Apollon 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 158 filers reported holding LIBERTY ALL STAR EQUITY FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Apollon Wealth Management, LLC ownership history of LIBERTY ALL STAR EQUITY FD
ValueSharesWeighting
Q3 2023$147,574
-11.0%
24,928
-2.7%
0.01%
-12.5%
Q2 2023$165,820
+12.8%
25,629
+8.1%
0.01%
-11.1%
Q1 2023$146,959
+33.7%
23,703
+22.9%
0.01%
+12.5%
Q4 2022$109,896
+9.9%
19,280
+6.3%
0.01%0.0%
Q3 2022$100,000
-8.3%
18,132
+15.1%
0.01%
-73.3%
Q4 2020$109,00015,7500.03%
Other shareholders
LIBERTY ALL STAR EQUITY FD shareholders Q1 2023
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