LIBERTY 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 169 filers reported holding LIBERTY ALL STAR EQUITY FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of LIBERTY ALL STAR EQUITY FD
ValueSharesWeighting
Q2 2020$0
-100.0%
27
-95.8%
0.00%
-100.0%
Q1 2020$3,0006430.00%
Other shareholders
LIBERTY ALL STAR EQUITY FD shareholders Q3 2023
NameSharesValueWeighting ↓
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 896,864$6,190,0002.13%
Shaker Financial Services, LLC 316,586$2,184,0000.91%
Titus Wealth Management 210,710$1,454,0000.89%
Bickling Financial Services, Inc. 145,604$1,005,0000.62%
Karpus Management, Inc. 2,396,891$16,539,0000.52%
Stolper Co 99,188$684,0000.38%
Regent Investment Management LLC 198,000$1,366,0000.38%
RB Capital Management, LLC 113,105$781,0000.36%
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 329,262$2,272,0000.36%
Live Oak Private Wealth LLC 159,010$1,097,0000.31%
View complete list of LIBERTY ALL STAR EQUITY FD shareholders