LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 105 filers reported holding LIBERTY ALL STAR EQUITY FD in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $101,000 | +3.1% | 19,530 | +2.8% | 0.00% | 0.0% |
| Q2 2019 | $98,000 | +2.1% | 18,997 | +2.8% | 0.00% | 0.0% |
| Q1 2019 | $96,000 | +5.5% | 18,487 | +5.4% | 0.00% | 0.0% |
| Q4 2018 | $91,000 | -1.1% | 17,536 | +2.6% | 0.00% | 0.0% |
| Q2 2018 | $92,000 | +3.4% | 17,098 | +2.7% | 0.00% | – |
| Q1 2018 | $89,000 | +4.7% | 16,655 | +5.7% | 0.00% | – |
| Q4 2017 | $85,000 | +14.9% | 15,761 | +14.5% | 0.00% | – |
| Q3 2017 | $74,000 | +2.8% | 13,761 | +2.3% | 0.00% | – |
| Q2 2017 | $72,000 | +1.4% | 13,450 | +2.3% | 0.00% | – |
| Q1 2017 | $71,000 | +6.0% | 13,145 | +4.7% | 0.00% | – |
| Q3 2016 | $67,000 | -23.9% | 12,551 | -23.9% | 0.00% | -100.0% |
| Q2 2016 | $88,000 | – | 16,483 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1,346,329 | $9,169,000 | 3.93% |
| 1607 Capital Partners, LLC | 4,172,380 | $28,414,000 | 1.64% |
| Relative Value Partners Group, LLC | 1,574,995 | $10,726,000 | 1.19% |
| Edmonds Duncan Registered Investment Advisors, LLC | 359,354 | $2,447,000 | 1.00% |
| Arete Wealth Advisors, LLC | 481,442 | $3,279,000 | 0.73% |
| Titus Wealth Management | 98,701 | $672,000 | 0.58% |
| Advisory Alpha, LLC | 345,351 | $2,086,000 | 0.53% |
| Matisse Capital | 86,613 | $590,000 | 0.53% |
| RB Capital Management, LLC | 72,046 | $491,000 | 0.44% |
| Quad-Cities Investment Group, LLC | 68,004 | $464,000 | 0.41% |