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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-215K- 94.47% |
$1.47M - $1.61M
|
12.6K
$88.3K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-127K- 85.92% |
$867K - $948K
|
20.8K
$146K
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-101K- 19.8% |
$689K - $753K
|
409K
$2.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-59.8K- 35.28% |
$408K - $446K
|
110K
$768K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-41.7K- 8.12% |
$284K - $311K
|
471K
$3.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-40.4K- 5.39% |
$276K - $301K
|
709K
$4.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-36.2K- 65.55% |
$247K - $270K
|
19K
$133K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-28K- 99.88% |
$191K - $209K
|
35
$245
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-24.5K- 4.84% |
$167K - $183K
|
482K
$3.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-24.3K- 5.37% |
$166K - $182K
|
429K
$3.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-23.6K- 1.46% |
$161K - $176K
|
1.6M
$11.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-22.3K- 5.69% |
$152K - $166K
|
370K
$2.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-21.6K- 2.43% |
$147K - $161K
|
867K
$6.08M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-21.3K- 13.55% |
$145K - $159K
|
136K
$952K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-17.1K- 15.6% |
$117K - $128K
|
92.6K
$649K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-11.9K- 17.44% |
$81.4K - $89.1K
|
56.5K
$396K
|
|
|
Jan 30, 2025
Q4 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-10K- 21.41% |
$68.2K - $74.6K
|
36.7K
$257K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-10K- 16.24% |
$68.2K - $74.6K
|
51.6K
$362K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-8.25K- 10.78% |
$56.3K - $61.6K
|
68.3K
$479K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-8.13K- 14.57% |
$55.5K - $60.7K
|
47.7K
$334K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.7K- 2.27% |
$52.5K - $57.4K
|
332K
$2.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-4.53K- 3.16% |
$30.9K - $33.8K
|
139K
$975K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-4.31K- 23.53% |
$29.4K - $32.2K
|
14K
$98.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.59K- 15.59% |
$24.5K - $26.8K
|
19.4K
$136K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-3.56K- 22.71% |
$24.3K - $26.5K
|
12.1K
$84.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.02K- 1.97% |
$20.6K - $22.6K
|
150K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-2K- 9.11% |
$13.6K - $14.9K
|
20K
$140K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.95K- 1.83% |
$13.3K - $14.5K
|
105K
$735K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-1.25K- 8.6% |
$8.52K - $9.32K
|
13.3K
$93K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.1K- 5.38% |
$7.51K - $8.21K
|
19.4K
$136K
|
|
|
Feb 13, 2025
Q4 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-1K- 3.4% |
$6.82K - $7.46K
|
28.5K
$199K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-988- 8.75% |
$6.74K - $7.37K
|
10.3K
$72.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-950- 8.33% |
$6.48K - $7.09K
|
10.5K
$73.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-770- 5.45% |
$5.25K - $5.74K
|
13.3K
$93.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-668- 0.79% |
$4.56K - $4.98K
|
83.8K
$587K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-572- 0.83% |
$3.9K - $4.27K
|
68.7K
$481K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-8- 0.03% |
$54.6 - $59.7
|
29.5K
$207K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1- 0.04% |
$6.82 - $7.46
|
2.38K
$16.7K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-12.9K- 17.26% |
$83.1K - $92.3K
|
61.9K
$434K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11K- 46.59% |
$70.9K - $78.7K
|
12.6K
$88.6K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.24K- 68.59% |
$33.7K - $37.4K
|
2.4K
$16.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-775- 6.24% |
$4.98K - $5.53K
|
11.7K
$81.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-322- 0.2% |
$2.07K - $2.3K
|
163K
$1.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-294- 2.01% |
$1.89K - $2.1K
|
14.3K
$101K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-100- 5.56% |
$643 - $714
|
1.7K
$11.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-24- 8.05% |
$154 - $171
|
274
$1.92K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-2- 0.03% |
$12.9 - $14.3
|
7.6K
$53.2K
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-18.5K- 14.58% |
$121K - $132K
|
108K
$758K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-10K- 28.47% |
$65.4K - $71.5K
|
25.1K
$176K
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-6.79K- 9.66% |
$44.4K - $48.6K
|
63.5K
$445K
|
|