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 |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-421K- 11.78% |
$2.64M - $3.01M
|
3.15M
$21.4M
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-362K- 77.75% |
$2.27M - $2.59M
|
104K
$703K
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-194K- 24.15% |
$1.22M - $1.38M
|
608K
$4.13M
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-61K- 46.46% |
$383K - $436K
|
70.3K
$478K
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-36.2K- 52.52% |
$227K - $259K
|
32.7K
$222K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-29.5K- 83.12% |
$186K - $211K
|
6K
$40.7K
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-25.8K- 44.43% |
$162K - $184K
|
32.2K
$219K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-25.5K- 49.95% |
$160K - $182K
|
25.6K
$174K
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-21.9K- 63.82% |
$138K - $157K
|
12.4K
$84.5K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-17.1K- 3.21% |
$107K - $122K
|
515K
$3.5M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.79K- 10.22% |
$61.5K - $70K
|
86K
$584K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.42K- 3.97% |
$34.1K - $38.8K
|
131K
$892K
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-5.3K- 14.33% |
$33.3K - $37.9K
|
31.7K
$215K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.85K- 1.35% |
$30.5K - $34.7K
|
355K
$2.41M
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.77K- 91.36% |
$23.7K - $27K
|
357
$2.42K
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-3.43K- 1.24% |
$21.5K - $24.5K
|
272K
$1.85M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.85K- 6.26% |
$17.9K - $20.3K
|
42.6K
$289K
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.1K- 5.57% |
$6.9K - $7.86K
|
18.6K
$127K
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.05K- 8.02% |
$6.6K - $7.51K
|
12K
$81.8K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-631- 0.39% |
$3.96K - $4.51K
|
161K
$1.09M
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-376- 1.89% |
$2.36K - $2.69K
|
19.5K
$132K
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
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
$116K
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-53.3K- 42.65% |
$301K - $343K
|
71.7K
$487K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-14K- 9.36% |
$79K - $90.2K
|
136K
$920K
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-10.9K- 50.0% |
$61.2K - $69.9K
|
10.9K
$73.7K
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-10.2K- 39.28% |
$57.6K - $65.8K
|
15.8K
$107K
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-9.1K- 44.55% |
$51.3K - $58.6K
|
11.3K
$76.9K
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-6.15K- 46.06% |
$34.7K - $39.6K
|
7.21K
$48.9K
|
|
Feb 14, 2024
Q4 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-5.94K- 89.8% |
$33.5K - $38.2K
|
674
$4.58K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.53K- 7.77% |
$25.5K - $29.2K
|
53.7K
$365K
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.85K- 99.65% |
$16.1K - $18.4K
|
10
$67.9
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-2.84K- 20.39% |
$16K - $18.3K
|
11.1K
$75.2K
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-2.4K- 50.01% |
$13.6K - $15.5K
|
2.4K
$16.3K
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.32K- 9.61% |
$13.1K - $14.9K
|
21.8K
$148K
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.05K- 1.63% |
$11.6K - $13.2K
|
123K
$838K
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1K- 5.06% |
$5.64K - $6.44K
|
18.7K
$127K
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-597- 2.33% |
$3.37K - $3.84K
|
25K
$170K
|
|
Feb 14, 2024
Q4 2023
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-516- 1.69% |
$2.91K - $3.32K
|
30.1K
$204K
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-235- 0.2% |
$1.33K - $1.51K
|
115K
$779K
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-179- 0.77% |
$1.01K - $1.15K
|
23K
$156K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-67- 16.67% |
$378 - $431
|
335
$2.27K
|
|
Q3 2023 | |||||||
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-8.93K- 8.23% |
$52.7K - $62.5K
|
99.6K
$676K
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-3.93K- 93.97% |
$23.2K - $27.5K
|
252
$1.71K
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.1K- 97.52% |
$6.48K - $7.69K
|
28
$190
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-760- 2.97% |
$4.48K - $5.32K
|
24.9K
$169K
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-701- 2.74% |
$4.14K - $4.91K
|
24.9K
$169K
|
|
Q2 2023 | |||||||
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-20.5K- 49.27% |
$120K - $133K
|
21.1K
$144K
|
|
Jul 27, 2023
Q2 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-20K- 26.77% |
$117K - $129K
|
54.7K
$372K
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-6.93K- 5.29% |
$40.6K - $44.8K
|
124K
$842K
|