Altus Wealth Group LLC - LIBERTY ALL STAR EQUITY FD ownership

LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 144 filers reported holding LIBERTY ALL STAR EQUITY FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Altus Wealth Group LLC ownership history of LIBERTY ALL STAR EQUITY FD
ValueSharesWeighting
Q3 2023$208,710
-8.5%
35,2550.0%0.13%
-5.7%
Q2 2023$228,100
+4.4%
35,2550.0%0.14%
-4.8%
Q1 2023$218,581
+8.8%
35,2550.0%0.15%
-3.9%
Q4 2022$200,954
-25.3%
35,255
+12.6%
0.15%
-42.7%
Q3 2022$269,0000.0%31,3190.0%0.27%0.0%
Q2 2022$269,000
-3.2%
31,319
-8.8%
0.27%
+17.1%
Q1 2022$278,000
-3.5%
34,3500.0%0.23%
-4.2%
Q4 2021$288,000
+7.1%
34,350
+9.7%
0.24%
-10.9%
Q3 2021$269,000
-4.9%
31,3190.0%0.27%
-3.3%
Q2 2021$283,000
+9.7%
31,3190.0%0.28%
+7.8%
Q1 2021$258,000
+19.4%
31,3190.0%0.26%
+23.7%
Q4 2020$216,00031,3190.21%
Other shareholders
LIBERTY ALL STAR EQUITY FD shareholders Q2 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