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 |
---|---|---|---|---|---|---|---|
Nov 13, 2019
Q3 2019
|
Private Capital Group, LLC
|
SELL
|
- |
-138Closed |
$831 - $916
|
0
$0
|
|
Q2 2019 | |||||||
Aug 06, 2019
Q2 2019
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-350KClosed |
$2.07M - $2.25M
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Stansberry Asset Management, LLC
New York, NY |
SELL
|
- |
-48.5KClosed |
$287K - $313K
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-25.5KClosed |
$151K - $164K
|
0
$0
|
|
Jul 15, 2019
Q2 2019
|
First Hawaiian Bank
|
SELL
|
- |
-3.19KClosed |
$18.9K - $20.6K
|
0
$0
|
|
Jul 10, 2019
Q2 2019
|
Kwmg, LLC
|
SELL
|
- |
-1KClosed |
$5.92K - $6.44K
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-23Closed |
$136 - $148
|
0
$0
|
|
Jul 19, 2019
Q2 2019
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-17Closed |
$101 - $109
|
0
$0
|
|
Q1 2019 | |||||||
Apr 24, 2019
Q1 2019
|
Matisse Capital
|
SELL
|
- |
-67.1KClosed |
$354K - $414K
|
0
$0
|
|
Apr 24, 2019
Q1 2019
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-20KClosed |
$106K - $123K
|
0
$0
|
|
Apr 12, 2019
Q1 2019
|
Round Table Services, LLC
|
SELL
|
- |
-14.4KClosed |
$76.1K - $88.9K
|
0
$0
|
|
May 07, 2019
Q1 2019
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-8KClosed |
$42.2K - $49.4K
|
0
$0
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.58KClosed |
$24.2K - $28.2K
|
0
$0
|
|
May 14, 2019
Q1 2019
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-12Closed |
$63.4 - $74
|
0
$0
|
|
Q4 2018 | |||||||
Jan 24, 2019
Q4 2018
|
Ota Financial Group L.P.
|
SELL
|
- |
-65.2KClosed |
$323K - $445K
|
0
$0
|
|
Mar 01, 2019
Q4 2018
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-13.2KClosed |
$65.1K - $89.8K
|
0
$0
|
|
Feb 07, 2019
Q4 2018
|
Macroview Investment Management LLC
|
SELL
|
- |
-4.96KClosed |
$24.5K - $33.8K
|
0
$0
|
|
Jan 23, 2019
Q4 2018
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-2.35KClosed |
$11.6K - $16K
|
0
$0
|
|
Jan 30, 2019
Q4 2018
|
Mc Adam, LLC
|
SELL
|
- |
-34Closed |
$168 - $232
|
0
$0
|
|
Feb 11, 2019
Q4 2018
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-3Closed |
$14.9 - $20.5
|
0
$0
|
|
Q3 2018 | |||||||
Nov 07, 2018
Q3 2018
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-38.7KClosed |
$249K - $265K
|
0
$0
|
|
Nov 02, 2018
Q3 2018
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-12.1KClosed |
$78.2K - $83.2K
|
0
$0
|
|
Oct 03, 2018
Q3 2018
|
First American Trust, Fsb
|
SELL
|
- |
-11.7KClosed |
$75.2K - $80K
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-3.07KClosed |
$19.8K - $21K
|
0
$0
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.62KClosed |
$10.4K - $11.1K
|
0
$0
|
|
Nov 08, 2018
Q3 2018
|
Valley National Advisers Inc
|
SELL
|
- |
-1.5KClosed |
$9.66K - $10.3K
|
0
$0
|
|
Oct 16, 2018
Q3 2018
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.07KClosed |
$6.86K - $7.3K
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-9Closed |
$58 - $61.7
|
0
$0
|
|
Nov 13, 2018
Q3 2018
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q2 2018 | |||||||
Aug 13, 2018
Q2 2018
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-103KClosed |
$620K - $685K
|
0
$0
|
|
Aug 14, 2018
Q2 2018
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-48.2KClosed |
$290K - $320K
|
0
$0
|
|
Aug 08, 2018
Q2 2018
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-23.6KClosed |
$142K - $157K
|
0
$0
|
|
Aug 14, 2018
Q2 2018
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-21.6KClosed |
$130K - $144K
|
0
$0
|
|
Aug 10, 2018
Q2 2018
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-14.3KClosed |
$85.8K - $94.8K
|
0
$0
|
|
Aug 13, 2018
Q2 2018
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.5KClosed |
$63.2K - $69.9K
|
0
$0
|
|
Aug 07, 2018
Q2 2018
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5KClosed |
$30.1K - $33.2K
|
0
$0
|
|
Q1 2018 | |||||||
May 14, 2018
Q1 2018
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-1.19MClosed |
$7.18M - $8.08M
|
0
$0
|
|
May 14, 2018
Q1 2018
|
Adviser Investments LLC
|
SELL
|
- |
-14.6KClosed |
$87.6K - $98.5K
|
0
$0
|
|
May 08, 2018
Q1 2018
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-14KClosed |
$84K - $94.5K
|
0
$0
|
|
Apr 03, 2018
Q1 2018
|
Washington Trust Bank
|
SELL
|
- |
-4.6KClosed |
$27.7K - $31.1K
|
0
$0
|
|
Apr 17, 2018
Q1 2018
|
Calton & Associates, Inc.
|
SELL
|
- |
-4.35KClosed |
$26.2K - $29.4K
|
0
$0
|
|
Apr 16, 2018
Q1 2018
|
Santori & Peters, Inc.
|
SELL
|
- |
-4.31KClosed |
$25.9K - $29.2K
|
0
$0
|
|
May 01, 2018
Q1 2018
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.09KClosed |
$6.56K - $7.38K
|
0
$0
|
|
Q4 2017 | |||||||
Feb 08, 2018
Q4 2017
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-104KClosed |
$617K - $654K
|
0
$0
|
|
Feb 07, 2018
Q4 2017
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-99.8KClosed |
$594K - $629K
|
0
$0
|
|
Mar 24, 2023
Q4 2017
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-56.1K- 98.21% |
$334K - $353K
|
1.02K
$7.49K
|
|
Feb 13, 2018
Q4 2017
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-35.7KClosed |
$212K - $225K
|
0
$0
|
|
Feb 14, 2018
Q4 2017
|
Css LLC
Chicago, IL |
SELL
|
- |
-27.4KClosed |
$163K - $172K
|
0
$0
|
|
Jan 23, 2018
Q4 2017
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-5.31KClosed |
$31.6K - $33.4K
|
0
$0
|
|
Feb 22, 2018
Q4 2017
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-7Closed |
$41.7 - $44.1
|
0
$0
|