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 |
|---|---|---|---|---|---|---|---|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
2.77K+ 426.15% |
$16.8K - $17.9K
|
3.42K
$20.8K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
2.02MNew |
$12.8M - $14M
|
2.02M
$12.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
889K+ 27.73% |
$5.64M - $6.17M
|
4.1M
$24.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
752KNew |
$4.77M - $5.22M
|
752K
$4.57M
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
658K+ 174.52% |
$4.17M - $4.57M
|
1.04M
$6.29M
|
|
|
Nov 14, 2025
Q3 2025
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
628KNew |
$3.98M - $4.36M
|
628K
$3.81M
|
|
|
Oct 22, 2025
Q3 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
504K+ 62.65% |
$3.19M - $3.5M
|
1.31M
$7.94M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
493K+ 258.99% |
$3.12M - $3.42M
|
683K
$4.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
383K+ 3721.68% |
$2.43M - $2.66M
|
394K
$2.39M
|
|
|
Oct 20, 2025
Q3 2025
|
Absolute Investment Advisers LLC
|
BUY
|
- |
369KNew |
$2.34M - $2.56M
|
369K
$2.24M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
292K+ 55.0% |
$1.85M - $2.03M
|
824K
$5M
|
|
|
Dec 22, 2025
Q3 2025
|
Pmg Family Office LLC
Plano, TX |
BUY
|
- |
289KNew |
$1.83M - $2M
|
289K
$1.75M
|
|
|
Nov 07, 2025
Q3 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
259K+ 40.48% |
$1.64M - $1.8M
|
898K
$5.45M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
224KNew |
$1.42M - $1.55M
|
224K
$1.36M
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
186K+ 23.49% |
$1.18M - $1.29M
|
976K
$5.93M
|
|
|
Nov 13, 2025
Q3 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
162KNew |
$1.03M - $1.12M
|
162K
$982K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
133K+ 66.03% |
$844K - $923K
|
335K
$2.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
130K+ 48.15% |
$824K - $902K
|
400K
$2.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
115K+ 2.54% |
$732K - $801K
|
4.65M
$28.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
115K+ 9.57% |
$729K - $798K
|
1.32M
$7.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
88KNew |
$558K - $611K
|
88K
$534K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
84.5K+ 22.69% |
$536K - $586K
|
457K
$2.77M
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
63.6K+ 7.82% |
$403K - $441K
|
876K
$5.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
55.6KNew |
$353K - $386K
|
55.6K
$338K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
41KNew |
$260K - $285K
|
41K
$249K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
38.8K+ 27.5% |
$246K - $269K
|
180K
$1.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
36.7KNew |
$233K - $255K
|
36.7K
$223K
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
34.9K+ 7.71% |
$222K - $243K
|
488K
$2.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
33.3KNew |
$211K - $231K
|
33.3K
$202K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
29.5K+ 15.76% |
$187K - $205K
|
217K
$1.32M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
27.8K+ 15.17% |
$176K - $193K
|
211K
$1.28M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
27K+ 107.12% |
$171K - $187K
|
52.2K
$317K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
26.3KNew |
$167K - $183K
|
26.3K
$160K
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
23K+ 133.44% |
$146K - $160K
|
40.2K
$244K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
21.3KNew |
$135K - $148K
|
21.3K
$129K
|
|
|
Oct 29, 2025
Q3 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
19.9KNew |
$126K - $138K
|
19.9K
$121K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
19.4K+ 12.91% |
$123K - $135K
|
170K
$1.03M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
18.8K+ 22.24% |
$119K - $130K
|
103K
$626K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
18.7KNew |
$119K - $130K
|
18.7K
$114K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
18.4K+ 5.78% |
$117K - $128K
|
338K
$2.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
16.1KNew |
$102K - $111K
|
16.1K
$97.5K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
15.2K+ 613.91% |
$96.5K - $106K
|
17.7K
$107K
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
15KNew |
$95.1K - $104K
|
15K
$91.1K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
14.6KNew |
$92.8K - $102K
|
14.6K
$88.8K
|
|
|
Oct 30, 2025
Q3 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
14.2KNew |
$90.2K - $98.7K
|
14.2K
$86.4K
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
14.2KNew |
$89.9K - $98.4K
|
14.2K
$86.1K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.3K+ 2.63% |
$84.6K - $92.6K
|
521K
$3.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.6K+ 3.89% |
$80K - $87.6K
|
337K
$2.05M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
12.2KNew |
$77.3K - $84.6K
|
12.2K
$74K
|
|
|
Nov 14, 2025
Q3 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
11.5K+ 103.89% |
$72.8K - $79.7K
|
22.5K
$137K
|
|