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 | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $578,000 | -31.4% | 107,480 | -13.1% | 0.00% | -25.0% |
| Q3 2018 | $842,000 | -71.5% | 123,642 | -74.7% | 0.00% | -76.5% |
| Q3 2017 | $2,951,000 | +46.2% | 489,339 | +32.4% | 0.02% | +88.9% |
| Q1 2017 | $2,018,000 | -12.7% | 369,596 | -17.5% | 0.01% | -25.0% |
| Q4 2016 | $2,312,000 | +6.4% | 448,122 | +6.8% | 0.01% | 0.0% |
| Q3 2016 | $2,173,000 | -17.6% | 419,526 | -20.1% | 0.01% | -25.0% |
| Q2 2016 | $2,636,000 | -2.8% | 525,055 | -1.8% | 0.02% | +6.7% |
| Q3 2015 | $2,712,000 | – | 534,641 | – | 0.02% | – |
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% |