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 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-33K- 12.03% |
$212K - $242K
|
241K
$1.56M
|
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
555+ 2.52% |
$3.56K - $4.06K
|
22.6K
$146K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
275New |
$1.76K - $2.01K
|
275
$1.78K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.44K- 12.12% |
$9.22K - $10.5K
|
10.4K
$67.6K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
70+ 4.96% |
$449 - $512
|
1.48K
$9.6K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
41+ 1.68% |
$263 - $300
|
2.48K
$16.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
366+ 3.53% |
$2.35K - $2.68K
|
10.7K
$69.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
16.1K+ 23.62% |
$103K - $118K
|
84.4K
$547K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1.5KNew |
$9.62K - $11K
|
1.5K
$9.72K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
66New |
$423 - $483
|
66
$428
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
2.3KNew |
$14.7K - $16.8K
|
2.3K
$14.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-13K- 7.96% |
$83.3K - $95.2K
|
150K
$974K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
38.3KNew |
$246K - $280K
|
38.3K
$248K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-6K- 11.63% |
$38.5K - $43.9K
|
45.6K
$295K
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
11.7KNew |
$75.1K - $85.8K
|
11.7K
$75.9K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
6New |
$40.9 - $44.8
|
6
$38.9
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
563+ 2.52% |
$3.84K - $4.2K
|
22.9K
$148K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
31.6KNew |
$216K - $236K
|
31.6K
$205K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
25.1KNew |
$171K - $187K
|
25.1K
$163K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-1.25K- 8.6% |
$8.52K - $9.32K
|
13.3K
$86K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.59K- 15.59% |
$24.5K - $26.8K
|
19.4K
$126K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
91KNew |
$620K - $679K
|
91K
$589K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
20.9KNew |
$142K - $156K
|
20.9K
$135K
|
|
|
Feb 13, 2025
Q4 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-1K- 3.4% |
$6.82K - $7.46K
|
28.5K
$184K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
4.28KNew |
$29.2K - $31.9K
|
4.28K
$27.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
22.3KNew |
$152K - $167K
|
22.3K
$145K
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
11.9KNew |
$81.1K - $88.7K
|
11.9K
$77.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
9.3KNew |
$63.5K - $69.4K
|
9.3K
$60.3K
|
|
|
Feb 11, 2025
Q4 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
43K+ 257.93% |
$294K - $321K
|
59.7K
$387K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
29.7KNew |
$203K - $222K
|
29.7K
$193K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
288New |
$1.96K - $2.15K
|
288
$1.87K
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
4.45K+ 15.01% |
$30.4K - $33.2K
|
34.1K
$221K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
10.1KNew |
$68.7K - $75.1K
|
10.1K
$65.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
22KNew |
$150K - $164K
|
22K
$143K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
1.12KNew |
$7.65K - $8.37K
|
1.12K
$7.27K
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
22.5KNew |
$154K - $168K
|
22.5K
$146K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.25KNew |
$8.55K - $9.35K
|
1.25K
$8.12K
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
1.01K+ 5.51% |
$6.92K - $7.56K
|
19.4K
$126K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1KNew |
$6.82K - $7.46K
|
1K
$6.48K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.85KNew |
$12.6K - $13.8K
|
1.85K
$12K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
7.14KNew |
$48.7K - $53.3K
|
7.14K
$46.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.95K- 1.83% |
$13.3K - $14.5K
|
105K
$679K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
13.8KNew |
$94.4K - $103K
|
13.8K
$89.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
14.4K+ 87.01% |
$98.1K - $107K
|
30.9K
$200K
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-770- 5.45% |
$5.25K - $5.74K
|
13.3K
$86.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1KNew |
$6.82K - $7.46K
|
1K
$6.48K
|
|
| Q3 2024 | |||||||
|
May 30, 2025
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
12.4KNew |
$79.6K - $88.3K
|
12.4K
$80.2K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4KNew |
$25.7K - $28.6K
|
4K
$25.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.69K+ 1.58% |
$17.3K - $19.2K
|
173K
$1.12M
|
|