LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 144 filers reported holding LIBERTY ALL STAR EQUITY FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $0 | – | 37 | 0.0% | 0.00% | – |
| Q1 2021 | $0 | -100.0% | 37 | -75.8% | 0.00% | – |
| Q2 2019 | $1,000 | -98.2% | 153 | -98.3% | 0.00% | – |
| Q1 2019 | $55,000 | +7.8% | 9,054 | -5.0% | 0.00% | – |
| Q4 2018 | $51,000 | -21.5% | 9,535 | 0.0% | 0.00% | – |
| Q3 2018 | $65,000 | +35.4% | 9,535 | +26.5% | 0.00% | – |
| Q2 2018 | $48,000 | +4.3% | 7,535 | 0.0% | 0.00% | – |
| Q1 2018 | $46,000 | -11.5% | 7,535 | -8.0% | 0.00% | – |
| Q4 2017 | $52,000 | +6.1% | 8,190 | 0.0% | 0.00% | – |
| Q3 2017 | $49,000 | +308.3% | 8,190 | +300.5% | 0.00% | – |
| Q2 2017 | $12,000 | +9.1% | 2,045 | 0.0% | 0.00% | – |
| Q1 2017 | $11,000 | +266.7% | 2,045 | +203.9% | 0.00% | – |
| Q4 2016 | $3,000 | -92.3% | 673 | -91.1% | 0.00% | – |
| Q3 2016 | $39,000 | +1200.0% | 7,573 | +1012.0% | 0.00% | – |
| Q2 2016 | $3,000 | 0.0% | 681 | +4.8% | 0.00% | – |
| Q1 2016 | $3,000 | -40.0% | 650 | -24.3% | 0.00% | – |
| Q2 2015 | $5,000 | 0.0% | 859 | 0.0% | 0.00% | – |
| Q1 2015 | $5,000 | 0.0% | 859 | 0.0% | 0.00% | – |
| Q4 2014 | $5,000 | -84.4% | 859 | -83.8% | 0.00% | – |
| Q2 2014 | $32,000 | +166.7% | 5,300 | +167.9% | 0.00% | – |
| Q4 2013 | $12,000 | 0.0% | 1,978 | -13.6% | 0.00% | – |
| Q3 2013 | $12,000 | 0.0% | 2,290 | -3.7% | 0.00% | – |
| Q2 2013 | $12,000 | – | 2,378 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 890,869 | $5,100,000 | 2.37% |
| Shaker Financial Services, LLC | 479,495 | $2,743,000 | 1.52% |
| Titus Wealth Management | 138,702 | $793,000 | 0.62% |
| Quad-Cities Investment Group, LLC | 88,669 | $507,000 | 0.52% |
| Penserra Capital Management LLC | 1,592,818 | $9,110,000 | 0.47% |
| Karpus Management, Inc. | 2,022,426 | $11,568,000 | 0.44% |
| RB Capital Management, LLC | 117,302 | $671,000 | 0.36% |
| Regent Investment Management LLC | 181,500 | $1,038,000 | 0.34% |
| Live Oak Private Wealth LLC | 158,585 | $907,000 | 0.33% |
| Stockman Wealth Management, Inc. | 98,629 | $564,000 | 0.21% |