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 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
8.02K+ 5.01% |
$51.4K - $58.7K
|
168K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.91K+ 5.82% |
$50.7K - $57.9K
|
144K
$962K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
7.17K+ 37.75% |
$46K - $52.5K
|
26.2K
$175K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
6.36KNew |
$40.8K - $46.6K
|
6.36K
$42.6K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
6.13K+ 3.77% |
$39.3K - $44.9K
|
169K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
6.08K+ 4.37% |
$39K - $44.5K
|
145K
$971K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.07K+ 28.93% |
$32.5K - $37.1K
|
22.6K
$151K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.5K+ 3.0% |
$28.8K - $32.9K
|
155K
$1.03M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
4.24KNew |
$27.2K - $31K
|
4.24K
$28.3K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
4.12K+ 172.88% |
$26.4K - $30.1K
|
6.5K
$43.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4K+ 5.68% |
$25.6K - $29.3K
|
74.5K
$498K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.93K+ 21.58% |
$25.2K - $28.8K
|
22.2K
$148K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
3.3K+ 4.79% |
$21.2K - $24.2K
|
72.2K
$483K
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
2.51K+ 5.02% |
$16.1K - $18.4K
|
52.5K
$351K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
2.3KNew |
$14.7K - $16.8K
|
2.3K
$15.4K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
2.17KNew |
$13.9K - $15.9K
|
2.17K
$14.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1.5KNew |
$9.62K - $11K
|
1.5K
$10K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.42K+ 1.28% |
$9.07K - $10.4K
|
112K
$747K
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
1.09K+ 5.02% |
$7.01K - $8K
|
22.9K
$153K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
1.08K+ 3.66% |
$6.94K - $7.92K
|
30.6K
$205K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.05K+ 5.03% |
$6.72K - $7.67K
|
21.9K
$146K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
978+ 15.92% |
$6.27K - $7.16K
|
7.12K
$47.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
868+ 5.02% |
$5.56K - $6.35K
|
18.2K
$122K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
821+ 5.02% |
$5.26K - $6.01K
|
17.2K
$115K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
778+ 1.07% |
$4.99K - $5.69K
|
73.6K
$492K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
777+ 2.38% |
$4.98K - $5.69K
|
33.5K
$224K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
766+ 5.02% |
$4.91K - $5.61K
|
16K
$107K
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
653+ 5.0% |
$4.19K - $4.78K
|
13.7K
$91.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
613+ 5.02% |
$3.93K - $4.49K
|
12.8K
$85.8K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
600+ 5.74% |
$3.85K - $4.39K
|
11.1K
$73.9K
|
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
555+ 2.52% |
$3.56K - $4.06K
|
22.6K
$151K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
500+ 1.18% |
$3.21K - $3.66K
|
42.8K
$286K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
472+ 1.12% |
$3.03K - $3.46K
|
42.8K
$286K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
461+ 2.91% |
$2.96K - $3.37K
|
16.3K
$109K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
366+ 3.53% |
$2.35K - $2.68K
|
10.7K
$71.8K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
294+ 2.42% |
$1.88K - $2.15K
|
12.4K
$83.1K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
286New |
$1.83K - $2.09K
|
286
$1.91K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
275New |
$1.76K - $2.01K
|
275
$1.84K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
173+ 0.52% |
$1.11K - $1.27K
|
33.5K
$224K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
136+ 1.32% |
$872 - $996
|
10.4K
$69.8K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
120+ 5.0% |
$769 - $878
|
2.52K
$16.9K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100New |
$641 - $732
|
100
$669
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
100New |
$641 - $732
|
100
$669
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
93+ 4.97% |
$596 - $681
|
1.97K
$13.1K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
70+ 4.96% |
$449 - $512
|
1.48K
$9.91K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
66New |
$423 - $483
|
66
$442
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
41+ 1.68% |
$263 - $300
|
2.48K
$16.6K
|
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
38+ 5.09% |
$244 - $278
|
784
$5.24K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
26+ 0.93% |
$167 - $190
|
2.81K
$18.8K
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
2+ 0.01% |
$12.8 - $14.6
|
18.9K
$126K
|