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 |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
16.2K+ 90.78% |
$95K - $105K
|
34.1K
$232K
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
15KNew |
$87.9K - $97.1K
|
15K
$102K
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4.56K+ 53.14% |
$26.7K - $29.5K
|
13.1K
$89.4K
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
3.6KNew |
$21.1K - $23.3K
|
3.6K
$24.5K
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1KNew |
$5.86K - $6.47K
|
1K
$6.8K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
812New |
$4.76K - $5.25K
|
812
$5.52K
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
362+ 2.26% |
$2.12K - $2.34K
|
16.4K
$111K
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
35New |
$205 - $226
|
35
$238
|
|
Q1 2023 | |||||||
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
54.6KNew |
$317K - $355K
|
54.6K
$372K
|
|
Apr 27, 2023
Q1 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
52.9KNew |
$307K - $343K
|
52.9K
$360K
|
|
Apr 07, 2023
Q1 2023
|
Eclectic Associates Inc
|
BUY
|
- |
16KNew |
$92.8K - $104K
|
16K
$109K
|
|
Apr 11, 2023
Q1 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
10KNew |
$58.1K - $65.1K
|
10K
$68.2K
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.53KNew |
$8.87K - $9.93K
|
1.53K
$10.4K
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
200New |
$1.16K - $1.3K
|
200
$1.36K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
73New |
$423 - $474
|
73
$496
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
83.2KNew |
$465K - $538K
|
83.2K
$566K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
62.3KNew |
$349K - $403K
|
62.3K
$424K
|
|
Feb 14, 2023
Q4 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
58.1K+ 47.42% |
$325K - $375K
|
181K
$1.23M
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
BUY
|
- |
30K+ 15.58% |
$168K - $194K
|
223K
$1.51M
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
28.6KNew |
$160K - $185K
|
28.6K
$194K
|
|
Jan 27, 2023
Q4 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
12.7KNew |
$71.3K - $82.4K
|
12.7K
$86.7K
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
11.8KNew |
$65.7K - $75.9K
|
11.8K
$79.9K
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
3.94K+ 12.57% |
$22K - $25.4K
|
35.3K
$240K
|
|
Feb 14, 2023
Q4 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
478+ 2.43% |
$2.67K - $3.09K
|
20.1K
$137K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
402New |
$2.25K - $2.6K
|
402
$2.73K
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
168New |
$939 - $1.09K
|
168
$1.14K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
22New |
$123 - $142
|
22
$150
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2022 | |||||||
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
12.5KNew |
$69.1K - $87.7K
|
12.5K
$85.1K
|
|
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
12.2KNew |
$67.3K - $85.4K
|
12.2K
$82.9K
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
10KNew |
$55.2K - $70.1K
|
10K
$68K
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.26K+ 2.26% |
$23.5K - $29.8K
|
192K
$1.31M
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
1.65KNew |
$9.12K - $11.6K
|
1.65K
$11.2K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.22K+ 2.35% |
$6.75K - $8.57K
|
53.3K
$362K
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
818+ 19.6% |
$4.52K - $5.73K
|
4.99K
$33.9K
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
315+ 2.46% |
$1.74K - $2.21K
|
13.1K
$89.3K
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
294+ 2.1% |
$1.62K - $2.06K
|
14.3K
$97.3K
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
259+ 2.45% |
$1.43K - $1.82K
|
10.8K
$73.6K
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
220New |
$1.21K - $1.54K
|
220
$1.5K
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
55+ 2.42% |
$304 - $386
|
2.33K
$15.8K
|
|
Nov 14, 2022
Q3 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
5New |
$27.6 - $35.1
|
5
$34
|
|
Q2 2022 | |||||||
Jul 11, 2022
Q2 2022
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
24.8KNew |
$146K - $203K
|
24.8K
$169K
|
|
Jul 11, 2022
Q2 2022
|
Vigilare Wealth Management
|
BUY
|
- |
11.3KNew |
$66.6K - $92.2K
|
11.3K
$76.8K
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11.2KNew |
$66.2K - $91.7K
|
11.2K
$76.4K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.5KNew |
$62K - $85.8K
|
10.5K
$71.5K
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
2.75K+ 0.75% |
$16.2K - $22.4K
|
367K
$2.5M
|
|
Jul 14, 2022
Q2 2022
|
Tompkins Financial Corp
|
BUY
|
- |
1.03K+ 96.26% |
$6.07K - $8.4K
|
2.1K
$14.3K
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
806New |
$4.75K - $6.58K
|
806
$5.48K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
36+ 1800.0% |
$212 - $294
|
38
$258
|