Retirement 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 137 filers reported holding LIBERTY ALL STAR EQUITY FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Retirement Group, LLC ownership history of LIBERTY ALL STAR EQUITY FD
ValueSharesWeighting
Q2 2023$53,378
-28.8%
8,2500.0%0.02%
-38.9%
Q2 2021$75,000
+19.0%
8,2500.0%0.04%
+24.1%
Q1 2021$63,000
+12.5%
8,2500.0%0.03%
+11.5%
Q4 2020$56,000
+12.0%
8,2500.0%0.03%
-7.1%
Q3 2020$50,0008,2500.03%
Other shareholders
LIBERTY ALL STAR EQUITY FD shareholders Q1 2021
NameSharesValueWeighting ↓
Bulldog Investors, LLP 6,449,921$38,764,0008.19%
Gramercy Funds Management LLC 2,086,488$12,540,0004.63%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 846,071$5,085,0003.07%
Shaker Financial Services, LLC 801,249$4,816,0002.93%
Relative Value Partners, LLC 2,951,495$17,738,0002.23%
RIVERNORTH CAPITAL MANAGEMENT, LLC 3,517,026$21,137,0001.70%
Thomas J. Herzfeld Advisors, Inc. 426,285$2,562,0001.46%
Karpus Management, Inc. 3,842,976$23,096,0001.11%
Ancora Advisors LLC 1,090,622$6,555,0000.85%
DOLIVER ADVISORS, LP 139,525$839,0000.73%
View complete list of LIBERTY ALL STAR EQUITY FD shareholders