Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-201K- 80.61% |
$1.19M - $1.37M
|
48.3K
$318K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-177K- 62.57% |
$1.05M - $1.21M
|
106K
$696K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-85.8K- 14.45% |
$506K - $584K
|
508K
$3.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-78.8K- 14.97% |
$465K - $536K
|
447K
$2.94M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-76.1K- 17.18% |
$449K - $518K
|
367K
$2.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-53.5K- 6.17% |
$315K - $364K
|
813K
$5.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-41.3K- 11.28% |
$244K - $281K
|
325K
$2.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-29.5K- 56.47% |
$174K - $201K
|
22.7K
$149K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-23.9K- 39.24% |
$141K - $163K
|
37K
$243K
|
|
|
Aug 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-23.4K- 28.25% |
$138K - $159K
|
59.3K
$390K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-20.7K- 70.76% |
$122K - $141K
|
8.56K
$56.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-18.8K- 22.89% |
$111K - $128K
|
63.4K
$417K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-18.1K- 18.66% |
$107K - $123K
|
78.7K
$517K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16.7K- 2.01% |
$98.8K - $114K
|
816K
$5.36M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-14.4K- 4.3% |
$84.7K - $97.8K
|
319K
$2.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-10.3K- 39.14% |
$61K - $70.4K
|
16.1K
$106K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-10.2K- 13.73% |
$60.3K - $69.7K
|
64.2K
$422K
|
|
|
Aug 12, 2025
Q2 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-10K- 27.24% |
$59K - $68.1K
|
26.7K
$176K
|
|
|
Aug 08, 2025
Q2 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
SELL
|
- |
-8.31K- 35.86% |
$49K - $56.6K
|
14.9K
$97.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.54K- 18.7% |
$38.6K - $44.5K
|
28.4K
$187K
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-4.54K- 8.66% |
$26.8K - $30.9K
|
47.9K
$314K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.5K- 14.67% |
$26.5K - $30.6K
|
26.1K
$172K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.16K- 2.69% |
$24.5K - $28.3K
|
150K
$989K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-3.89K- 33.14% |
$23K - $26.5K
|
7.86K
$51.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.69K- 16.93% |
$21.7K - $25.1K
|
18.1K
$119K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-3.66K- 8.66% |
$21.6K - $24.9K
|
38.6K
$253K
|
|
|
Jul 29, 2025
Q2 2025
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-3.47K- 18.73% |
$20.5K - $23.6K
|
15.1K
$98.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-3.01K- 2.79% |
$17.8K - $20.5K
|
105K
$689K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.73K- 1.9% |
$16.1K - $18.6K
|
141K
$927K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-2.26K- 14.89% |
$13.4K - $15.4K
|
12.9K
$85K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.17K- 2.62% |
$12.8K - $14.8K
|
80.9K
$531K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-2.08K- 1.43% |
$12.3K - $14.2K
|
143K
$940K
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-2K- 10.59% |
$11.8K - $13.6K
|
16.9K
$111K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.77K- 10.33% |
$10.4K - $12.1K
|
15.4K
$101K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.46K- 0.91% |
$8.6K - $9.93K
|
159K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.09K- 1.87% |
$6.41K - $7.4K
|
57.1K
$375K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-1.07K- 3.82% |
$6.32K - $7.3K
|
27K
$178K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-660- 0.59% |
$3.89K - $4.49K
|
111K
$729K
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-586- 1.75% |
$3.46K - $3.99K
|
32.9K
$216K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-528- 7.42% |
$3.12K - $3.6K
|
6.59K
$43.3K
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-525- 14.58% |
$3.1K - $3.58K
|
3.08K
$20.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
SELL
|
- |
-406- 0.32% |
$2.4K - $2.76K
|
126K
$827K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-310- 0.08% |
$1.83K - $2.11K
|
372K
$2.45M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-161- 0.71% |
$950 - $1.1K
|
22.4K
$147K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-136- 1.3% |
$802 - $926
|
10.3K
$67.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-35- 35.0% |
$207 - $238
|
65
$427
|
|
| Q1 2025 | |||||||
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-33K- 12.03% |
$212K - $242K
|
241K
$1.58M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-13K- 7.96% |
$83.3K - $95.2K
|
150K
$987K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-6K- 11.63% |
$38.5K - $43.9K
|
45.6K
$299K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.44K- 12.12% |
$9.22K - $10.5K
|
10.4K
$68.5K
|
|