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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
720K+ 19.74% |
$4.62M - $5.27M
|
4.37M
$29.2M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
550K+ 22.08% |
$3.53M - $4.03M
|
3.04M
$20.3M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
333K+ 21.24% |
$2.14M - $2.44M
|
1.9M
$12.7M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
216K+ 109.01% |
$1.39M - $1.58M
|
415K
$2.78M
|
|
|
May 09, 2025
Q1 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
207K+ 1643.94% |
$1.33M - $1.52M
|
220K
$1.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
165K+ 16.23% |
$1.05M - $1.2M
|
1.18M
$7.88M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
138K+ 289.94% |
$886K - $1.01M
|
186K
$1.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
134K+ 497.79% |
$856K - $977K
|
160K
$1.07M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
124K+ 17.41% |
$792K - $904K
|
833K
$5.57M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
114K+ 7.25% |
$731K - $835K
|
1.69M
$11.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
91.5K+ 5.74% |
$587K - $670K
|
1.69M
$11.3M
|
|
|
May 15, 2025
Q1 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
73.1KNew |
$469K - $535K
|
73.1K
$489K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
66K+ 2.05% |
$423K - $483K
|
3.28M
$22M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
60.8KNew |
$390K - $445K
|
60.8K
$407K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
52.5K+ 26.66% |
$336K - $384K
|
249K
$1.67M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
44.9KNew |
$288K - $329K
|
44.9K
$301K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
43.9KNew |
$282K - $322K
|
43.9K
$294K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
43.7K+ 15.06% |
$280K - $320K
|
334K
$2.23M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
42.2KNew |
$271K - $309K
|
42.2K
$282K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
40.3KNew |
$259K - $295K
|
40.3K
$270K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
38.3KNew |
$246K - $280K
|
38.3K
$256K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
36.9K+ 10.98% |
$236K - $270K
|
373K
$2.49M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
36.5K+ 104291.43% |
$234K - $267K
|
36.5K
$244K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
27.7K+ 4171.95% |
$177K - $202K
|
28.3K
$189K
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
25.3K+ 15.11% |
$162K - $185K
|
193K
$1.29M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
25.2K+ 6.31% |
$162K - $185K
|
425K
$2.84M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
24.6K+ 7.41% |
$158K - $180K
|
356K
$2.38M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
21.8KNew |
$139K - $159K
|
21.8K
$146K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
20.8K+ 55.73% |
$133K - $152K
|
58.2K
$389K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
19.3KNew |
$124K - $141K
|
19.3K
$129K
|
|
|
May 19, 2025
Q1 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
18.7KNew |
$120K - $137K
|
18.7K
$125K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
18.4K+ 13.35% |
$118K - $135K
|
157K
$1.05M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
17KNew |
$109K - $124K
|
17K
$114K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16.4KNew |
$105K - $120K
|
16.4K
$109K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
16.2K+ 16.66% |
$104K - $119K
|
114K
$760K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
16.1K+ 23.62% |
$103K - $118K
|
84.4K
$565K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
15.2KNew |
$97.5K - $111K
|
15.2K
$102K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15KNew |
$96.2K - $110K
|
15K
$100K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14.4K+ 20.91% |
$92.1K - $105K
|
83K
$556K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
12.4K+ 1.64% |
$79.3K - $90.5K
|
767K
$5.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.1K+ 62.32% |
$77.4K - $88.4K
|
31.5K
$210K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
12.1K+ 84.18% |
$77.4K - $88.4K
|
26.4K
$177K
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
11.7KNew |
$75.1K - $85.8K
|
11.7K
$78.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
11.6K+ 28.43% |
$74.2K - $84.7K
|
52.3K
$350K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.3K+ 967.44% |
$72.4K - $82.6K
|
12.5K
$83.3K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
10.6KNew |
$67.9K - $77.5K
|
10.6K
$70.8K
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
9.58K+ 10.53% |
$61.4K - $70.1K
|
101K
$673K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9K+ 44.39% |
$57.7K - $65.9K
|
29.3K
$196K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
8.71KNew |
$55.8K - $63.8K
|
8.71K
$58.3K
|
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
8.4K+ 56.92% |
$53.9K - $61.5K
|
23.2K
$155K
|