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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-657- 2.0% |
$4.17K - $4.56K
|
32.2K
$196K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-2.04K- 15.78% |
$12.9K - $14.2K
|
10.9K
$66.1K
|
|
|
Oct 07, 2025
Q3 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-216- 0.45% |
$1.37K - $1.5K
|
47.6K
$289K
|
|
| Q2 2025 | |||||||
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-18.7K- 14.92% |
$111K - $128K
|
107K
$649K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
77.9K+ 4.09% |
$459K - $530K
|
1.98M
$12M
|
|
|
Sep 19, 2025
Q2 2025
|
Canal Capital Management, LLC
|
SELL
|
- |
-22.3KClosed |
$132K - $152K
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-23.4K- 28.25% |
$138K - $159K
|
59.3K
$360K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.54K- 18.7% |
$38.6K - $44.5K
|
28.4K
$173K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
25.7KNew |
$151K - $175K
|
25.7K
$156K
|
|
|
Aug 14, 2025
Q2 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
43+ 2.19% |
$254 - $293
|
2.01K
$12.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2K+ 20.0% |
$11.8K - $13.6K
|
12K
$72.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-29.5K- 56.47% |
$174K - $201K
|
22.7K
$138K
|
|
|
Aug 12, 2025
Q2 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-10K- 27.24% |
$59K - $68.1K
|
26.7K
$162K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
35K+ 123.67% |
$207K - $239K
|
63.4K
$385K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.23K+ 50.35% |
$48.6K - $56.1K
|
24.6K
$149K
|
|
|
Aug 08, 2025
Q2 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
SELL
|
- |
-8.31K- 35.86% |
$49K - $56.6K
|
14.9K
$90.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
12.9KNew |
$76K - $87.7K
|
12.9K
$78.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
95+ 2.24% |
$561 - $647
|
4.33K
$26.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
22.5KNew |
$132K - $153K
|
22.5K
$136K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
17.4KNew |
$103K - $118K
|
17.4K
$106K
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-525- 14.58% |
$3.1K - $3.58K
|
3.08K
$18.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
84+ 0.77% |
$496 - $572
|
11K
$66.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
100New |
$590 - $681
|
100
$607
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.99K+ 17.6% |
$17.6K - $20.4K
|
20K
$121K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-18.8K- 22.89% |
$111K - $128K
|
63.4K
$385K
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
103KNew |
$608K - $701K
|
103K
$625K
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-2K- 10.59% |
$11.8K - $13.6K
|
16.9K
$102K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1.5K+ 3.51% |
$8.85K - $10.2K
|
44.3K
$269K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
13.1KNew |
$77K - $88.9K
|
13.1K
$79.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.77K- 10.33% |
$10.4K - $12.1K
|
15.4K
$93.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
- |
510+ 2.23% |
$3.01K - $3.47K
|
23.4K
$142K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
251+ 1.06% |
$1.48K - $1.71K
|
24K
$145K
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
12.8KNew |
$75.5K - $87.2K
|
12.8K
$77.7K
|
|
| Q1 2025 | |||||||
|
Nov 12, 2025
Q1 2025
|
Manske Wealth Management
Houston, TX |
BUY
|
- |
18.5KNew |
$119K - $136K
|
18.5K
$112K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
13.1KNew |
$84.3K - $96.3K
|
13.1K
$79.8K
|
|
|
May 19, 2025
Q1 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
18.7KNew |
$120K - $137K
|
18.7K
$113K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
10.6KNew |
$67.9K - $77.5K
|
10.6K
$64.3K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
6.36KNew |
$40.8K - $46.6K
|
6.36K
$38.6K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
8.71KNew |
$55.8K - $63.8K
|
8.71K
$52.9K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-267- 97.45% |
$1.71K - $1.95K
|
7
$42.5
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-33K- 12.03% |
$212K - $242K
|
241K
$1.46M
|
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
555+ 2.52% |
$3.56K - $4.06K
|
22.6K
$137K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
70+ 4.96% |
$449 - $512
|
1.48K
$9K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.44K- 12.12% |
$9.22K - $10.5K
|
10.4K
$63.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
366+ 3.53% |
$2.35K - $2.68K
|
10.7K
$65.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1.5KNew |
$9.62K - $11K
|
1.5K
$9.11K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
2.3KNew |
$14.7K - $16.8K
|
2.3K
$13.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
66New |
$423 - $483
|
66
$401
|
|