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 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
24.8K+ 6.96% |
$146K - $169K
|
381K
$2.47M
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
35K+ 123.67% |
$207K - $239K
|
63.4K
$411K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
109K+ 140.13% |
$645K - $745K
|
187K
$1.21M
|
|
|
Aug 11, 2025
Q2 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
163K+ 222.67% |
$960K - $1.11M
|
236K
$1.53M
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
1+ 1.11% |
$5.9 - $6.81
|
91
$590
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
389+ 0.09% |
$2.3K - $2.65K
|
420K
$2.72M
|
|
|
Aug 08, 2025
Q2 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
12.9KNew |
$76K - $87.7K
|
12.9K
$83.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-10.3K- 39.14% |
$61K - $70.4K
|
16.1K
$104K
|
|
|
Aug 08, 2025
Q2 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
SELL
|
- |
-8.31K- 35.86% |
$49K - $56.6K
|
14.9K
$96.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.23K+ 50.35% |
$48.6K - $56.1K
|
24.6K
$159K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-310- 0.08% |
$1.83K - $2.11K
|
372K
$2.41M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.17K- 2.62% |
$12.8K - $14.8K
|
80.9K
$524K
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
158K+ 71.68% |
$929K - $1.07M
|
377K
$2.44M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-18.1K- 18.66% |
$107K - $123K
|
78.7K
$510K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.16K- 2.69% |
$24.5K - $28.3K
|
150K
$975K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.5K+ 7.78% |
$8.85K - $10.2K
|
20.8K
$135K
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
595K+ 1355.18% |
$3.51M - $4.05M
|
639K
$4.14M
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
3.21K+ 2.83% |
$19K - $21.9K
|
117K
$757K
|
|
|
Aug 07, 2025
Q2 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
162KNew |
$956K - $1.1M
|
162K
$1.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
78.9K+ 2809.83% |
$466K - $537K
|
81.7K
$529K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
82+ 0.4% |
$484 - $558
|
20.3K
$132K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.9K+ 4.72% |
$111K - $129K
|
419K
$2.72M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
316+ 2.23% |
$1.86K - $2.15K
|
14.5K
$94K
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
20.2K+ 1.2% |
$119K - $137K
|
1.71M
$11.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-3.01K- 2.79% |
$17.8K - $20.5K
|
105K
$679K
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
23.4K+ 3.05% |
$138K - $159K
|
791K
$5.12M
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
95+ 2.24% |
$561 - $647
|
4.33K
$28.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
1.3K+ 0.67% |
$7.65K - $8.83K
|
194K
$1.26M
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
484K+ 151.05% |
$2.85M - $3.29M
|
804K
$5.21M
|
|
|
Aug 05, 2025
Q2 2025
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
22.5KNew |
$132K - $153K
|
22.5K
$146K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
10.9KNew |
$64K - $73.9K
|
10.9K
$70.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
150K+ 371.67% |
$885K - $1.02M
|
190K
$1.23M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
17.4KNew |
$103K - $118K
|
17.4K
$113K
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-525- 14.58% |
$3.1K - $3.58K
|
3.08K
$19.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
287+ 2.24% |
$1.69K - $1.95K
|
13.1K
$85K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-76.1K- 17.18% |
$449K - $518K
|
367K
$2.38M
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
383+ 2.23% |
$2.26K - $2.61K
|
17.6K
$114K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.46K- 0.91% |
$8.6K - $9.93K
|
159K
$1.03M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.9K+ 9.22% |
$17.1K - $19.8K
|
34.4K
$223K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
84+ 0.77% |
$496 - $572
|
11K
$71.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
216+ 1.33% |
$1.27K - $1.47K
|
16.5K
$107K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.11K+ 4.22% |
$6.52K - $7.53K
|
27.3K
$177K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
14.5K+ 8.58% |
$85.3K - $98.5K
|
183K
$1.19M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
100New |
$590 - $681
|
100
$648
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
SELL
|
- |
-406- 0.32% |
$2.4K - $2.76K
|
126K
$816K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
317+ 0.92% |
$1.87K - $2.16K
|
34.8K
$226K
|
|
|
Jul 29, 2025
Q2 2025
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-3.47K- 18.73% |
$20.5K - $23.6K
|
15.1K
$97.6K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.49K+ 20.5% |
$26.5K - $30.6K
|
26.4K
$171K
|
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
1.54K+ 2.14% |
$9.1K - $10.5K
|
73.7K
$478K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-1.07K- 3.82% |
$6.32K - $7.3K
|
27K
$175K
|