Polaris Wealth Advisory Group, LLC - LIBERTY ALL STAR EQUITY FD ownership

LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 169 filers reported holding LIBERTY ALL STAR EQUITY FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Polaris Wealth Advisory Group, LLC ownership history of LIBERTY ALL STAR EQUITY FD
ValueSharesWeighting
Q4 2021$246,000
-5.7%
29,3760.0%0.01%
-12.5%
Q3 2021$261,000
-0.4%
29,3760.0%0.02%0.0%
Q2 2021$262,000
+263.9%
29,376
+155.4%
0.02%
+166.7%
Q4 2017$72,00011,5020.01%
Other shareholders
LIBERTY ALL STAR EQUITY FD shareholders Q3 2023
NameSharesValueWeighting ↓
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 890,869$5,100,0002.37%
Shaker Financial Services, LLC 479,495$2,743,0001.52%
Titus Wealth Management 138,702$793,0000.62%
Quad-Cities Investment Group, LLC 88,669$507,0000.52%
Penserra Capital Management LLC 1,592,818$9,110,0000.47%
Karpus Management, Inc. 2,022,426$11,568,0000.44%
RB Capital Management, LLC 117,302$671,0000.36%
Regent Investment Management LLC 181,500$1,038,0000.34%
Live Oak Private Wealth LLC 158,585$907,0000.33%
Stockman Wealth Management, Inc. 98,629$564,0000.21%
View complete list of LIBERTY ALL STAR EQUITY FD shareholders