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 | $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 | 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% |