LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 120 filers reported holding LIBERTY ALL STAR EQUITY FD in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $158,570 | -10.7% | 26,785 | -2.4% | 0.00% | 0.0% |
| Q2 2023 | $177,488 | +6.6% | 27,432 | +2.2% | 0.00% | 0.0% |
| Q1 2023 | $166,429 | -54.0% | 26,843 | -57.7% | 0.00% | -57.1% |
| Q4 2022 | $362,083 | -1.6% | 63,523 | -4.6% | 0.01% | -12.5% |
| Q3 2022 | $368,000 | -3.7% | 66,573 | +9.4% | 0.01% | 0.0% |
| Q2 2022 | $382,000 | -18.7% | 60,828 | +4.5% | 0.01% | 0.0% |
| Q1 2022 | $470,000 | -2.5% | 58,203 | +1.3% | 0.01% | +14.3% |
| Q4 2021 | $482,000 | +141.0% | 57,472 | +146.6% | 0.01% | +133.3% |
| Q3 2021 | $200,000 | +49.3% | 23,302 | +56.9% | 0.00% | +50.0% |
| Q2 2021 | $134,000 | +67.5% | 14,848 | +19.0% | 0.00% | 0.0% |
| Q2 2018 | $80,000 | -28.6% | 12,474 | -31.9% | 0.00% | -50.0% |
| Q1 2018 | $112,000 | -11.1% | 18,306 | -8.1% | 0.00% | -20.0% |
| Q4 2017 | $126,000 | -3.1% | 19,922 | -7.5% | 0.01% | 0.0% |
| Q3 2017 | $130,000 | +34.0% | 21,548 | +25.9% | 0.01% | +66.7% |
| Q2 2017 | $97,000 | – | 17,117 | – | 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% |