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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $122,000 | -0.8% | 16,000 | -10.1% | 0.01% | 0.0% |
| Q4 2020 | $123,000 | -1.6% | 17,800 | -9.2% | 0.01% | -18.2% |
| Q3 2020 | $125,000 | -19.4% | 19,600 | -27.7% | 0.01% | -26.7% |
| Q2 2020 | $155,000 | +37.2% | 27,100 | +16.3% | 0.02% | +15.4% |
| Q1 2020 | $113,000 | -15.0% | 23,300 | +18.9% | 0.01% | +8.3% |
| Q4 2019 | $133,000 | +17.7% | 19,600 | +10.7% | 0.01% | 0.0% |
| Q3 2019 | $113,000 | -9.6% | 17,700 | -9.2% | 0.01% | -7.7% |
| Q2 2019 | $125,000 | -2.3% | 19,500 | -7.1% | 0.01% | -7.1% |
| Q1 2019 | $128,000 | +48.8% | 21,000 | +32.1% | 0.01% | +27.3% |
| Q4 2018 | $86,000 | – | 15,900 | – | 0.01% | – |
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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% |