Latest Institutional Transactions on Liberty All Star Equity Fund (USA)
This table provides information on the latest institutional transactions involving Liberty All Star Equity Fund (USA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
122K+ 3.7% |
$717K - $828K
|
3.41M
$22.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
BUY
|
- |
358+ 2.23% |
$2.11K - $2.44K
|
16.4K
$108K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-41.3K- 11.28% |
$244K - $281K
|
325K
$2.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
357KNew |
$2.11M - $2.43M
|
357K
$2.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.54K- 18.7% |
$38.6K - $44.5K
|
28.4K
$187K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.09K- 1.87% |
$6.41K - $7.4K
|
57.1K
$375K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
54.2K+ 3.21% |
$320K - $369K
|
1.74M
$11.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
17.2KNew |
$102K - $117K
|
17.2K
$113K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-136- 1.3% |
$802 - $926
|
10.3K
$67.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
117K+ 28.18% |
$690K - $796K
|
532K
$3.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-23.4K- 28.25% |
$138K - $159K
|
59.3K
$390K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.73K- 1.9% |
$16.1K - $18.6K
|
141K
$927K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-78.8K- 14.97% |
$465K - $536K
|
447K
$2.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
56+ 0.32% |
$330 - $381
|
17.5K
$115K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.69K- 16.93% |
$21.7K - $25.1K
|
18.1K
$119K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.85K+ 1.82% |
$16.8K - $19.4K
|
159K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
32.6KNew |
$192K - $222K
|
32.6K
$214K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-35- 35.0% |
$207 - $238
|
65
$427
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.1K+ 7.51% |
$83K - $95.8K
|
201K
$1.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
164K+ 5.4% |
$969K - $1.12M
|
3.21M
$21.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
142K+ 946.59% |
$838K - $968K
|
157K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
43+ 2.19% |
$254 - $293
|
2.01K
$13.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
25.7KNew |
$151K - $175K
|
25.7K
$169K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-23.9K- 39.24% |
$141K - $163K
|
37K
$243K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
221+ 0.52% |
$1.3K - $1.51K
|
43K
$282K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
77.9K+ 4.09% |
$459K - $530K
|
1.98M
$13M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.5K+ 9.18% |
$85.3K - $98.5K
|
172K
$1.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
23KNew |
$136K - $157K
|
23K
$151K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
10KNew |
$59K - $68.1K
|
10K
$65.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16.7K- 2.01% |
$98.8K - $114K
|
816K
$5.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2K+ 20.0% |
$11.8K - $13.6K
|
12K
$78.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-528- 7.42% |
$3.12K - $3.6K
|
6.59K
$43.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-53.5K- 6.17% |
$315K - $364K
|
813K
$5.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
64.5KNew |
$380K - $439K
|
64.5K
$424K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
180+ 0.72% |
$1.06K - $1.23K
|
25.2K
$166K
|
|
|
Aug 13, 2025
Q2 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
17+ 2.17% |
$100 - $116
|
801
$5.26K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-3.89K- 33.14% |
$23K - $26.5K
|
7.86K
$51.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
28.6K+ 6.73% |
$169K - $195K
|
453K
$2.98M
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-177K- 62.57% |
$1.05M - $1.21M
|
106K
$696K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-201K- 80.61% |
$1.19M - $1.37M
|
48.3K
$318K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
307+ 0.17% |
$1.81K - $2.09K
|
186K
$1.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
1.17K+ 2.23% |
$6.91K - $7.98K
|
53.7K
$353K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
168K+ 3.84% |
$989K - $1.14M
|
4.54M
$29.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-3.66K- 8.66% |
$21.6K - $24.9K
|
38.6K
$253K
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-29.5K- 56.47% |
$174K - $201K
|
22.7K
$149K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-10K- 27.24% |
$59K - $68.1K
|
26.7K
$176K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-14.4K- 4.3% |
$84.7K - $97.8K
|
319K
$2.1M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
24.8K+ 6.96% |
$146K - $169K
|
381K
$2.5M
|