AXXCESS 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 163 filers reported holding LIBERTY ALL STAR EQUITY FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
AXXCESS WEALTH MANAGEMENT, LLC ownership history of LIBERTY ALL STAR EQUITY FD
ValueSharesWeighting
Q3 2023$61,313
-8.5%
10,3570.0%0.00%
-60.0%
Q2 2023$67,010
+4.4%
10,3570.0%0.01%0.0%
Q1 2023$64,213
+8.8%
10,3570.0%0.01%0.0%
Q4 2022$59,035
+3.6%
10,3570.0%0.01%0.0%
Q3 2022$57,000
-27.8%
10,357
-17.9%
0.01%
-28.6%
Q2 2022$79,000
-22.5%
12,6220.0%0.01%
-12.5%
Q1 2022$102,000
-3.8%
12,6220.0%0.01%0.0%
Q4 2021$106,00012,6220.01%
Other shareholders
LIBERTY ALL STAR EQUITY FD shareholders Q1 2022
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