Purchases and Sales Made in Q1 2025 in Liberty All Star Equity Fund (USA)
This table provides information about the institutional ownership of Liberty All Star Equity Fund (USA) during Q1 2025. 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 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
2+ 0.01% |
$12.8 - $14.6
|
18.9K
$126K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-134- 0.17% |
$859 - $981
|
78.7K
$526K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-267- 97.45% |
$1.71K - $1.95K
|
7
$46.8
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-630- 3.54% |
$4.04K - $4.61K
|
17.1K
$115K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-669- 0.08% |
$4.29K - $4.9K
|
866K
$5.79M
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-1.12K- 1.33% |
$7.17K - $8.18K
|
82.7K
$553K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.23K- 10.14% |
$7.87K - $8.99K
|
10.9K
$72.8K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-1.39K- 4.71% |
$8.9K - $10.2K
|
28.1K
$188K
|
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-1.43K- 7.17% |
$9.17K - $10.5K
|
18.5K
$124K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.44K- 12.12% |
$9.22K - $10.5K
|
10.4K
$69.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.54K- 2.68% |
$9.87K - $11.3K
|
56K
$374K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.55K- 8.13% |
$9.92K - $11.3K
|
17.5K
$117K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.79K- 1.63% |
$11.4K - $13.1K
|
108K
$721K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-2.27K- 16.16% |
$14.5K - $16.6K
|
11.7K
$78.6K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-3.56K- 97.54% |
$22.8K - $26.1K
|
90
$602
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.65K- 2.26% |
$23.4K - $26.7K
|
158K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.75K- 1.01% |
$24K - $27.5K
|
366K
$2.45M
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-4.1K- 7.25% |
$26.3K - $30K
|
52.4K
$351K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.1K- 2.14% |
$26.3K - $30K
|
187K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-5.64K- 21.78% |
$36.2K - $41.3K
|
20.3K
$135K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-6K- 11.63% |
$38.5K - $43.9K
|
45.6K
$305K
|
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-6.27K- 6.09% |
$40.2K - $45.9K
|
96.7K
$647K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.65K- 2.25% |
$61.9K - $70.6K
|
419K
$2.81M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.3K- 11.15% |
$66.2K - $75.6K
|
82.3K
$550K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-13K- 7.96% |
$83.3K - $95.2K
|
150K
$1.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-14.2K- 50.0% |
$90.9K - $104K
|
14.2K
$94.9K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-23.9K- 15.92% |
$153K - $175K
|
126K
$845K
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-24.1K- 67.66% |
$154K - $176K
|
11.5K
$76.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-28.4K- 6.03% |
$182K - $208K
|
443K
$2.96M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-32.3K- 48.06% |
$207K - $237K
|
35K
$234K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-32.7K- 48.63% |
$210K - $239K
|
34.5K
$231K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-33K- 12.03% |
$212K - $242K
|
241K
$1.61M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-33.8K- 5.39% |
$217K - $248K
|
593K
$3.97M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-37.7K- 8.61% |
$242K - $276K
|
400K
$2.68M
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-88.9K- 21.72% |
$570K - $651K
|
320K
$2.14M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-105K- 16.59% |
$671K - $766K
|
526K
$3.52M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-109K- 81.27% |
$696K - $795K
|
25K
$167K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-199K- 41.22% |
$1.27M - $1.45M
|
283K
$1.89M
|