LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 163 filers reported holding LIBERTY ALL STAR EQUITY FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $0 | – | 0 | – | 0.00% | – |
| Q2 2023 | $0 | – | 0 | – | 0.00% | – |
| Q1 2023 | $0 | – | 0 | – | 0.00% | – |
| Q4 2022 | $0 | – | 0 | – | 0.00% | – |
| Q3 2022 | $0 | – | 0 | – | 0.00% | – |
| Q2 2022 | $0 | – | 0 | – | 0.00% | – |
| Q1 2022 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q4 2021 | $464,000 | +307.0% | 54,798 | +313.5% | 0.03% | +271.4% |
| Q3 2021 | $114,000 | +11.8% | 13,253 | +17.4% | 0.01% | +16.7% |
| Q2 2021 | $102,000 | +21.4% | 11,285 | +2.5% | 0.01% | 0.0% |
| Q1 2021 | $84,000 | +9.1% | 11,006 | +0.7% | 0.01% | 0.0% |
| Q4 2020 | $77,000 | -23.0% | 10,931 | -34.6% | 0.01% | -33.3% |
| Q3 2020 | $100,000 | +16.3% | 16,714 | +10.9% | 0.01% | +12.5% |
| Q2 2020 | $86,000 | +21.1% | 15,066 | +2.6% | 0.01% | 0.0% |
| Q1 2020 | $71,000 | -26.8% | 14,683 | +5.1% | 0.01% | -20.0% |
| Q4 2019 | $97,000 | +9.0% | 13,975 | 0.0% | 0.01% | -54.5% |
| Q3 2019 | $89,000 | +18.7% | 13,975 | +19.8% | 0.02% | +175.0% |
| Q2 2019 | $75,000 | +8.7% | 11,663 | +2.7% | 0.01% | +14.3% |
| Q1 2019 | $69,000 | +21.1% | 11,352 | +9.5% | 0.01% | 0.0% |
| Q4 2018 | $57,000 | – | 10,368 | – | 0.01% | – |
| Q3 2018 | $0 | – | 0 | – | 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% |