Latest Institutional Purchases of Liberty All Star Equity Fund (USA)
This list provides information on the latest institutional transactions involving Liberty All Star Equity Fund (USA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
595K+ 1355.18% |
$3.51M - $4.05M
|
639K
$4.17M
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
484K+ 151.05% |
$2.85M - $3.29M
|
804K
$5.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
357KNew |
$2.11M - $2.43M
|
357K
$2.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
168K+ 3.84% |
$989K - $1.14M
|
4.54M
$29.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
164K+ 5.4% |
$969K - $1.12M
|
3.21M
$20.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
163K+ 222.67% |
$960K - $1.11M
|
236K
$1.54M
|
|
|
Aug 07, 2025
Q2 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
162KNew |
$956K - $1.1M
|
162K
$1.06M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
158K+ 71.68% |
$929K - $1.07M
|
377K
$2.46M
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
150K+ 371.67% |
$885K - $1.02M
|
190K
$1.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
142K+ 946.59% |
$838K - $968K
|
157K
$1.02M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
122K+ 3.7% |
$717K - $828K
|
3.41M
$22.2M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
120K+ 14.74% |
$710K - $819K
|
936K
$6.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
117K+ 28.18% |
$690K - $796K
|
532K
$3.47M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
109K+ 140.13% |
$645K - $745K
|
187K
$1.22M
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
103KNew |
$608K - $701K
|
103K
$672K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
78.9K+ 2809.83% |
$466K - $537K
|
81.7K
$533K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
77.9K+ 4.09% |
$459K - $530K
|
1.98M
$12.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
64.5KNew |
$380K - $439K
|
64.5K
$420K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
54.2K+ 3.21% |
$320K - $369K
|
1.74M
$11.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
35K+ 123.67% |
$207K - $239K
|
63.4K
$413K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
32.6KNew |
$192K - $222K
|
32.6K
$212K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
28.6K+ 6.73% |
$169K - $195K
|
453K
$2.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
25.7KNew |
$151K - $175K
|
25.7K
$167K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
24.8K+ 6.96% |
$146K - $169K
|
381K
$2.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
23.8K+ 2.02% |
$141K - $162K
|
1.2M
$7.84M
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
23.4K+ 3.05% |
$138K - $159K
|
791K
$5.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
23KNew |
$136K - $157K
|
23K
$150K
|
|
|
Aug 05, 2025
Q2 2025
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
22.5KNew |
$132K - $153K
|
22.5K
$146K
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
20.2K+ 1.2% |
$119K - $137K
|
1.71M
$11.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.9K+ 4.72% |
$111K - $129K
|
419K
$2.73M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
17.4KNew |
$103K - $118K
|
17.4K
$113K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
17.2KNew |
$102K - $117K
|
17.2K
$112K
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
15.1KNew |
$89K - $103K
|
15.1K
$98.4K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
14.5K+ 8.58% |
$85.3K - $98.5K
|
183K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.5K+ 9.18% |
$85.3K - $98.5K
|
172K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.1K+ 7.51% |
$83K - $95.8K
|
201K
$1.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
13.1KNew |
$77K - $88.9K
|
13.1K
$85.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
12.9KNew |
$76K - $87.7K
|
12.9K
$83.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
12.8KNew |
$75.5K - $87.2K
|
12.8K
$83.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
10.9KNew |
$64K - $73.9K
|
10.9K
$70.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
10.7KNew |
$63.2K - $73K
|
10.7K
$69.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
10KNew |
$59K - $68.1K
|
10K
$65.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
8.84K+ 11.23% |
$52.1K - $60.2K
|
87.5K
$571K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.23K+ 50.35% |
$48.6K - $56.1K
|
24.6K
$160K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
6.33K+ 6.29% |
$37.3K - $43.1K
|
107K
$697K
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
4.64K+ 20.59% |
$27.4K - $31.6K
|
27.2K
$177K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.49K+ 20.5% |
$26.5K - $30.6K
|
26.4K
$172K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.34KNew |
$25.6K - $29.6K
|
4.34K
$28.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
3.21K+ 2.83% |
$19K - $21.9K
|
117K
$761K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.99K+ 17.6% |
$17.6K - $20.4K
|
20K
$130K
|