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 161 filers reported holding LIBERTY ALL STAR EQUITY FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

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 Q2 2023
NameSharesValueWeighting ↓
Bulldog Investors, LLP 6,449,921$37,926,0008.64%
Gramercy Funds Management LLC 2,086,488$12,269,0004.33%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 814,887$4,792,0003.24%
Shaker Financial Services, LLC 727,368$4,277,0002.81%
Relative Value Partners, LLC 3,005,715$17,674,0002.36%
RIVERNORTH CAPITAL MANAGEMENT, LLC 3,451,297$20,294,0001.65%
Thomas J. Herzfeld Advisors, Inc. 404,283$2,377,0001.40%
Karpus Management, Inc. 3,436,629$20,207,0001.05%
Ancora Advisors LLC 941,622$5,537,0000.78%
1607 Capital Partners, LLC 1,337,130$7,862,0000.61%
View complete list of LIBERTY ALL STAR EQUITY FD shareholders