Purchases and Sales Made in Q3 2022 in Liberty All Star Equity Fund (USA)
This table provides information about the institutional ownership of Liberty All Star Equity Fund (USA) during Q3 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 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
447K+ 201.89% |
$2.47M - $3.14M
|
669K
$4.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
109K+ 790.93% |
$601K - $763K
|
123K
$873K
|
|
|
Nov 01, 2022
Q3 2022
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
100KNew |
$552K - $701K
|
100K
$712K
|
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
74.9K+ 4.78% |
$413K - $525K
|
1.64M
$11.7M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
69.2K+ 8.3% |
$382K - $485K
|
903K
$6.43M
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
63KNew |
$348K - $442K
|
63K
$448K
|
|
|
Nov 10, 2022
Q3 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
62.7KNew |
$346K - $439K
|
62.7K
$446K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
57.1KNew |
$315K - $400K
|
57.1K
$406K
|
|
|
Feb 16, 2023
Q3 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
52.4K+ 4.79% |
$289K - $367K
|
1.14M
$8.15M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
50K+ 9.66% |
$276K - $351K
|
568K
$4.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
43.5K+ 52.09% |
$240K - $305K
|
127K
$904K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
42.6K+ 11.59% |
$235K - $299K
|
410K
$2.92M
|
|
|
Oct 17, 2022
Q3 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
35.1K+ 287.21% |
$194K - $246K
|
47.3K
$337K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
27.5K+ 14.33% |
$152K - $193K
|
219K
$1.56M
|
|
|
Nov 09, 2022
Q3 2022
|
Shaker Financial Services, LLC
|
BUY
|
- |
26KNew |
$144K - $182K
|
26K
$185K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
24.6K+ 10.2% |
$136K - $172K
|
266K
$1.89M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
22.8KNew |
$126K - $160K
|
22.8K
$162K
|
|
|
Nov 03, 2022
Q3 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
21.9K+ 23.01% |
$121K - $153K
|
117K
$833K
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.2KNew |
$100K - $127K
|
18.2K
$129K
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
18.1KNew |
$100K - $127K
|
18.1K
$129K
|
|
|
Nov 03, 2022
Q3 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
16.8K+ 4.87% |
$92.8K - $118K
|
362K
$2.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.7K+ 34.41% |
$70.3K - $89.3K
|
49.8K
$354K
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
12.5KNew |
$69.1K - $87.7K
|
12.5K
$89.1K
|
|
|
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
12.2KNew |
$67.3K - $85.4K
|
12.2K
$86.8K
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
10KNew |
$55.2K - $70.1K
|
10K
$71.2K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.38K+ 22.97% |
$46.3K - $58.7K
|
44.9K
$319K
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.17K+ 6.33% |
$45.1K - $57.2K
|
137K
$976K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.16K+ 2.17% |
$45K - $57.2K
|
384K
$2.74M
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
7.18K+ 4.62% |
$39.6K - $50.3K
|
163K
$1.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
6.7K+ 2.59% |
$37K - $47K
|
265K
$1.89M
|
|
|
Nov 03, 2022
Q3 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
6.38K+ 6.89% |
$35.2K - $44.7K
|
99K
$705K
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
5.75K+ 9.44% |
$31.7K - $40.3K
|
66.6K
$474K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.35K+ 4.27% |
$29.5K - $37.5K
|
131K
$930K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
4.56K+ 7.19% |
$25.2K - $32K
|
68K
$484K
|
|
|
Nov 14, 2022
Q3 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
4.33K+ 12.82% |
$23.9K - $30.3K
|
38.1K
$271K
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.26K+ 2.26% |
$23.5K - $29.8K
|
192K
$1.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.39K+ 2.46% |
$18.7K - $23.7K
|
141K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.33K+ 3.52% |
$18.4K - $23.4K
|
97.9K
$697K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
3.05K+ 2.03% |
$16.8K - $21.4K
|
153K
$1.09M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
3.01K+ 76.94% |
$16.6K - $21.1K
|
6.92K
$49.2K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.69K+ 16.89% |
$14.8K - $18.8K
|
18.6K
$132K
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2.5K+ 32.92% |
$13.8K - $17.5K
|
10.1K
$71.9K
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.92K+ 4.06% |
$10.6K - $13.5K
|
49.3K
$351K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.82K+ 177.68% |
$10.1K - $12.8K
|
2.85K
$20.3K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
1.65KNew |
$9.12K - $11.6K
|
1.65K
$11.8K
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.6K+ 3.89% |
$8.83K - $11.2K
|
42.8K
$305K
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.54K+ 5.92% |
$8.51K - $10.8K
|
27.6K
$196K
|
|
|
Oct 21, 2022
Q3 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
1.46K+ 1.12% |
$8.08K - $10.3K
|
132K
$940K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.28KNew |
$7.07K - $8.97K
|
1.28K
$9.11K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.22K+ 2.35% |
$6.75K - $8.57K
|
53.3K
$379K
|