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 |
---|---|---|---|---|---|---|---|
Jan 29, 2021
Q4 2020
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-1.44KClosed |
$8.38K - $9.96K
|
0
$0
|
|
Jan 28, 2021
Q4 2020
|
Asset Dedication, LLC
|
SELL
|
- |
-1.31KClosed |
$7.6K - $9.04K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1.03KClosed |
$5.98K - $7.11K
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Tfc Financial Management
|
SELL
|
- |
-775Closed |
$4.5K - $5.35K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-48Closed |
$278 - $331
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-17Closed |
$98.6 - $117
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-17Closed |
$98.6 - $117
|
0
$0
|
|
Q3 2020 | |||||||
Nov 10, 2020
Q3 2020
|
Rmb Capital Management, LLC
|
SELL
|
- |
-55.5KClosed |
$319K - $349K
|
0
$0
|
|
Oct 15, 2020
Q3 2020
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-54.2KClosed |
$312K - $341K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-10.4KClosed |
$59.8K - $65.4K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.04KClosed |
$29K - $31.7K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-5.04KClosed |
$29K - $31.7K
|
0
$0
|
|
Oct 06, 2020
Q3 2020
|
Gradient Investments LLC
|
SELL
|
- |
-588Closed |
$3.38K - $3.7K
|
0
$0
|
|
Oct 14, 2020
Q3 2020
|
Baystate Wealth Management LLC
|
SELL
|
- |
-478Closed |
$2.75K - $3.01K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-27Closed |
$155 - $170
|
0
$0
|
|
Q2 2020 | |||||||
Aug 03, 2020
Q2 2020
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-24.4KClosed |
$107K - $147K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-13.6KClosed |
$59.9K - $82.3K
|
0
$0
|
|
Aug 17, 2020
Q2 2020
|
Wealthsource Partners, LLC
|
SELL
|
- |
-13.5KClosed |
$59.4K - $81.6K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-11.2KClosed |
$49.2K - $67.6K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-10.6KClosed |
$46.4K - $63.7K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.3KClosed |
$10.1K - $13.9K
|
0
$0
|
|
Aug 04, 2020
Q2 2020
|
Atlas Private Wealth Management
|
SELL
|
- |
-515Closed |
$2.26K - $3.11K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-495Closed |
$2.17K - $2.98K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-100Closed |
$439 - $603
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-61Closed |
$268 - $368
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-1Closed |
$4.39 - $6.03
|
0
$0
|
|
Q1 2020 | |||||||
May 14, 2020
Q1 2020
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-404KClosed |
$1.49M - $2.88M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-36.1KClosed |
$134K - $257K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Spectrum Management Group, LLC
|
SELL
|
- |
-35.4KClosed |
$131K - $252K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-22KClosed |
$81.2K - $157K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Albion Financial Group
|
SELL
|
- |
-18.3KClosed |
$67.7K - $130K
|
0
$0
|
|
Apr 17, 2020
Q1 2020
|
Ellis Investment Partners, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q4 2019 | |||||||
Feb 11, 2020
Q4 2019
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.58MClosed |
$9.84M - $10.7M
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-604KClosed |
$3.76M - $4.09M
|
0
$0
|
|
Jan 23, 2020
Q4 2019
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-11.5KClosed |
$71.5K - $77.7K
|
0
$0
|
|
Feb 11, 2020
Q4 2019
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-11.4KClosed |
$70.9K - $77K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-10.6KClosed |
$66.1K - $71.9K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-7.21KClosed |
$44.9K - $48.8K
|
0
$0
|
|
Feb 04, 2020
Q4 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.31KClosed |
$14.4K - $15.7K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 14, 2019
Q3 2019
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-128KClosed |
$768K - $847K
|
0
$0
|
|
Oct 31, 2019
Q3 2019
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-68KClosed |
$409K - $451K
|
0
$0
|
|
Sep 14, 2021
Q3 2019
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-55.6KClosed |
$335K - $369K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-38.2KClosed |
$230K - $254K
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
Barber Financial Group, Inc.
|
SELL
|
- |
-13.3KClosed |
$80.3K - $88.6K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Eulav Asset Management
|
SELL
|
- |
-13KClosed |
$78.3K - $86.3K
|
0
$0
|
|
Oct 24, 2019
Q3 2019
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-12.7KClosed |
$76.2K - $84.1K
|
0
$0
|
|
Oct 23, 2019
Q3 2019
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-3.63KClosed |
$21.9K - $24.1K
|
0
$0
|
|
Oct 11, 2019
Q3 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.79KClosed |
$10.8K - $11.9K
|
0
$0
|
|
Nov 08, 2019
Q3 2019
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1KClosed |
$6.02K - $6.64K
|
0
$0
|
|
Oct 09, 2019
Q3 2019
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-844Closed |
$5.08K - $5.6K
|
0
$0
|