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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
BUY
|
- |
389+ 2.61% |
$2.5K - $2.78K
|
15.3K
$106K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
10.7K+ 248.14% |
$68.6K - $76.2K
|
15K
$104K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.17M- 62.52% |
$7.55M - $8.38M
|
704K
$4.89M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
79.3K+ 21.2% |
$510K - $566K
|
453K
$3.15M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.23K+ 0.73% |
$7.89K - $8.76K
|
169K
$1.18M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13.2K- 10.72% |
$84.7K - $94.1K
|
110K
$763K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
166K+ 4.91% |
$1.06M - $1.18M
|
3.54M
$24.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-87.1K- 27.66% |
$560K - $622K
|
228K
$1.58M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
9.82K+ 1.98% |
$63.1K - $70.1K
|
506K
$3.52M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
55.2KNew |
$355K - $394K
|
55.2K
$384K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
238+ 0.93% |
$1.53K - $1.7K
|
25.9K
$180K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
438+ 2.6% |
$2.82K - $3.13K
|
17.3K
$120K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
600+ 0.22% |
$3.86K - $4.28K
|
274K
$1.91M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.11K+ 5.71% |
$7.12K - $7.9K
|
20.5K
$142K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.22K+ 65.88% |
$40K - $44.4K
|
15.7K
$109K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-10K- 40.54% |
$64.5K - $71.6K
|
14.7K
$102K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
168+ 1.17% |
$1.08K - $1.2K
|
14.5K
$101K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.22K- 17.55% |
$20.7K - $23K
|
15.1K
$105K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
128+ 0.54% |
$823 - $914
|
23.7K
$165K
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
33.3K+ 35.31% |
$214K - $238K
|
128K
$887K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-294- 2.01% |
$1.89K - $2.1K
|
14.3K
$99.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
15K+ 10.6% |
$96.3K - $107K
|
156K
$1.09M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-24- 8.05% |
$154 - $171
|
274
$1.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
10+ 0.1% |
$64.3 - $71.4
|
10.1K
$70.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
34+ 0.16% |
$219 - $243
|
22K
$153K
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
55K+ 3.52% |
$354K - $393K
|
1.62M
$11.3M
|
|
|
Oct 31, 2024
Q3 2024
|
David J Yvars Group
|
BUY
|
- |
1.06K+ 4.94% |
$6.82K - $7.57K
|
22.5K
$157K
|
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-241K- 32.09% |
$1.55M - $1.72M
|
510K
$3.55M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
312+ 2.62% |
$2.01K - $2.23K
|
12.2K
$84.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-2- 0.03% |
$12.9 - $14.3
|
7.6K
$52.8K
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
418+ 2.62% |
$2.69K - $2.98K
|
16.4K
$114K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.03K- 27.72% |
$38.8K - $43.1K
|
15.7K
$109K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.3K+ 17.24% |
$72.4K - $80.4K
|
76.5K
$532K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
234+ 1.5% |
$1.5K - $1.67K
|
15.8K
$110K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.57K- 0.39% |
$22.9K - $25.5K
|
918K
$6.38M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-13.4K- 11.15% |
$86.2K - $95.7K
|
107K
$742K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
36+ 2.62% |
$231 - $257
|
1.41K
$9.81K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-87.1K- 14.51% |
$560K - $622K
|
513K
$3.57M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
61+ 2.63% |
$392 - $436
|
2.38K
$16.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
709+ 2.46% |
$4.56K - $5.06K
|
29.5K
$205K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10.8K+ 112.53% |
$69.1K - $76.8K
|
20.3K
$141K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
36New |
$231 - $257
|
36
$250
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-6.17K- 5.25% |
$39.7K - $44.1K
|
111K
$774K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.94K+ 3.59% |
$12.4K - $13.8K
|
55.8K
$388K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
11+ 0.5% |
$70.7 - $78.5
|
2.23K
$15.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
29.9K+ 4.53% |
$192K - $213K
|
689K
$4.79M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
9.5K+ 15.58% |
$61.1K - $67.8K
|
70.5K
$490K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
279+ 1.59% |
$1.79K - $1.99K
|
17.8K
$124K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.88K+ 0.66% |
$12.1K - $13.4K
|
288K
$2M
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-5.03K- 14.5% |
$32.4K - $35.9K
|
29.7K
$206K
|