% | – |
| Q4 2019 | $10,000 | 0.0% | 1,413 | -6.3% | 0.00% | – |
| Q3 2019 | $10,000 | -54.5% | 1,508 | -56.3% | 0.00% | – |
| Q2 2019 | $22,000 | +10.0% | 3,447 | +2.7% | 0.00% | – |
| Q1 2019 | $20,000 | – | 3,355 | +33450.0% | 0.00% | – |
| Q3 2016 | $0 | – | 10 | 0.0% | 0.00% | – |
| Q2 2016 | $0 | -100.0% | 10 | -97.9% | 0.00% | – |
| Q1 2016 | $2,000 | – | 485 | +4750.0% | 0.00% | – |
| Q4 2015 | $0 | – | 10 | 0.0% | 0.00% | – |
| Q3 2015 | $0 | – | 10 | 0.0% | 0.00% | – |
| Q2 2015 | $0 | -100.0% | 10 | -99.6% | 0.00% | – |
| Q1 2015 | $16,000 | -15.8% | 2,702 | -16.3% | 0.00% | – |
| Q4 2014 | $19,000 | +26.7% | 3,230 | +23.8% | 0.00% | – |
| Q3 2014 | $15,000 | 0.0% | 2,608 | +1.6% | 0.00% | – |
| Q2 2014 | $15,000 | 0.0% | 2,566 | +1.7% | 0.00% | – |
| Q1 2014 | $15,000 | 0.0% | 2,524 | +3.4% | 0.00% | – |
| Q4 2013 | $15,000 | +15.4% | 2,440 | 0.0% | 0.00% | – |
| Q3 2013 | $13,000 | – | 2,440 | – | 0.00% | – |
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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% |