Purchases and Sales Made in Q1 2023 in Liberty All Star Equity Fund (USA)
This table provides information about the institutional ownership of Liberty All Star Equity Fund (USA) during Q1 2023. 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 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
206K+ 89.97% |
$1.19M - $1.33M
|
434K
$3.09M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
176K+ 26.68% |
$1.02M - $1.14M
|
836K
$5.95M
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
129KNew |
$748K - $837K
|
129K
$919K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
94.5K+ 6.41% |
$548K - $613K
|
1.57M
$11.2M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
85.7K+ 5.58% |
$497K - $556K
|
1.62M
$11.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
77.7K+ 363.91% |
$450K - $504K
|
99K
$705K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
69.9K+ 8.73% |
$406K - $454K
|
871K
$6.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
63.7K+ 5.62% |
$369K - $413K
|
1.2M
$8.53M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
62.9K+ 20.47% |
$365K - $409K
|
370K
$2.64M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
61.6K+ 10.15% |
$357K - $400K
|
668K
$4.76M
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
57.8K+ 11.08% |
$335K - $375K
|
579K
$4.12M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
54.6KNew |
$317K - $355K
|
54.6K
$389K
|
|
|
Apr 27, 2023
Q1 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
52.9KNew |
$307K - $343K
|
52.9K
$377K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
50.1K+ 1.36% |
$290K - $325K
|
3.72M
$26.5M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
42.7KNew |
$248K - $277K
|
42.7K
$304K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
38.5K+ 6.66% |
$224K - $250K
|
617K
$4.39M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
35.2K+ 8.69% |
$204K - $228K
|
441K
$3.14M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
31.8K+ 28.2% |
$184K - $206K
|
144K
$1.03M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
24.2K+ 6.18% |
$140K - $157K
|
415K
$2.96M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
22.1K+ 3.29% |
$128K - $143K
|
693K
$4.94M
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
21.2K+ 67.77% |
$123K - $138K
|
52.6K
$374K
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
19.7KNew |
$114K - $128K
|
19.7K
$140K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
18.2K+ 16.85% |
$106K - $118K
|
126K
$899K
|
|
|
Apr 19, 2023
Q1 2023
|
David J Yvars Group
|
BUY
|
- |
18.2K+ 146.17% |
$106K - $118K
|
30.7K
$218K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
16KNew |
$92.9K - $104K
|
16K
$114K
|
|
|
Apr 07, 2023
Q1 2023
|
Eclectic Associates Inc
|
BUY
|
- |
16KNew |
$92.8K - $104K
|
16K
$114K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
14.5KNew |
$84K - $94K
|
14.5K
$103K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
14K+ 5.36% |
$81.3K - $91K
|
276K
$1.96M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13.9K+ 53.51% |
$80.6K - $90.2K
|
39.9K
$284K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.1KNew |
$76.1K - $85.1K
|
13.1K
$93.4K
|
|
|
Apr 11, 2023
Q1 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
11.9K+ 24.2% |
$68.8K - $77K
|
60.9K
$434K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11.7KNew |
$67.7K - $75.7K
|
11.7K
$83.1K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.1K+ 9.67% |
$64.5K - $72.2K
|
126K
$899K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.7KNew |
$62.2K - $69.6K
|
10.7K
$76.3K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
10.7KNew |
$62.2K - $69.6K
|
10.7K
$76.3K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
10.5KNew |
$60.9K - $68.2K
|
10.5K
$74.8K
|
|
|
Apr 11, 2023
Q1 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
10KNew |
$58.1K - $65.1K
|
10K
$71.4K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
9.53K+ 55.52% |
$55.3K - $61.8K
|
26.7K
$190K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
9.13K+ 122.87% |
$53K - $59.3K
|
16.6K
$118K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.71K+ 8.77% |
$50.5K - $56.5K
|
108K
$770K
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.29K+ 5.17% |
$42.3K - $47.3K
|
148K
$1.06M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.13K+ 4.33% |
$35.5K - $39.8K
|
148K
$1.05M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6K+ 1.63% |
$34.8K - $38.9K
|
373K
$2.66M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
5.62K+ 8.33% |
$32.6K - $36.4K
|
73K
$520K
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
4.63K+ 28.28% |
$26.9K - $30K
|
21K
$150K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.42K+ 22.94% |
$25.7K - $28.7K
|
23.7K
$169K
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
3.47KNew |
$20.1K - $22.5K
|
3.47K
$24.7K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.22K+ 15.94% |
$18.7K - $20.9K
|
23.4K
$167K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.01K+ 7.26% |
$17.5K - $19.5K
|
44.5K
$317K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2.99K+ 53.46% |
$17.3K - $19.4K
|
8.59K
$61.1K
|