HB 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 165 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
HB Wealth Management, LLC ownership history of LIBERTY ALL STAR EQUITY FD
ValueSharesWeighting
Q1 2024$81,610
+12.1%
11,4140.0%0.00%0.0%
Q4 2023$72,821
+7.8%
11,4140.0%0.00%0.0%
Q3 2023$67,571
-8.5%
11,4140.0%0.00%0.0%
Q2 2023$73,849
+4.4%
11,4140.0%0.00%0.0%
Q1 2023$70,767
+8.8%
11,4140.0%0.00%0.0%
Q4 2022$65,060
+3.3%
11,4140.0%0.00%0.0%
Q3 2022$63,000
-38.8%
11,414
-30.5%
0.00%
-50.0%
Q2 2022$103,000
-13.4%
16,414
+11.6%
0.00%0.0%
Q1 2022$119,00014,7060.00%
Other shareholders
LIBERTY ALL STAR EQUITY FD shareholders Q2 2023
NameSharesValueWeighting ↓
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,487,973$8,972,0004.29%
RIVERNORTH CAPITAL MANAGEMENT, LLC 8,046,069$48,679,0003.97%
Thomas J. Herzfeld Advisors, Inc. 1,060,726$6,396,0002.82%
Bulldog Investors, LLP 1,254,477$7,564,0002.19%
Karpus Management, Inc. 9,760,702$58,858,0001.50%
CORNERSTONE ADVISORS INC 2,059,985$12,422,0001.44%
Relative Value Partners Group, LLC 1,941,954$11,710,0001.36%
Saba Capital Management, L.P. 2,053,859$12,385,0001.26%
Matisse Capital 393,159$2,371,0001.13%
1607 Capital Partners, LLC 3,261,756$19,668,0001.12%
View complete list of LIBERTY ALL STAR EQUITY FD shareholders