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
Apr 16, 2024 Q1 2024
Webster Bank, N. A.

BUY
 -
372
+ 2.4%
$2.34K - $2.66K
15.9K $116K
Apr 19, 2024 Q1 2024
Westside Investment Management, Inc.

BUY
 -
46
+ 4.84%
$289 - $329
996 $7.29K
Apr 12, 2024 Q1 2024
Advisor Net Financial, Inc

BUY
 -
36
+ 1.57%
$226 - $257
2.33K $17.1K
Apr 29, 2024 Q1 2024
First United Bank & Trust

BUY
 -
14
+ 2.28%
$87.9 - $100
627 $4.59K
Q4 2023
Feb 14, 2024 Q4 2023
Boothbay Fund Management, LLC

New York, NY
BUY
 -
225K
+ 869.89%
$1.27M - $1.45M
251K $1.83M
Feb 12, 2024 Q4 2023
Weiss Asset Management LP

Boston, MA
BUY
 -
207K
New
$1.17M - $1.33M
207K $1.52M
Feb 12, 2024 Q4 2023
Focus Financial Network Inc /Adv

Minneapolis, MN
BUY
 -
150K
New
$844K - $964K
150K $1.1M
Feb 08, 2024 Q4 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
67.6K
New
$382K - $436K
67.6K $495K
Feb 14, 2024 Q4 2023
Nomura Holdings Inc

Tokyo, M0
BUY
 -
24.9K
New
$140K - $160K
24.9K $182K
Jan 12, 2024 Q4 2023
Advisor Resource Council

BUY
 -
23.8K
New
$134K - $153K
23.8K $174K
Feb 14, 2024 Q4 2023
Retirement Group, LLC

BUY
 -
8.25K
New
$46.5K - $53.1K
8.25K $60.4K
Feb 09, 2024 Q4 2023
Advisory Services Network, LLC

BUY
 -
5.69K
New
$32.1K - $36.7K
5.69K $41.7K
Feb 05, 2024 Q4 2023
Alpha Cubed Investments, LLC

BUY
 -
1.02K
+ 9.67%
$5.75K - $6.57K
11.6K $84.7K
Jan 31, 2024 Q4 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
181
New
$1.02K - $1.17K
181 $1.32K
Jan 26, 2024 Q4 2023
Morton Brown Family Wealth, LLC

BUY
 -
55
New
$310 - $354
55 $403
Q3 2023
Nov 14, 2023 Q3 2023
Cohen & Steers, Inc.

New York, NY
BUY
 -
20K
+ 8.0%
$118K - $140K
270K $1.98M
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
19.3K
+ 13.34%
$114K - $135K
164K $1.2M
Nov 02, 2023 Q3 2023
Ingalls & Snyder LLC

New York, NY
BUY
 -
18.4K
New
$109K - $129K
18.4K $135K
Nov 13, 2023 Q3 2023
Woodley Farra Manion Portfolio Management Inc

BUY
 -
13K
New
$76.7K - $91K
13K $95.2K
Nov 09, 2023 Q3 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
10.6K
New
$62.6K - $74.2K
10.6K $77.6K
Oct 27, 2023 Q3 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
8.5K
+ 1.78%
$50.2K - $59.5K
487K $3.56M
Oct 24, 2023 Q3 2023
Legacy Financial Group LLC

BUY
 -
735
New
$4.34K - $5.15K
735 $5.38K
Nov 13, 2023 Q3 2023
Dfpg Investments, LLC

BUY
 -
728
+ 1.54%
$4.3K - $5.1K
47.9K $351K
Oct 19, 2023 Q3 2023
Kovack Advisors, Inc.

BUY
 -
617
+ 5.3%
$3.64K - $4.32K
12.3K $89.7K
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
128
+ 1.04%
$755 - $896
12.5K $91.3K
Nov 02, 2023 Q3 2023
Jfs Wealth Advisors, LLC

BUY
 -
81
+ 2.58%
$478 - $567
3.23K $23.6K
Oct 13, 2023 Q3 2023
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
22
+ 2.62%
$130 - $154
861 $6.3K
May 20, 2024 Q3 2023
Parallel Advisors, LLC

BUY
 -
12
+ 2.61%
$70.8 - $84
472 $3.46K
Q2 2023
Aug 03, 2023 Q2 2023
Private Capital Management LLC

BUY
 -
70K
New
$410K - $453K
70K $512K
Aug 11, 2023 Q2 2023
Laidlaw Wealth Management LLC

New York City, NY
BUY
 -
16.2K
+ 90.78%
$95K - $105K
34.1K $249K
Jul 17, 2023 Q2 2023
Goal Vest Advisory LLC

BUY
 -
3.6K
New
$21.1K - $23.3K
3.6K $26.4K
Aug 01, 2024 Q2 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
1.17K
New
$6.84K - $7.55K
1.17K $8.54K
Jul 28, 2023 Q2 2023
Bogart Wealth, LLC

BUY
 -
1K
New
$5.86K - $6.47K
1K $7.32K
Aug 09, 2023 Q2 2023
Spire Wealth Management

BUY
 -
812
New
$4.76K - $5.25K
812 $5.94K
Jul 10, 2023 Q2 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
362
+ 2.26%
$2.12K - $2.34K
16.4K $120K
Aug 10, 2023 Q2 2023
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
35
New
$205 - $226
35 $256
Q1 2023
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
BUY
 -
54.6K
New
$317K - $355K
54.6K $400K
Apr 27, 2023 Q1 2023
Sunesis Advisors, LLC

BUY
 -
52.9K
New
$307K - $343K
52.9K $387K
Apr 11, 2023 Q1 2023
Liberty Capital Management, Inc.

BUY
 -
10K
New
$58.1K - $65.1K
10K $73.4K
Apr 18, 2023 Q1 2023
Hm Payson & CO

Portland, ME
BUY
 -
1.53K
New
$8.87K - $9.93K
1.53K $11.2K
May 05, 2023 Q1 2023
Arcadia Investment Management Corp

BUY
 -
200
New
$1.16K - $1.3K
200 $1.46K
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
73
New
$423 - $474
73 $534
Apr 11, 2023 Q1 2023
Massmutual Trust CO Fsb

BUY
 -
0
New
$0 - $0
0 $0
Q4 2022
Feb 14, 2023 Q4 2022
Alpine Global Management, LLC

New York, NY
BUY
 -
83.2K
New
$465K - $538K
83.2K $609K
Feb 14, 2023 Q4 2022
Money Concepts Capital Corp

BUY
 -
62.3K
New
$349K - $403K
62.3K $456K
Feb 14, 2023 Q4 2022
Bluefin Capital Management, LLC

New York, NY
BUY
 -
58.1K
+ 47.42%
$325K - $375K
181K $1.32M
Jan 26, 2023 Q4 2022
Regent Investment Management LLC

BUY
 -
30K
+ 15.58%
$168K - $194K
223K $1.63M
Jan 27, 2023 Q4 2022
Telos Capital Management, Inc.

BUY
 -
12.7K
New
$71.3K - $82.4K
12.7K $93.3K
Feb 15, 2023 Q4 2022
Cic Wealth, LLC

Rockville, MD
BUY
 -
11.8K
New
$65.7K - $75.9K
11.8K $86K

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