LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 101 filers reported holding LIBERTY ALL STAR EQUITY FD in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $11,607,000 | +437.1% | 1,385,033 | +451.3% | 0.27% | +387.5% |
| Q3 2021 | $2,161,000 | -13.8% | 251,231 | -49.1% | 0.06% | +19.1% |
| Q3 2015 | $2,506,000 | -67.7% | 493,319 | -63.4% | 0.05% | -66.9% |
| Q2 2015 | $7,748,000 | +2.3% | 1,347,392 | +3.9% | 0.14% | +8.4% |
| Q1 2015 | $7,573,000 | +1.6% | 1,296,694 | +4.0% | 0.13% | +5.6% |
| Q4 2014 | $7,455,000 | +50.6% | 1,246,694 | +46.8% | 0.12% | +44.2% |
| Q3 2014 | $4,951,000 | +10.4% | 849,215 | +13.8% | 0.09% | +13.2% |
| Q2 2014 | $4,485,000 | -9.9% | 746,329 | -11.8% | 0.08% | -12.6% |
| Q1 2014 | $4,976,000 | -25.6% | 846,329 | -24.5% | 0.09% | -26.9% |
| Q4 2013 | $6,691,000 | -42.1% | 1,120,756 | -47.6% | 0.12% | -46.4% |
| Q3 2013 | $11,565,000 | +283.2% | 2,137,696 | +268.4% | 0.22% | +263.9% |
| Q2 2013 | $3,018,000 | – | 580,300 | – | 0.06% | – |
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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% |