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 151 filers reported holding LIBERTY ALL STAR EQUITY FD in Q3 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 Q3 2021
NameSharesValueWeighting ↓
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,346,329$9,169,0003.93%
1607 Capital Partners, LLC 4,172,380$28,414,0001.64%
Relative Value Partners Group, LLC 1,574,995$10,726,0001.19%
Edmonds Duncan Registered Investment Advisors, LLC 359,354$2,447,0001.00%
Arete Wealth Advisors, LLC 481,442$3,279,0000.73%
Titus Wealth Management 98,701$672,0000.58%
Advisory Alpha, LLC 345,351$2,086,0000.53%
Matisse Capital 86,613$590,0000.53%
RB Capital Management, LLC 72,046$491,0000.44%
Quad-Cities Investment Group, LLC 68,004$464,0000.41%
View complete list of LIBERTY ALL STAR EQUITY FD shareholders