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
Feb 14, 2024 Q4 2023
Nomura Holdings Inc

Tokyo, M0
BUY
 -
24.9K
New
$140K - $160K
24.9K $167K
Feb 14, 2024 Q4 2023
Retirement Group, LLC

BUY
 -
8.25K
New
$46.5K - $53.1K
8.25K $55.2K
Feb 09, 2024 Q4 2023
Advisory Services Network, LLC

BUY
 -
5.69K
New
$32.1K - $36.7K
5.69K $38.1K
Feb 05, 2024 Q4 2023
Alpha Cubed Investments, LLC

BUY
 -
1.02K
+ 9.67%
$5.75K - $6.57K
11.6K $77.4K
Jan 31, 2024 Q4 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
181
New
$1.02K - $1.17K
181 $1.21K
Jan 26, 2024 Q4 2023
Morton Brown Family Wealth, LLC

BUY
 -
55
New
$310 - $354
55 $368
Q3 2023
Nov 14, 2023 Q3 2023
Cohen & Steers, Inc.

New York, NY
BUY
 -
20K
+ 8.0%
$118K - $140K
270K $1.81M
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
19.3K
+ 13.34%
$114K - $135K
164K $1.1M
Nov 13, 2023 Q3 2023
Woodley Farra Manion Portfolio Management Inc

BUY
 -
13K
New
$76.7K - $91K
13K $87K
Nov 09, 2023 Q3 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
10.6K
New
$62.6K - $74.2K
10.6K $70.9K
Oct 24, 2023 Q3 2023
Legacy Financial Group LLC

BUY
 -
735
New
$4.34K - $5.15K
735 $4.92K
Nov 13, 2023 Q3 2023
Dfpg Investments, LLC

BUY
 -
728
+ 1.54%
$4.3K - $5.1K
47.9K $321K
Oct 19, 2023 Q3 2023
Kovack Advisors, Inc.

BUY
 -
617
+ 5.3%
$3.64K - $4.32K
12.3K $82K
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
128
+ 1.04%
$755 - $896
12.5K $83.5K
Nov 02, 2023 Q3 2023
Jfs Wealth Advisors, LLC

BUY
 -
81
+ 2.58%
$478 - $567
3.23K $21.6K
Oct 13, 2023 Q3 2023
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
22
+ 2.62%
$130 - $154
861 $5.76K
May 20, 2024 Q3 2023
Parallel Advisors, LLC

BUY
 -
12
+ 2.61%
$70.8 - $84
472 $3.16K
Q2 2023
Aug 03, 2023 Q2 2023
Private Capital Management LLC

BUY
 -
70K
New
$410K - $453K
70K $468K
Aug 11, 2023 Q2 2023
Laidlaw Wealth Management LLC

New York City, NY
BUY
 -
16.2K
+ 90.78%
$95K - $105K
34.1K $228K
Jul 17, 2023 Q2 2023
Goal Vest Advisory LLC

BUY
 -
3.6K
New
$21.1K - $23.3K
3.6K $24.1K
Aug 01, 2024 Q2 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
1.17K
New
$6.84K - $7.55K
1.17K $7.81K
Jul 28, 2023 Q2 2023
Bogart Wealth, LLC

BUY
 -
1K
New
$5.86K - $6.47K
1K $6.69K
Aug 09, 2023 Q2 2023
Spire Wealth Management

BUY
 -
812
New
$4.76K - $5.25K
812 $5.43K
Jul 10, 2023 Q2 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
362
+ 2.26%
$2.12K - $2.34K
16.4K $110K
Aug 10, 2023 Q2 2023
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
35
New
$205 - $226
35 $234
Q1 2023
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
BUY
 -
54.6K
New
$317K - $355K
54.6K $366K
Apr 27, 2023 Q1 2023
Sunesis Advisors, LLC

BUY
 -
52.9K
New
$307K - $343K
52.9K $354K
Apr 11, 2023 Q1 2023
Liberty Capital Management, Inc.

BUY
 -
10K
New
$58.1K - $65.1K
10K $67.1K
Apr 18, 2023 Q1 2023
Hm Payson & CO

Portland, ME
BUY
 -
1.53K
New
$8.87K - $9.93K
1.53K $10.2K
May 05, 2023 Q1 2023
Arcadia Investment Management Corp

BUY
 -
200
New
$1.16K - $1.3K
200 $1.34K
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
73
New
$423 - $474
73 $488
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 $557K
Feb 14, 2023 Q4 2022
Money Concepts Capital Corp

BUY
 -
62.3K
New
$349K - $403K
62.3K $417K
Feb 14, 2023 Q4 2022
Bluefin Capital Management, LLC

New York, NY
BUY
 -
58.1K
+ 47.42%
$325K - $375K
181K $1.21M
Jan 26, 2023 Q4 2022
Regent Investment Management LLC

BUY
 -
30K
+ 15.58%
$168K - $194K
223K $1.49M
Jan 27, 2023 Q4 2022
Telos Capital Management, Inc.

BUY
 -
12.7K
New
$71.3K - $82.4K
12.7K $85.3K
Feb 15, 2023 Q4 2022
Cic Wealth, LLC

Rockville, MD
BUY
 -
11.8K
New
$65.7K - $75.9K
11.8K $78.6K
Feb 14, 2023 Q4 2022
Csm Advisors, LLC

Pittsburgh, PA
BUY
 -
478
+ 2.43%
$2.67K - $3.09K
20.1K $135K
Feb 17, 2023 Q4 2022
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
402
New
$2.25K - $2.6K
402 $2.69K
Feb 07, 2023 Q4 2022
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
168
New
$939 - $1.09K
168 $1.12K
Feb 06, 2023 Q4 2022
Hollencrest Capital Management

BUY
 -
22
New
$123 - $142
22 $147
Feb 06, 2023 Q4 2022
New Square Capital LLC

BUY
 -
0
New
$0 - $0
0 $0
Q3 2022
Oct 05, 2022 Q3 2022
Capital Investment Advisors, LLC

BUY
 -
12.5K
New
$69.1K - $87.7K
12.5K $83.7K
Nov 16, 2022 Q3 2022
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
12.2K
New
$67.3K - $85.4K
12.2K $81.5K
Oct 25, 2022 Q3 2022
Destiny Wealth Partners, LLC

BUY
 -
10K
New
$55.2K - $70.1K
10K $66.9K
Oct 14, 2022 Q3 2022
Edge Rock Capital LLC

BUY
 -
1.65K
New
$9.12K - $11.6K
1.65K $11.1K
Nov 10, 2022 Q3 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
1.22K
+ 2.35%
$6.75K - $8.57K
53.3K $357K
Nov 14, 2022 Q3 2022
Tradition Wealth Management, LLC

BUY
 -
818
+ 19.6%
$4.52K - $5.73K
4.99K $33.4K

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