Institute for Wealth Management, LLC. - LIBERTY ALL STAR EQUITY FD ownership

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
Institute for Wealth Management, LLC. ownership history of LIBERTY ALL STAR EQUITY FD
ValueSharesWeighting
Q3 2023$468,194
-9.8%
79,087
-1.4%
0.08%
-4.5%
Q2 2023$518,960
+5.0%
80,210
+0.6%
0.09%
-6.4%
Q1 2023$494,144
+5.7%
79,701
-2.8%
0.09%
-4.1%
Q4 2022$467,356
+8.9%
81,992
+5.6%
0.10%
+2.1%
Q3 2022$429,000
-15.6%
77,620
-4.1%
0.10%
-4.0%
Q2 2022$508,000
-19.1%
80,920
+4.0%
0.10%
-2.0%
Q1 2022$628,000
-4.3%
77,780
-0.7%
0.10%
-4.7%
Q4 2021$656,000
-4.0%
78,310
-1.4%
0.11%
-10.8%
Q3 2021$683,000
-8.7%
79,442
-3.9%
0.12%
-8.4%
Q2 2021$748,000
+21.0%
82,699
+2.1%
0.13%
+11.0%
Q1 2021$618,000
+10.6%
81,001
+0.0%
0.12%
+6.3%
Q4 2020$559,000
+24.5%
80,987
+8.4%
0.11%
+7.8%
Q3 2020$449,000
+5.2%
74,734
+0.2%
0.10%
-1.9%
Q2 2020$427,000
+20.6%
74,570
+2.0%
0.10%
-3.7%
Q1 2020$354,000
-37.2%
73,117
-12.2%
0.11%
-14.2%
Q4 2019$564,000
+8.5%
83,307
+2.6%
0.13%
-3.1%
Q3 2019$520,000
+9.0%
81,217
+9.3%
0.13%
+23.6%
Q2 2019$477,000
+5.1%
74,3390.0%0.11%
+7.1%
Q1 2019$454,000
-14.7%
74,339
-5.1%
0.10%
-45.0%
Q3 2018$532,000
+5.6%
78,297
-0.2%
0.18%
+11.8%
Q2 2018$504,000
+1.2%
78,415
-1.7%
0.16%
+9.5%
Q1 2018$498,000
+1.6%
79,774
+2.6%
0.15%
+30.1%
Q4 2017$490,000
+9.1%
77,789
+4.6%
0.11%
-22.6%
Q3 2017$449,000
+8.7%
74,392
+1.7%
0.15%
+28.1%
Q2 2017$413,00073,1550.11%
Other shareholders
LIBERTY ALL STAR EQUITY FD shareholders Q4 2021
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