Purchases and Sales Made in Q2 2022 in Liberty All Star Equity Fund (USA)
This table provides information about the institutional ownership of Liberty All Star Equity Fund (USA) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
448K+ 31.78% |
$2.64M - $3.66M
|
1.86M
$13.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
360K+ 61.03% |
$2.12M - $2.94M
|
951K
$6.77M
|
|
|
Aug 08, 2022
Q2 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
199K+ 23.77% |
$1.17M - $1.63M
|
1.04M
$7.39M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
199K+ 32.51% |
$1.17M - $1.62M
|
812K
$5.78M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
166K+ 12.49% |
$977K - $1.35M
|
1.49M
$10.6M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
160K+ 4.43% |
$943K - $1.31M
|
3.78M
$26.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
160K+ 4.43% |
$943K - $1.31M
|
3.78M
$26.9M
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
81.2K+ 22.41% |
$478K - $662K
|
443K
$3.16M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
59.7K+ 12.29% |
$352K - $487K
|
545K
$3.88M
|
|
|
Feb 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
57.7K+ 5.58% |
$340K - $471K
|
1.09M
$7.78M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
51.4K+ 36.59% |
$303K - $419K
|
192K
$1.37M
|
|
|
Aug 12, 2022
Q2 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
43.6K+ 20.33% |
$257K - $356K
|
258K
$1.84M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
38.2K+ 11.29% |
$225K - $311K
|
376K
$2.68M
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
35.1K+ 4.39% |
$207K - $286K
|
834K
$5.94M
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
27.9KNew |
$164K - $227K
|
27.9K
$198K
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
27.5K+ 20.71% |
$162K - $224K
|
160K
$1.14M
|
|
|
Jul 11, 2022
Q2 2022
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
24.8KNew |
$146K - $203K
|
24.8K
$177K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
21.6K+ 144.43% |
$127K - $176K
|
36.5K
$260K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
21.5K+ 6.2% |
$126K - $175K
|
368K
$2.62M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
21K+ 10.45% |
$123K - $171K
|
222K
$1.58M
|
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
16.1KNew |
$95K - $132K
|
16.1K
$115K
|
|
|
Aug 08, 2022
Q2 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
15.6K+ 19.63% |
$91.9K - $127K
|
95.1K
$677K
|
|
|
Aug 15, 2022
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
15.4K+ 11.35% |
$91K - $126K
|
152K
$1.08M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
14.5K+ 12.64% |
$85.2K - $118K
|
129K
$918K
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.4K+ 63.29% |
$84.5K - $117K
|
37K
$264K
|
|
|
Aug 15, 2022
Q2 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
13.8KNew |
$81K - $112K
|
13.8K
$97.9K
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.8K+ 10.4% |
$69.5K - $96.3K
|
125K
$892K
|
|
|
Jul 11, 2022
Q2 2022
|
Vigilare Wealth Management
|
BUY
|
- |
11.3KNew |
$66.6K - $92.2K
|
11.3K
$80.5K
|
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11.2KNew |
$66.2K - $91.7K
|
11.2K
$80K
|
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
11.1K+ 100.0% |
$65.5K - $90.7K
|
22.2K
$158K
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.7K+ 2.12% |
$63.3K - $87.7K
|
518K
$3.69M
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.5KNew |
$62K - $85.8K
|
10.5K
$74.9K
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
9.64K+ 6.61% |
$56.8K - $78.7K
|
155K
$1.11M
|
|
|
Jul 15, 2022
Q2 2022
|
Regent Investment Management LLC
|
BUY
|
- |
8K+ 4.36% |
$47.1K - $65.3K
|
192K
$1.36M
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.58K+ 4.2% |
$44.7K - $61.9K
|
188K
$1.34M
|
|
|
Aug 08, 2022
Q2 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
7.16K+ 26.91% |
$42.2K - $58.4K
|
33.8K
$240K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.76KNew |
$39.8K - $55.2K
|
6.76K
$48.2K
|
|
|
Aug 02, 2022
Q2 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
5.76K+ 1.7% |
$33.9K - $47K
|
345K
$2.46M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.37K+ 1.82% |
$31.6K - $43.8K
|
301K
$2.14M
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
5.11K+ 8.94% |
$30.1K - $41.7K
|
62.2K
$443K
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
4.93K+ 23.33% |
$29K - $40.2K
|
26K
$185K
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.9K+ 44.54% |
$28.9K - $40K
|
15.9K
$113K
|
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.82K+ 2.85% |
$22.5K - $31.2K
|
138K
$981K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
3.64KNew |
$21.4K - $29.7K
|
3.64K
$25.9K
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
3.4K+ 1.43% |
$20K - $27.8K
|
241K
$1.72M
|
|
|
Apr 06, 2023
Q2 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.4K+ 24.45% |
$20K - $27.8K
|
17.3K
$123K
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.39K+ 18.76% |
$19.9K - $27.6K
|
21.4K
$153K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
3.23KNew |
$19K - $26.4K
|
3.23K
$23K
|
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
3.14K+ 4.04% |
$18.5K - $25.6K
|
80.9K
$576K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.93K+ 6.59% |
$17.3K - $23.9K
|
47.4K
$337K
|