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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.9K+ 9.22% |
$17.1K - $19.8K
|
34.4K
$224K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.85K+ 1.82% |
$16.8K - $19.4K
|
159K
$1.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2K+ 20.0% |
$11.8K - $13.6K
|
12K
$78.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.81K+ 14.55% |
$10.7K - $12.3K
|
14.3K
$93K
|
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
1.54K+ 2.14% |
$9.1K - $10.5K
|
73.7K
$481K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.5K+ 7.78% |
$8.85K - $10.2K
|
20.8K
$135K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1.5K+ 3.51% |
$8.85K - $10.2K
|
44.3K
$289K
|
|
|
Aug 05, 2025
Q2 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
1.3K+ 0.67% |
$7.65K - $8.83K
|
194K
$1.27M
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.29K+ 0.76% |
$7.58K - $8.75K
|
170K
$1.11M
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
1.2K+ 2.21% |
$7.05K - $8.14K
|
55.2K
$360K
|
|
|
Aug 12, 2025
Q2 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
1.17K+ 2.23% |
$6.91K - $7.98K
|
53.7K
$350K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.11K+ 4.22% |
$6.52K - $7.53K
|
27.3K
$178K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
815+ 2.23% |
$4.81K - $5.55K
|
37.4K
$244K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
745+ 2.23% |
$4.4K - $5.07K
|
34.2K
$223K
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
- |
510+ 2.23% |
$3.01K - $3.47K
|
23.4K
$152K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
389+ 0.09% |
$2.3K - $2.65K
|
420K
$2.74M
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
383+ 2.23% |
$2.26K - $2.61K
|
17.6K
$114K
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
BUY
|
- |
358+ 2.23% |
$2.11K - $2.44K
|
16.4K
$107K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
317+ 0.92% |
$1.87K - $2.16K
|
34.8K
$227K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
316+ 2.23% |
$1.86K - $2.15K
|
14.5K
$94.5K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
307+ 0.17% |
$1.81K - $2.09K
|
186K
$1.21M
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
304+ 2.22% |
$1.79K - $2.07K
|
14K
$91.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
287+ 2.24% |
$1.69K - $1.95K
|
13.1K
$85.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
254+ 2.21% |
$1.5K - $1.73K
|
11.8K
$76.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
251+ 1.06% |
$1.48K - $1.71K
|
24K
$156K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
221+ 0.52% |
$1.3K - $1.51K
|
43K
$280K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
216+ 1.33% |
$1.27K - $1.47K
|
16.5K
$108K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
180+ 0.72% |
$1.06K - $1.23K
|
25.2K
$164K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
100New |
$590 - $681
|
100
$652
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
95+ 2.24% |
$561 - $647
|
4.33K
$28.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
84+ 0.77% |
$496 - $572
|
11K
$71.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
82+ 0.4% |
$484 - $558
|
20.3K
$133K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
57+ 2.26% |
$336 - $388
|
2.58K
$16.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
56+ 0.32% |
$330 - $381
|
17.5K
$114K
|
|
|
Jul 25, 2025
Q2 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
48+ 2.22% |
$283 - $327
|
2.21K
$14.4K
|
|
|
Aug 14, 2025
Q2 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
43+ 2.19% |
$254 - $293
|
2.01K
$13.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
17+ 2.17% |
$100 - $116
|
801
$5.22K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
4+ 0.02% |
$23.6 - $27.2
|
18.2K
$118K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
1+ 1.11% |
$5.9 - $6.81
|
91
$593
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
44.9KNew |
$288K - $329K
|
44.9K
$293K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
38.3KNew |
$246K - $280K
|
38.3K
$250K
|
|
|
May 19, 2025
Q1 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
18.7KNew |
$120K - $137K
|
18.7K
$122K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
16.1K+ 23.62% |
$103K - $118K
|
84.4K
$550K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
13.1KNew |
$84.3K - $96.3K
|
13.1K
$85.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
11.7KNew |
$75.1K - $85.8K
|
11.7K
$76.4K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
10.6KNew |
$67.9K - $77.5K
|
10.6K
$69K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
8.71KNew |
$55.8K - $63.8K
|
8.71K
$56.8K
|
|