Purchases and Sales Made in Q2 2022 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 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
Nov 09, 2022 Q2 2022
Titus Wealth Management

Larskpur, CA
BUY
 -
2.75K
+ 0.75%
$16.2K - $22.4K
367K $2.58M
Aug 03, 2022 Q2 2022
Stephens Inc

BUY
 -
2.63K
+ 4.51%
$15.5K - $21.4K
60.8K $426K
Aug 16, 2022 Q2 2022
All Square Wealth Management LLC

Albany, NY
BUY
 -
2.53K
+ 252.8%
$14.9K - $20.6K
3.53K $24.7K
Aug 09, 2022 Q2 2022
Marks Group Wealth Management, Inc

Minnetonka, MN
BUY
 -
2.49K
+ 0.89%
$14.6K - $20.3K
282K $1.98M
Aug 15, 2022 Q2 2022
First Manhattan CO

New York, NY
BUY
 -
2.27K
New
$13.4K - $18.5K
2.27K $15.9K
Jul 14, 2022 Q2 2022
Rb Capital Management, LLC

BUY
 -
2.25K
+ 1.75%
$13.3K - $18.4K
131K $916K
Aug 02, 2022 Q2 2022
Jfs Wealth Advisors, LLC

BUY
 -
2.15K
New
$12.7K - $17.6K
2.15K $15.1K
Aug 16, 2022 Q2 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
1.78K
+ 7.62%
$10.5K - $14.5K
25.2K $176K
Jul 15, 2022 Q2 2022
Hb Wealth Management, LLC

BUY
 -
1.71K
+ 11.61%
$10.1K - $13.9K
16.4K $115K
Aug 10, 2022 Q2 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
1.68K
+ 11.53%
$9.9K - $13.7K
16.3K $114K
Aug 12, 2022 Q2 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
1.18K
+ 2.89%
$6.97K - $9.66K
42.2K $296K
Jul 07, 2022 Q2 2022
Astoria Portfolio Advisors Llc.

BUY
 -
1.06K
+ 1.15%
$6.22K - $8.62K
92.6K $649K
Jul 14, 2022 Q2 2022
Tompkins Financial Corp

BUY
 -
1.03K
+ 96.26%
$6.07K - $8.4K
2.1K $14.7K
Sep 06, 2022 Q2 2022
Ifp Advisors, Inc

BUY
 -
1.03K
New
$6.04K - $8.37K
1.03K $7.19K
Jul 22, 2022 Q2 2022
Stratos Wealth Partners, Ltd.

BUY
 -
888
+ 2.83%
$5.23K - $7.25K
32.2K $226K
Jul 19, 2022 Q2 2022
Lake Point Wealth Management

BUY
 -
806
New
$4.75K - $6.58K
806 $5.65K
Aug 04, 2022 Q2 2022
Steward Partners Investment Advisory, LLC

BUY
 -
805
+ 1.88%
$4.74K - $6.57K
43.7K $307K
Aug 04, 2022 Q2 2022
Northwestern Mutual Wealth Management CO

BUY
 -
704
+ 2.83%
$4.15K - $5.74K
25.6K $179K
Aug 15, 2022 Q2 2022
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
698
+ 6.48%
$4.11K - $5.7K
11.5K $80.4K
Aug 02, 2022 Q2 2022
Tradition Wealth Management, LLC

BUY
 -
692
+ 19.87%
$4.08K - $5.65K
4.17K $29.3K
Oct 03, 2022 Q2 2022
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
642
+ 2.86%
$3.78K - $5.24K
23.1K $162K
Aug 11, 2022 Q2 2022
Csm Advisors, LLC

Pittsburgh, PA
BUY
 -
591
+ 3.13%
$3.48K - $4.82K
19.5K $137K
Jul 12, 2022 Q2 2022
Koshinski Asset Management, Inc.

BUY
 -
570
+ 0.93%
$3.36K - $4.65K
61.7K $432K
Aug 04, 2022 Q2 2022
Fifth Third Bancorp

BUY
 -
406
+ 2.81%
$2.39K - $3.31K
14.8K $104K
Jul 06, 2022 Q2 2022
Sage Capital Advisors,Llc

BUY
 -
304
+ 2.55%
$1.79K - $2.48K
12.2K $85.6K
Aug 12, 2022 Q2 2022
Commerce Bank

Kansas City, MO
BUY
 -
293
+ 2.85%
$1.73K - $2.39K
10.6K $74.1K
Aug 15, 2022 Q2 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
293
New
$1.73K - $2.39K
293 $2.05K
Aug 08, 2022 Q2 2022
Morris Retirement Advisors, LLC

Parsippany, NJ
BUY
 -
289
+ 2.84%
$1.7K - $2.36K
10.5K $73.3K
Aug 10, 2022 Q2 2022
Thomas J. Herzfeld Advisors, Inc.

Miami Beach, FL
BUY
 -
162
+ 2.85%
$954 - $1.32K
5.85K $41K
Aug 30, 2022 Q2 2022
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
150
+ 11.54%
$884 - $1.22K
1.45K $10.2K
Aug 02, 2022 Q2 2022
Lincoln National Corp

BUY
 -
138
+ 0.99%
$813 - $1.13K
14K $98.2K
Aug 03, 2022 Q2 2022
Envestnet Asset Management Inc

BUY
 -
61
+ 0.15%
$359 - $498
39.5K $277K
Jul 15, 2022 Q2 2022
Global Retirement Partners, LLC

BUY
 -
36
+ 1800.0%
$212 - $294
38 $266
Jul 15, 2022 Q2 2022
Cordasco Financial Network

BUY
 -
30
+ 2.92%
$177 - $245
1.06K $7.42K
Jul 29, 2022 Q2 2022
Primoris Wealth Advisors, LLC

BUY
 -
30
+ 0.12%
$177 - $245
25K $175K
Jul 26, 2022 Q2 2022
Key F Inancial Inc

BUY
 -
28
+ 2.79%
$165 - $228
1.03K $7.22K
Jul 15, 2022 Q2 2022
Westside Investment Management, Inc.

BUY
 -
23
+ 2.81%
$135 - $188
842 $5.9K
Aug 01, 2022 Q2 2022
Parallel Advisors, LLC

BUY
 -
11
+ 2.71%
$64.8 - $89.8
417 $2.92K
Aug 08, 2022 Q2 2022
Lokken Investment Group LLC

BUY
 -
1
+ 0.01%
$5.89 - $8.16
18.9K $132K
Jul 28, 2022 Q2 2022
Professional Financial Advisors, LLC

BUY
 -
1
+ 10.0%
$5.89 - $8.16
11 $77.1
Aug 09, 2022 Q2 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jul 07, 2022 Q2 2022
Advisor Net Financial, Inc

SELL
 -
-9
- 0.64%
$53 - $73.4
1.39K $9.72K
Aug 15, 2022 Q2 2022
Mutual Advisors, LLC

Casper, WY
SELL
 -
-9
- 0.01%
$53 - $73.4
104K $728K
Dec 19, 2024 Q2 2022
Arcadia Investment Advisors LLC

Eagle, ID
SELL
 -
-97
Closed
$571 - $792
0 $0
Aug 04, 2022 Q2 2022
Bedel Financial Consulting, Inc.

SELL
 -
-108
Closed
$636 - $881
0 $0
Jul 22, 2022 Q2 2022
Shulman De Meo Asset Management LLC

SELL
 -
-120
- 0.32%
$707 - $979
37.4K $263K
Aug 08, 2022 Q2 2022
Townsquare Capital LLC

SELL
 -
-261
- 1.86%
$1.54K - $2.13K
13.8K $96.4K
Jul 25, 2022 Q2 2022
Signal Point Asset Management, LLC

SELL
 -
-367
- 2.93%
$2.16K - $2.99K
12.2K $85.3K
Jul 26, 2022 Q2 2022
Joseph P. Lucia & Associates, LLC

SELL
 -
-368
Closed
$2.17K - $3K
0 $0

Track Institutional and Insider Activities on USA

Follow LIBERTY ALL STAR EQUITY FUND and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells USA shares.

Notify only if

Insider Trading

Get notified when an Liberty All Star Equity Fund insider buys or sells USA shares.

Notify only if

News

Receive news related to LIBERTY ALL STAR EQUITY FUND

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on USA