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
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
Geller Advisors LLC

New York, NY
BUY
 -
68.2K
New
$565K - $627K
68.2K $471K
Nov 15, 2021 Q3 2021
Nsi Retail Advisors, LLC

Pittsburgh, PA
SELL
 -
-18.4K
Closed
$153K - $169K
0 $0
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 $200K
Nov 04, 2021 Q3 2021
Strategic Asset Management, LLC

BUY
 -
11.1K
New
$91.6K - $102K
11.1K $76.3K
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 $2.87K
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 $34.5K
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
Q1 2021
May 17, 2021 Q1 2021
1607 Capital Partners, LLC

Richmond, VA
SELL
 -
-105K
Closed
$704K - $800K
0 $0
May 13, 2021 Q1 2021
Sawtooth Solutions, LLC

SELL
 -
-51.7K
Closed
$348K - $395K
0 $0
May 12, 2021 Q1 2021
True Private Wealth Advisors

SELL
 -
-2.32K
Closed
$15.6K - $17.7K
0 $0
May 12, 2021 Q1 2021
Mc Ilrath & Eck, LLC

SELL
 -
-25
Closed
$168 - $191
0 $0
May 12, 2021 Q1 2021
Regal Investment Advisors LLC

Kentwood, MI
SELL
 -
-10K
Closed
$67.3K - $76.5K
0 $0
May 11, 2021 Q1 2021
Live Oak Private Wealth LLC

SELL
 -
-425
- 0.27%
$2.86K - $3.24K
159K $1.09M
May 10, 2021 Q1 2021
Oder Investment Management, LLC

Woodland Hills, CA
SELL
 -
-683
Closed
$4.59K - $5.21K
0 $0
May 10, 2021 Q1 2021
Advisory Alpha, LLC

SELL
 -
-14.2K
- 29.78%
$95.4K - $108K
33.5K $231K
May 06, 2021 Q1 2021
M&T Bank Corp

SELL
 -
-44.7K
Closed
$300K - $341K
0 $0
Apr 20, 2021 Q1 2021
Gemmer Asset Management LLC

BUY
 -
50.3K
New
$338K - $384K
50.3K $347K
Apr 09, 2021 Q1 2021
Stolper CO

SELL
 -
-99.2K
Closed
$667K - $757K
0 $0
Q4 2020
Nov 12, 2021 Q4 2020
Four Thought Financial, LLC

Venice, FL
BUY
 -
132
New
$766 - $911
132 $911
Mar 05, 2021 Q4 2020
Bnc Wealth Management, LLC

SELL
 -
-17
Closed
$98.6 - $117
0 $0
Feb 16, 2021 Q4 2020
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
16.8K
New
$97.2K - $116K
16.8K $116K
Feb 11, 2021 Q4 2020
Bellevue Asset Management, LLC

Bellevue, WA
SELL
 -
-1.03K
Closed
$5.98K - $7.11K
0 $0
Feb 11, 2021 Q4 2020
Proficio Capital Partners LLC

Newton, MA
SELL
 -
-23.9K
Closed
$139K - $165K
0 $0
Feb 10, 2021 Q4 2020
Tfc Financial Management

SELL
 -
-775
Closed
$4.5K - $5.35K
0 $0
Feb 09, 2021 Q4 2020
Stanley Laman Group, Ltd.

Berwyn, PA
SELL
 -
-33.7K
Closed
$195K - $232K
0 $0
Feb 08, 2021 Q4 2020
Flagship Harbor Advisors, LLC

SELL
 -
-17
Closed
$98.6 - $117
0 $0
Feb 05, 2021 Q4 2020
Rda Financial Network

SELL
 -
-11.1K
Closed
$64.1K - $76.3K
0 $0
Feb 04, 2021 Q4 2020
Founders Financial Alliance, LLC

Raleigh, NC
SELL
 -
-48
Closed
$278 - $331
0 $0
Jan 28, 2021 Q4 2020
Asset Dedication, LLC

SELL
 -
-1.31K
Closed
$7.6K - $9.04K
0 $0
Jan 26, 2021 Q4 2020
Beam Wealth Advisors, Inc.

SELL
 -
-15.9K
Closed
$92.1K - $110K
0 $0
Q3 2020
Nov 13, 2020 Q3 2020
Orion Portfolio Solutions, LLC

SELL
 -
-5.04K
Closed
$29K - $31.7K
0 $0
Nov 12, 2020 Q3 2020
Center For Financial Planning, Inc.

Southfied, MI
SELL
 -
-5.04K
Closed
$29K - $31.7K
0 $0
Nov 10, 2020 Q3 2020
Rmb Capital Management, LLC

SELL
 -
-55.5K
Closed
$319K - $349K
0 $0
Nov 05, 2020 Q3 2020
Liberty Wealth Management LLC

Oakland, CA
SELL
 -
-27
Closed
$155 - $170
0 $0
Oct 15, 2020 Q3 2020
Measured Wealth Private Client Group, LLC

SELL
 -
-54.2K
Closed
$312K - $341K
0 $0
Oct 14, 2020 Q3 2020
Baystate Wealth Management LLC

SELL
 -
-478
Closed
$2.75K - $3.01K
0 $0
Oct 06, 2020 Q3 2020
Gradient Investments LLC

SELL
 -
-588
Closed
$3.38K - $3.7K
0 $0
Q2 2020
Aug 17, 2020 Q2 2020
Wealthsource Partners, LLC

SELL
 -
-13.5K
Closed
$59.4K - $81.6K
0 $0
Aug 14, 2020 Q2 2020
Mbe Wealth Management, LLC

SELL
 -
-495
Closed
$2.17K - $2.98K
0 $0

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