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
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 $1.09M
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
Jan 28, 2021 Q4 2020
Asset Dedication, LLC

SELL
 -
-1.31K
Closed
$7.6K - $9.04K
0 $0
Feb 10, 2021 Q4 2020
Tfc Financial Management

SELL
 -
-775
Closed
$4.5K - $5.35K
0 $0
Feb 04, 2021 Q4 2020
Founders Financial Alliance, LLC

Raleigh, NC
SELL
 -
-48
Closed
$278 - $331
0 $0
Mar 05, 2021 Q4 2020
Bnc Wealth Management, LLC

SELL
 -
-17
Closed
$98.6 - $117
0 $0
Feb 08, 2021 Q4 2020
Flagship Harbor Advisors, LLC

SELL
 -
-17
Closed
$98.6 - $117
0 $0
Q3 2020
Nov 10, 2020 Q3 2020
Rmb Capital Management, LLC

SELL
 -
-55.5K
Closed
$319K - $349K
0 $0
Oct 15, 2020 Q3 2020
Measured Wealth Private Client Group, LLC

SELL
 -
-54.2K
Closed
$312K - $341K
0 $0
Nov 13, 2020 Q3 2020
Orion Portfolio Solutions, LLC

SELL
 -
-5.04K
Closed
$29K - $31.7K
0 $0
Nov 12, 2020 Q3 2020
Center For Financial Planning, Inc.

Southfied, MI
SELL
 -
-5.04K
Closed
$29K - $31.7K
0 $0
Oct 06, 2020 Q3 2020
Gradient Investments LLC

SELL
 -
-588
Closed
$3.38K - $3.7K
0 $0
Oct 14, 2020 Q3 2020
Baystate Wealth Management LLC

SELL
 -
-478
Closed
$2.75K - $3.01K
0 $0
Nov 05, 2020 Q3 2020
Liberty Wealth Management LLC

Oakland, CA
SELL
 -
-27
Closed
$155 - $170
0 $0
Q2 2020
Aug 03, 2020 Q2 2020
Crescent Grove Advisors, LLC

SELL
 -
-24.4K
Closed
$107K - $147K
0 $0
Aug 14, 2020 Q2 2020
Capital Wealth Planning, LLC

SELL
 -
-13.6K
Closed
$59.9K - $82.3K
0 $0
Aug 17, 2020 Q2 2020
Wealthsource Partners, LLC

SELL
 -
-13.5K
Closed
$59.4K - $81.6K
0 $0
Jul 31, 2020 Q2 2020
Chicago Partners Investment Group LLC

SELL
 -
-11.2K
Closed
$49.2K - $67.6K
0 $0
Aug 14, 2020 Q2 2020
Clark Capital Management Group, Inc.

Philadelphia, PA
SELL
 -
-10.6K
Closed
$46.4K - $63.7K
0 $0
Aug 06, 2020 Q2 2020
Tortoise Investment Management, LLC

SELL
 -
-2.3K
Closed
$10.1K - $13.9K
0 $0
Aug 04, 2020 Q2 2020
Atlas Private Wealth Management

SELL
 -
-515
Closed
$2.26K - $3.11K
0 $0
Aug 14, 2020 Q2 2020
Mbe Wealth Management, LLC

SELL
 -
-495
Closed
$2.17K - $2.98K
0 $0
Aug 06, 2020 Q2 2020
Darwin Advisors, LLC

SELL
 -
-100
Closed
$439 - $603
0 $0
Aug 14, 2020 Q2 2020
Smithfield Trust CO

Pittsburgh, PA
SELL
 -
-61
Closed
$268 - $368
0 $0
Aug 14, 2020 Q2 2020
Capital Bank & Trust CO

Irvine, CA
SELL
 -
-1
Closed
$4.39 - $6.03
0 $0
Q1 2020
May 14, 2020 Q1 2020
Bbr Partners, LLC

New York, NY
SELL
 -
-404K
Closed
$1.49M - $2.88M
0 $0
May 08, 2020 Q1 2020
Spectrum Management Group, LLC

SELL
 -
-35.4K
Closed
$131K - $252K
0 $0
May 15, 2020 Q1 2020
Sunbelt Securities, Inc.

Houston, TX
SELL
 -
-22K
Closed
$81.2K - $157K
0 $0
May 08, 2020 Q1 2020
Albion Financial Group

SELL
 -
-18.3K
Closed
$67.7K - $130K
0 $0
Apr 17, 2020 Q1 2020
Ellis Investment Partners, LLC

SELL
 -
0
Closed
$0 - $0
0 $0
Q4 2019
Feb 11, 2020 Q4 2019
Vident Investment Advisory, LLC

Alpharetta, GA
SELL
 -
-1.58M
Closed
$9.84M - $10.7M
0 $0
Feb 13, 2020 Q4 2019
Lazard Asset Management LLC

New York, NY
SELL
 -
-604K
Closed
$3.76M - $4.09M
0 $0
Jan 23, 2020 Q4 2019
Nwam LLC

Mercer Island, WA
SELL
 -
-11.5K
Closed
$71.5K - $77.7K
0 $0
Feb 11, 2020 Q4 2019
Segall Bryant & Hamill, LLC

Chicago, IL
SELL
 -
-11.4K
Closed
$70.9K - $77K
0 $0
Feb 14, 2020 Q4 2019
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-10.6K
Closed
$66.1K - $71.9K
0 $0
Feb 14, 2020 Q4 2019
Deutsche Bank Ag\

Frankfurt Am Main, 2M
SELL
 -
-7.21K
Closed
$44.9K - $48.8K
0 $0
Feb 04, 2020 Q4 2019
Capital Investment Advisory Services, LLC

SELL
 -
-2.31K
Closed
$14.4K - $15.7K
0 $0
Q3 2019
Nov 14, 2019 Q3 2019
Rivernorth Capital Management, LLC

West Palm Beach, FL
SELL
 -
-128K
Closed
$768K - $847K
0 $0
Oct 31, 2019 Q3 2019
Oxbow Advisors, LLC

Corpus Christi, TX
SELL
 -
-68K
Closed
$409K - $451K
0 $0
Sep 14, 2021 Q3 2019
Sargent Bickham Lagudis LLC

SELL
 -
-55.6K
Closed
$335K - $369K
0 $0
Nov 12, 2019 Q3 2019
Aft, Forsyth & Company, Inc.

SELL
 -
-38.2K
Closed
$230K - $254K
0 $0
Nov 05, 2019 Q3 2019
Barber Financial Group, Inc.

SELL
 -
-13.3K
Closed
$80.3K - $88.6K
0 $0

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