Purchases and Sales Made in Q1 2022 in Liberty All Star Equity Fund (USA)
This table provides information about the institutional ownership of Liberty All Star Equity Fund (USA) during Q1 2022. The information is specifically focused on institutions that hold shares of LIBERTY ALL STAR EQUITY FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.66K+ 41.57% |
$46.6K - $56.3K
|
22.7K
$148K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.82K+ 18.75% |
$40.7K - $49.2K
|
36.9K
$241K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
5.48KNew |
$38.3K - $46.3K
|
5.48K
$35.8K
|
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
5K+ 47.97% |
$35K - $42.3K
|
15.4K
$101K
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
4.75K+ 3.37% |
$33.3K - $40.2K
|
146K
$953K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4K+ 14.92% |
$28K - $33.8K
|
30.8K
$201K
|
|
|
Apr 29, 2022
Q1 2022
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
3.91K+ 18.51% |
$27.3K - $33K
|
25K
$164K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.88K+ 7.19% |
$20.1K - $24.3K
|
42.9K
$281K
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.8K+ 18.34% |
$19.6K - $23.6K
|
18K
$118K
|
|
|
Apr 20, 2022
Q1 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.63K+ 4.33% |
$18.4K - $22.2K
|
63.3K
$414K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.29K+ 4.01% |
$16K - $19.3K
|
59.4K
$388K
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.2K+ 299.32% |
$15.4K - $18.6K
|
2.94K
$19.2K
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
2.2K+ 1.47% |
$15.4K - $18.6K
|
151K
$989K
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.01K+ 87.39% |
$14.1K - $17K
|
4.31K
$28.2K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.6K+ 2.69% |
$11.2K - $13.5K
|
61.1K
$400K
|
|
|
Apr 11, 2022
Q1 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1.56K+ 15.03% |
$10.9K - $13.1K
|
11.9K
$77.9K
|
|
|
May 06, 2022
Q1 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.37K+ 5.43% |
$9.6K - $11.6K
|
26.6K
$174K
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.3KNew |
$9.1K - $11K
|
1.3K
$8.5K
|
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.22K+ 3.26% |
$8.57K - $10.3K
|
38.7K
$253K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.16K+ 3.85% |
$8.13K - $9.81K
|
31.3K
$205K
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
1.07KNew |
$7.49K - $9.04K
|
1.07K
$7K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.03KNew |
$7.18K - $8.67K
|
1.03K
$6.71K
|
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
1KNew |
$7.01K - $8.47K
|
1K
$6.55K
|
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1KNew |
$7K - $8.45K
|
1K
$6.54K
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
731+ 1.27% |
$5.12K - $6.18K
|
58.2K
$381K
|
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
653+ 2.72% |
$4.57K - $5.52K
|
24.6K
$161K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
558New |
$3.91K - $4.72K
|
558
$3.65K
|
|
|
May 16, 2022
Q1 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
486+ 2.64% |
$3.4K - $4.11K
|
18.9K
$124K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
368New |
$2.58K - $3.11K
|
368
$2.41K
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
354+ 11.32% |
$2.48K - $2.99K
|
3.48K
$22.8K
|
|
|
May 16, 2022
Q1 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
294+ 5.46% |
$2.06K - $2.48K
|
5.68K
$37.2K
|
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
273+ 2.73% |
$1.91K - $2.31K
|
10.3K
$67.2K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
198+ 8.16% |
$1.39K - $1.67K
|
2.63K
$17.2K
|
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
138+ 0.77% |
$966 - $1.17K
|
18.1K
$119K
|
|
|
May 09, 2022
Q1 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
80+ 0.35% |
$560 - $676
|
23.2K
$152K
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
70+ 0.26% |
$490 - $592
|
26.8K
$175K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
61+ 0.44% |
$427 - $515
|
13.9K
$90.7K
|
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
BUY
|
- |
45+ 5.49% |
$315 - $380
|
865
$5.66K
|
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
41+ 5.27% |
$287 - $346
|
819
$5.36K
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
27+ 0.25% |
$189 - $228
|
10.8K
$70.4K
|
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
BUY
|
- |
26+ 2.59% |
$182 - $220
|
1.03K
$6.73K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
11+ 2.78% |
$77 - $92.9
|
406
$2.66K
|
|
|
May 11, 2022
Q1 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
2+ 0.01% |
$14 - $16.9
|
18.9K
$123K
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
2+ 2.0% |
$14 - $16.9
|
102
$667
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2+ 0.0% |
$14 - $16.9
|
44.5K
$291K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2New |
$14 - $16.9
|
2
$13.1
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-58Closed |
$406 - $490
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-59- 0.54% |
$413 - $499
|
10.9K
$71K
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-60Closed |
$420 - $507
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-200- 0.64% |
$1.4K - $1.69K
|
31K
$202K
|