WealthPlan Investment 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 169 filers reported holding LIBERTY ALL STAR EQUITY FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
WealthPlan Investment Management, LLC ownership history of LIBERTY ALL STAR EQUITY FD
ValueSharesWeighting
Q4 2022$68,296
-31.0%
10,605
-34.4%
0.01%
-28.6%
Q3 2022$99,000
-33.1%
16,163
-23.2%
0.01%
-30.0%
Q1 2022$148,00021,0380.01%
Other shareholders
LIBERTY ALL STAR EQUITY FD shareholders Q3 2023
NameSharesValueWeighting ↓
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 890,869$5,100,0002.37%
Shaker Financial Services, LLC 479,495$2,743,0001.52%
Titus Wealth Management 138,702$793,0000.62%
Quad-Cities Investment Group, LLC 88,669$507,0000.52%
Penserra Capital Management LLC 1,592,818$9,110,0000.47%
Karpus Management, Inc. 2,022,426$11,568,0000.44%
RB Capital Management, LLC 117,302$671,0000.36%
Regent Investment Management LLC 181,500$1,038,0000.34%
Live Oak Private Wealth LLC 158,585$907,0000.33%
Stockman Wealth Management, Inc. 98,629$564,0000.21%
View complete list of LIBERTY ALL STAR EQUITY FD shareholders