Purchases and Sales Made in Q2 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 Q2 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
Aug 04, 2023 Q2 2023
Cullen/Frost Bankers, Inc.

BUY
 -
1.13K
New
$6.6K - $7.29K
1.13K $7.54K
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
1.1K
+ 1.03%
$6.42K - $7.08K
107K $719K
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
1.06K
+ 5.49%
$6.18K - $6.83K
20.3K $136K
Aug 03, 2023 Q2 2023
Primoris Wealth Advisors, LLC

BUY
 -
1.03K
+ 4.73%
$6.03K - $6.66K
22.8K $153K
Jul 24, 2023 Q2 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
1K
New
$5.86K - $6.47K
1K $6.69K
Jul 28, 2023 Q2 2023
Bogart Wealth, LLC

BUY
 -
1K
New
$5.86K - $6.47K
1K $6.69K
Jul 14, 2023 Q2 2023
Advisor Net Financial, Inc

BUY
 -
907
+ 65.39%
$5.32K - $5.87K
2.29K $15.3K
Aug 04, 2023 Q2 2023
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
839
New
$4.92K - $5.43K
839 $5.61K
Aug 09, 2023 Q2 2023
Spire Wealth Management

BUY
 -
812
New
$4.76K - $5.25K
812 $5.43K
Jul 12, 2023 Q2 2023
Sage Capital Advisors,Llc

BUY
 -
797
+ 1.31%
$4.67K - $5.16K
61.7K $413K
Aug 14, 2023 Q2 2023
Stephens Inc

BUY
 -
589
+ 2.19%
$3.45K - $3.81K
27.4K $184K
Jul 25, 2023 Q2 2023
Institute For Wealth Management, Llc.

BUY
 -
509
+ 0.64%
$2.98K - $3.29K
80.2K $537K
Aug 01, 2023 Q2 2023
Truist Financial Corp

BUY
 -
507
+ 1.07%
$2.97K - $3.28K
47.9K $321K
Aug 04, 2023 Q2 2023
Wealth Trust Asset Management, LLC

Destin, FL
BUY
 -
476
+ 0.65%
$2.79K - $3.08K
73.5K $492K
Jul 20, 2023 Q2 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
446
+ 2.49%
$2.61K - $2.89K
18.4K $123K
Aug 17, 2023 Q2 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
402
New
$2.36K - $2.6K
402 $2.69K
Jul 12, 2023 Q2 2023
Beacon Capital Management, LLC

BUY
 -
376
+ 2.46%
$2.2K - $2.43K
15.7K $105K
Jul 11, 2023 Q2 2023
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
373
+ 1.03%
$2.19K - $2.41K
36.6K $245K
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
370
+ 9.96%
$2.17K - $2.39K
4.08K $27.3K
Jul 10, 2023 Q2 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
362
+ 2.26%
$2.12K - $2.34K
16.4K $110K
Jul 19, 2023 Q2 2023
Eudaimonia Partners, LLC

Winchester, TN
BUY
 -
339
+ 0.53%
$1.99K - $2.19K
64K $428K
Aug 09, 2023 Q2 2023
Camden Capital, LLC

BUY
 -
326
+ 2.48%
$1.91K - $2.11K
13.5K $90.1K
Aug 11, 2023 Q2 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
280
+ 2.48%
$1.64K - $1.81K
11.6K $77.3K
Jul 17, 2023 Q2 2023
Morris Retirement Advisors, LLC

Parsippany, NJ
BUY
 -
279
+ 2.48%
$1.63K - $1.81K
11.5K $77.1K
Jul 31, 2023 Q2 2023
Moloney Securities Asset Management, LLC

BUY
 -
261
+ 2.49%
$1.53K - $1.69K
10.8K $72K
Aug 08, 2023 Q2 2023
Prospera Financial Services Inc

BUY
 -
235
+ 0.88%
$1.38K - $1.52K
26.9K $180K
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

BUY
 -
207
+ 1.07%
$1.21K - $1.34K
19.6K $131K
Aug 14, 2023 Q2 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
158
+ 0.67%
$926 - $1.02K
23.6K $158K
Aug 14, 2023 Q2 2023
Thomas J. Herzfeld Advisors, Inc.

Miami Beach, FL
BUY
 -
156
+ 2.48%
$914 - $1.01K
6.45K $43.1K
Jul 25, 2023 Q2 2023
Umb Bank, N.A.

BUY
 -
107
+ 1.89%
$627 - $692
5.77K $38.6K
Aug 10, 2023 Q2 2023
Stone House Investment Management, LLC

BUY
 -
86
+ 2.48%
$504 - $556
3.55K $23.8K
Aug 14, 2023 Q2 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
77
+ 0.39%
$451 - $498
19.8K $132K
Aug 07, 2023 Q2 2023
Jfs Wealth Advisors, LLC

BUY
 -
76
+ 2.48%
$445 - $492
3.15K $21K
Jul 28, 2023 Q2 2023
Key F Inancial Inc

BUY
 -
57
+ 2.45%
$334 - $369
2.38K $15.9K
Jul 28, 2023 Q2 2023
Private Trust CO Na

BUY
 -
56
+ 1.48%
$328 - $362
3.85K $25.8K
Aug 10, 2023 Q2 2023
D.A. Davidson & Co.

BUY
 -
53
+ 0.03%
$311 - $343
155K $1.04M
Aug 10, 2023 Q2 2023
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
35
New
$205 - $226
35 $234
Jul 14, 2023 Q2 2023
Westside Investment Management, Inc.

BUY
 -
22
+ 2.43%
$129 - $142
927 $6.2K
Aug 04, 2023 Q2 2023
Parallel Advisors, LLC

BUY
 -
11
+ 2.45%
$64.5 - $71.2
460 $3.08K
May 20, 2024 Q2 2023
Parallel Advisors, LLC

BUY
 -
11
+ 2.45%
$64.5 - $71.2
460 $3.08K
Aug 01, 2023 Q2 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
5
+ 2.5%
$29.3 - $32.4
205 $1.37K
Aug 09, 2023 Q2 2023
Lokken Investment Group LLC

BUY
 -
1
+ 0.01%
$5.86 - $6.47
18.9K $126K
Aug 01, 2023 Q2 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
1
+ 0.01%
$5.86 - $6.47
7.66K $51.2K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Sep 12, 2023 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
0
New
$0 - $0
0 $0
May 13, 2024 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
0
New
$0 - $0
0 $0
Jul 27, 2023 Q2 2023
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-149
- 0.14%
$873 - $964
108K $722K
Aug 10, 2023 Q2 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-442
- 4.06%
$2.59K - $2.86K
10.4K $69.9K
Dec 11, 2023 Q2 2023
Rb Capital Management, LLC

SELL
 -
-618
- 0.48%
$3.62K - $4K
128K $856K

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