Latest Institutional Transactions on Liberty All Star Equity Fund (USA)

USA Quotes by TradingView

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 16, 2022 Q1 2022
Clough Capital Partners L P

Boston, MA
SELL
 -
-214K
Closed
$1.5M - $1.81M
0 $0
May 13, 2022 Q1 2022
Northern Trust Corp

Chicago, IL
SELL
 -
-33.3K
Closed
$233K - $281K
0 $0
May 13, 2022 Q1 2022
Coastal Bridge Advisors, LLC

SELL
 -
-21.1K
Closed
$147K - $178K
0 $0
May 13, 2022 Q1 2022
Bulldog Investors, LLP

Saddle Brook, NJ
SELL
 -
-318K
Closed
$2.23M - $2.69M
0 $0
May 12, 2022 Q1 2022
Sit Investment Associates Inc

Minneapolis, MN
SELL
 -
-1.39M
Closed
$9.7M - $11.7M
0 $0
May 11, 2022 Q1 2022
Comprehensive Financial Consultants Institutional, Inc.

Bloomington, IN
SELL
 -
-58
Closed
$406 - $490
0 $0
May 11, 2022 Q1 2022
King Luther Capital Management Corp

Fort Worth, TX
SELL
 -
-10K
Closed
$70K - $84.5K
0 $0
May 10, 2022 Q1 2022
Legacy Wealth Planning, LLC

SELL
 -
-10.6K
Closed
$74.5K - $89.9K
0 $0
May 09, 2022 Q1 2022
Doliver Advisors, LP

Houston, TX
SELL
 -
-106K
Closed
$745K - $899K
0 $0
May 09, 2022 Q1 2022
Amplius Wealth Advisors, LLC

SELL
 -
-2.99K
Closed
$20.9K - $25.3K
0 $0
Apr 29, 2022 Q1 2022
West Bancorporation Inc

SELL
 -
-6K
- 60.3%
$42K - $50.7K
3.95K $26K
Apr 29, 2022 Q1 2022
Randolph CO Inc

Cincinnati, OH
SELL
 -
-14K
Closed
$98K - $118K
0 $0
Apr 28, 2022 Q1 2022
Ahrens Investment Partners LLC

SELL
 -
-1.5K
Closed
$10.5K - $12.7K
0 $0
Apr 28, 2022 Q1 2022
Alpha Star Capital Management, LLC

SELL
 -
-758
- 4.62%
$5.31K - $6.41K
15.7K $103K
Apr 28, 2022 Q1 2022
Bay Colony Advisory Group, Inc D

SELL
 -
-11.5K
Closed
$80.6K - $97.3K
0 $0
Apr 21, 2022 Q1 2022
Cornerstone Wealth Management, LLC

SELL
 -
-16.6K
Closed
$116K - $140K
0 $0
Apr 20, 2022 Q1 2022
Psi Advisors, LLC

SELL
 -
-60
Closed
$420 - $507
0 $0
Apr 19, 2022 Q1 2022
Polaris Wealth Advisory Group, LLC

SELL
 -
-29.4K
Closed
$206K - $248K
0 $0
Apr 14, 2022 Q1 2022
Fsb Premier Wealth Management, Inc.

SELL
 -
-1.57K
Closed
$11K - $13.3K
0 $0
Q4 2021
Feb 15, 2022 Q4 2021
Creative One Wealth, LLC

Overland Park, KS
SELL
 -
-15.7K
Closed
$124K - $145K
0 $0
Feb 14, 2022 Q4 2021
Tilia Fiduciary Partners, Inc.

BUY
 -
8.47K
New
$66.7K - $78K
8.47K $55.7K
Feb 14, 2022 Q4 2021
Parkside Financial Bank & Trust

SELL
 -
-11.6K
Closed
$91.5K - $107K
0 $0
Feb 14, 2022 Q4 2021
Hoey Investments, Inc

Coatesville, PA
BUY
 -
278
+ 10.02%
$2.19K - $2.56K
3.05K $20.1K
Feb 14, 2022 Q4 2021
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
2.34K
New
$18.4K - $21.5K
2.34K $15.4K
Feb 14, 2022 Q4 2021
Laurel Wealth Advisors, Inc.

Solana Beach, CA
SELL
 -
-44.9K
Closed
$354K - $413K
0 $0
Feb 14, 2022 Q4 2021
Jacobi Capital Management LLC

SELL
 -
-160
Closed
$1.26K - $1.47K
0 $0
Feb 11, 2022 Q4 2021
Gerber Kawasaki Wealth & Investment Management

SELL
 -
-1
Closed
$7.88 - $9.21
0 $0
Feb 11, 2022 Q4 2021
City Of London Investment Management CO LTD

London, X0
SELL
 -
-172K
Closed
$1.36M - $1.58M
0 $0
Feb 07, 2022 Q4 2021
D'Orazio & Associates, Inc.

Falls Church, VA
SELL
 -
-1.2K
Closed
$9.46K - $11.1K
0 $0
Jan 25, 2022 Q4 2021
Portfolio Strategies, Inc.

SELL
 -
-1.2M
Closed
$9.47M - $11.1M
0 $0
Jan 12, 2022 Q4 2021
Resource Planning Group

SELL
 -
-13.3K
Closed
$105K - $122K
0 $0
Q3 2021
Nov 15, 2021 Q3 2021
Nsi Retail Advisors, LLC

Pittsburgh, PA
SELL
 -
-18.4K
Closed
$153K - $169K
0 $0
Nov 15, 2021 Q3 2021
Geller Advisors LLC

New York, NY
BUY
 -
68.2K
New
$565K - $627K
68.2K $449K
Nov 12, 2021 Q3 2021
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-8.8K
Closed
$73K - $80.9K
0 $0
Nov 09, 2021 Q3 2021
Black Rock Inc.

New York, NY
SELL
 -
-1
Closed
$8.29 - $9.19
0 $0
Nov 05, 2021 Q3 2021
Moors & Cabot, Inc.

Boston, MA
BUY
 -
29K
New
$240K - $267K
29K $191K
Nov 04, 2021 Q3 2021
Strategic Asset Management, LLC

BUY
 -
11.1K
New
$91.6K - $102K
11.1K $72.7K
Oct 27, 2021 Q3 2021
Newbridge Financial Services Group, Inc.

SELL
 -
-32
Closed
$265 - $294
0 $0
Oct 22, 2021 Q3 2021
Parallel Advisors, LLC

BUY
 CALL
416
New
$3.45K - $3.82K
416 $2.74K
Oct 21, 2021 Q3 2021
Xcel Wealth Management, LLC

SELL
 -
-13.1K
Closed
$109K - $120K
0 $0
Oct 12, 2021 Q3 2021
Pinnacle Bancorp, Inc.

SELL
 -
-3K
Closed
$24.9K - $27.6K
0 $0
Q2 2021
Sep 03, 2021 Q2 2021
Bdo Wealth Advisors, LLC

Jacksonville, FL
SELL
 -
-1.3K
- 20.63%
$9.87K - $12K
5K $32.9K
Aug 19, 2021 Q2 2021
Thrivent Financial For Lutherans

Minneapolis, MN
SELL
 -
-255K
Closed
$1.93M - $2.34M
0 $0
Aug 17, 2021 Q2 2021
Salem Investment Counselors Inc

Winston Salem, NC
SELL
 -
-486
Closed
$3.69K - $4.47K
0 $0
Aug 06, 2021 Q2 2021
Asset Management Corp

SELL
 -
-20.6K
Closed
$156K - $190K
0 $0
Aug 04, 2021 Q2 2021
Syverson Strege & CO

West Des Moines, IA
SELL
 -
-8.18K
Closed
$62.1K - $75.2K
0 $0
Jul 29, 2021 Q2 2021
Connecticut Wealth Management, LLC

SELL
 -
-27.2K
Closed
$206K - $250K
0 $0
Jul 27, 2021 Q2 2021
Avion Wealth

The Woodlands, TX
BUY
 -
100
New
$759 - $920
100 $658
Q1 2021
May 17, 2021 Q1 2021
1607 Capital Partners, LLC

Richmond, VA
SELL
 -
-105K
Closed
$704K - $800K
0 $0

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