LIBERTY WEALTH MANAGEMENT LLC - ALLIANZGI EQUITY & CONV INCO ownership

ALLIANZGI EQUITY & CONV INCO's ticker is NIEXXXX and the CUSIP is 018829101. A total of 1 filers reported holding ALLIANZGI EQUITY & CONV INCO in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of ALLIANZGI EQUITY & CONV INCO
ValueSharesWeighting
Q1 2020$4,0001890.00%
Other shareholders
ALLIANZGI EQUITY & CONV INCO shareholders Q3 2023
NameSharesValueWeighting ↓
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 157,734$4,461,0002.14%
XML Financial, LLC 113,614$3,213,0000.83%
Karpus Management, Inc. 919,373$26,000,0000.82%
Anfield Capital Management, LLC 62,886$1,778,0000.76%
Golden Green, Inc. 28,445$804,0000.75%
Brick & Kyle, Associates 40,350$1,135,0000.71%
Advisors Asset Management, Inc. 715,405$20,232,0000.34%
Keystone Financial Group 43,148$1,220,0000.25%
CoreFirst Bank & Trust 10,619$300,0000.22%
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 46,674$1,320,0000.21%
View complete list of ALLIANZGI EQUITY & CONV INCO shareholders