Purchases and Sales Made in Q3 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 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
Oct 28, 2022 Q3 2022
Key F Inancial Inc

BUY
 -
1.18K
+ 114.95%
$6.54K - $8.3K
2.21K $15.8K
Nov 10, 2022 Q3 2022
Steward Partners Investment Advisory, LLC

BUY
 -
1.11K
+ 2.54%
$6.12K - $7.77K
44.8K $320K
Oct 18, 2022 Q3 2022
Koshinski Asset Management, Inc.

BUY
 -
1.05K
+ 1.7%
$5.79K - $7.35K
62.7K $447K
Oct 18, 2022 Q3 2022
Regent Investment Management LLC

BUY
 -
1K
+ 0.52%
$5.52K - $7.01K
193K $1.37M
Nov 14, 2022 Q3 2022
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
1K
+ 6.48%
$5.52K - $7.01K
16.4K $117K
Nov 10, 2022 Q3 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
949
+ 7.48%
$5.24K - $6.65K
13.6K $97.2K
Nov 14, 2022 Q3 2022
Qube Research & Technologies LTD

London, X0
BUY
 -
927
+ 1.47%
$5.12K - $6.5K
64.2K $457K
Nov 14, 2022 Q3 2022
Tradition Wealth Management, LLC

BUY
 -
818
+ 19.6%
$4.52K - $5.73K
4.99K $35.6K
Oct 21, 2022 Q3 2022
Jfs Wealth Advisors, LLC

BUY
 -
770
+ 35.78%
$4.25K - $5.4K
2.92K $20.8K
Nov 10, 2022 Q3 2022
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
568
+ 2.46%
$3.14K - $3.98K
23.7K $169K
Oct 05, 2022 Q3 2022
Beacon Capital Management, LLC

BUY
 -
390
+ 2.81%
$2.15K - $2.73K
14.2K $102K
Oct 20, 2022 Q3 2022
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
315
+ 2.46%
$1.74K - $2.21K
13.1K $93.6K
Oct 28, 2022 Q3 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
314
+ 0.74%
$1.73K - $2.2K
42.5K $303K
Nov 03, 2022 Q3 2022
Lincoln National Corp

BUY
 -
294
+ 2.1%
$1.62K - $2.06K
14.3K $102K
Oct 13, 2022 Q3 2022
Umb Bank, N.A.

BUY
 -
260
+ 2.46%
$1.44K - $1.82K
10.8K $77.3K
Nov 04, 2022 Q3 2022
Commerce Bank

Kansas City, MO
BUY
 -
259
+ 2.45%
$1.43K - $1.82K
10.8K $77.2K
Oct 14, 2022 Q3 2022
Morris Retirement Advisors, LLC

Parsippany, NJ
BUY
 -
256
+ 2.45%
$1.41K - $1.79K
10.7K $76.3K
Nov 08, 2022 Q3 2022
Tci Wealth Advisors, Inc.

BUY
 -
220
New
$1.21K - $1.54K
220 $1.57K
Oct 31, 2022 Q3 2022
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
200
+ 1.15%
$1.1K - $1.4K
17.6K $126K
Nov 14, 2022 Q3 2022
Csm Advisors, LLC

Pittsburgh, PA
BUY
 -
175
+ 0.9%
$966 - $1.23K
19.7K $140K
Nov 14, 2022 Q3 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
172
+ 0.68%
$949 - $1.21K
25.3K $181K
Nov 09, 2022 Q3 2022
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
150
+ 10.34%
$828 - $1.05K
1.6K $11.4K
Nov 14, 2022 Q3 2022
Thomas J. Herzfeld Advisors, Inc.

Miami Beach, FL
BUY
 -
144
+ 2.46%
$795 - $1.01K
5.99K $42.7K
Nov 09, 2022 Q3 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
85
+ 0.52%
$469 - $596
16.3K $117K
Oct 18, 2022 Q3 2022
Allworth Financial LP

BUY
 -
79
+ 2.44%
$436 - $554
3.31K $23.6K
Oct 11, 2022 Q3 2022
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
71
New
$392 - $498
71 $506
Nov 14, 2022 Q3 2022
First Manhattan CO

New York, NY
BUY
 -
55
+ 2.42%
$304 - $386
2.33K $16.6K
Oct 17, 2022 Q3 2022
Private Trust CO Na

BUY
 -
50
+ 1.37%
$276 - $351
3.69K $26.3K
Nov 09, 2022 Q3 2022
Westside Investment Management, Inc.

BUY
 -
20
+ 2.38%
$110 - $140
862 $6.15K
Nov 10, 2022 Q3 2022
Parallel Advisors, LLC

BUY
 -
11
+ 2.64%
$60.7 - $77.1
428 $3.05K
Oct 24, 2022 Q3 2022
Bergan Kdv Wealth Management, LLC

BUY
 -
8
+ 0.1%
$44.2 - $56.1
8.01K $57.1K
Nov 14, 2022 Q3 2022
Truvestments Capital LLC

Sarasota, FL
BUY
 -
5
New
$27.6 - $35.1
5 $35.7
Nov 14, 2022 Q3 2022
Lokken Investment Group LLC

BUY
 -
1
+ 0.01%
$5.52 - $7.01
18.9K $135K
Nov 15, 2022 Q3 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 27, 2022 Q3 2022
Signal Point Asset Management, LLC

SELL
 -
-1
- 0.01%
$5.52 - $7.01
12.2K $86.8K
Nov 15, 2022 Q3 2022
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-210
- 0.98%
$1.16K - $1.47K
21.2K $151K
Nov 14, 2022 Q3 2022
Northwestern Mutual Wealth Management CO

SELL
 -
-282
- 1.1%
$1.56K - $1.98K
25.3K $180K
Oct 18, 2022 Q3 2022
Shulman De Meo Asset Management LLC

SELL
 -
-522
- 1.39%
$2.88K - $3.66K
36.9K $263K
Nov 10, 2022 Q3 2022
Plancorp, LLC

SELL
 -
-750
- 5.66%
$4.14K - $5.26K
12.5K $89.1K
Nov 14, 2022 Q3 2022
Moneta Group Investment Advisors LLC

St Louis, MO
SELL
 -
-796
- 6.94%
$4.39K - $5.58K
10.7K $76.1K
Oct 20, 2022 Q3 2022
Primoris Wealth Advisors, LLC

SELL
 -
-974
- 3.89%
$5.38K - $6.83K
24.1K $172K
Oct 25, 2022 Q3 2022
Fifth Third Bancorp

SELL
 -
-1.62K
- 10.92%
$8.94K - $11.3K
13.2K $94.2K
Nov 01, 2022 Q3 2022
All Square Wealth Management LLC

Albany, NY
SELL
 -
-1.99K
- 56.46%
$11K - $14K
1.54K $11K
Oct 13, 2022 Q3 2022
Onyx Bridge Wealth Group LLC

SELL
 -
-2.07K
- 11.25%
$11.4K - $14.5K
16.3K $117K
Nov 14, 2022 Q3 2022
Axxcess Wealth Management, LLC

Carlsbad, CA
SELL
 -
-2.27K
- 17.94%
$12.5K - $15.9K
10.4K $73.8K
Oct 18, 2022 Q3 2022
Institute For Wealth Management, Llc.

SELL
 -
-3.3K
- 4.08%
$18.2K - $23.1K
77.6K $553K
Apr 06, 2023 Q3 2022
Silverlake Wealth Management LLC

Williston, VT
SELL
 -
-3.4K
- 19.65%
$18.8K - $23.8K
13.9K $99.2K
Nov 10, 2022 Q3 2022
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-4.45K
- 12.98%
$24.6K - $31.2K
29.9K $213K
Dec 12, 2022 Q3 2022
Wealth Plan Investment Management, LLC

Omaha, NE
SELL
 -
-4.88K
- 23.17%
$26.9K - $34.2K
16.2K $115K

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