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 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
91KNew |
$620K - $679K
|
91K
$609K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
57.7K+ 284.41% |
$394K - $431K
|
78K
$522K
|
|
|
Feb 11, 2025
Q4 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
43K+ 257.93% |
$294K - $321K
|
59.7K
$400K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
31.6KNew |
$216K - $236K
|
31.6K
$212K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
29.7KNew |
$203K - $222K
|
29.7K
$199K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
25.1KNew |
$171K - $187K
|
25.1K
$168K
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
22.5KNew |
$154K - $168K
|
22.5K
$151K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
22.3KNew |
$152K - $167K
|
22.3K
$149K
|
|
|
Feb 07, 2025
Q4 2024
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
22KNew |
$150K - $164K
|
22K
$147K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
20.9KNew |
$142K - $156K
|
20.9K
$140K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
14.4K+ 87.01% |
$98.1K - $107K
|
30.9K
$207K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
13.8KNew |
$94.4K - $103K
|
13.8K
$92.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
11.9KNew |
$81.1K - $88.7K
|
11.9K
$79.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.3K+ 96.14% |
$70K - $76.6K
|
20.9K
$140K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
10.1KNew |
$68.7K - $75.1K
|
10.1K
$67.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
9.3KNew |
$63.5K - $69.4K
|
9.3K
$62.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
7.14KNew |
$48.7K - $53.3K
|
7.14K
$47.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
4.45K+ 15.01% |
$30.4K - $33.2K
|
34.1K
$228K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
4.28KNew |
$29.2K - $31.9K
|
4.28K
$28.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.85KNew |
$12.6K - $13.8K
|
1.85K
$12.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.25KNew |
$8.55K - $9.35K
|
1.25K
$8.38K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
1.12KNew |
$7.65K - $8.37K
|
1.12K
$7.51K
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
1.01K+ 5.51% |
$6.92K - $7.56K
|
19.4K
$130K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1K+ 11.11% |
$6.82K - $7.46K
|
10K
$66.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1KNew |
$6.82K - $7.46K
|
1K
$6.69K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1KNew |
$6.82K - $7.46K
|
1K
$6.69K
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
563+ 2.52% |
$3.84K - $4.2K
|
22.9K
$153K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
288New |
$1.96K - $2.15K
|
288
$1.93K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
134New |
$914 - $1K
|
134
$896
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
6New |
$40.9 - $44.8
|
6
$40.1
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.05M+ 167.26% |
$6.78M - $7.52M
|
1.68M
$11.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
89.4K+ 14.77% |
$575K - $639K
|
695K
$4.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
84.1KNew |
$540K - $600K
|
84.1K
$562K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
36.1KNew |
$232K - $258K
|
36.1K
$242K
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
26KNew |
$167K - $186K
|
26K
$174K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
24.9KNew |
$160K - $177K
|
24.9K
$166K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
10.9KNew |
$69.8K - $77.5K
|
10.9K
$72.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
10.7K+ 248.14% |
$68.6K - $76.2K
|
15K
$100K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
10.2KNew |
$65.5K - $72.8K
|
10.2K
$68.2K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4KNew |
$25.7K - $28.6K
|
4K
$26.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.69K+ 1.58% |
$17.3K - $19.2K
|
173K
$1.16M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.61K+ 111.95% |
$10.4K - $11.5K
|
3.05K
$20.4K
|
|
|
Oct 31, 2024
Q3 2024
|
David J Yvars Group
|
BUY
|
- |
1.06K+ 4.94% |
$6.82K - $7.57K
|
22.5K
$151K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
849+ 7.8% |
$5.46K - $6.06K
|
11.7K
$78.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
733New |
$4.71K - $5.23K
|
733
$4.9K
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
262+ 2.62% |
$1.68K - $1.87K
|
10.3K
$68.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
128+ 0.54% |
$823 - $914
|
23.7K
$159K
|
|