HOEY INVESTMENTS, INC - LIBERTY ALL STAR EQUITY FD ownership

LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 168 filers reported holding LIBERTY ALL STAR EQUITY FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
HOEY INVESTMENTS, INC ownership history of LIBERTY ALL STAR EQUITY FD
ValueSharesWeighting
Q3 2023$18,074
-8.5%
3,0530.0%0.01%0.0%
Q2 2023$19,753
+4.4%
3,0530.0%0.01%
-14.3%
Q1 2023$18,929
+8.8%
3,0530.0%0.01%
-12.5%
Q4 2022$17,402
+2.4%
3,0530.0%0.01%
+14.3%
Q3 2022$17,000
-10.5%
3,0530.0%0.01%
-12.5%
Q2 2022$19,000
-24.0%
3,0530.0%0.01%
+14.3%
Q1 2022$25,000
-3.8%
3,0530.0%0.01%0.0%
Q4 2021$26,000
+8.3%
3,053
+10.0%
0.01%0.0%
Q3 2021$24,000
-4.0%
2,7750.0%0.01%0.0%
Q2 2021$25,000
+19.0%
2,7750.0%0.01%0.0%
Q1 2021$21,000
+10.5%
2,7750.0%0.01%0.0%
Q4 2020$19,000
+11.8%
2,7750.0%0.01%0.0%
Q3 2020$17,000
+6.2%
2,7750.0%0.01%
-12.5%
Q2 2020$16,000
+23.1%
2,7750.0%0.01%
-11.1%
Q1 2020$13,000
-31.6%
2,7750.0%0.01%
-30.8%
Q4 2019$19,0002,7750.01%
Other shareholders
LIBERTY ALL STAR EQUITY FD shareholders Q4 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