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 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.99K+ 17.6% |
$17.6K - $20.4K
|
20K
$129K
|
|
|
Jul 25, 2025
Q2 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
48+ 2.22% |
$283 - $327
|
2.21K
$14.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-18.8K- 22.89% |
$111K - $128K
|
63.4K
$411K
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-586- 1.75% |
$3.46K - $3.99K
|
32.9K
$213K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
57+ 2.26% |
$336 - $388
|
2.58K
$16.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.34KNew |
$25.6K - $29.6K
|
4.34K
$28.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1.5K+ 3.51% |
$8.85K - $10.2K
|
44.3K
$287K
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-2K- 10.59% |
$11.8K - $13.6K
|
16.9K
$109K
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
103KNew |
$608K - $701K
|
103K
$667K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-161- 0.71% |
$950 - $1.1K
|
22.4K
$145K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
10.7KNew |
$63.2K - $73K
|
10.7K
$69.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
13.1KNew |
$77K - $88.9K
|
13.1K
$84.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.29K+ 0.76% |
$7.58K - $8.75K
|
170K
$1.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-20.7K- 70.76% |
$122K - $141K
|
8.56K
$55.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
8.84K+ 11.23% |
$52.1K - $60.2K
|
87.5K
$567K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.5K- 14.67% |
$26.5K - $30.6K
|
26.1K
$169K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
4+ 0.02% |
$23.6 - $27.2
|
18.2K
$118K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
23.8K+ 2.02% |
$141K - $162K
|
1.2M
$7.79M
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
- |
510+ 2.23% |
$3.01K - $3.47K
|
23.4K
$151K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.77K- 10.33% |
$10.4K - $12.1K
|
15.4K
$99.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-10.2K- 13.73% |
$60.3K - $69.7K
|
64.2K
$416K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-660- 0.59% |
$3.89K - $4.49K
|
111K
$719K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
745+ 2.23% |
$4.4K - $5.07K
|
34.2K
$222K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.81K+ 14.55% |
$10.7K - $12.3K
|
14.3K
$92.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
254+ 2.21% |
$1.5K - $1.73K
|
11.8K
$76.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
15.1KNew |
$89K - $103K
|
15.1K
$97.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
251+ 1.06% |
$1.48K - $1.71K
|
24K
$155K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-85.8K- 14.45% |
$506K - $584K
|
508K
$3.29M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-2.26K- 14.89% |
$13.4K - $15.4K
|
12.9K
$83.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
6.33K+ 6.29% |
$37.3K - $43.1K
|
107K
$693K
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
4.64K+ 20.59% |
$27.4K - $31.6K
|
27.2K
$176K
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
12.8KNew |
$75.5K - $87.2K
|
12.8K
$82.9K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
815+ 2.23% |
$4.81K - $5.55K
|
37.4K
$242K
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
304+ 2.22% |
$1.79K - $2.07K
|
14K
$90.9K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-2.08K- 1.43% |
$12.3K - $14.2K
|
143K
$927K
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-4.54K- 8.66% |
$26.8K - $30.9K
|
47.9K
$310K
|
|
| Q1 2025 | |||||||
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
13.1KNew |
$84.3K - $96.3K
|
13.1K
$85.2K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.23K+ 2.03% |
$14.3K - $16.3K
|
112K
$725K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
44.9KNew |
$288K - $329K
|
44.9K
$291K
|
|
|
May 19, 2025
Q1 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
18.7KNew |
$120K - $137K
|
18.7K
$121K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
294+ 2.42% |
$1.88K - $2.15K
|
12.4K
$80.5K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
10.6KNew |
$67.9K - $77.5K
|
10.6K
$68.6K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
6.36KNew |
$40.8K - $46.6K
|
6.36K
$41.2K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
600+ 5.74% |
$3.85K - $4.39K
|
11.1K
$71.6K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.93K+ 21.58% |
$25.2K - $28.8K
|
22.2K
$144K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
286New |
$1.83K - $2.09K
|
286
$1.85K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
8.71KNew |
$55.8K - $63.8K
|
8.71K
$56.5K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-267- 97.45% |
$1.71K - $1.95K
|
7
$45.4
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
4.12K+ 172.88% |
$26.4K - $30.1K
|
6.5K
$42.1K
|
|