BerganKDV 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 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
BerganKDV Wealth Management, LLC ownership history of LIBERTY ALL STAR EQUITY FD
ValueSharesWeighting
Q2 2023$25,990
+4.4%
4,0170.0%0.00%0.0%
Q1 2023$24,906
-45.5%
4,017
-49.9%
0.00%
-40.0%
Q4 2022$45,680
+3.8%
8,0140.0%0.01%0.0%
Q3 2022$44,000
-12.0%
8,014
+0.1%
0.01%
-16.7%
Q2 2022$50,000
-23.1%
8,0060.0%0.01%
-14.3%
Q1 2022$65,000
-22.6%
8,006
-20.0%
0.01%
-22.2%
Q4 2021$84,000
-18.4%
10,006
-16.7%
0.01%
-25.0%
Q3 2021$103,000
-4.6%
12,006
+0.1%
0.01%
-7.7%
Q2 2021$108,000
+17.4%
12,0000.0%0.01%
+8.3%
Q1 2021$92,000
+10.8%
12,0000.0%0.01%0.0%
Q4 2020$83,000
+15.3%
12,0000.0%0.01%
+9.1%
Q3 2020$72,000
+4.3%
12,0000.0%0.01%
-8.3%
Q2 2020$69,000
+19.0%
12,0000.0%0.01%0.0%
Q1 2020$58,000
-28.4%
12,0000.0%0.01%
-14.3%
Q4 2019$81,000
+5.2%
12,0000.0%0.01%
-6.7%
Q3 2019$77,0000.0%12,0000.0%0.02%0.0%
Q2 2019$77,000
+5.5%
12,0000.0%0.02%0.0%
Q1 2019$73,000
+12.3%
12,0000.0%0.02%0.0%
Q4 2018$65,000
-20.7%
12,0000.0%0.02%
-16.7%
Q3 2018$82,000
+6.5%
12,0000.0%0.02%
+5.9%
Q2 2018$77,000
+4.1%
12,0000.0%0.02%
-15.0%
Q1 2018$74,000
-2.6%
12,0000.0%0.02%
+11.1%
Q4 2017$76,000
+5.6%
12,0000.0%0.02%0.0%
Q3 2017$72,000
+5.9%
12,0000.0%0.02%
-5.3%
Q2 2017$68,000
+3.0%
12,0000.0%0.02%
-5.0%
Q1 2017$66,000
+6.5%
12,0000.0%0.02%
-4.8%
Q4 2016$62,0000.0%12,0000.0%0.02%0.0%
Q3 2016$62,000
-48.3%
12,000
-50.0%
0.02%
-30.0%
Q2 2016$120,000
+100.0%
24,000
+100.0%
0.03%
-16.7%
Q1 2016$60,00012,0000.04%
Other shareholders
LIBERTY ALL STAR EQUITY FD shareholders Q1 2022
NameSharesValueWeighting ↓
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,395,970$8,934,0004.06%
1607 Capital Partners, LLC 4,702,080$30,093,0001.75%
RIVERNORTH CAPITAL MANAGEMENT, LLC 2,535,945$16,230,0001.28%
Relative Value Partners Group, LLC 1,590,714$10,181,0001.12%
Edmonds Duncan Registered Investment Advisors, LLC 354,376$2,268,0000.99%
Arete Wealth Advisors, LLC 460,896$2,950,0000.70%
Matisse Capital 138,730$888,0000.70%
Titus Wealth Management 92,339$591,0000.63%
Advisory Alpha, LLC 354,503$2,400,0000.60%
Quad-Cities Investment Group, LLC 66,387$425,0000.40%
View complete list of LIBERTY ALL STAR EQUITY FD shareholders