LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 134 filers reported holding LIBERTY ALL STAR EQUITY FD in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,593,620 | -3.4% | 269,192 | +5.6% | 0.00% | – |
| Q2 2023 | $1,649,011 | -19.9% | 254,870 | -23.2% | 0.00% | – |
| Q1 2023 | $2,058,861 | +8.0% | 332,074 | -0.7% | 0.00% | – |
| Q4 2022 | $1,906,555 | -10.3% | 334,483 | -13.0% | 0.00% | – |
| Q3 2022 | $2,126,000 | -10.0% | 384,413 | +2.2% | 0.00% | – |
| Q2 2022 | $2,363,000 | -13.5% | 376,253 | +11.3% | 0.00% | – |
| Q1 2022 | $2,732,000 | -11.8% | 338,081 | -8.5% | 0.00% | – |
| Q4 2021 | $3,097,000 | +0.8% | 369,560 | +3.4% | 0.00% | – |
| Q3 2021 | $3,073,000 | -9.4% | 357,298 | -4.8% | 0.00% | – |
| Q2 2021 | $3,391,000 | +16.6% | 375,118 | -1.6% | 0.00% | – |
| Q1 2021 | $2,909,000 | +11.5% | 381,230 | +0.9% | 0.00% | – |
| Q4 2020 | $2,608,000 | +7.9% | 377,929 | -6.0% | 0.00% | – |
| Q3 2020 | $2,416,000 | +3.9% | 401,933 | -1.2% | 0.00% | – |
| Q2 2020 | $2,326,000 | +71.3% | 406,683 | +44.9% | 0.00% | – |
| Q1 2020 | $1,358,000 | -43.5% | 280,658 | -20.9% | 0.00% | – |
| Q4 2019 | $2,404,000 | +14.9% | 354,987 | +8.6% | 0.00% | – |
| Q3 2019 | $2,092,000 | +3.2% | 326,951 | +3.5% | 0.00% | – |
| Q2 2019 | $2,028,000 | +24.3% | 315,925 | +18.3% | 0.00% | – |
| Q1 2019 | $1,632,000 | +18.7% | 267,027 | +4.5% | 0.00% | – |
| Q4 2018 | $1,375,000 | -19.1% | 255,629 | +2.4% | 0.00% | – |
| Q3 2018 | $1,699,000 | +30.1% | 249,552 | +22.3% | 0.00% | – |
| Q2 2018 | $1,306,000 | -11.5% | 203,974 | -15.3% | 0.00% | – |
| Q1 2018 | $1,476,000 | +16.3% | 240,831 | +19.5% | 0.00% | – |
| Q4 2017 | $1,269,000 | -2.6% | 201,460 | -6.8% | 0.00% | – |
| Q3 2017 | $1,303,000 | -20.9% | 216,112 | -25.8% | 0.00% | – |
| Q2 2017 | $1,648,000 | +13.6% | 291,196 | +9.6% | 0.00% | – |
| Q1 2017 | $1,451,000 | +26.6% | 265,727 | +19.6% | 0.00% | – |
| Q4 2016 | $1,146,000 | +5.5% | 222,189 | +6.0% | 0.00% | – |
| Q3 2016 | $1,086,000 | +19.1% | 209,601 | +15.3% | 0.00% | – |
| Q2 2016 | $912,000 | +10.3% | 181,726 | +9.2% | 0.00% | – |
| Q1 2016 | $827,000 | -39.5% | 166,451 | -34.8% | 0.00% | – |
| Q4 2015 | $1,366,000 | +13.4% | 255,394 | +7.7% | 0.00% | – |
| Q3 2015 | $1,205,000 | +37.6% | 237,225 | +55.7% | 0.00% | – |
| Q2 2015 | $876,000 | +4.4% | 152,387 | +6.1% | 0.00% | – |
| Q1 2015 | $839,000 | -11.2% | 143,673 | -9.1% | 0.00% | – |
| Q4 2014 | $945,000 | +97.7% | 158,016 | +92.6% | 0.00% | – |
| Q3 2014 | $478,000 | +56.7% | 82,026 | +61.5% | 0.00% | – |
| Q2 2014 | $305,000 | +33.2% | 50,801 | +30.3% | 0.00% | – |
| Q1 2014 | $229,000 | -17.9% | 38,976 | -16.5% | 0.00% | – |
| Q4 2013 | $279,000 | -86.6% | 46,696 | -87.8% | 0.00% | -100.0% |
| Q3 2013 | $2,078,000 | +631.7% | 384,158 | +604.0% | 0.00% | – |
| Q2 2013 | $284,000 | – | 54,566 | – | 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% |