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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
38+ 5.09% |
$244 - $278
|
784
$5.41K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-669- 0.08% |
$4.29K - $4.9K
|
866K
$5.98M
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
766+ 5.02% |
$4.91K - $5.61K
|
16K
$111K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
216K+ 109.01% |
$1.39M - $1.58M
|
415K
$2.86M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
52.5K+ 26.66% |
$336K - $384K
|
249K
$1.72M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
550K+ 22.08% |
$3.53M - $4.03M
|
3.04M
$21M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-105K- 16.59% |
$671K - $766K
|
526K
$3.63M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
27.7K+ 4171.95% |
$177K - $202K
|
28.3K
$195K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
18.4K+ 13.35% |
$118K - $135K
|
157K
$1.08M
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
40.3KNew |
$259K - $295K
|
40.3K
$278K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
286New |
$1.83K - $2.09K
|
286
$1.97K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
2.17KNew |
$13.9K - $15.9K
|
2.17K
$14.9K
|
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
8.4K+ 56.92% |
$53.9K - $61.5K
|
23.2K
$160K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
25.2K+ 6.31% |
$162K - $185K
|
425K
$2.93M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
4.24KNew |
$27.2K - $31K
|
4.24K
$29.2K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
24.6K+ 7.41% |
$158K - $180K
|
356K
$2.46M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
500+ 1.18% |
$3.21K - $3.66K
|
42.8K
$295K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
472+ 1.12% |
$3.03K - $3.46K
|
42.8K
$295K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.65K- 2.25% |
$61.9K - $70.6K
|
419K
$2.89M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-37.7K- 8.61% |
$242K - $276K
|
400K
$2.76M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.55K- 8.13% |
$9.92K - $11.3K
|
17.5K
$121K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.3K- 11.15% |
$66.2K - $75.6K
|
82.3K
$568K
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-88.9K- 21.72% |
$570K - $651K
|
320K
$2.21M
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
100New |
$641 - $732
|
100
$690
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
12.1K+ 84.18% |
$77.4K - $88.4K
|
26.4K
$182K
|
|
|
May 09, 2025
Q1 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
207K+ 1643.94% |
$1.33M - $1.52M
|
220K
$1.52M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
8.71KNew |
$55.8K - $63.8K
|
8.71K
$60.1K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
42.2KNew |
$271K - $309K
|
42.2K
$291K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
4.12K+ 172.88% |
$26.4K - $30.1K
|
6.5K
$44.9K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-267- 97.45% |
$1.71K - $1.95K
|
7
$48.3
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
720K+ 19.74% |
$4.62M - $5.27M
|
4.37M
$30.1M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-33K- 12.03% |
$212K - $242K
|
241K
$1.66M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
36.9K+ 10.98% |
$236K - $270K
|
373K
$2.57M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16.4KNew |
$105K - $120K
|
16.4K
$113K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.79K- 1.63% |
$11.4K - $13.1K
|
108K
$744K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
43.9KNew |
$282K - $322K
|
43.9K
$303K
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
93+ 4.97% |
$596 - $681
|
1.97K
$13.6K
|
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
555+ 2.52% |
$3.56K - $4.06K
|
22.6K
$156K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
120+ 5.0% |
$769 - $878
|
2.52K
$17.4K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
43.7K+ 15.06% |
$280K - $320K
|
334K
$2.3M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.5K+ 3.0% |
$28.8K - $32.9K
|
155K
$1.07M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
138K+ 289.94% |
$886K - $1.01M
|
186K
$1.28M
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
25.3K+ 15.11% |
$162K - $185K
|
193K
$1.33M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
275New |
$1.76K - $2.01K
|
275
$1.9K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
821+ 5.02% |
$5.26K - $6.01K
|
17.2K
$119K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-1.39K- 4.71% |
$8.9K - $10.2K
|
28.1K
$194K
|
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-6.27K- 6.09% |
$40.2K - $45.9K
|
96.7K
$668K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
41+ 1.68% |
$263 - $300
|
2.48K
$17.1K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
70+ 4.96% |
$449 - $512
|
1.48K
$10.2K
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
2+ 0.01% |
$12.8 - $14.6
|
18.9K
$130K
|