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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
1+ 0.01% |
$6.43 - $7.14
|
18.9K
$138K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
141K+ 430.6% |
$922K - $1.01M
|
174K
$1.27M
|
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
84.5KNew |
$552K - $604K
|
84.5K
$618K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
83KNew |
$543K - $593K
|
83K
$608K
|
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
73.2KNew |
$479K - $524K
|
73.2K
$536K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
70KNew |
$458K - $500K
|
70K
$512K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
17.7KNew |
$116K - $126K
|
17.7K
$129K
|
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
17KNew |
$111K - $122K
|
17K
$125K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
15.3KNew |
$100K - $109K
|
15.3K
$112K
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
15KNew |
$98.1K - $107K
|
15K
$110K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
13.9KNew |
$91.1K - $99.6K
|
13.9K
$102K
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
12.4KNew |
$80.9K - $88.5K
|
12.4K
$90.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
10.3KNew |
$67K - $73.3K
|
10.3K
$75K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9KNew |
$58.9K - $64.4K
|
9K
$65.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.4KNew |
$15.7K - $17.2K
|
2.4K
$17.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.21K+ 619.89% |
$14.5K - $15.8K
|
2.57K
$18.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.17KNew |
$7.63K - $8.34K
|
1.17K
$8.54K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.03KNew |
$6.72K - $7.35K
|
1.03K
$7.52K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
329+ 2.64% |
$2.15K - $2.35K
|
12.8K
$93.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
237+ 0.57% |
$1.55K - $1.69K
|
42.1K
$308K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
200New |
$1.31K - $1.43K
|
200
$1.46K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
161+ 2.64% |
$1.05K - $1.15K
|
6.27K
$45.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
51+ 2.6% |
$334 - $365
|
2.01K
$14.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
48New |
$314 - $343
|
48
$351
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
35New |
$229 - $250
|
35
$256
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
29+ 2.69% |
$190 - $207
|
1.11K
$8.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.01% |
$6.54 - $7.15
|
13.2K
$96.3K
|
|
| Q1 2024 | |||||||
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
62.2KNew |
$391K - $445K
|
62.2K
$455K
|
|
|
Apr 15, 2024
Q1 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
57.5KNew |
$361K - $411K
|
57.5K
$421K
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
BUY
|
- |
43.9KNew |
$275K - $314K
|
43.9K
$321K
|
|
|
May 13, 2024
Q1 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
37.8K+ 75.09% |
$237K - $270K
|
88.1K
$645K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
25.5KNew |
$160K - $182K
|
25.5K
$186K
|
|
|
May 08, 2024
Q1 2024
|
Calamos Advisors LLC
|
BUY
|
- |
23.6KNew |
$148K - $169K
|
23.6K
$173K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
22.6KNew |
$142K - $162K
|
22.6K
$165K
|
|
|
May 15, 2024
Q1 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
17.8KNew |
$111K - $127K
|
17.8K
$130K
|
|
|
May 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
14KNew |
$88.2K - $100K
|
14K
$103K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
13.3KNew |
$83.2K - $94.8K
|
13.3K
$97K
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
12.6KNew |
$79K - $89.9K
|
12.6K
$92K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
12.2K+ 39.76% |
$76.6K - $87.3K
|
42.9K
$314K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
11.7KNew |
$73.8K - $84K
|
11.7K
$86K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
10.3KNew |
$64.8K - $73.8K
|
10.3K
$75.6K
|
|
|
May 13, 2024
Q1 2024
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
7.17K+ 6.39% |
$45K - $51.3K
|
119K
$874K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.95K+ 1.77% |
$24.8K - $28.3K
|
228K
$1.67M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
2.87KNew |
$18K - $20.5K
|
2.87K
$21K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2.61K+ 5.16% |
$16.4K - $18.7K
|
53.2K
$390K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.6KNew |
$10K - $11.4K
|
1.6K
$11.7K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1KNew |
$6.28K - $7.15K
|
1K
$7.32K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
986New |
$6.19K - $7.05K
|
986
$7.22K
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
500New |
$3.14K - $3.58K
|
500
$3.66K
|
|