Purchases and Sales Made in Q2 2024 in Liberty All Star Equity Fund (USA)
This table provides information about the institutional ownership of Liberty All Star Equity Fund (USA) during Q2 2024. 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 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.87K+ 2.96% |
$25.3K - $27.7K
|
135K
$958K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.76K+ 30.25% |
$24.6K - $26.9K
|
16.2K
$115K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.54K+ 58.74% |
$23.1K - $25.3K
|
9.55K
$68K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.94K+ 4.24% |
$19.2K - $21K
|
72.2K
$514K
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.79K+ 2.43% |
$18.3K - $20K
|
118K
$837K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.4KNew |
$15.7K - $17.2K
|
2.4K
$17.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
2.22KNew |
$14.5K - $15.9K
|
2.22K
$15.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.21K+ 619.89% |
$14.5K - $15.8K
|
2.57K
$18.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.11K+ 1.25% |
$13.8K - $15.1K
|
171K
$1.22M
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2.05K+ 0.13% |
$13.4K - $14.7K
|
1.56M
$11.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.9K+ 0.7% |
$12.4K - $13.6K
|
274K
$1.95M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.35K+ 0.81% |
$8.84K - $9.66K
|
168K
$1.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.18K+ 8.73% |
$7.69K - $8.41K
|
14.6K
$104K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.17KNew |
$7.63K - $8.34K
|
1.17K
$8.31K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.03KNew |
$6.72K - $7.35K
|
1.03K
$7.32K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
795+ 2.63% |
$5.2K - $5.68K
|
31.1K
$221K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
724+ 3.17% |
$4.73K - $5.18K
|
23.6K
$168K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
696+ 2.48% |
$4.55K - $4.98K
|
28.8K
$205K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
658+ 2.63% |
$4.3K - $4.7K
|
25.7K
$183K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
523+ 2.64% |
$3.42K - $3.74K
|
20.3K
$145K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
386+ 2.34% |
$2.52K - $2.76K
|
16.9K
$120K
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
BUY
|
- |
384+ 2.65% |
$2.51K - $2.75K
|
14.9K
$106K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
365+ 2.03% |
$2.39K - $2.61K
|
18.3K
$131K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
346+ 1.1% |
$2.26K - $2.47K
|
31.8K
$226K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
329+ 2.64% |
$2.15K - $2.35K
|
12.8K
$91K
|
|
|
Aug 06, 2024
Q2 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
328+ 2.64% |
$2.15K - $2.35K
|
12.7K
$90.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
307+ 2.65% |
$2.01K - $2.2K
|
11.9K
$84.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
237+ 0.57% |
$1.55K - $1.69K
|
42.1K
$299K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
235+ 0.7% |
$1.54K - $1.68K
|
33.6K
$239K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
200New |
$1.31K - $1.43K
|
200
$1.42K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
181+ 0.84% |
$1.18K - $1.29K
|
21.8K
$155K
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
167+ 0.19% |
$1.09K - $1.19K
|
89.8K
$639K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
161+ 2.64% |
$1.05K - $1.15K
|
6.27K
$44.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
124+ 0.18% |
$811 - $887
|
70K
$498K
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
102+ 2.66% |
$667 - $729
|
3.93K
$28K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
66+ 2.64% |
$432 - $472
|
2.57K
$18.3K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
66+ 0.04% |
$432 - $472
|
159K
$1.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
53+ 7.86% |
$347 - $379
|
727
$5.18K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
51+ 2.6% |
$334 - $365
|
2.01K
$14.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
48New |
$314 - $343
|
48
$342
|
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
47+ 2.64% |
$307 - $336
|
1.83K
$13K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
35New |
$229 - $250
|
35
$249
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
35+ 2.61% |
$229 - $250
|
1.38K
$9.8K
|
|
|
Aug 01, 2024
Q2 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
34+ 0.16% |
$222 - $243
|
21.9K
$156K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
29+ 2.69% |
$190 - $207
|
1.11K
$7.87K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
26+ 0.01% |
$170 - $186
|
374K
$2.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
24+ 0.1% |
$157 - $172
|
23.1K
$164K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
10+ 0.1% |
$65.4 - $71.5
|
10.1K
$71.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7+ 2.41% |
$45.8 - $50.1
|
298
$2.12K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
6New |
$39.2 - $42.9
|
6
$42.7
|