Latest Institutional Sells of Liberty All Star Equity Fund (USA)

USA Quotes by TradingView

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
Jan 19, 2024 Q4 2023
Fifth Third Bancorp

SELL
 -
-6.15K
- 46.06%
$34.7K - $39.6K
7.21K $51.3K
Feb 14, 2024 Q4 2023
Ae Wealth Management LLC

SELL
 -
-4.53K
- 7.77%
$25.5K - $29.2K
53.7K $383K
Feb 07, 2024 Q4 2023
Huntington National Bank

Columbus, OH
SELL
 -
-2.85K
- 99.65%
$16.1K - $18.4K
10 $71.2
Jan 22, 2024 Q4 2023
Silverlake Wealth Management LLC

Williston, VT
SELL
 -
-2.84K
- 20.39%
$16K - $18.3K
11.1K $78.9K
Feb 02, 2024 Q4 2023
Community Bank, N.A.

SELL
 -
-2.4K
- 50.01%
$13.6K - $15.5K
2.4K $17.1K
Feb 14, 2024 Q4 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
SELL
 -
-2.32K
- 9.61%
$13.1K - $14.9K
21.8K $155K
Jul 19, 2024 Q4 2023
Pathway Financial Advisers, LLC

Auburn, IN
SELL
 -
-1.25K
Closed
$7.06K - $8.06K
0 $0
Feb 14, 2024 Q4 2023
Coppell Advisory Solutions LLC

Coppell, TX
SELL
 -
-67
- 16.67%
$378 - $431
335 $2.39K
Q3 2023
Oct 31, 2023 Q3 2023
Stockman Wealth Management, Inc.

SELL
 -
-8.93K
- 8.23%
$52.7K - $62.5K
99.6K $709K
Nov 02, 2023 Q3 2023
Cullen/Frost Bankers, Inc.

SELL
 -
-1.1K
- 97.52%
$6.48K - $7.69K
28 $199
Q2 2023
Jul 28, 2023 Q2 2023
Koshinski Asset Management, Inc.

SELL
 -
-20.5K
- 49.27%
$120K - $133K
21.1K $151K
Aug 11, 2023 Q2 2023
1832 Asset Management L.P.

Toronto, A6
SELL
 -
-6.93K
- 5.29%
$40.6K - $44.8K
124K $883K
Q1 2023
Apr 27, 2023 Q1 2023
Bergan Kdv Wealth Management, LLC

SELL
 -
-4K
- 49.88%
$23.2K - $25.9K
4.02K $28.6K
Apr 14, 2023 Q1 2023
Signal Point Asset Management, LLC

SELL
 -
-1.28K
- 10.51%
$7.42K - $8.3K
10.9K $77.6K
May 11, 2023 Q1 2023
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-936
- 5.7%
$5.43K - $6.07K
15.5K $110K
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

SELL
 -
-150
- 2.73%
$870 - $974
5.35K $38.1K
Q4 2022
Feb 06, 2023 Q4 2022
Marks Group Wealth Management, Inc

Minnetonka, MN
SELL
 -
-270K
- 95.75%
$1.51M - $1.74M
12K $85.4K
Feb 10, 2023 Q4 2022
Yakira Capital Management, Inc.

Westport, CT
SELL
 -
-42.5K
- 10.5%
$238K - $275K
363K $2.58M
Feb 16, 2023 Q4 2022
Wealth Plan Partners, LLC

Omaha, NE
SELL
 -
-10.4K
- 49.59%
$58.3K - $67.4K
10.6K $75.5K
Jan 31, 2023 Q4 2022
Bickling Financial Services, Inc.

Lexington, MA
SELL
 -
-1.42K
- 0.54%
$7.93K - $9.16K
264K $1.88M
Q3 2022
Nov 14, 2022 Q3 2022
Wetherby Asset Management Inc

San Francisco, CA
SELL
 -
-11.1K
- 50.0%
$61.4K - $78K
11.1K $79.2K
Nov 08, 2022 Q3 2022
Blue Bell Private Wealth Management, LLC

SELL
 -
-5.84K
- 91.6%
$32.2K - $40.9K
535 $3.81K
Oct 19, 2022 Q3 2022
Hb Wealth Management, LLC

SELL
 -
-5K
- 30.46%
$27.6K - $35.1K
11.4K $81.3K
Nov 14, 2022 Q3 2022
Axxcess Wealth Management, LLC

Carlsbad, CA
SELL
 -
-2.27K
- 17.94%
$12.5K - $15.9K
10.4K $73.7K
Nov 14, 2022 Q3 2022
Moneta Group Investment Advisors LLC

St Louis, MO
SELL
 -
-796
- 6.94%
$4.39K - $5.58K
10.7K $76K
Nov 10, 2022 Q3 2022
Plancorp, LLC

SELL
 -
-750
- 5.66%
$4.14K - $5.26K
12.5K $88.9K
Q2 2022
Jul 18, 2022 Q2 2022
Blb&B Advisors, LLC

SELL
 -
-63.3K
Closed
$373K - $517K
0 $0
Jul 26, 2022 Q2 2022
Roman Butler Fullerton & CO

SELL
 -
-26.3K
Closed
$155K - $215K
0 $0
Jul 28, 2022 Q2 2022
Baker Tilly Wealth Management, LLC

SELL
 -
-16.8K
Closed
$99.1K - $137K
0 $0
Jul 27, 2022 Q2 2022
Black Diamond Financial, LLC

SELL
 -
-14.2K
Closed
$83.6K - $116K
0 $0
Aug 04, 2022 Q2 2022
Personal Capital Advisors Corp

SELL
 -
-10.9K
Closed
$64K - $88.6K
0 $0
Jul 22, 2022 Q2 2022
Geneos Wealth Management Inc.

SELL
 -
-4.48K
- 60.55%
$26.4K - $36.6K
2.92K $20.8K
Aug 13, 2024 Q2 2022
Glen Eagle Advisors, LLC

Kingston, NJ
SELL
 -
-2.43K
Closed
$14.3K - $19.8K
0 $0
Aug 10, 2022 Q2 2022
Citigroup Inc

SELL
 -
-2.29K
Closed
$13.5K - $18.7K
0 $0
Jul 12, 2022 Q2 2022
Country Trust Bank

SELL
 -
-1.58K
Closed
$9.29K - $12.9K
0 $0
Jul 19, 2022 Q2 2022
Horan Securities, Inc.

SELL
 -
-865
Closed
$5.09K - $7.06K
0 $0
Jul 26, 2022 Q2 2022
Joseph P. Lucia & Associates, LLC

SELL
 -
-368
Closed
$2.17K - $3K
0 $0
Aug 08, 2022 Q2 2022
Townsquare Capital LLC

SELL
 -
-261
- 1.86%
$1.54K - $2.13K
13.8K $97.9K
Aug 04, 2022 Q2 2022
Bedel Financial Consulting, Inc.

SELL
 -
-108
Closed
$636 - $881
0 $0
Dec 19, 2024 Q2 2022
Arcadia Investment Advisors LLC

Eagle, ID
SELL
 -
-97
Closed
$571 - $792
0 $0
Q1 2022
May 12, 2022 Q1 2022
Sit Investment Associates Inc

Minneapolis, MN
SELL
 -
-1.39M
Closed
$9.7M - $11.7M
0 $0
May 13, 2022 Q1 2022
Bulldog Investors, LLP

Saddle Brook, NJ
SELL
 -
-318K
Closed
$2.23M - $2.69M
0 $0
May 16, 2022 Q1 2022
Clough Capital Partners L P

Boston, MA
SELL
 -
-214K
Closed
$1.5M - $1.81M
0 $0
May 09, 2022 Q1 2022
Doliver Advisors, LP

Houston, TX
SELL
 -
-106K
Closed
$745K - $899K
0 $0
May 13, 2022 Q1 2022
Northern Trust Corp

Chicago, IL
SELL
 -
-33.3K
Closed
$233K - $281K
0 $0
Apr 19, 2022 Q1 2022
Polaris Wealth Advisory Group, LLC

SELL
 -
-29.4K
Closed
$206K - $248K
0 $0
May 13, 2022 Q1 2022
Coastal Bridge Advisors, LLC

SELL
 -
-21.1K
Closed
$147K - $178K
0 $0
Apr 25, 2022 Q1 2022
Cerity Partners LLC

New York, NY
SELL
 -
-16.7K
Closed
$117K - $141K
0 $0
Apr 21, 2022 Q1 2022
Cornerstone Wealth Management, LLC

SELL
 -
-16.6K
Closed
$116K - $140K
0 $0

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