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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
745+ 2.23% |
$4.4K - $5.07K
|
34.2K
$236K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.81K+ 14.55% |
$10.7K - $12.3K
|
14.3K
$98.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
254+ 2.21% |
$1.5K - $1.73K
|
11.8K
$81.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
15.1KNew |
$89K - $103K
|
15.1K
$104K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
251+ 1.06% |
$1.48K - $1.71K
|
24K
$165K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-85.8K- 14.45% |
$506K - $584K
|
508K
$3.5M
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
4.64K+ 20.59% |
$27.4K - $31.6K
|
27.2K
$188K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
6.33K+ 6.29% |
$37.3K - $43.1K
|
107K
$737K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-2.26K- 14.89% |
$13.4K - $15.4K
|
12.9K
$89.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
12.8KNew |
$75.5K - $87.2K
|
12.8K
$88.3K
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
304+ 2.22% |
$1.79K - $2.07K
|
14K
$96.8K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
815+ 2.23% |
$4.81K - $5.55K
|
37.4K
$258K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-2.08K- 1.43% |
$12.3K - $14.2K
|
143K
$987K
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-4.54K- 8.66% |
$26.8K - $30.9K
|
47.9K
$330K
|
|
| Q1 2025 | |||||||
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
44.9KNew |
$288K - $329K
|
44.9K
$310K
|
|
|
May 19, 2025
Q1 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
18.7KNew |
$120K - $137K
|
18.7K
$129K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.75K- 1.01% |
$24K - $27.5K
|
366K
$2.53M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
778+ 1.07% |
$4.99K - $5.69K
|
73.6K
$508K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-109K- 81.27% |
$696K - $795K
|
25K
$173K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
60.8KNew |
$390K - $445K
|
60.8K
$420K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-5.64K- 21.78% |
$36.2K - $41.3K
|
20.3K
$140K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
136+ 1.32% |
$872 - $996
|
10.4K
$72K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
600+ 5.74% |
$3.85K - $4.39K
|
11.1K
$76.2K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
20.8K+ 55.73% |
$133K - $152K
|
58.2K
$401K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100New |
$641 - $732
|
100
$690
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-3.56K- 97.54% |
$22.8K - $26.1K
|
90
$621
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.93K+ 21.58% |
$25.2K - $28.8K
|
22.2K
$153K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
333K+ 21.24% |
$2.14M - $2.44M
|
1.9M
$13.1M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.65K- 2.26% |
$23.4K - $26.7K
|
158K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
6.36KNew |
$40.8K - $46.6K
|
6.36K
$43.9K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
66K+ 2.05% |
$423K - $483K
|
3.28M
$22.7M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.23K- 10.14% |
$7.87K - $8.99K
|
10.9K
$75.1K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
294+ 2.42% |
$1.88K - $2.15K
|
12.4K
$85.8K
|
|
|
May 15, 2025
Q1 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
73.1KNew |
$469K - $535K
|
73.1K
$504K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
8.02K+ 5.01% |
$51.4K - $58.7K
|
168K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14.4K+ 20.91% |
$92.1K - $105K
|
83K
$573K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
10.6KNew |
$67.9K - $77.5K
|
10.6K
$73.1K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.91K+ 5.82% |
$50.7K - $57.9K
|
144K
$992K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
21.8KNew |
$139K - $159K
|
21.8K
$150K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-199K- 41.22% |
$1.27M - $1.45M
|
283K
$1.95M
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
2.51K+ 5.02% |
$16.1K - $18.4K
|
52.5K
$362K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-32.3K- 48.06% |
$207K - $237K
|
35K
$241K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
978+ 15.92% |
$6.27K - $7.16K
|
7.12K
$49.1K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-23.9K- 15.92% |
$153K - $175K
|
126K
$872K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
114K+ 7.25% |
$731K - $835K
|
1.69M
$11.6M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.1K- 2.14% |
$26.3K - $30K
|
187K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-2.27K- 16.16% |
$14.5K - $16.6K
|
11.7K
$81.1K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
16.2K+ 16.66% |
$104K - $119K
|
114K
$783K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15KNew |
$96.2K - $110K
|
15K
$104K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|