LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 168 filers reported holding LIBERTY ALL STAR EQUITY FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $988 | -42.9% | 166,825 | -37.6% | 0.09% | -43.4% |
| Q2 2023 | $1,731 | -21.2% | 267,517 | -24.5% | 0.15% | -13.6% |
| Q1 2023 | $2,196 | +4.4% | 354,198 | -4.0% | 0.18% | -11.1% |
| Q4 2022 | $2,104 | -99.9% | 369,137 | -2.0% | 0.20% | -2.5% |
| Q3 2022 | $2,083,000 | -25.2% | 376,759 | -15.0% | 0.20% | -26.2% |
| Q2 2022 | $2,784,000 | -4.9% | 443,374 | +22.4% | 0.28% | +19.0% |
| Q1 2022 | $2,927,000 | +29.8% | 362,215 | +34.6% | 0.23% | +35.1% |
| Q4 2021 | $2,255,000 | +8.4% | 269,056 | +11.3% | 0.17% | -1.7% |
| Q3 2021 | $2,080,000 | +7.3% | 241,806 | +12.8% | 0.17% | +6.7% |
| Q2 2021 | $1,939,000 | +34.7% | 214,452 | +13.6% | 0.16% | +14.8% |
| Q1 2021 | $1,440,000 | +106.6% | 188,779 | +86.9% | 0.14% | +94.5% |
| Q4 2020 | $697,000 | +2580.8% | 101,001 | +2382.2% | 0.07% | +1725.0% |
| Q2 2018 | $26,000 | – | 4,069 | – | 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% |