LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 140 filers reported holding LIBERTY ALL STAR EQUITY FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $269,242 | -13.2% | 45,480 | -5.1% | 0.00% | -100.0% |
| Q2 2023 | $310,197 | +5.5% | 47,944 | +1.1% | 0.00% | 0.0% |
| Q1 2023 | $294,111 | -23.0% | 47,437 | -29.2% | 0.00% | 0.0% |
| Q4 2022 | $381,718 | +1.5% | 66,968 | -1.6% | 0.00% | 0.0% |
| Q3 2022 | $376,000 | -5.8% | 68,023 | +7.2% | 0.00% | 0.0% |
| Q2 2022 | $399,000 | -23.1% | 63,461 | -1.1% | 0.00% | 0.0% |
| Q1 2022 | $519,000 | -7.3% | 64,194 | -4.0% | 0.00% | 0.0% |
| Q4 2021 | $560,000 | +12.4% | 66,879 | +15.6% | 0.00% | 0.0% |
| Q3 2021 | $498,000 | -6.9% | 57,870 | -2.2% | 0.00% | 0.0% |
| Q2 2021 | $535,000 | -6.3% | 59,166 | -20.9% | 0.00% | 0.0% |
| Q1 2021 | $571,000 | +10.2% | 74,841 | -0.4% | 0.00% | 0.0% |
| Q4 2020 | $518,000 | +4.9% | 75,154 | -8.6% | 0.00% | 0.0% |
| Q3 2020 | $494,000 | +0.8% | 82,192 | -4.1% | 0.00% | 0.0% |
| Q2 2020 | $490,000 | +23.1% | 85,715 | +4.3% | 0.00% | 0.0% |
| Q1 2020 | $398,000 | -25.9% | 82,158 | +3.6% | 0.00% | 0.0% |
| Q4 2019 | $537,000 | +579.7% | 79,333 | +483.7% | 0.00% | -50.0% |
| Q3 2014 | $79,000 | -77.2% | 13,592 | -76.4% | 0.00% | -80.0% |
| Q2 2014 | $346,000 | +2.1% | 57,607 | 0.0% | 0.01% | -9.1% |
| Q1 2014 | $339,000 | – | 57,607 | – | 0.01% | – |
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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% |