Bogart Wealth, LLC - LIBERTY ALL STAR EQUITY FD ownership

LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 4 filers reported holding LIBERTY ALL STAR EQUITY FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of LIBERTY ALL STAR EQUITY FD
ValueSharesWeighting
Q3 2023$5,920
-8.5%
1,0000.0%0.00%
Q2 2023$6,4701,0000.00%
Other shareholders
LIBERTY ALL STAR EQUITY FD shareholders Q4 2023
NameSharesValueWeighting ↓
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 924,730$4,476,0002.49%
Titus Wealth Management 127,580$617,0000.58%
Jolley Asset Management, LLC 156,585$758,0000.58%
Penserra Capital Management LLC 1,527,314$8,216,0000.56%
Quad-Cities Investment Group, LLC 87,384$423,0000.54%
Shaker Financial Services, LLC 162,297$786,0000.53%
RB Capital Management, LLC 115,108$526,0000.34%
Regent Investment Management LLC 135,000$653,0000.27%
Karpus Management, Inc. 1,394,732$6,751,0000.26%
Stockman Wealth Management, Inc. 98,629$477,0000.21%
View complete list of LIBERTY ALL STAR EQUITY FD shareholders