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 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.35K- 4.39% |
$7.84K - $8.77K
|
29.4K
$205K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.49K- 7.69% |
$8.62K - $9.65K
|
17.9K
$125K
|
|
|
May 15, 2023
Q1 2023
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-1.5K- 4.67% |
$8.7K - $9.74K
|
30.6K
$214K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.15K- 1.98% |
$12.5K - $13.9K
|
106K
$743K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2.29K- 2.79% |
$13.3K - $14.9K
|
79.7K
$556K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.41K- 0.72% |
$14K - $15.6K
|
332K
$2.32M
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-2.44K- 24.15% |
$14.1K - $15.8K
|
7.66K
$53.4K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.78K- 98.27% |
$16.1K - $18K
|
49
$342
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-3.01K- 90.94% |
$17.5K - $19.6K
|
300
$2.09K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-3.07K- 35.16% |
$17.8K - $19.9K
|
5.67K
$39.6K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.37K- 7.56% |
$19.5K - $21.9K
|
41.2K
$288K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-4K- 49.88% |
$23.2K - $25.9K
|
4.02K
$28K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.07K- 21.96% |
$35.2K - $39.4K
|
21.6K
$151K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-6.78K- 38.39% |
$39.3K - $44K
|
10.9K
$76K
|
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-7.93K- 10.02% |
$46K - $51.4K
|
71.2K
$497K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-8K- 18.71% |
$46.4K - $51.9K
|
34.8K
$243K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-8.71K- 32.71% |
$50.5K - $56.5K
|
17.9K
$125K
|
|
|
Apr 14, 2023
Q1 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-8.78K- 23.78% |
$50.9K - $57K
|
28.1K
$196K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-11.8K- 7.85% |
$68.4K - $76.5K
|
138K
$966K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-14.9K- 4.05% |
$86.6K - $97K
|
354K
$2.47M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-18.2K- 14.42% |
$106K - $118K
|
108K
$754K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-19.5K- 29.16% |
$113K - $127K
|
47.4K
$331K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-21K- 33.54% |
$122K - $137K
|
41.7K
$291K
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-23.5K- 14.2% |
$137K - $153K
|
142K
$993K
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-24K- 1.33% |
$139K - $156K
|
1.78M
$12.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-25.2K- 33.31% |
$146K - $164K
|
50.5K
$352K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-36.7K- 57.74% |
$213K - $238K
|
26.8K
$187K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-39.1K- 4.91% |
$227K - $254K
|
757K
$5.28M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-68K- 38.56% |
$395K - $442K
|
108K
$757K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-91.1K- 5.47% |
$528K - $591K
|
1.57M
$11M
|
|
|
May 11, 2023
Q1 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-109K- 91.12% |
$631K - $706K
|
10.6K
$74K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-161K- 19.2% |
$935K - $1.05M
|
678K
$4.73M
|
|
|
May 08, 2023
Q1 2023
|
Shaker Financial Services, LLC
|
SELL
|
- |
-444K- 71.72% |
$2.58M - $2.88M
|
175K
$1.22M
|