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 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
237+ 0.57% |
$1.55K - $1.69K
|
42.1K
$299K
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
17KNew |
$111K - $122K
|
17K
$121K
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-1.13K- 94.89% |
$7.41K - $8.1K
|
61
$433
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
26+ 0.01% |
$170 - $186
|
374K
$2.66M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
141K+ 430.6% |
$922K - $1.01M
|
174K
$1.23M
|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-511K- 61.84% |
$3.34M - $3.65M
|
315K
$2.24M
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
1+ 0.01% |
$6.54 - $7.15
|
18.9K
$134K
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.03KNew |
$6.72K - $7.35K
|
1.03K
$7.3K
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
365+ 2.03% |
$2.39K - $2.61K
|
18.3K
$130K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-298Closed |
$1.95K - $2.13K
|
0
$0
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.8K+ 7.32% |
$77K - $84.2K
|
173K
$1.23M
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
329+ 2.64% |
$2.15K - $2.35K
|
12.8K
$90.7K
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
29.6K+ 121.61% |
$193K - $211K
|
53.9K
$383K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.2K- 24.23% |
$40.5K - $44.3K
|
19.4K
$138K
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
10.3KNew |
$67K - $73.3K
|
10.3K
$72.8K
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
17.7KNew |
$116K - $126K
|
17.7K
$125K
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-66- 0.86% |
$432 - $472
|
7.6K
$53.9K
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
12.4KNew |
$80.9K - $88.5K
|
12.4K
$87.8K
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-8K- 24.45% |
$52.3K - $57.2K
|
24.7K
$176K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
185K+ 5.81% |
$1.21M - $1.32M
|
3.37M
$23.9M
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.4KNew |
$15.7K - $17.2K
|
2.4K
$17.1K
|
|
Aug 06, 2024
Q2 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
328+ 2.64% |
$2.15K - $2.35K
|
12.7K
$90.4K
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
BUY
|
- |
384+ 2.65% |
$2.51K - $2.75K
|
14.9K
$106K
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
15.6KNew |
$102K - $112K
|
15.6K
$111K
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
696+ 2.48% |
$4.55K - $4.98K
|
28.8K
$204K
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.35K+ 0.81% |
$8.84K - $9.66K
|
168K
$1.19M
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
9.44KNew |
$61.8K - $67.5K
|
9.44K
$67.1K
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
41.5K+ 212.81% |
$271K - $297K
|
61K
$433K
|
|
Aug 05, 2024
Q2 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
34.3K+ 57.17% |
$224K - $245K
|
94.3K
$670K
|
|
Aug 05, 2024
Q2 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-554- 1.57% |
$3.62K - $3.96K
|
34.7K
$246K
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.06K+ 1.8% |
$33.1K - $36.2K
|
287K
$2.03M
|
|
Aug 02, 2024
Q2 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
751KNew |
$4.91M - $5.37M
|
751K
$5.33M
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4.3KNew |
$28.1K - $30.7K
|
4.3K
$30.5K
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
15.6K+ 3997.43% |
$102K - $111K
|
15.9K
$113K
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
12.4KNew |
$81.3K - $88.9K
|
12.4K
$88.2K
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
73.2KNew |
$479K - $524K
|
73.2K
$520K
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
15KNew |
$98.1K - $107K
|
15K
$107K
|
|
Aug 01, 2024
Q2 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
34+ 0.16% |
$222 - $243
|
21.9K
$156K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.07K- 1.71% |
$39.7K - $43.4K
|
349K
$2.48M
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.54K+ 58.74% |
$23.1K - $25.3K
|
9.55K
$67.8K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.17KNew |
$7.63K - $8.34K
|
1.17K
$8.29K
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
66+ 0.04% |
$432 - $472
|
159K
$1.13M
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.99K- 10.23% |
$13K - $14.2K
|
17.5K
$124K
|
|
Jul 30, 2024
Q2 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
21.7KNew |
$142K - $155K
|
21.7K
$154K
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.9K+ 0.7% |
$12.4K - $13.6K
|
274K
$1.94M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-15.4K- 66.78% |
$100K - $110K
|
7.64K
$54.2K
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
307+ 2.65% |
$2.01K - $2.2K
|
11.9K
$84.5K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
523+ 2.64% |
$3.42K - $3.74K
|
20.3K
$144K
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
17.1K+ 35.49% |
$112K - $122K
|
65.3K
$463K
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
35+ 2.61% |
$229 - $250
|
1.38K
$9.77K
|