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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $19,000 | -17.4% | 2,291 | -18.0% | 0.00% | – |
| Q4 2021 | $23,000 | +35.3% | 2,795 | +41.5% | 0.00% | – |
| Q3 2021 | $17,000 | -39.3% | 1,975 | -36.7% | 0.00% | – |
| Q2 2021 | $28,000 | +33.3% | 3,121 | +12.2% | 0.00% | – |
| Q1 2021 | $21,000 | +23.5% | 2,782 | +10.4% | 0.00% | – |
| Q4 2020 | $17,000 | +70.0% | 2,521 | +51.4% | 0.00% | – |
| Q3 2020 | $10,000 | -16.7% | 1,665 | -22.7% | 0.00% | – |
| Q2 2020 | $12,000 | -53.8% | 2,154 | -59.2% | 0.00% | – |
| Q1 2020 | $26,000 | -29.7% | 5,274 | -3.5% | 0.00% | – |
| Q4 2019 | $37,000 | +2.8% | 5,468 | -2.7% | 0.00% | – |
| Q3 2019 | $36,000 | +3500.0% | 5,617 | +4000.0% | 0.00% | – |
| Q2 2019 | $1,000 | -90.9% | 137 | -91.4% | 0.00% | – |
| Q3 2018 | $11,000 | +37.5% | 1,596 | +24.8% | 0.00% | – |
| Q2 2018 | $8,000 | -33.3% | 1,279 | -34.4% | 0.00% | – |
| Q1 2018 | $12,000 | 0.0% | 1,950 | -1.4% | 0.00% | – |
| Q4 2017 | $12,000 | -53.8% | 1,978 | -53.9% | 0.00% | – |
| Q3 2017 | $26,000 | -99.0% | 4,290 | -99.1% | 0.00% | -100.0% |
| Q2 2017 | $2,651,000 | +14.7% | 468,293 | +10.6% | 0.00% | 0.0% |
| Q1 2017 | $2,312,000 | -45.9% | 423,522 | -48.9% | 0.00% | -50.0% |
| Q4 2016 | $4,275,000 | +7.0% | 828,401 | +7.4% | 0.00% | 0.0% |
| Q3 2016 | $3,997,000 | +3.9% | 771,596 | +0.7% | 0.00% | 0.0% |
| Q2 2016 | $3,847,000 | +28.0% | 766,267 | +26.7% | 0.00% | +33.3% |
| Q1 2016 | $3,006,000 | +929.5% | 604,811 | +1004.8% | 0.00% | – |
| Q4 2015 | $292,000 | +1617.6% | 54,742 | +1482.1% | 0.00% | – |
| Q3 2015 | $17,000 | -10.5% | 3,460 | +6.5% | 0.00% | – |
| Q2 2015 | $19,000 | 0.0% | 3,248 | -2.1% | 0.00% | – |
| Q1 2015 | $19,000 | +35.7% | 3,318 | +43.1% | 0.00% | – |
| Q4 2014 | $14,000 | 0.0% | 2,318 | 0.0% | 0.00% | – |
| Q3 2014 | $14,000 | -12.5% | 2,318 | -13.4% | 0.00% | – |
| Q2 2014 | $16,000 | -5.9% | 2,676 | -8.8% | 0.00% | – |
| Q1 2014 | $17,000 | -46.9% | 2,933 | -45.9% | 0.00% | – |
| Q4 2013 | $32,000 | +166.7% | 5,417 | +149.9% | 0.00% | – |
| Q3 2013 | $12,000 | – | 2,168 | – | 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% |