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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
29KNew |
$240K - $267K
|
29K
$203K
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
11.1KNew |
$91.6K - $102K
|
11.1K
$77.5K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
416New |
$3.45K - $3.82K
|
416
$2.92K
|
|
| Q2 2021 | |||||||
|
Jul 27, 2021
Q2 2021
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
100New |
$759 - $920
|
100
$701
|
|
| Q1 2021 | |||||||
|
Apr 20, 2021
Q1 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
50.3KNew |
$338K - $384K
|
50.3K
$353K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
16.8KNew |
$97.2K - $116K
|
16.8K
$117K
|
|
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
132New |
$766 - $911
|
132
$925
|
|
| Q2 2020 | |||||||
|
Jul 31, 2020
Q2 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
5K+ 50.0% |
$22K - $30.2K
|
15K
$105K
|
|
| 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
$201K
|
|
| Q1 2019 | |||||||
|
Apr 08, 2019
Q1 2019
|
Legacy Advisors, LLC
|
BUY
|
- |
152New |
$803 - $938
|
152
$1.07K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
63.9KNew |
$316K - $437K
|
63.9K
$448K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
36.5KNew |
$235K - $250K
|
36.5K
$256K
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
218KNew |
$1.3M - $1.37M
|
218K
$1.53M
|
|
| Q3 2017 | |||||||
|
Nov 08, 2017
Q3 2017
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
11.2KNew |
$62.2K - $67.5K
|
11.2K
$78.5K
|
|