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 |
|---|---|---|---|---|---|---|---|
|
Dec 22, 2025
Q3 2025
|
Pmg Family Office LLC
Plano, TX |
BUY
|
- |
289KNew |
$1.83M - $2M
|
289K
$1.75M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
16+ 0.02% |
$101 - $111
|
81.7K
$496K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
70+ 2.72% |
$444 - $486
|
2.65K
$16.1K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.58K- 14.06% |
$29K - $31.8K
|
28K
$170K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.53KNew |
$9.68K - $10.6K
|
1.53K
$9.27K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
998+ 4.51% |
$6.33K - $6.93K
|
23.1K
$141K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-252- 0.01% |
$1.6K - $1.75K
|
1.74M
$10.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-65.3K- 18.28% |
$414K - $453K
|
292K
$1.77M
|
|
|
Nov 14, 2025
Q3 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.55K+ 0.66% |
$9.85K - $10.8K
|
237K
$1.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
752KNew |
$4.77M - $5.22M
|
752K
$4.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.6K+ 3.89% |
$80K - $87.6K
|
337K
$2.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.09K+ 0.09% |
$19.6K - $21.5K
|
3.41M
$20.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
694+ 1.08% |
$4.4K - $4.82K
|
65.2K
$396K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.56K+ 5483.08% |
$22.6K - $24.7K
|
3.63K
$22K
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
224KNew |
$1.42M - $1.55M
|
224K
$1.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
80+ 0.8% |
$507 - $555
|
10.1K
$61.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
16.1KNew |
$102K - $111K
|
16.1K
$97.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-54.4K- 5.81% |
$345K - $378K
|
882K
$5.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
383K+ 3721.68% |
$2.43M - $2.66M
|
394K
$2.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
130K+ 48.15% |
$824K - $902K
|
400K
$2.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-19.6K- 53.09% |
$124K - $136K
|
17.3K
$105K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.09K+ 16.47% |
$6.89K - $7.54K
|
7.68K
$46.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
11.5K+ 103.89% |
$72.8K - $79.7K
|
22.5K
$137K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.93K+ 54.95% |
$63K - $68.9K
|
28K
$170K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
84.5K+ 22.69% |
$536K - $586K
|
457K
$2.77M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
23K+ 133.44% |
$146K - $160K
|
40.2K
$244K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.02K+ 2.73% |
$6.46K - $7.07K
|
38.4K
$233K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
38.8K+ 27.5% |
$246K - $269K
|
180K
$1.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
19.4K+ 12.91% |
$123K - $135K
|
170K
$1.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
21.3KNew |
$135K - $148K
|
21.3K
$129K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
889K+ 27.73% |
$5.64M - $6.17M
|
4.1M
$24.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
469New |
$2.97K - $3.25K
|
469
$2.85K
|
|
|
Nov 14, 2025
Q3 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
88KNew |
$558K - $611K
|
88K
$534K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11.7K- 14.45% |
$74.1K - $81.1K
|
69.2K
$420K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.26K+ 2.48% |
$27K - $29.6K
|
176K
$1.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.5K- 2.63% |
$9.52K - $10.4K
|
55.6K
$337K
|
|
|
Nov 14, 2025
Q3 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
33.3KNew |
$211K - $231K
|
33.3K
$202K
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
14.2KNew |
$89.9K - $98.4K
|
14.2K
$86.1K
|
|
|
Nov 14, 2025
Q3 2025
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
628KNew |
$3.98M - $4.36M
|
628K
$3.81M
|
|
|
Nov 14, 2025
Q3 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
2.02MNew |
$12.8M - $14M
|
2.02M
$12.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1K- 5.14% |
$6.34K - $6.94K
|
18.4K
$112K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
55.6KNew |
$353K - $386K
|
55.6K
$338K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
292K+ 55.0% |
$1.85M - $2.03M
|
824K
$5M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
27K+ 107.12% |
$171K - $187K
|
52.2K
$317K
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
63.6K+ 7.82% |
$403K - $441K
|
876K
$5.32M
|
|
|
Nov 13, 2025
Q3 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
162KNew |
$1.03M - $1.12M
|
162K
$982K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1.25KNew |
$7.93K - $8.68K
|
1.25K
$7.59K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.08KNew |
$6.85K - $7.5K
|
1.08K
$6.56K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-21.8K- 4.87% |
$138K - $151K
|
426K
$2.58M
|
|
|
Nov 13, 2025
Q3 2025
|
Camden Capital, LLC
|
BUY
|
- |
447+ 2.73% |
$2.83K - $3.1K
|
16.8K
$102K
|
|