STEPHENS INC /AR/ - 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 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
STEPHENS INC /AR/ ownership history of LIBERTY ALL STAR EQUITY FD
ValueSharesWeighting
Q3 2023$158,570
-10.7%
26,785
-2.4%
0.00%0.0%
Q2 2023$177,488
+6.6%
27,432
+2.2%
0.00%0.0%
Q1 2023$166,429
-54.0%
26,843
-57.7%
0.00%
-57.1%
Q4 2022$362,083
-1.6%
63,523
-4.6%
0.01%
-12.5%
Q3 2022$368,000
-3.7%
66,573
+9.4%
0.01%0.0%
Q2 2022$382,000
-18.7%
60,828
+4.5%
0.01%0.0%
Q1 2022$470,000
-2.5%
58,203
+1.3%
0.01%
+14.3%
Q4 2021$482,000
+141.0%
57,472
+146.6%
0.01%
+133.3%
Q3 2021$200,000
+49.3%
23,302
+56.9%
0.00%
+50.0%
Q2 2021$134,000
+67.5%
14,848
+19.0%
0.00%0.0%
Q2 2018$80,000
-28.6%
12,474
-31.9%
0.00%
-50.0%
Q1 2018$112,000
-11.1%
18,306
-8.1%
0.00%
-20.0%
Q4 2017$126,000
-3.1%
19,922
-7.5%
0.01%0.0%
Q3 2017$130,000
+34.0%
21,548
+25.9%
0.01%
+66.7%
Q2 2017$97,00017,1170.00%
Other shareholders
LIBERTY ALL STAR EQUITY FD shareholders Q2 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