LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 85 filers reported holding LIBERTY ALL STAR EQUITY FD in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $46,000 | 0.0% | 7,208 | 0.0% | 0.00% | – |
| Q2 2019 | $46,000 | +4.5% | 7,208 | 0.0% | 0.00% | – |
| Q1 2019 | $44,000 | +15.8% | 7,208 | 0.0% | 0.00% | – |
| Q4 2018 | $38,000 | -61.2% | 7,208 | -50.0% | 0.00% | – |
| Q3 2018 | $98,000 | +6.5% | 14,416 | 0.0% | 0.00% | – |
| Q2 2018 | $92,000 | +109.1% | 14,416 | +100.0% | 0.00% | – |
| Q1 2018 | $44,000 | -2.2% | 7,208 | 0.0% | 0.00% | – |
| Q4 2017 | $45,000 | +4.7% | 7,208 | 0.0% | 0.00% | – |
| Q3 2017 | $43,000 | +7.5% | 7,208 | 0.0% | 0.00% | – |
| Q2 2017 | $40,000 | +2.6% | 7,208 | 0.0% | 0.00% | – |
| Q1 2017 | $39,000 | +5.4% | 7,208 | 0.0% | 0.00% | – |
| Q4 2016 | $37,000 | 0.0% | 7,208 | 0.0% | 0.00% | – |
| Q3 2016 | $37,000 | +2.8% | 7,208 | 0.0% | 0.00% | – |
| Q2 2016 | $36,000 | +2.9% | 7,208 | -0.1% | 0.00% | – |
| Q1 2016 | $35,000 | -7.9% | 7,218 | 0.0% | 0.00% | – |
| Q4 2015 | $38,000 | +5.6% | 7,218 | 0.0% | 0.00% | – |
| Q3 2015 | $36,000 | -16.3% | 7,218 | -5.2% | 0.00% | – |
| Q2 2015 | $43,000 | -8.5% | 7,616 | -7.2% | 0.00% | – |
| Q1 2015 | $47,000 | -89.8% | 8,204 | -89.3% | 0.00% | – |
| Q4 2014 | $460,000 | -10.9% | 77,006 | -13.1% | 0.00% | – |
| Q3 2014 | $516,000 | -1.3% | 88,602 | +1.7% | 0.00% | – |
| Q2 2014 | $523,000 | +1207.5% | 87,149 | +1150.0% | 0.00% | – |
| Q1 2014 | $40,000 | -2.4% | 6,972 | 0.0% | 0.00% | – |
| Q4 2013 | $41,000 | +10.8% | 6,972 | 0.0% | 0.00% | – |
| Q3 2013 | $37,000 | – | 6,972 | – | 0.00% | – |
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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% |