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
Aug 17, 2020 Q2 2020
Wealthsource Partners, LLC

SELL
 -
-13.5K
Closed
$59.4K - $81.6K
0 $0
Aug 14, 2020 Q2 2020
Capital Bank & Trust CO

Irvine, CA
SELL
 -
-1
Closed
$4.39 - $6.03
0 $0
Aug 14, 2020 Q2 2020
Capital Wealth Planning, LLC

SELL
 -
-13.6K
Closed
$59.9K - $82.3K
0 $0
Aug 14, 2020 Q2 2020
Clark Capital Management Group, Inc.

Philadelphia, PA
SELL
 -
-10.6K
Closed
$46.4K - $63.7K
0 $0
Aug 14, 2020 Q2 2020
Smithfield Trust CO

Pittsburgh, PA
SELL
 -
-61
Closed
$268 - $368
0 $0
Aug 14, 2020 Q2 2020
Mbe Wealth Management, LLC

SELL
 -
-495
Closed
$2.17K - $2.98K
0 $0
Aug 06, 2020 Q2 2020
Darwin Advisors, LLC

SELL
 -
-100
Closed
$439 - $603
0 $0
Aug 06, 2020 Q2 2020
Tortoise Investment Management, LLC

SELL
 -
-2.3K
Closed
$10.1K - $13.9K
0 $0
Aug 04, 2020 Q2 2020
Atlas Private Wealth Management

SELL
 -
-515
Closed
$2.26K - $3.11K
0 $0
Aug 03, 2020 Q2 2020
Crescent Grove Advisors, LLC

SELL
 -
-24.4K
Closed
$107K - $147K
0 $0
Jul 31, 2020 Q2 2020
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
BUY
 -
5K
+ 50.0%
$22K - $30.2K
15K $104K
Q1 2020
May 15, 2020 Q1 2020
Sunbelt Securities, Inc.

Houston, TX
SELL
 -
-22K
Closed
$81.2K - $157K
0 $0
May 14, 2020 Q1 2020
Bbr Partners, LLC

New York, NY
SELL
 -
-404K
Closed
$1.49M - $2.88M
0 $0
May 14, 2020 Q1 2020
Independent Advisor Alliance

SELL
 -
-36.1K
Closed
$134K - $257K
0 $0
May 08, 2020 Q1 2020
Albion Financial Group

SELL
 -
-18.3K
Closed
$67.7K - $130K
0 $0
May 08, 2020 Q1 2020
Spectrum Management Group, LLC

SELL
 -
-35.4K
Closed
$131K - $252K
0 $0
May 06, 2020 Q1 2020
Bank Of New York Mellon Corp

New York, NY
BUY
 -
1.35K
+ 4.92%
$4.98K - $9.6K
28.7K $200K
Apr 17, 2020 Q1 2020
Ellis Investment Partners, LLC

SELL
 -
0
Closed
$0 - $0
0 $0
Q4 2019
Feb 14, 2020 Q4 2019
Deutsche Bank Ag\

Frankfurt Am Main, 2M
SELL
 -
-7.21K
Closed
$44.9K - $48.8K
0 $0
Feb 14, 2020 Q4 2019
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-10.6K
Closed
$66.1K - $71.9K
0 $0
Feb 13, 2020 Q4 2019
Lazard Asset Management LLC

New York, NY
SELL
 -
-604K
Closed
$3.76M - $4.09M
0 $0
Feb 11, 2020 Q4 2019
Vident Investment Advisory, LLC

Alpharetta, GA
SELL
 -
-1.58M
Closed
$9.84M - $10.7M
0 $0
Feb 11, 2020 Q4 2019
Segall Bryant & Hamill, LLC

Chicago, IL
SELL
 -
-11.4K
Closed
$70.9K - $77K
0 $0
Feb 04, 2020 Q4 2019
Capital Investment Advisory Services, LLC

SELL
 -
-2.31K
Closed
$14.4K - $15.7K
0 $0
Jan 23, 2020 Q4 2019
Nwam LLC

Mercer Island, WA
SELL
 -
-11.5K
Closed
$71.5K - $77.7K
0 $0
Q3 2019
Sep 14, 2021 Q3 2019
Sargent Bickham Lagudis LLC

SELL
 -
-55.6K
Closed
$335K - $369K
0 $0
Nov 14, 2019 Q3 2019
Rivernorth Capital Management, LLC

West Palm Beach, FL
SELL
 -
-128K
Closed
$768K - $847K
0 $0
Nov 13, 2019 Q3 2019
Private Capital Group, LLC

SELL
 -
-138
Closed
$831 - $916
0 $0
Nov 12, 2019 Q3 2019
Eulav Asset Management

SELL
 -
-13K
Closed
$78.3K - $86.3K
0 $0
Nov 12, 2019 Q3 2019
Aft, Forsyth & Company, Inc.

SELL
 -
-38.2K
Closed
$230K - $254K
0 $0
Nov 08, 2019 Q3 2019
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-1K
Closed
$6.02K - $6.64K
0 $0
Nov 05, 2019 Q3 2019
Barber Financial Group, Inc.

SELL
 -
-13.3K
Closed
$80.3K - $88.6K
0 $0
Oct 31, 2019 Q3 2019
Oxbow Advisors, LLC

Corpus Christi, TX
SELL
 -
-68K
Closed
$409K - $451K
0 $0
Oct 24, 2019 Q3 2019
Cedar Brook Financial Partners, LLC

Cleveland, OH
SELL
 -
-12.7K
Closed
$76.2K - $84.1K
0 $0
Oct 23, 2019 Q3 2019
Archford Capital Strategies, LLC

SELL
 -
-3.63K
Closed
$21.9K - $24.1K
0 $0
Oct 11, 2019 Q3 2019
Clarus Wealth Advisors

SELL
 -
-1.79K
Closed
$10.8K - $11.9K
0 $0
Oct 09, 2019 Q3 2019
Seven Bridge Financial Group, LLC

SELL
 -
-844
Closed
$5.08K - $5.6K
0 $0
Q2 2019
Aug 14, 2019 Q2 2019
Stansberry Asset Management, LLC

New York, NY
SELL
 -
-48.5K
Closed
$287K - $313K
0 $0
Aug 14, 2019 Q2 2019
Arete Wealth Advisors, LLC

Chicago, IL
SELL
 -
-25.5K
Closed
$151K - $164K
0 $0
Aug 14, 2019 Q2 2019
Pathstone Family Office, LLC

Englewood, NJ
SELL
 -
-23
Closed
$136 - $148
0 $0
Aug 06, 2019 Q2 2019
Edmonds Duncan Registered Investment Advisors, LLC

SELL
 -
-350K
Closed
$2.07M - $2.25M
0 $0
Jul 19, 2019 Q2 2019
Marino, Stram & Associates LLC

SELL
 -
-17
Closed
$101 - $109
0 $0
Jul 15, 2019 Q2 2019
First Hawaiian Bank

SELL
 -
-3.19K
Closed
$18.9K - $20.6K
0 $0
Jul 10, 2019 Q2 2019
Kwmg, LLC

SELL
 -
-1K
Closed
$5.92K - $6.44K
0 $0
Q1 2019
May 14, 2019 Q1 2019
Brinker Capital Investments, LLC

SELL
 -
-12
Closed
$63.4 - $74
0 $0
May 07, 2019 Q1 2019
Certified Advisory Corp

Altamonte Springs, FL
SELL
 -
-8K
Closed
$42.2K - $49.4K
0 $0
Apr 24, 2019 Q1 2019
Matisse Capital

SELL
 -
-67.1K
Closed
$354K - $414K
0 $0
Apr 24, 2019 Q1 2019
Gilman Hill Asset Management, LLC

SELL
 -
-20K
Closed
$106K - $123K
0 $0
Apr 12, 2019 Q1 2019
Round Table Services, LLC

SELL
 -
-14.4K
Closed
$76.1K - $88.9K
0 $0

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