Latest Institutional Purchases of Liberty All Star Equity Fund (USA)

USA Quotes by TradingView

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
Nova Wealth Management, Inc.

Bonita Springs, FL
BUY
 -
6.36K
New
$40.8K - $46.6K
6.36K $41.5K
May 08, 2025 Q1 2025
Us Bancorp \De\

BUY
 -
4.12K
+ 172.88%
$26.4K - $30.1K
6.5K $42.4K
May 15, 2025 Q1 2025
Wiley Bros. Aintree Capital, LLC

BUY
 -
3.93K
+ 21.58%
$25.2K - $28.8K
22.2K $144K
Apr 28, 2025 Q1 2025
Rossby Financial, Lcc

Melbourne, FL
BUY
 -
2.3K
New
$14.7K - $16.8K
2.3K $15K
Jul 25, 2025 Q1 2025
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
2.23K
+ 2.03%
$14.3K - $16.3K
112K $730K
Apr 29, 2025 Q1 2025
Riggs Asset Managment Co. Inc.

BUY
 -
1.5K
New
$9.62K - $11K
1.5K $9.78K
May 15, 2025 Q1 2025
Concorde Asset Management, LLC

BUY
 -
600
+ 5.74%
$3.85K - $4.39K
11.1K $72K
May 06, 2025 Q1 2025
Next Level Wealth Planning, LLC

Meridian, ID
BUY
 -
555
+ 2.52%
$3.56K - $4.06K
22.6K $147K
Apr 30, 2025 Q1 2025
Cerity Partners LLC

New York, NY
BUY
 -
366
+ 3.53%
$2.35K - $2.68K
10.7K $70K
May 15, 2025 Q1 2025
Ameriflex Group, Inc.

Las Vegas, NV
BUY
 -
294
+ 2.42%
$1.88K - $2.15K
12.4K $81K
May 02, 2025 Q1 2025
Concord Wealth Partners

BUY
 -
275
New
$1.76K - $2.01K
275 $1.79K
May 01, 2025 Q1 2025
Key F Inancial Inc

BUY
 -
70
+ 4.96%
$449 - $512
1.48K $9.66K
Apr 28, 2025 Q1 2025
Private Trust CO Na

BUY
 -
66
New
$423 - $483
66 $430
May 01, 2025 Q1 2025
Cwm, LLC

BUY
 -
41
+ 1.68%
$263 - $300
2.48K $16.2K
Q4 2024
Feb 14, 2025 Q4 2024
Talon Private Wealth, LLC

The Villages, FL
BUY
 -
91K
New
$620K - $679K
91K $593K
Feb 11, 2025 Q4 2024
True Mark Investments, LLC

Chicago, IL
BUY
 -
43K
+ 257.93%
$294K - $321K
59.7K $389K
Feb 14, 2025 Q4 2024
Canal Capital Management, LLC

BUY
 -
31.6K
New
$216K - $236K
31.6K $206K
Feb 10, 2025 Q4 2024
Gwn Securities Inc.

Palm Beach Gardens, FL
BUY
 -
29.7K
New
$203K - $222K
29.7K $194K
Feb 14, 2025 Q4 2024
Cary Street Partners Financial LLC

Richmond, VA
BUY
 -
25.1K
New
$171K - $187K
25.1K $164K
Feb 06, 2025 Q4 2024
Von Berge Wealth Management Group, LLC

BUY
 -
22.5K
New
$154K - $168K
22.5K $147K
Feb 13, 2025 Q4 2024
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
22.3K
New
$152K - $167K
22.3K $146K
Feb 07, 2025 Q4 2024
Cushing Capital Partners, LLC

Delafield, WI
BUY
 -
22K
New
$150K - $164K
22K $144K
Feb 13, 2025 Q4 2024
Bank Of Hawaii

Honolulu, HI
BUY
 -
20.9K
New
$142K - $156K
20.9K $136K
Jan 16, 2025 Q4 2024
Annex Advisory Services, LLC

BUY
 -
14.4K
+ 87.01%
$98.1K - $107K
30.9K $202K
Jan 17, 2025 Q4 2024
Mutual Advisors, LLC

Casper, WY
BUY
 -
13.8K
New
$94.4K - $103K
13.8K $90.2K
Feb 12, 2025 Q4 2024
Meridian Investment Counsel Inc.

Lafayette, CA
BUY
 -
11.9K
New
$81.1K - $88.7K
11.9K $77.6K
Feb 07, 2025 Q4 2024
Independent Advisor Alliance

BUY
 -
10.1K
New
$68.7K - $75.1K
10.1K $65.7K
Feb 12, 2025 Q4 2024
Brown Brothers Harriman & CO

New York, NY
BUY
 -
9.3K
New
$63.5K - $69.4K
9.3K $60.7K
Jan 23, 2025 Q4 2024
Crews Bank & Trust

Port Charlotte, FL
BUY
 -
7.14K
New
$48.7K - $53.3K
7.14K $46.6K
Feb 10, 2025 Q4 2024
Altus Wealth Group LLC

Colorado Springs, CO
BUY
 -
4.45K
+ 15.01%
$30.4K - $33.2K
34.1K $222K
Feb 13, 2025 Q4 2024
Transce3nd, LLC

Kyle, TX
BUY
 -
4.28K
New
$29.2K - $31.9K
4.28K $27.9K
Jan 23, 2025 Q4 2024
Synergy Asset Management, LLC

Bellevue, WA
BUY
 -
1.85K
New
$12.6K - $13.8K
1.85K $12K
Feb 05, 2025 Q4 2024
Jones Financial Companies Lllp

BUY
 -
1.25K
New
$8.55K - $9.35K
1.25K $8.17K
Feb 06, 2025 Q4 2024
Assetmark, Inc

BUY
 -
1.12K
New
$7.65K - $8.37K
1.12K $7.32K
Jan 29, 2025 Q4 2024
Ingalls & Snyder LLC

New York, NY
BUY
 -
1.01K
+ 5.51%
$6.92K - $7.56K
19.4K $127K
Jan 28, 2025 Q4 2024
Wingate Wealth Advisors, Inc.

Lexington, MA
BUY
 -
1K
New
$6.82K - $7.46K
1K $6.52K
Jan 13, 2025 Q4 2024
Fny Investment Advisers, LLC

BUY
 -
1K
New
$6.82K - $7.46K
1K $6.52K
Feb 14, 2025 Q4 2024
Global Assets Advisory, LLC

Orlando, FL
BUY
 -
563
+ 2.52%
$3.84K - $4.2K
22.9K $149K
Feb 10, 2025 Q4 2024
Van Hulzen Asset Management, LLC

BUY
 -
288
New
$1.96K - $2.15K
288 $1.88K
Feb 14, 2025 Q4 2024
Mai Capital Management

BUY
 -
6
New
$40.9 - $44.8
6 $39.1
Feb 07, 2025 Q4 2024
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
0
New
$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 $11M
Oct 18, 2024 Q3 2024
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
89.4K
+ 14.77%
$575K - $639K
695K $4.53M
Nov 14, 2024 Q3 2024
Israel Englander Millennium Management LLC | New York, Ny
BUY
 -
84.1K
New
$540K - $600K
84.1K $548K
Oct 21, 2024 Q3 2024
Sequoia Financial Advisors, LLC

BUY
 -
36.1K
New
$232K - $258K
36.1K $235K
Nov 14, 2024 Q3 2024
Williams Jones Wealth Management, Llc.

New York, NY
BUY
 -
26K
New
$167K - $186K
26K $170K
Nov 14, 2024 Q3 2024
Kovitz Investment Group Partners, LLC

BUY
 -
24.9K
New
$160K - $177K
24.9K $162K
May 30, 2025 Q3 2024
Modern Wealth Management, LLC

Lenexa, KS
BUY
 -
12.4K
New
$79.6K - $88.3K
12.4K $80.7K
Nov 12, 2024 Q3 2024
Meridian Wealth Management, LLC

BUY
 -
10.9K
New
$69.8K - $77.5K
10.9K $70.7K

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