Purchases and Sales Made in Q1 2022 in Liberty All Star Equity Fund (USA)

USA Quotes by TradingView

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
Apr 06, 2023 Q1 2022
Silverlake Wealth Management LLC

Williston, VT
SELL
 -
-457
- 2.59%
$3.2K - $3.86K
17.2K $123K
May 16, 2022 Q1 2022
Wetherby Asset Management Inc

San Francisco, CA
SELL
 -
-478
- 4.12%
$3.35K - $4.04K
11.1K $79.3K
May 12, 2022 Q1 2022
Citigroup Inc

SELL
 -
-504
- 18.03%
$3.53K - $4.26K
2.29K $16.3K
Apr 29, 2022 Q1 2022
Institute For Wealth Management, Llc.

SELL
 -
-530
- 0.68%
$3.71K - $4.48K
77.8K $555K
May 10, 2022 Q1 2022
Huntington National Bank

Columbus, OH
SELL
 -
-730
Closed
$5.11K - $6.17K
0 $0
Apr 28, 2022 Q1 2022
Alpha Star Capital Management, LLC

SELL
 -
-758
- 4.62%
$5.31K - $6.41K
15.7K $112K
May 16, 2022 Q1 2022
1832 Asset Management L.P.

Toronto, A6
SELL
 -
-1.47K
- 1.07%
$10.3K - $12.4K
136K $971K
Apr 28, 2022 Q1 2022
Ahrens Investment Partners LLC

SELL
 -
-1.5K
Closed
$10.5K - $12.7K
0 $0
Apr 14, 2022 Q1 2022
Fsb Premier Wealth Management, Inc.

SELL
 -
-1.57K
Closed
$11K - $13.3K
0 $0
May 09, 2022 Q1 2022
Bergan Kdv Wealth Management, LLC

SELL
 -
-2K
- 19.99%
$14K - $16.9K
8.01K $57.1K
Apr 22, 2022 Q1 2022
Truist Financial Corp

SELL
 -
-2.69K
- 4.01%
$18.8K - $22.7K
64.2K $458K
Apr 19, 2022 Q1 2022
Fifth Third Bancorp

SELL
 -
-2.81K
- 16.32%
$19.7K - $23.8K
14.4K $103K
May 16, 2022 Q1 2022
Eaton Vance Management

Boston, MA
SELL
 -
-2.9K
Closed
$20.3K - $24.5K
0 $0
May 09, 2022 Q1 2022
Amplius Wealth Advisors, LLC

SELL
 -
-2.99K
Closed
$20.9K - $25.3K
0 $0
May 26, 2022 Q1 2022
Kestra Private Wealth Services, LLC

SELL
 -
-3.82K
- 3.23%
$26.7K - $32.2K
114K $816K
May 04, 2022 Q1 2022
Envestnet Asset Management Inc

SELL
 -
-3.91K
- 9.03%
$27.4K - $33K
39.4K $281K
May 16, 2022 Q1 2022
Elco Management Co., LLC

New York, NY
SELL
 -
-4.2K
- 11.48%
$29.4K - $35.5K
32.4K $231K
May 06, 2022 Q1 2022
Sheaff Brock Investment Advisors, LLC

SELL
 -
-5.32K
- 1.58%
$37.2K - $44.9K
331K $2.36M
May 04, 2022 Q1 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-5.42K
- 11.69%
$38K - $45.8K
41K $292K
May 16, 2022 Q1 2022
Ken Griffin Citadel Advisors LLC | Chicago, Il
SELL
 -
-5.87K
- 23.36%
$41.1K - $49.6K
19.2K $137K
Apr 29, 2022 Q1 2022
West Bancorporation Inc

SELL
 -
-6K
- 60.3%
$42K - $50.7K
3.95K $28.2K
May 09, 2022 Q1 2022
Northwestern Mutual Wealth Management CO

SELL
 -
-6.02K
- 19.47%
$42.1K - $50.8K
24.9K $177K
Apr 26, 2022 Q1 2022
Kestra Advisory Services, LLC

SELL
 -
-7.54K
- 33.56%
$52.8K - $63.7K
14.9K $106K
May 16, 2022 Q1 2022
Geneos Wealth Management Inc.

SELL
 -
-9.46K
- 56.11%
$66.2K - $80K
7.4K $52.8K
May 02, 2022 Q1 2022
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-9.75K
- 8.75%
$68.2K - $82.3K
102K $724K
May 11, 2022 Q1 2022
King Luther Capital Management Corp

Fort Worth, TX
SELL
 -
-10K
Closed
$70K - $84.5K
0 $0
Apr 19, 2022 Q1 2022
Regent Investment Management LLC

SELL
 -
-10K
- 5.17%
$70K - $84.5K
184K $1.31M
May 10, 2022 Q1 2022
Legacy Wealth Planning, LLC

SELL
 -
-10.6K
Closed
$74.5K - $89.9K
0 $0
Apr 28, 2022 Q1 2022
Bay Colony Advisory Group, Inc D

SELL
 -
-11.5K
Closed
$80.6K - $97.3K
0 $0
Apr 27, 2022 Q1 2022
Shulman De Meo Asset Management LLC

SELL
 -
-12.5K
- 24.91%
$87.2K - $105K
37.6K $268K
May 03, 2022 Q1 2022
Wealth Plan Partners, LLC

Omaha, NE
SELL
 -
-13K
- 38.26%
$91.3K - $110K
21K $150K
Apr 29, 2022 Q1 2022
Randolph CO Inc

Cincinnati, OH
SELL
 -
-14K
Closed
$98K - $118K
0 $0
Jun 21, 2022 Q1 2022
Kalos Management, Inc.

Alpharetta, GA
SELL
 -
-14.3K
Closed
$100K - $121K
0 $0
Apr 14, 2022 Q1 2022
Advisor Net Financial, Inc

SELL
 -
-15.7K
- 91.84%
$110K - $133K
1.4K $9.95K
Apr 21, 2022 Q1 2022
Cornerstone Wealth Management, LLC

SELL
 -
-16.6K
Closed
$116K - $140K
0 $0
Apr 25, 2022 Q1 2022
Cerity Partners LLC

New York, NY
SELL
 -
-16.7K
Closed
$117K - $141K
0 $0
May 04, 2022 Q1 2022
Wolverine Asset Management LLC

SELL
 -
-18.3K
Closed
$128K - $155K
0 $0
May 16, 2022 Q1 2022
Ameriprise Financial Inc

Minneapolis, MN
SELL
 -
-19K
- 3.0%
$133K - $160K
613K $4.37M
May 13, 2022 Q1 2022
Coastal Bridge Advisors, LLC

SELL
 -
-21.1K
Closed
$147K - $178K
0 $0
May 16, 2022 Q1 2022
Bluefin Capital Management, LLC

New York, NY
SELL
 -
-21.2K
Closed
$149K - $179K
0 $0
May 13, 2022 Q1 2022
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-21.8K
- 10.76%
$152K - $184K
180K $1.29M
Apr 19, 2022 Q1 2022
Polaris Wealth Advisory Group, LLC

SELL
 -
-29.4K
Closed
$206K - $248K
0 $0
Apr 20, 2022 Q1 2022
Advisor Resource Council

SELL
 -
-29.4K
Closed
$206K - $249K
0 $0
May 16, 2022 Q1 2022
Bank Of America Corp

Charlotte, NC
SELL
 -
-31.5K
- 8.52%
$220K - $266K
338K $2.41M
May 13, 2022 Q1 2022
Northern Trust Corp

Chicago, IL
SELL
 -
-33.3K
Closed
$233K - $281K
0 $0
May 16, 2022 Q1 2022
Wells Fargo & Company

San Francisco, CA
SELL
 -
-35.3K
- 1.78%
$247K - $299K
1.95M $13.9M
May 16, 2022 Q1 2022
Israel Englander Millennium Management LLC | New York, Ny
SELL
 -
-42.9K
Closed
$300K - $363K
0 $0
May 18, 2022 Q1 2022
Nomura Holdings Inc

Tokyo, M0
SELL
 -
-50K
Closed
$350K - $422K
0 $0
May 09, 2022 Q1 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-54.8K
Closed
$384K - $463K
0 $0

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