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
Jun 21, 2022 Q1 2022
Kalos Management, Inc.

Alpharetta, GA
SELL
 -
-14.3K
Closed
$100K - $121K
0 $0
Apr 29, 2022 Q1 2022
Randolph CO Inc

Cincinnati, OH
SELL
 -
-14K
Closed
$98K - $118K
0 $0
Apr 28, 2022 Q1 2022
Bay Colony Advisory Group, Inc D

SELL
 -
-11.5K
Closed
$80.6K - $97.3K
0 $0
May 10, 2022 Q1 2022
Legacy Wealth Planning, LLC

SELL
 -
-10.6K
Closed
$74.5K - $89.9K
0 $0
May 11, 2022 Q1 2022
King Luther Capital Management Corp

Fort Worth, TX
SELL
 -
-10K
Closed
$70K - $84.5K
0 $0
Apr 29, 2022 Q1 2022
West Bancorporation Inc

SELL
 -
-6K
- 60.3%
$42K - $50.7K
3.95K $28.9K
May 09, 2022 Q1 2022
Amplius Wealth Advisors, LLC

SELL
 -
-2.99K
Closed
$20.9K - $25.3K
0 $0
May 16, 2022 Q1 2022
Eaton Vance Management

Boston, MA
SELL
 -
-2.9K
Closed
$20.3K - $24.5K
0 $0
Apr 14, 2022 Q1 2022
Fsb Premier Wealth Management, Inc.

SELL
 -
-1.57K
Closed
$11K - $13.3K
0 $0
Apr 28, 2022 Q1 2022
Ahrens Investment Partners LLC

SELL
 -
-1.5K
Closed
$10.5K - $12.7K
0 $0
Aug 09, 2022 Q1 2022
Verus Capital Partners, LLC

Scottsdale, AZ
SELL
 -
-363
Closed
$2.54K - $3.07K
0 $0
Apr 20, 2022 Q1 2022
Psi Advisors, LLC

SELL
 -
-60
Closed
$420 - $507
0 $0
May 11, 2022 Q1 2022
Comprehensive Financial Consultants Institutional, Inc.

Bloomington, IN
SELL
 -
-58
Closed
$406 - $490
0 $0
Q4 2021
Jan 25, 2022 Q4 2021
Portfolio Strategies, Inc.

SELL
 -
-1.2M
Closed
$9.47M - $11.1M
0 $0
Feb 11, 2022 Q4 2021
City Of London Investment Management CO LTD

London, X0
SELL
 -
-172K
Closed
$1.36M - $1.58M
0 $0
Feb 14, 2022 Q4 2021
Laurel Wealth Advisors, Inc.

Solana Beach, CA
SELL
 -
-44.9K
Closed
$354K - $413K
0 $0
Feb 15, 2022 Q4 2021
Creative One Wealth, LLC

Overland Park, KS
SELL
 -
-15.7K
Closed
$124K - $145K
0 $0
Jan 12, 2022 Q4 2021
Resource Planning Group

SELL
 -
-13.3K
Closed
$105K - $122K
0 $0
Feb 14, 2022 Q4 2021
Parkside Financial Bank & Trust

SELL
 -
-11.6K
Closed
$91.5K - $107K
0 $0
Feb 07, 2022 Q4 2021
D'Orazio & Associates, Inc.

Falls Church, VA
SELL
 -
-1.2K
Closed
$9.46K - $11.1K
0 $0
Feb 14, 2022 Q4 2021
Jacobi Capital Management LLC

SELL
 -
-160
Closed
$1.26K - $1.47K
0 $0
Feb 14, 2022 Q4 2021
Assetmark, Inc

SELL
 -
-1
Closed
$7.88 - $9.21
0 $0
Feb 11, 2022 Q4 2021
Gerber Kawasaki Wealth & Investment Management

SELL
 -
-1
Closed
$7.88 - $9.21
0 $0
Q3 2021
Nov 15, 2021 Q3 2021
Nsi Retail Advisors, LLC

Pittsburgh, PA
SELL
 -
-18.4K
Closed
$153K - $169K
0 $0
Oct 21, 2021 Q3 2021
Xcel Wealth Management, LLC

SELL
 -
-13.1K
Closed
$109K - $120K
0 $0
Nov 12, 2021 Q3 2021
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-8.8K
Closed
$73K - $80.9K
0 $0
Oct 12, 2021 Q3 2021
Pinnacle Bancorp, Inc.

SELL
 -
-3K
Closed
$24.9K - $27.6K
0 $0
Oct 27, 2021 Q3 2021
Newbridge Financial Services Group, Inc.

SELL
 -
-32
Closed
$265 - $294
0 $0
Nov 09, 2021 Q3 2021
Black Rock Inc.

New York, NY
SELL
 -
-1
Closed
$8.29 - $9.19
0 $0
Q2 2021
Aug 19, 2021 Q2 2021
Thrivent Financial For Lutherans

Minneapolis, MN
SELL
 -
-255K
Closed
$1.93M - $2.34M
0 $0
Jul 29, 2021 Q2 2021
Connecticut Wealth Management, LLC

SELL
 -
-27.2K
Closed
$206K - $250K
0 $0
Aug 06, 2021 Q2 2021
Asset Management Corp

SELL
 -
-20.6K
Closed
$156K - $190K
0 $0
Aug 04, 2021 Q2 2021
Syverson Strege & CO

West Des Moines, IA
SELL
 -
-8.18K
Closed
$62.1K - $75.2K
0 $0
Sep 03, 2021 Q2 2021
Bdo Wealth Advisors, LLC

Jacksonville, FL
SELL
 -
-1.3K
- 20.63%
$9.87K - $12K
5K $36.6K
Aug 17, 2021 Q2 2021
Salem Investment Counselors Inc

Winston Salem, NC
SELL
 -
-486
Closed
$3.69K - $4.47K
0 $0
Q1 2021
May 17, 2021 Q1 2021
1607 Capital Partners, LLC

Richmond, VA
SELL
 -
-105K
Closed
$704K - $800K
0 $0
Apr 09, 2021 Q1 2021
Stolper CO

SELL
 -
-99.2K
Closed
$667K - $757K
0 $0
May 13, 2021 Q1 2021
Sawtooth Solutions, LLC

SELL
 -
-51.7K
Closed
$348K - $395K
0 $0
May 06, 2021 Q1 2021
M&T Bank Corp

SELL
 -
-44.7K
Closed
$300K - $341K
0 $0
May 10, 2021 Q1 2021
Advisory Alpha, LLC

SELL
 -
-14.2K
- 29.78%
$95.4K - $108K
33.5K $245K
May 12, 2021 Q1 2021
Regal Investment Advisors LLC

Kentwood, MI
SELL
 -
-10K
Closed
$67.3K - $76.5K
0 $0
May 12, 2021 Q1 2021
True Private Wealth Advisors

SELL
 -
-2.32K
Closed
$15.6K - $17.7K
0 $0
May 10, 2021 Q1 2021
Oder Investment Management, LLC

Woodland Hills, CA
SELL
 -
-683
Closed
$4.59K - $5.21K
0 $0
May 11, 2021 Q1 2021
Live Oak Private Wealth LLC

SELL
 -
-425
- 0.27%
$2.86K - $3.24K
159K $1.16M
May 12, 2021 Q1 2021
Mc Ilrath & Eck, LLC

SELL
 -
-25
Closed
$168 - $191
0 $0
Q4 2020
Feb 09, 2021 Q4 2020
Stanley Laman Group, Ltd.

Berwyn, PA
SELL
 -
-33.7K
Closed
$195K - $232K
0 $0
Feb 11, 2021 Q4 2020
Proficio Capital Partners LLC

Newton, MA
SELL
 -
-23.9K
Closed
$139K - $165K
0 $0
Jan 26, 2021 Q4 2020
Beam Wealth Advisors, Inc.

SELL
 -
-15.9K
Closed
$92.1K - $110K
0 $0
Feb 05, 2021 Q4 2020
Rda Financial Network

SELL
 -
-11.1K
Closed
$64.1K - $76.3K
0 $0

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