Purchases and Sales Made in Q2 2025 in Liberty All Star Equity Fund (USA)
This table provides information about the institutional ownership of Liberty All Star Equity Fund (USA) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
15.1KNew |
$89K - $103K
|
15.1K
$104K
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
12.8KNew |
$75.5K - $87.2K
|
12.8K
$88.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
6.33K+ 6.29% |
$37.3K - $43.1K
|
107K
$737K
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
4.64K+ 20.59% |
$27.4K - $31.6K
|
27.2K
$188K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.81K+ 14.55% |
$10.7K - $12.3K
|
14.3K
$98.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
815+ 2.23% |
$4.81K - $5.55K
|
37.4K
$258K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
745+ 2.23% |
$4.4K - $5.07K
|
34.2K
$236K
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
304+ 2.22% |
$1.79K - $2.07K
|
14K
$96.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
254+ 2.21% |
$1.5K - $1.73K
|
11.8K
$81.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
251+ 1.06% |
$1.48K - $1.71K
|
24K
$165K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-2.08K- 1.43% |
$12.3K - $14.2K
|
143K
$987K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-2.26K- 14.89% |
$13.4K - $15.4K
|
12.9K
$89.3K
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-4.54K- 8.66% |
$26.8K - $30.9K
|
47.9K
$330K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-85.8K- 14.45% |
$506K - $584K
|
508K
$3.5M
|