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 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
181+ 0.84% |
$1.18K - $1.29K
|
21.8K
$154K
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.79K+ 2.43% |
$18.3K - $20K
|
118K
$835K
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
10+ 0.1% |
$65.4 - $71.5
|
10.1K
$71.6K
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
161+ 2.64% |
$1.05K - $1.15K
|
6.27K
$44.5K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-34.7K- 5.47% |
$227K - $248K
|
600K
$4.26M
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.18K+ 8.73% |
$7.69K - $8.41K
|
14.6K
$104K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7+ 2.41% |
$45.8 - $50.1
|
298
$2.12K
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2.05K+ 0.13% |
$13.4K - $14.7K
|
1.56M
$11.1M
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.28K- 2.65% |
$21.4K - $23.4K
|
120K
$854K
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
75.1K+ 8.87% |
$491K - $537K
|
922K
$6.54M
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
124+ 0.18% |
$811 - $887
|
70K
$497K
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
BUY
|
- |
117KNew |
$764K - $835K
|
117K
$829K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
346+ 1.1% |
$2.26K - $2.47K
|
31.8K
$226K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
35New |
$229 - $250
|
35
$249
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
386+ 2.34% |
$2.52K - $2.76K
|
16.9K
$120K
|
|
Jul 23, 2024
Q2 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-5.25K- 6.0% |
$34.3K - $37.5K
|
82.2K
$584K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
66+ 2.64% |
$432 - $472
|
2.57K
$18.2K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
2.22KNew |
$14.5K - $15.9K
|
2.22K
$15.8K
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
51+ 2.6% |
$334 - $365
|
2.01K
$14.3K
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-10K- 28.47% |
$65.4K - $71.5K
|
25.1K
$178K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.39K- 6.39% |
$54.9K - $60K
|
123K
$873K
|
|
Jul 22, 2024
Q2 2024
|
David J Yvars Group
|
SELL
|
- |
-7.24K- 25.21% |
$47.3K - $51.8K
|
21.5K
$153K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
37.5K+ 6.59% |
$245K - $268K
|
606K
$4.3M
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
29+ 2.69% |
$190 - $207
|
1.11K
$7.85K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
59.8K+ 10.5% |
$391K - $428K
|
630K
$4.47M
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
200New |
$1.31K - $1.43K
|
200
$1.42K
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
70KNew |
$458K - $500K
|
70K
$497K
|
|
Jul 17, 2024
Q2 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-8K- 14.62% |
$52.3K - $57.2K
|
46.7K
$332K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
67.4K+ 11.38% |
$441K - $482K
|
660K
$4.68M
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
8K+ 5.14% |
$52.3K - $57.2K
|
164K
$1.16M
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.99K- 10.47% |
$13K - $14.2K
|
17K
$121K
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-3.1K- 8.51% |
$20.2K - $22.1K
|
33.3K
$236K
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-737- 3.73% |
$4.82K - $5.27K
|
19K
$135K
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-1.19K- 3.74% |
$7.75K - $8.47K
|
30.5K
$217K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-439- 15.47% |
$2.87K - $3.14K
|
2.4K
$17K
|
|
Jul 09, 2024
Q2 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
5.59K+ 9.62% |
$36.6K - $40K
|
63.8K
$453K
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-421K- 11.78% |
$2.64M - $3.01M
|
3.15M
$22.4M
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-234- 0.91% |
$1.47K - $1.67K
|
25.4K
$180K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
60.7KNew |
$381K - $434K
|
60.7K
$431K
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-9.65K- 97.39% |
$60.6K - $69K
|
258
$1.83K
|
|
May 15, 2024
Q1 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
17.8KNew |
$111K - $127K
|
17.8K
$126K
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.6KNew |
$10K - $11.4K
|
1.6K
$11.4K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.95K+ 1.77% |
$24.8K - $28.3K
|
228K
$1.62M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
22.6KNew |
$142K - $162K
|
22.6K
$160K
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-25.8K- 44.43% |
$162K - $184K
|
32.2K
$229K
|
|
May 13, 2024
Q1 2024
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
7.17K+ 6.39% |
$45K - $51.3K
|
119K
$848K
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
11.7KNew |
$73.8K - $84K
|
11.7K
$83.4K
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
12.6KNew |
$79K - $89.9K
|
12.6K
$89.3K
|
|
May 13, 2024
Q1 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
37.8K+ 75.09% |
$237K - $270K
|
88.1K
$625K
|