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, 2023 Q4 2022
Csm Advisors, LLC

Pittsburgh, PA
BUY
 -
478
+ 2.43%
$2.67K - $3.09K
20.1K $147K
Feb 17, 2023 Q4 2022
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
402
New
$2.25K - $2.6K
402 $2.94K
Feb 07, 2023 Q4 2022
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
168
New
$939 - $1.09K
168 $1.23K
Feb 06, 2023 Q4 2022
Hollencrest Capital Management

BUY
 -
22
New
$123 - $142
22 $161
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 $91.6K
Nov 16, 2022 Q3 2022
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
12.2K
New
$67.3K - $85.4K
12.2K $89.2K
Oct 25, 2022 Q3 2022
Destiny Wealth Partners, LLC

BUY
 -
10K
New
$55.2K - $70.1K
10K $73.2K
Oct 14, 2022 Q3 2022
Edge Rock Capital LLC

BUY
 -
1.65K
New
$9.12K - $11.6K
1.65K $12.1K
Nov 10, 2022 Q3 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
1.22K
+ 2.35%
$6.75K - $8.57K
53.3K $390K
Oct 20, 2022 Q3 2022
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
315
+ 2.46%
$1.74K - $2.21K
13.1K $96.1K
Nov 03, 2022 Q3 2022
Lincoln National Corp

BUY
 -
294
+ 2.1%
$1.62K - $2.06K
14.3K $105K
Nov 04, 2022 Q3 2022
Commerce Bank

Kansas City, MO
BUY
 -
259
+ 2.45%
$1.43K - $1.82K
10.8K $79.2K
Nov 08, 2022 Q3 2022
Tci Wealth Advisors, Inc.

BUY
 -
220
New
$1.21K - $1.54K
220 $1.61K
Nov 14, 2022 Q3 2022
First Manhattan CO

New York, NY
BUY
 -
55
+ 2.42%
$304 - $386
2.33K $17K
Q2 2022
Jul 11, 2022 Q2 2022
Foresight Capital Management Advisors, Inc.

BUY
 -
24.8K
New
$146K - $203K
24.8K $182K
Jul 11, 2022 Q2 2022
Vigilare Wealth Management

BUY
 -
11.3K
New
$66.6K - $92.2K
11.3K $82.7K
Aug 12, 2022 Q2 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
11.2K
New
$66.2K - $91.7K
11.2K $82.2K
Aug 12, 2022 Q2 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
10.5K
New
$62K - $85.8K
10.5K $77K
Nov 09, 2022 Q2 2022
Titus Wealth Management

Larskpur, CA
BUY
 -
2.75K
+ 0.75%
$16.2K - $22.4K
367K $2.69M
Jul 14, 2022 Q2 2022
Tompkins Financial Corp

BUY
 -
1.03K
+ 96.26%
$6.07K - $8.4K
2.1K $15.4K
Jul 19, 2022 Q2 2022
Lake Point Wealth Management

BUY
 -
806
New
$4.75K - $6.58K
806 $5.9K
Jul 15, 2022 Q2 2022
Global Retirement Partners, LLC

BUY
 -
36
+ 1800.0%
$212 - $294
38 $278
Jul 15, 2022 Q2 2022
Cordasco Financial Network

BUY
 -
30
+ 2.92%
$177 - $245
1.06K $7.75K
Jul 28, 2022 Q2 2022
Professional Financial Advisors, LLC

BUY
 -
1
+ 10.0%
$5.89 - $8.16
11 $80.5
Q1 2022
Feb 08, 2024 Q1 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
24.1K
New
$169K - $204K
24.1K $176K
May 05, 2022 Q1 2022
National Bank Of Canada

BUY
 -
2
+ 2.0%
$14 - $16.9
102 $747
Q4 2021
Feb 14, 2022 Q4 2021
Tilia Fiduciary Partners, Inc.

BUY
 -
8.47K
New
$66.7K - $78K
8.47K $62K
Feb 14, 2022 Q4 2021
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
2.34K
New
$18.4K - $21.5K
2.34K $17.1K
Feb 14, 2022 Q4 2021
Hoey Investments, Inc

Coatesville, PA
BUY
 -
278
+ 10.02%
$2.19K - $2.56K
3.05K $22.3K
Q3 2021
Nov 15, 2021 Q3 2021
Geller Advisors LLC

New York, NY
BUY
 -
68.2K
New
$565K - $627K
68.2K $499K
Nov 05, 2021 Q3 2021
Moors & Cabot, Inc.

Boston, MA
BUY
 -
29K
New
$240K - $267K
29K $212K
Nov 04, 2021 Q3 2021
Strategic Asset Management, LLC

BUY
 -
11.1K
New
$91.6K - $102K
11.1K $80.9K
Oct 22, 2021 Q3 2021
Parallel Advisors, LLC

BUY
 CALL
416
New
$3.45K - $3.82K
416 $3.05K
Q2 2021
Jul 27, 2021 Q2 2021
Avion Wealth

The Woodlands, TX
BUY
 -
100
New
$759 - $920
100 $732
Q1 2021
Apr 20, 2021 Q1 2021
Gemmer Asset Management LLC

BUY
 -
50.3K
New
$338K - $384K
50.3K $368K
Q4 2020
Feb 16, 2021 Q4 2020
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
16.8K
New
$97.2K - $116K
16.8K $123K
Nov 12, 2021 Q4 2020
Four Thought Financial, LLC

Venice, FL
BUY
 -
132
New
$766 - $911
132 $966
Q2 2020
Jul 31, 2020 Q2 2020
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
BUY
 -
5K
+ 50.0%
$22K - $30.2K
15K $110K
Q1 2020
May 06, 2020 Q1 2020
Bank Of New York Mellon Corp

New York, NY
BUY
 -
1.35K
+ 4.92%
$4.98K - $9.6K
28.7K $210K
Q1 2019
Apr 08, 2019 Q1 2019
Legacy Advisors, LLC

BUY
 -
152
New
$803 - $938
152 $1.11K
Q4 2018
Feb 14, 2019 Q4 2018
Hbk Investments L P

Dallas, TX
BUY
 -
63.9K
New
$316K - $437K
63.9K $468K
Q3 2018
Nov 14, 2018 Q3 2018
Janney Capital Management LLC

BUY
 -
36.5K
New
$235K - $250K
36.5K $267K
Q4 2017
Feb 14, 2018 Q4 2017
Virtus Investment Advisers, Inc.

Hartford, CT
BUY
 -
218K
New
$1.3M - $1.37M
218K $1.6M
Q3 2017
Nov 08, 2017 Q3 2017
Dixon Hubard Feinour & Brown Inc

BUY
 -
11.2K
New
$62.2K - $67.5K
11.2K $82K

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