Kelman-Lazarov, Inc. - 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
Kelman-Lazarov, Inc. ownership history of LIBERTY ALL STAR EQUITY FD
ValueSharesWeighting
Q4 2017$88,000
+4.8%
13,9520.0%0.04%
+2.3%
Q3 2017$84,000
+6.3%
13,9520.0%0.04%
+2.3%
Q2 2017$79,000
-99.9%
13,9520.0%0.04%
+4.9%
Q3 2016$72,271,000
+5.4%
13,952
+2.3%
0.04%
+5.1%
Q2 2016$68,596,000
+103833.3%
13,637
+2.4%
0.04%0.0%
Q1 2016$66,00013,3200.04%
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