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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.17M- 62.52% |
$7.55M - $8.38M
|
704K
$5.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-241K- 32.09% |
$1.55M - $1.72M
|
510K
$3.63M
|
|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-87.1K- 27.66% |
$560K - $622K
|
228K
$1.62M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-87.1K- 14.51% |
$560K - $622K
|
513K
$3.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-63K- 4.11% |
$405K - $450K
|
1.47M
$10.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-20.8K- 15.43% |
$134K - $148K
|
114K
$810K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-18.3K- 10.69% |
$118K - $131K
|
153K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-15.3K- 45.5% |
$98.4K - $109K
|
18.3K
$130K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-14.4K- 4.07% |
$92.5K - $103K
|
339K
$2.42M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-13.4K- 11.15% |
$86.2K - $95.7K
|
107K
$760K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13.2K- 10.72% |
$84.7K - $94.1K
|
110K
$781K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-12.9K- 17.26% |
$83.1K - $92.3K
|
61.9K
$441K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11K- 46.59% |
$70.9K - $78.7K
|
12.6K
$90K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-10K- 40.54% |
$64.5K - $71.6K
|
14.7K
$105K
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-6.17K- 5.25% |
$39.7K - $44.1K
|
111K
$793K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.03K- 27.72% |
$38.8K - $43.1K
|
15.7K
$112K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-5.52K- 34.09% |
$35.5K - $39.4K
|
10.7K
$76K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-5.03K- 14.5% |
$32.4K - $35.9K
|
29.7K
$211K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.57K- 0.39% |
$22.9K - $25.5K
|
918K
$6.54M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.22K- 17.55% |
$20.7K - $23K
|
15.1K
$108K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.97K- 4.11% |
$19.1K - $21.2K
|
69.2K
$493K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.77K- 0.24% |
$11.4K - $12.6K
|
750K
$5.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-1.68K- 10.61% |
$10.8K - $12K
|
14.1K
$101K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-775- 6.24% |
$4.98K - $5.53K
|
11.7K
$83K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-725- 6.04% |
$4.66K - $5.18K
|
11.3K
$80.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-500- 2.94% |
$3.22K - $3.57K
|
16.5K
$118K
|
|
|
Nov 14, 2024
Q3 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-330- 1.11% |
$2.12K - $2.36K
|
29.5K
$210K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-322- 0.2% |
$2.07K - $2.3K
|
163K
$1.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-294- 2.01% |
$1.89K - $2.1K
|
14.3K
$102K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-100- 5.56% |
$643 - $714
|
1.7K
$12.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-24- 0.1% |
$154 - $171
|
23K
$164K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-24- 8.05% |
$154 - $171
|
274
$1.95K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-2- 0.03% |
$12.9 - $14.3
|
7.6K
$54.1K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-42K- 40.55% |
$275K - $300K
|
61.6K
$438K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-18.5K- 14.58% |
$121K - $132K
|
108K
$770K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-15.4K- 66.78% |
$100K - $110K
|
7.64K
$54.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-10K- 28.47% |
$65.4K - $71.5K
|
25.1K
$179K
|
|
|
Jul 17, 2024
Q2 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-8K- 14.62% |
$52.3K - $57.2K
|
46.7K
$333K
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-6.79K- 9.66% |
$44.4K - $48.6K
|
63.5K
$452K
|
|
|
Jul 23, 2024
Q2 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-5.25K- 6.0% |
$34.3K - $37.5K
|
82.2K
$585K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-1.13K- 94.89% |
$7.41K - $8.1K
|
61
$434
|
|
|
Aug 13, 2024
Q2 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-435- 0.31% |
$2.84K - $3.11K
|
140K
$994K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-298Closed |
$1.95K - $2.13K
|
0
$0
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-25.8K- 44.43% |
$162K - $184K
|
32.2K
$229K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-9.65K- 97.39% |
$60.6K - $69K
|
258
$1.84K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.1K- 5.57% |
$6.9K - $7.86K
|
18.6K
$133K
|
|
| Q4 2023 | |||||||
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-771K- 97.84% |
$4.35M - $4.97M
|
17.1K
$121K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-53.3K- 42.65% |
$301K - $343K
|
71.7K
$511K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-14K- 9.36% |
$79K - $90.2K
|
136K
$965K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-9.1K- 44.55% |
$51.3K - $58.6K
|
11.3K
$80.6K
|
|