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 | $16,955 | +36.7% | 2,864 | +43.2% | 0.00% | – |
| Q1 2023 | $12,400 | +106.7% | 2,000 | +174.0% | 0.00% | – |
| Q4 2021 | $6,000 | -68.4% | 730 | -66.7% | 0.00% | – |
| Q3 2021 | $19,000 | +280.0% | 2,190 | +338.0% | 0.00% | – |
| Q2 2021 | $5,000 | -76.2% | 500 | -82.0% | 0.00% | – |
| Q1 2021 | $21,000 | +162.5% | 2,777 | +109.7% | 0.00% | – |
| Q3 2020 | $8,000 | -46.7% | 1,324 | -47.7% | 0.00% | – |
| Q4 2014 | $15,000 | +275.0% | 2,533 | +208.2% | 0.00% | – |
| Q1 2011 | $4,000 | -63.6% | 822 | -67.8% | 0.00% | – |
| Q3 2010 | $11,000 | -74.4% | 2,555 | -76.5% | 0.00% | -100.0% |
| Q2 2010 | $43,000 | -10.4% | 10,877 | +7.2% | 0.00% | 0.0% |
| Q1 2010 | $48,000 | +29.7% | 10,145 | +18.8% | 0.00% | 0.0% |
| Q4 2009 | $37,000 | +2.8% | 8,537 | 0.0% | 0.00% | 0.0% |
| Q3 2009 | $36,000 | +24.1% | 8,537 | +1.3% | 0.00% | +100.0% |
| Q2 2009 | $29,000 | +20.8% | 8,431 | +1.2% | 0.00% | 0.0% |
| Q1 2009 | $24,000 | – | 8,333 | – | 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% |