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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.85KNew |
$12.6K - $13.8K
|
1.85K
$12.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
7.14KNew |
$48.7K - $53.3K
|
7.14K
$47K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
7.5K+ 10.51% |
$51.2K - $56K
|
78.8K
$519K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.95K- 1.83% |
$13.3K - $14.5K
|
105K
$690K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
134New |
$914 - $1K
|
134
$882
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
57.5KNew |
$392K - $429K
|
57.5K
$378K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-28K- 99.88% |
$191K - $209K
|
35
$230
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-23.6K- 1.46% |
$161K - $176K
|
1.6M
$10.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
2.81K+ 14.8% |
$19.1K - $20.9K
|
21.8K
$143K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-10K- 16.24% |
$68.2K - $74.6K
|
51.6K
$339K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
13.8KNew |
$94.4K - $103K
|
13.8K
$91.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
95.4K+ 10.39% |
$651K - $712K
|
1.01M
$6.67M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
14.4K+ 87.01% |
$98.1K - $107K
|
30.9K
$203K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
510+ 1.58% |
$3.48K - $3.8K
|
32.7K
$215K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.55K+ 28.93% |
$31K - $33.9K
|
20.3K
$133K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.39K+ 15.83% |
$16.3K - $17.9K
|
17.5K
$115K
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-770- 5.45% |
$5.25K - $5.74K
|
13.3K
$87.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1KNew |
$6.82K - $7.46K
|
1K
$6.58K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-11.9K- 17.44% |
$81.4K - $89.1K
|
56.5K
$372K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-127K- 85.92% |
$867K - $948K
|
20.8K
$137K
|
|
| Q3 2024 | |||||||
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.24K- 68.59% |
$33.7K - $37.4K
|
2.4K
$15.8K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4KNew |
$25.7K - $28.6K
|
4K
$26.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
18.2KNew |
$117K - $130K
|
18.2K
$120K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.69K+ 1.58% |
$17.3K - $19.2K
|
173K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
42.3KNew |
$272K - $302K
|
42.3K
$278K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11K- 46.59% |
$70.9K - $78.7K
|
12.6K
$83.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
84.1KNew |
$540K - $600K
|
84.1K
$553K
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
26KNew |
$167K - $186K
|
26K
$171K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
24.9KNew |
$160K - $177K
|
24.9K
$164K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
66+ 2.57% |
$424 - $471
|
2.63K
$17.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
4New |
$25.7 - $28.6
|
4
$26.3
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-775- 6.24% |
$4.98K - $5.53K
|
11.7K
$76.7K
|
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
47+ 2.58% |
$302 - $336
|
1.87K
$12.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
103+ 2.62% |
$662 - $735
|
4.03K
$26.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-12.9K- 17.26% |
$83.1K - $92.3K
|
61.9K
$408K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
157+ 2.62% |
$1.01K - $1.12K
|
6.14K
$40.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
10.9KNew |
$69.8K - $77.5K
|
10.9K
$71.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
1+ 0.01% |
$6.43 - $7.14
|
18.9K
$124K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
10.2KNew |
$65.5K - $72.8K
|
10.2K
$67.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
19+ 2.61% |
$122 - $136
|
746
$4.91K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
BUY
|
- |
389+ 2.61% |
$2.5K - $2.78K
|
15.3K
$100K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
10.7K+ 248.14% |
$68.6K - $76.2K
|
15K
$98.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
438+ 2.6% |
$2.82K - $3.13K
|
17.3K
$114K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
238+ 0.93% |
$1.53K - $1.7K
|
25.9K
$170K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
600+ 0.22% |
$3.86K - $4.28K
|
274K
$1.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
10+ 0.1% |
$64.3 - $71.4
|
10.1K
$66.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-24- 8.05% |
$154 - $171
|
274
$1.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-294- 2.01% |
$1.89K - $2.1K
|
14.3K
$94.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
128+ 0.54% |
$823 - $914
|
23.7K
$156K
|
|