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
Oct 19, 2022 Q3 2022
Hb Wealth Management, LLC

SELL
 -
-5K
- 30.46%
$27.6K - $35.1K
11.4K $74K
Oct 14, 2022 Q3 2022
Edge Rock Capital LLC

BUY
 -
1.65K
New
$9.12K - $11.6K
1.65K $10.7K
Oct 05, 2022 Q3 2022
Capital Investment Advisors, LLC

BUY
 -
12.5K
New
$69.1K - $87.7K
12.5K $81.1K
Q2 2022
Dec 19, 2024 Q2 2022
Arcadia Investment Advisors LLC

Eagle, ID
SELL
 -
-97
Closed
$571 - $792
0 $0
Aug 13, 2024 Q2 2022
Glen Eagle Advisors, LLC

Kingston, NJ
SELL
 -
-2.43K
Closed
$14.3K - $19.8K
0 $0
Nov 09, 2022 Q2 2022
Titus Wealth Management

Larskpur, CA
BUY
 -
2.75K
+ 0.75%
$16.2K - $22.4K
367K $2.38M
Aug 12, 2022 Q2 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
11.2K
New
$66.2K - $91.7K
11.2K $72.8K
Aug 12, 2022 Q2 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
10.5K
New
$62K - $85.8K
10.5K $68.2K
Aug 10, 2022 Q2 2022
Citigroup Inc

SELL
 -
-2.29K
Closed
$13.5K - $18.7K
0 $0
Aug 08, 2022 Q2 2022
Townsquare Capital LLC

SELL
 -
-261
- 1.86%
$1.54K - $2.13K
13.8K $89.1K
Aug 04, 2022 Q2 2022
Bedel Financial Consulting, Inc.

SELL
 -
-108
Closed
$636 - $881
0 $0
Jul 28, 2022 Q2 2022
Baker Tilly Wealth Management, LLC

SELL
 -
-16.8K
Closed
$99.1K - $137K
0 $0
Jul 28, 2022 Q2 2022
Professional Financial Advisors, LLC

BUY
 -
1
+ 10.0%
$5.89 - $8.16
11 $71.3
Jul 27, 2022 Q2 2022
Black Diamond Financial, LLC

SELL
 -
-14.2K
Closed
$83.6K - $116K
0 $0
Jul 26, 2022 Q2 2022
Roman Butler Fullerton & CO

SELL
 -
-26.3K
Closed
$155K - $215K
0 $0
Jul 26, 2022 Q2 2022
Joseph P. Lucia & Associates, LLC

SELL
 -
-368
Closed
$2.17K - $3K
0 $0
Jul 22, 2022 Q2 2022
Geneos Wealth Management Inc.

SELL
 -
-4.48K
- 60.55%
$26.4K - $36.6K
2.92K $18.9K
Jul 19, 2022 Q2 2022
Lake Point Wealth Management

BUY
 -
806
New
$4.75K - $6.58K
806 $5.22K
Jul 19, 2022 Q2 2022
Horan Securities, Inc.

SELL
 -
-865
Closed
$5.09K - $7.06K
0 $0
Jul 18, 2022 Q2 2022
Blb&B Advisors, LLC

SELL
 -
-63.3K
Closed
$373K - $517K
0 $0
Jul 15, 2022 Q2 2022
Cordasco Financial Network

BUY
 -
30
+ 2.92%
$177 - $245
1.06K $6.86K
Jul 15, 2022 Q2 2022
Global Retirement Partners, LLC

BUY
 -
36
+ 1800.0%
$212 - $294
38 $246
Jul 14, 2022 Q2 2022
Tompkins Financial Corp

BUY
 -
1.03K
+ 96.26%
$6.07K - $8.4K
2.1K $13.6K
Jul 12, 2022 Q2 2022
Country Trust Bank

SELL
 -
-1.58K
Closed
$9.29K - $12.9K
0 $0
Jul 11, 2022 Q2 2022
Foresight Capital Management Advisors, Inc.

BUY
 -
24.8K
New
$146K - $203K
24.8K $161K
Jul 11, 2022 Q2 2022
Vigilare Wealth Management

BUY
 -
11.3K
New
$66.6K - $92.2K
11.3K $73.2K
Q1 2022
Feb 08, 2024 Q1 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
24.1K
New
$169K - $204K
24.1K $156K
Aug 09, 2022 Q1 2022
Verus Capital Partners, LLC

Scottsdale, AZ
SELL
 -
-363
Closed
$2.54K - $3.07K
0 $0
Jun 21, 2022 Q1 2022
Kalos Management, Inc.

Alpharetta, GA
SELL
 -
-14.3K
Closed
$100K - $121K
0 $0
May 16, 2022 Q1 2022
Clough Capital Partners L P

Boston, MA
SELL
 -
-214K
Closed
$1.5M - $1.81M
0 $0
May 16, 2022 Q1 2022
Eaton Vance Management

Boston, MA
SELL
 -
-2.9K
Closed
$20.3K - $24.5K
0 $0
May 13, 2022 Q1 2022
Bulldog Investors, LLP

Saddle Brook, NJ
SELL
 -
-318K
Closed
$2.23M - $2.69M
0 $0
May 13, 2022 Q1 2022
Coastal Bridge Advisors, LLC

SELL
 -
-21.1K
Closed
$147K - $178K
0 $0
May 13, 2022 Q1 2022
Northern Trust Corp

Chicago, IL
SELL
 -
-33.3K
Closed
$233K - $281K
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
May 05, 2022 Q1 2022
National Bank Of Canada

BUY
 -
2
+ 2.0%
$14 - $16.9
102 $661
Apr 29, 2022 Q1 2022
Randolph CO Inc

Cincinnati, OH
SELL
 -
-14K
Closed
$98K - $118K
0 $0
Apr 29, 2022 Q1 2022
West Bancorporation Inc

SELL
 -
-6K
- 60.3%
$42K - $50.7K
3.95K $25.6K
Apr 28, 2022 Q1 2022
Alpha Star Capital Management, LLC

SELL
 -
-758
- 4.62%
$5.31K - $6.41K
15.7K $101K
Apr 28, 2022 Q1 2022
Ahrens Investment Partners LLC

SELL
 -
-1.5K
Closed
$10.5K - $12.7K
0 $0
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

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