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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.49MNew |
$17M - $18.6M
|
2.49M
$17.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
176K+ 5.77% |
$1.2M - $1.31M
|
3.22M
$22.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
132K+ 26.49% |
$901K - $985K
|
631K
$4.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
112K+ 3.16% |
$761K - $832K
|
3.65M
$25.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
110KNew |
$751K - $822K
|
110K
$772K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
98K+ 6.66% |
$669K - $731K
|
1.57M
$11M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
95.4K+ 10.39% |
$651K - $712K
|
1.01M
$7.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
91KNew |
$620K - $679K
|
91K
$638K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
87.6K+ 5.89% |
$597K - $653K
|
1.57M
$11M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
77.7K+ 68.26% |
$530K - $580K
|
192K
$1.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
72.8KNew |
$496K - $543K
|
72.8K
$510K
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
68.9KNew |
$470K - $514K
|
68.9K
$483K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
67.3KNew |
$459K - $502K
|
67.3K
$472K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
57.7K+ 284.41% |
$394K - $431K
|
78K
$547K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
57.5KNew |
$392K - $429K
|
57.5K
$403K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
53.7K+ 13.95% |
$366K - $400K
|
438K
$3.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
50.9K+ 7.22% |
$347K - $379K
|
755K
$5.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
48.9K+ 13.95% |
$334K - $365K
|
400K
$2.8M
|
|
|
Feb 11, 2025
Q4 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
43K+ 257.93% |
$294K - $321K
|
59.7K
$419K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
40.7KNew |
$277K - $304K
|
40.7K
$285K
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
40K+ 31.32% |
$273K - $298K
|
168K
$1.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
35.6KNew |
$243K - $265K
|
35.6K
$249K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
31.6KNew |
$216K - $236K
|
31.6K
$222K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
29.7KNew |
$203K - $222K
|
29.7K
$208K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
25.7K+ 14.87% |
$175K - $192K
|
198K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
25.1KNew |
$171K - $187K
|
25.1K
$176K
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
22.5KNew |
$154K - $168K
|
22.5K
$158K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
22.3KNew |
$152K - $167K
|
22.3K
$157K
|
|
|
Jan 30, 2025
Q4 2024
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
22.1KNew |
$150K - $164K
|
22.1K
$155K
|
|
|
Feb 07, 2025
Q4 2024
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
22KNew |
$150K - $164K
|
22K
$155K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
20.9KNew |
$142K - $156K
|
20.9K
$146K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
20.6K+ 44.04% |
$140K - $153K
|
67.2K
$471K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.8K+ 6.25% |
$135K - $147K
|
336K
$2.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
19.7K+ 16.6% |
$134K - $147K
|
138K
$968K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15.3K+ 8.4% |
$104K - $114K
|
197K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
14.8KNew |
$101K - $110K
|
14.8K
$103K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
14.4K+ 87.01% |
$98.1K - $107K
|
30.9K
$217K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
13.8KNew |
$94.4K - $103K
|
13.8K
$97K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13K+ 8.76% |
$88.5K - $96.8K
|
161K
$1.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12.1K+ 82.41% |
$82.6K - $90.4K
|
26.8K
$188K
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
11.9KNew |
$81.1K - $88.7K
|
11.9K
$83.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
11.9KNew |
$80.9K - $88.5K
|
11.9K
$83.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.4KNew |
$70.7K - $77.3K
|
10.4K
$72.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.3K+ 96.14% |
$70K - $76.6K
|
20.9K
$147K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
10.1KNew |
$68.7K - $75.1K
|
10.1K
$70.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
9.3KNew |
$63.5K - $69.4K
|
9.3K
$65.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
8.65K+ 6.11% |
$59K - $64.5K
|
150K
$1.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
7.5K+ 10.51% |
$51.2K - $56K
|
78.8K
$553K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
7.14KNew |
$48.7K - $53.3K
|
7.14K
$50.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
7K+ 31.03% |
$47.7K - $52.2K
|
29.6K
$207K
|