LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 131 filers reported holding LIBERTY ALL STAR EQUITY FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,013,917 | +2.4% | 1,015,557 | +11.9% | 0.00% | 0.0% |
| Q2 2023 | $5,871,134 | +8.7% | 907,463 | +4.2% | 0.00% | 0.0% |
| Q1 2023 | $5,399,941 | +18.2% | 871,185 | +8.7% | 0.00% | 0.0% |
| Q4 2022 | $4,567,000 | +6.5% | 801,237 | +3.3% | 0.00% | 0.0% |
| Q3 2022 | $4,289,000 | -15.5% | 775,464 | -4.5% | 0.00% | 0.0% |
| Q2 2022 | $5,076,000 | +2.5% | 811,619 | +32.5% | 0.00% | +100.0% |
| Q1 2022 | $4,950,000 | -6.5% | 612,516 | -3.0% | 0.00% | 0.0% |
| Q4 2021 | $5,292,000 | +23.1% | 631,479 | +26.5% | 0.00% | 0.0% |
| Q3 2021 | $4,300,000 | +39.5% | 499,122 | +46.4% | 0.00% | 0.0% |
| Q2 2021 | $3,082,000 | +13.6% | 340,994 | -4.1% | 0.00% | 0.0% |
| Q1 2021 | $2,713,000 | +51.7% | 355,558 | +37.2% | 0.00% | 0.0% |
| Q4 2020 | $1,788,000 | -53.6% | 259,229 | -59.6% | 0.00% | -50.0% |
| Q3 2020 | $3,853,000 | +9.7% | 641,052 | +4.4% | 0.00% | 0.0% |
| Q2 2020 | $3,512,000 | +32.1% | 613,973 | +11.8% | 0.00% | +100.0% |
| Q1 2020 | $2,658,000 | -24.5% | 549,121 | +5.6% | 0.00% | 0.0% |
| Q4 2019 | $3,519,000 | +14.3% | 519,835 | +8.1% | 0.00% | 0.0% |
| Q3 2019 | $3,078,000 | +7.1% | 480,802 | +7.4% | 0.00% | 0.0% |
| Q2 2019 | $2,874,000 | +354.0% | 447,655 | +332.0% | 0.00% | – |
| Q1 2019 | $633,000 | +134.4% | 103,628 | +106.4% | 0.00% | – |
| Q4 2018 | $270,000 | -3.9% | 50,196 | +21.6% | 0.00% | – |
| Q3 2018 | $281,000 | +93.8% | 41,267 | +81.7% | 0.00% | – |
| Q2 2018 | $145,000 | +113.2% | 22,708 | +105.1% | 0.00% | – |
| Q1 2018 | $68,000 | 0.0% | 11,073 | +2.8% | 0.00% | – |
| Q4 2017 | $68,000 | -19.0% | 10,772 | -22.7% | 0.00% | – |
| Q3 2017 | $84,000 | +29.2% | 13,927 | +22.2% | 0.00% | – |
| Q2 2017 | $65,000 | +4.8% | 11,401 | +0.8% | 0.00% | – |
| Q1 2017 | $62,000 | -28.7% | 11,314 | -33.2% | 0.00% | – |
| Q4 2016 | $87,000 | +4250.0% | 16,933 | +5451.8% | 0.00% | – |
| Q3 2014 | $2,000 | -50.0% | 305 | -56.6% | 0.00% | – |
| Q1 2014 | $4,000 | – | 702 | – | 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% |