Purchases and Sales Made in Q1 2023 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 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 10, 2023 Q1 2023
Huntington National Bank

Columbus, OH
BUY
 -
2K
New
$11.6K - $13K
2K $14K
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
1.56K
+ 0.49%
$9.03K - $10.1K
317K $2.21M
Apr 18, 2023 Q1 2023
Hm Payson & CO

Portland, ME
BUY
 -
1.53K
New
$8.87K - $9.93K
1.53K $10.7K
Apr 18, 2023 Q1 2023
Ifp Advisors, Inc

BUY
 -
1.44K
+ 76.92%
$8.35K - $9.35K
3.31K $23.1K
Apr 27, 2023 Q1 2023
Stratos Wealth Partners, Ltd.

BUY
 -
1.3K
+ 5.01%
$7.55K - $8.44K
27.3K $190K
Apr 20, 2023 Q1 2023
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
1.28K
+ 3.67%
$7.43K - $8.31K
36.2K $253K
Aug 01, 2024 Q1 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
1.17K
New
$6.77K - $7.57K
1.17K $8.15K
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
1.11K
+ 6.09%
$6.45K - $7.22K
19.4K $135K
May 10, 2023 Q1 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
1.07K
+ 4.69%
$6.19K - $6.93K
23.9K $167K
May 15, 2023 Q1 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
909
+ 4.97%
$5.27K - $5.9K
19.2K $134K
Apr 24, 2023 Q1 2023
Fifth Third Bancorp

BUY
 -
661
+ 5.0%
$3.83K - $4.29K
13.9K $96.8K
May 04, 2023 Q1 2023
Alpha Mark Advisors, LLC

Ft. Wright, KY
BUY
 -
644
+ 56.39%
$3.74K - $4.18K
1.79K $12.5K
Apr 25, 2023 Q1 2023
Eudaimonia Partners, LLC

Winchester, TN
BUY
 -
642
+ 1.02%
$3.72K - $4.17K
63.6K $444K
May 11, 2023 Q1 2023
Camden Capital, LLC

BUY
 -
627
+ 5.01%
$3.64K - $4.07K
13.1K $91.7K
Apr 25, 2023 Q1 2023
D.A. Davidson & Co.

BUY
 -
606
+ 0.39%
$3.51K - $3.93K
155K $1.08M
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
605
+ 19.47%
$3.51K - $3.93K
3.71K $25.9K
May 11, 2023 Q1 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
577
+ 1.03%
$3.35K - $3.74K
56.8K $396K
May 12, 2023 Q1 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
540
+ 5.03%
$3.13K - $3.5K
11.3K $78.7K
May 01, 2023 Q1 2023
Sheaff Brock Investment Advisors, LLC

BUY
 -
500
+ 0.14%
$2.9K - $3.25K
362K $2.53M
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
358
+ 0.65%
$2.08K - $2.32K
55.6K $388K
May 16, 2023 Q1 2023
Thomas J. Herzfeld Advisors, Inc.

Miami Beach, FL
BUY
 -
301
+ 5.03%
$1.75K - $1.95K
6.29K $43.9K
Apr 13, 2023 Q1 2023
Morris Retirement Advisors, LLC

Parsippany, NJ
BUY
 -
264
+ 2.4%
$1.53K - $1.71K
11.2K $78.5K
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
203
+ 3.85%
$1.18K - $1.32K
5.47K $38.2K
May 05, 2023 Q1 2023
Arcadia Investment Management Corp

BUY
 -
200
New
$1.16K - $1.3K
200 $1.4K
Apr 28, 2023 Q1 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
200
New
$1.16K - $1.3K
200 $1.4K
Apr 19, 2023 Q1 2023
Jfs Wealth Advisors, LLC

BUY
 -
147
+ 5.03%
$853 - $954
3.07K $21.4K
May 02, 2023 Q1 2023
Key F Inancial Inc

BUY
 -
109
+ 4.92%
$632 - $707
2.32K $16.2K
Apr 12, 2023 Q1 2023
Private Trust CO Na

BUY
 -
106
+ 2.87%
$615 - $688
3.79K $26.5K
May 02, 2023 Q1 2023
All Square Wealth Management LLC

Albany, NY
BUY
 -
76
+ 4.95%
$441 - $493
1.61K $11.3K
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
73
New
$423 - $474
73 $510
Apr 25, 2023 Q1 2023
Primoris Wealth Advisors, LLC

BUY
 -
56
+ 0.26%
$325 - $363
21.8K $152K
May 17, 2023 Q1 2023
Westside Investment Management, Inc.

BUY
 -
43
+ 4.99%
$249 - $279
905 $6.32K
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

BUY
 -
22
+ 5.15%
$128 - $143
449 $3.13K
May 08, 2023 Q1 2023
Lokken Investment Group LLC

BUY
 -
2
+ 0.01%
$11.6 - $13
18.9K $132K
Apr 11, 2023 Q1 2023
Massmutual Trust CO Fsb

BUY
 -
0
New
$0 - $0
0 $0
May 13, 2024 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
0
New
$0 - $0
0 $0
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
0
New
$0 - $0
0 $0
May 20, 2024 Q1 2023
Parallel Advisors, LLC

SELL
 -
-34
- 7.04%
$197 - $221
449 $3.13K
May 12, 2023 Q1 2023
Kestra Advisory Services, LLC

SELL
 -
-48
- 0.1%
$278 - $312
48.9K $342K
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

SELL
 -
-150
- 2.73%
$870 - $974
5.35K $37.3K
May 09, 2023 Q1 2023
Rb Capital Management, LLC

SELL
 -
-231
- 0.18%
$1.34K - $1.5K
131K $913K
May 19, 2023 Q1 2023
Coppell Advisory Solutions LLC

Coppell, TX
SELL
 -
-402
Closed
$2.33K - $2.61K
0 $0
May 12, 2023 Q1 2023
1832 Asset Management L.P.

Toronto, A6
SELL
 -
-707
- 0.54%
$4.1K - $4.59K
131K $914K
Apr 11, 2023 Q1 2023
Mutual Advisors, LLC

Casper, WY
SELL
 -
-796
- 1.05%
$4.62K - $5.17K
75.4K $526K
May 11, 2023 Q1 2023
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-936
- 5.7%
$5.43K - $6.07K
15.5K $108K
May 12, 2023 Q1 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
SELL
 -
-1K
- 6.2%
$5.8K - $6.49K
15.1K $106K
Jul 19, 2024 Q1 2023
Pathway Financial Advisers, LLC

Auburn, IN
SELL
 -
-1K
- 44.01%
$5.81K - $6.5K
1.28K $8.9K
Apr 14, 2023 Q1 2023
Signal Point Asset Management, LLC

SELL
 -
-1.28K
- 10.51%
$7.42K - $8.3K
10.9K $76K

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