LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 97 filers reported holding LIBERTY ALL STAR EQUITY FD in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $130,000 | +78.1% | 26,872 | +98.4% | 0.00% | – |
| Q4 2018 | $73,000 | -78.7% | 13,546 | -73.0% | 0.00% | – |
| Q3 2018 | $342,000 | -40.5% | 50,157 | -44.2% | 0.00% | – |
| Q2 2018 | $575,000 | +342.3% | 89,836 | +322.3% | 0.00% | – |
| Q1 2018 | $130,000 | -50.9% | 21,273 | -49.4% | 0.00% | – |
| Q4 2017 | $265,000 | +134.5% | 42,046 | +125.3% | 0.00% | – |
| Q3 2017 | $113,000 | -58.3% | 18,663 | -61.1% | 0.00% | – |
| Q2 2017 | $271,000 | +176.5% | 47,927 | +168.0% | 0.00% | – |
| Q1 2017 | $98,000 | +22.5% | 17,883 | +15.8% | 0.00% | – |
| Q4 2016 | $80,000 | -46.3% | 15,439 | -46.4% | 0.00% | – |
| Q3 2016 | $149,000 | -22.0% | 28,792 | -24.3% | 0.00% | – |
| Q2 2016 | $191,000 | +101.1% | 38,045 | +98.4% | 0.00% | – |
| Q1 2016 | $95,000 | +23.4% | 19,178 | +33.6% | 0.00% | – |
| Q4 2015 | $77,000 | +8.5% | 14,360 | +2.5% | 0.00% | – |
| Q3 2015 | $71,000 | -10.1% | 14,006 | +2.3% | 0.00% | – |
| Q2 2015 | $79,000 | -43.2% | 13,696 | -42.5% | 0.00% | – |
| Q1 2015 | $139,000 | -21.5% | 23,808 | -19.7% | 0.00% | – |
| Q4 2014 | $177,000 | +110.7% | 29,657 | +105.5% | 0.00% | – |
| Q3 2014 | $84,000 | -22.2% | 14,430 | -19.5% | 0.00% | – |
| Q2 2014 | $108,000 | -19.4% | 17,919 | -27.9% | 0.00% | – |
| Q3 2013 | $134,000 | +71.8% | 24,844 | +64.6% | 0.00% | – |
| Q2 2013 | $78,000 | -96.0% | 15,089 | -96.3% | 0.00% | -100.0% |
| Q4 2012 | $1,954,000 | -41.4% | 409,744 | -40.7% | 0.00% | 0.0% |
| Q3 2012 | $3,337,000 | +49.8% | 690,786 | +39.9% | 0.00% | 0.0% |
| Q2 2012 | $2,227,000 | +266.9% | 493,843 | +300.9% | 0.00% | – |
| Q1 2012 | $607,000 | – | 123,191 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 890,869 | $5,100,000 | 2.37% |
| Shaker Financial Services, LLC | 479,495 | $2,743,000 | 1.52% |
| Titus Wealth Management | 138,702 | $793,000 | 0.62% |
| Quad-Cities Investment Group, LLC | 88,669 | $507,000 | 0.52% |
| Penserra Capital Management LLC | 1,592,818 | $9,110,000 | 0.47% |
| Karpus Management, Inc. | 2,022,426 | $11,568,000 | 0.44% |
| RB Capital Management, LLC | 117,302 | $671,000 | 0.36% |
| Regent Investment Management LLC | 181,500 | $1,038,000 | 0.34% |
| Live Oak Private Wealth LLC | 158,585 | $907,000 | 0.33% |
| Stockman Wealth Management, Inc. | 98,629 | $564,000 | 0.21% |