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Karpus Management, Inc.

Position in USA — Liberty All Star Equity Fund

CIK 1048703 Pittsford, NY

Position in USA

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$19,009,547
+$1,712,911 QoQ
Shares Held
3,271,867
+5.0% QoQ
Ownership
1.06%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#6
of 228 holders
Holding Since
Mar 2020
10 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in USA Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Karpus Management, Inc. holds $1,412,588,456 across 71 Asset Management names. USA ranks #20 (1.3% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in USA

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $19,009,547 3,271,867
2026-03-31 $17,296,636 3,116,511
2025-12-31 $11,495,602 1,830,510
2024-03-31 $629,700 88,070
2023-12-31 $320,914 50,300
2021-03-31 $6,461,572 846,864
2020-12-31 $16,538,547 2,396,891
2020-09-30 $12,112,812 2,015,443
2020-06-30 $11,568,276 2,022,426
2020-03-31 $6,750,502 1,394,732