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 |
---|---|---|---|---|---|---|---|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
51+ 4.97% |
$320 - $365
|
1.08K
$7.32K
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
46+ 4.84% |
$289 - $329
|
996
$6.77K
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
36+ 1.57% |
$226 - $257
|
2.33K
$15.8K
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
19+ 0.19% |
$119 - $136
|
10.1K
$68.5K
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
BUY
|
- |
14+ 2.28% |
$87.9 - $100
|
627
$4.26K
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3+ 0.04% |
$18.8 - $21.5
|
7.66K
$52.1K
|
|
May 14, 2024
Q1 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
2+ 0.01% |
$12.6 - $14.3
|
18.9K
$128K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Feb 07, 2024
Q4 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
395K+ 149.13% |
$2.23M - $2.54M
|
660K
$4.49M
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
225K+ 869.89% |
$1.27M - $1.45M
|
251K
$1.7M
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
207KNew |
$1.17M - $1.33M
|
207K
$1.41M
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
169K+ 641.71% |
$952K - $1.09M
|
195K
$1.33M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
150KNew |
$844K - $964K
|
150K
$1.02M
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
133KNew |
$748K - $854K
|
133K
$902K
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
67.6KNew |
$382K - $436K
|
67.6K
$460K
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
24.9KNew |
$140K - $160K
|
24.9K
$169K
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
23.8KNew |
$134K - $153K
|
23.8K
$162K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
19.5K+ 688.63% |
$110K - $126K
|
22.3K
$152K
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.4KNew |
$92.2K - $105K
|
16.4K
$111K
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
10.3KNew |
$58K - $66.2K
|
10.3K
$69.9K
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
8.25KNew |
$46.5K - $53.1K
|
8.25K
$56.1K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5.69KNew |
$32.1K - $36.7K
|
5.69K
$38.7K
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.53K+ 10.75% |
$31.2K - $35.6K
|
56.9K
$387K
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.23KNew |
$6.94K - $7.92K
|
1.23K
$8.36K
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.02K+ 9.67% |
$5.75K - $6.57K
|
11.6K
$78.7K
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1K+ 0.27% |
$5.64K - $6.44K
|
374K
$2.54M
|
|
Jan 12, 2024
Q4 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1KNew |
$5.64K - $6.44K
|
1K
$6.8K
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
700+ 6.6% |
$3.95K - $4.51K
|
11.3K
$76.8K
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
200+ 12.5% |
$1.13K - $1.29K
|
1.8K
$12.2K
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
181New |
$1.02K - $1.17K
|
181
$1.23K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
140+ 100.0% |
$790 - $902
|
280
$1.9K
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
55New |
$310 - $354
|
55
$374
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
20K+ 8.0% |
$118K - $140K
|
270K
$1.84M
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
19.3K+ 13.34% |
$114K - $135K
|
164K
$1.11M
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
18.4KNew |
$109K - $129K
|
18.4K
$125K
|
|
Nov 13, 2023
Q3 2023
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
13KNew |
$76.7K - $91K
|
13K
$88.4K
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
10.9KNew |
$64.2K - $76.2K
|
10.9K
$74K
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
10.6KNew |
$62.6K - $74.2K
|
10.6K
$72.1K
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
8.5K+ 1.78% |
$50.2K - $59.5K
|
487K
$3.31M
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.4K+ 326.53% |
$14.2K - $16.8K
|
3.14K
$21.3K
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.44KNew |
$8.49K - $10.1K
|
1.44K
$9.79K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
735New |
$4.34K - $5.15K
|
735
$5K
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
728+ 1.54% |
$4.3K - $5.1K
|
47.9K
$326K
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
617+ 5.3% |
$3.64K - $4.32K
|
12.3K
$83.3K
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
298New |
$1.76K - $2.09K
|
298
$2.03K
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
128+ 1.04% |
$755 - $896
|
12.5K
$84.8K
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
81+ 2.58% |
$478 - $567
|
3.23K
$21.9K
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
22+ 2.62% |
$130 - $154
|
861
$5.85K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
12+ 2.61% |
$70.8 - $84
|
472
$3.21K
|
|
Q2 2023 | |||||||
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
BUY
|
- |
70KNew |
$410K - $453K
|
70K
$476K
|