Advisors Asset Management, Inc. - LIBERTY ALL STAR EQUITY FD ownership

LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 163 filers reported holding LIBERTY ALL STAR EQUITY FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Advisors Asset Management, Inc. ownership history of LIBERTY ALL STAR EQUITY FD
ValueSharesWeighting
Q3 2023$5,663,842
-8.0%
956,730
+0.5%
0.12%
-3.2%
Q2 2023$6,158,385
+31.2%
951,837
+25.8%
0.13%
+32.6%
Q1 2023$4,692,464
+3.4%
756,849
-4.9%
0.10%
+2.2%
Q4 2022$4,536,892
-13.8%
795,946
-16.4%
0.09%
-16.2%
Q3 2022$5,263,000
-19.2%
951,793
-8.2%
0.11%
-10.5%
Q2 2022$6,514,000
-3.8%
1,037,234
+23.8%
0.12%
+19.2%
Q1 2022$6,772,000
+0.8%
838,062
+4.5%
0.10%
+8.3%
Q4 2021$6,721,000
-12.4%
801,987
-10.1%
0.10%
-17.9%
Q3 2021$7,670,000
-6.8%
891,808
-2.1%
0.12%
-3.3%
Q2 2021$8,234,000
+17.7%
910,802
-0.7%
0.12%
+11.0%
Q1 2021$6,998,000
+37.4%
917,226
+24.2%
0.11%
+29.8%
Q4 2020$5,094,000
-3.6%
738,326
-16.0%
0.08%
-14.3%
Q3 2020$5,283,000
-3.7%
879,110
-8.3%
0.10%
-8.4%
Q2 2020$5,487,000
-3.3%
959,200
-18.2%
0.11%
-20.7%
Q1 2020$5,672,000
-22.9%
1,171,939
+7.8%
0.14%
+4.7%
Q4 2019$7,361,000
-3.0%
1,087,370
-8.3%
0.13%
-7.9%
Q3 2019$7,588,000
-6.0%
1,185,666
-5.7%
0.14%
-4.1%
Q2 2019$8,076,000
-14.4%
1,257,978
-18.5%
0.15%
-13.1%
Q1 2019$9,433,000
-0.9%
1,543,802
-12.8%
0.17%
-12.5%
Q4 2018$9,521,000
-31.7%
1,769,724
-13.5%
0.19%
-15.8%
Q3 2018$13,932,000
-4.7%
2,045,871
-10.4%
0.23%
-8.1%
Q2 2018$14,612,000
+3.9%
2,283,183
+1.4%
0.25%
+5.1%
Q1 2018$14,057,000
-1.5%
2,250,696
-0.7%
0.24%
+0.4%
Q4 2017$14,273,000
+7.3%
2,265,494
+2.7%
0.24%
+5.4%
Q3 2017$13,301,000
+0.8%
2,205,811
-5.4%
0.22%
+0.9%
Q2 2017$13,199,000
-0.9%
2,331,905
-4.4%
0.22%
-0.9%
Q1 2017$13,325,000
+11.4%
2,440,483
+5.3%
0.22%
+12.1%
Q4 2016$11,957,000
+10.0%
2,317,234
+10.5%
0.20%
+11.8%
Q3 2016$10,866,000
+22.2%
2,097,700
+18.4%
0.18%
+23.6%
Q2 2016$8,895,000
-15.6%
1,771,874
-16.5%
0.14%
-17.7%
Q1 2016$10,541,000
-13.8%
2,120,947
-7.2%
0.18%
-9.8%
Q4 2015$12,230,000
+12.4%
2,285,976
+6.7%
0.19%
+12.1%
Q3 2015$10,879,000
+9.7%
2,141,575
+24.2%
0.17%
+27.2%
Q2 2015$9,914,000
-17.2%
1,724,185
-15.9%
0.14%
-14.5%
Q1 2015$11,975,000
+19.3%
2,050,588
+22.2%
0.16%
+17.8%
Q4 2014$10,035,000
+33.2%
1,678,148
+29.9%
0.14%
+29.8%
Q3 2014$7,534,000
+22.7%
1,292,296
+26.5%
0.10%
+22.4%
Q2 2014$6,142,000
+17.2%
1,021,929
+14.9%
0.08%
+7.6%
Q1 2014$5,239,000
+153.7%
889,510
+157.2%
0.08%
+139.4%
Q4 2013$2,065,000
+90.0%
345,886
+72.1%
0.03%
+73.7%
Q3 2013$1,087,000201,0090.02%
Other shareholders
LIBERTY ALL STAR EQUITY FD shareholders Q1 2022
NameSharesValueWeighting ↓
Bensler, LLC 1,297,269$7,679,8371.48%
Shaker Financial Services, LLC 264,813$1,567,6930.73%
WealthTrust Asset Management, LLC 74,322$439,9870.41%
Integrated Advisors Network LLC 788,360$4,667,0950.28%
RB Capital Management, LLC 128,527$757,0350.24%
Samalin Investment Counsel, LLC 66,988$396,5700.23%
Sunesis Advisors, LLC 52,909$313,2210.22%
Financial Advocates Investment Management 486,577$2,880,5380.21%
Live Oak Private Wealth LLC 158,585$938,8230.20%
Golden State Equity Partners 115,010$680,8590.19%
View complete list of LIBERTY ALL STAR EQUITY FD shareholders