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
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
Laurel Wealth Advisors, Inc.

Solana Beach, CA
SELL
 -
-44.9K
Closed
$354K - $413K
0 $0
Feb 14, 2022 Q4 2021
Tilia Fiduciary Partners, Inc.

BUY
 -
8.47K
New
$66.7K - $78K
8.47K $54.9K
Feb 14, 2022 Q4 2021
Hoey Investments, Inc

Coatesville, PA
BUY
 -
278
+ 10.02%
$2.19K - $2.56K
3.05K $19.8K
Feb 14, 2022 Q4 2021
Jacobi Capital Management LLC

SELL
 -
-160
Closed
$1.26K - $1.47K
0 $0
Feb 14, 2022 Q4 2021
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
2.34K
New
$18.4K - $21.5K
2.34K $15.2K
Feb 14, 2022 Q4 2021
Parkside Financial Bank & Trust

SELL
 -
-11.6K
Closed
$91.5K - $107K
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 11, 2022 Q4 2021
Gerber Kawasaki Wealth & Investment Management

SELL
 -
-1
Closed
$7.88 - $9.21
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 $442K
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 $188K
Nov 04, 2021 Q3 2021
Strategic Asset Management, LLC

BUY
 -
11.1K
New
$91.6K - $102K
11.1K $71.6K
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 $2.7K
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 $32.4K
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
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 12, 2021 Q1 2021
True Private Wealth Advisors

SELL
 -
-2.32K
Closed
$15.6K - $17.7K
0 $0
May 11, 2021 Q1 2021
Live Oak Private Wealth LLC

SELL
 -
-425
- 0.27%
$2.86K - $3.24K
159K $1.03M
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 $217K
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 $326K
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 $855
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 $109K
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

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