Purchases and Sales Made in Q3 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 Q3 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
Nov 08, 2023 Q3 2023
Huntington National Bank

Columbus, OH
BUY
 -
2.86K
New
$16.9K - $20K
2.86K $20.4K
Nov 14, 2023 Q3 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
2.82K
+ 13.87%
$16.6K - $19.7K
23.1K $165K
Oct 12, 2023 Q3 2023
Sound Income Strategies, LLC

BUY
 -
2.4K
+ 326.53%
$14.2K - $16.8K
3.14K $22.4K
Nov 13, 2023 Q3 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
2.32K
+ 10.63%
$13.7K - $16.2K
24.1K $172K
Nov 13, 2023 Q3 2023
Bison Wealth, LLC

BUY
 -
2.21K
+ 20.5%
$13K - $15.4K
13K $92.4K
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
2.07K
+ 1.92%
$12.2K - $14.5K
110K $781K
Oct 24, 2023 Q3 2023
Fin Trust Capital Advisors, LLC

BUY
 -
1.44K
New
$8.49K - $10.1K
1.44K $10.3K
Oct 05, 2023 Q3 2023
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
937
+ 2.56%
$5.53K - $6.56K
37.5K $268K
Nov 08, 2023 Q3 2023
Wealth Trust Asset Management, LLC

Destin, FL
BUY
 -
841
+ 1.14%
$4.96K - $5.89K
74.3K $530K
Nov 14, 2023 Q3 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
825
+ 63.03%
$4.87K - $5.78K
2.13K $15.2K
Oct 24, 2023 Q3 2023
Legacy Financial Group LLC

BUY
 -
735
New
$4.34K - $5.15K
735 $5.24K
Nov 13, 2023 Q3 2023
Dfpg Investments, LLC

BUY
 -
728
+ 1.54%
$4.3K - $5.1K
47.9K $342K
Nov 07, 2023 Q3 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
624
+ 2.55%
$3.68K - $4.37K
25.1K $179K
Nov 15, 2023 Q3 2023
Rb Capital Management, LLC

BUY
 -
618
+ 0.48%
$3.65K - $4.33K
129K $916K
Oct 19, 2023 Q3 2023
Kovack Advisors, Inc.

BUY
 -
617
+ 5.3%
$3.64K - $4.32K
12.3K $87.4K
Nov 09, 2023 Q3 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
585
+ 5.84%
$3.45K - $4.1K
10.6K $75.6K
Oct 04, 2023 Q3 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
471
+ 2.56%
$2.78K - $3.3K
18.8K $134K
Nov 03, 2023 Q3 2023
Camden Capital, LLC

BUY
 -
345
+ 2.56%
$2.04K - $2.42K
13.8K $98.4K
Oct 31, 2023 Q3 2023
Fifth Third Bancorp

BUY
 -
333
+ 2.56%
$1.96K - $2.33K
13.4K $95.3K
Dec 04, 2023 Q3 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
298
New
$1.76K - $2.09K
298 $2.12K
Nov 13, 2023 Q3 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
297
+ 2.57%
$1.75K - $2.08K
11.9K $84.5K
Nov 08, 2023 Q3 2023
Morris Retirement Advisors, LLC

Parsippany, NJ
BUY
 -
295
+ 2.56%
$1.74K - $2.07K
11.8K $84.3K
Oct 31, 2023 Q3 2023
Moloney Securities Asset Management, LLC

BUY
 -
276
+ 2.56%
$1.63K - $1.93K
11K $78.7K
Oct 24, 2023 Q3 2023
Eudaimonia Partners, LLC

Winchester, TN
BUY
 -
260
+ 0.41%
$1.53K - $1.82K
64.2K $458K
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

BUY
 -
190
+ 7.19%
$1.12K - $1.33K
2.83K $20.2K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
140
New
$826 - $980
140 $998
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
128
+ 1.04%
$755 - $896
12.5K $89K
Nov 14, 2023 Q3 2023
Stone House Investment Management, LLC

BUY
 -
92
+ 2.59%
$543 - $644
3.65K $26K
Oct 18, 2023 Q3 2023
Umb Bank, N.A.

BUY
 -
91
+ 1.58%
$537 - $637
5.87K $41.8K
Nov 13, 2023 Q3 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
82
+ 0.41%
$484 - $574
19.9K $142K
Nov 27, 2023 Q3 2023
All Square Wealth Management LLC

Albany, NY
BUY
 -
82
+ 5.09%
$484 - $574
1.69K $12.1K
Nov 02, 2023 Q3 2023
Jfs Wealth Advisors, LLC

BUY
 -
81
+ 2.58%
$478 - $567
3.23K $23K
Nov 01, 2023 Q3 2023
Key F Inancial Inc

BUY
 -
61
+ 2.56%
$360 - $427
2.44K $17.4K
Jan 12, 2024 Q3 2023
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
48
+ 0.09%
$283 - $336
51.4K $366K
Nov 14, 2023 Q3 2023
Spotlight Asset Group, Inc.

Oakbrook Terrace, IL
BUY
 -
46
+ 2.53%
$271 - $322
1.87K $13.3K
Oct 31, 2023 Q3 2023
Primoris Wealth Advisors, LLC

BUY
 -
31
+ 0.14%
$183 - $217
22.8K $163K
Nov 02, 2023 Q3 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
26
+ 2.6%
$153 - $182
1.03K $7.32K
Nov 15, 2023 Q3 2023
Westside Investment Management, Inc.

BUY
 -
23
+ 2.48%
$136 - $161
950 $6.77K
Oct 13, 2023 Q3 2023
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
22
+ 2.62%
$130 - $154
861 $6.14K
Nov 13, 2023 Q3 2023
Parallel Advisors, LLC

BUY
 -
12
+ 2.61%
$70.8 - $84
472 $3.37K
May 20, 2024 Q3 2023
Parallel Advisors, LLC

BUY
 -
12
+ 2.61%
$70.8 - $84
472 $3.37K
Nov 02, 2023 Q3 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
2
+ 0.03%
$11.8 - $14
7.66K $54.6K
Nov 13, 2023 Q3 2023
Lokken Investment Group LLC

BUY
 -
1
+ 0.01%
$5.9 - $7
18.9K $135K
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
0
New
$0 - $0
0 $0
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 30, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jul 19, 2024 Q3 2023
Pathway Financial Advisers, LLC

Auburn, IN
SELL
 -
-24
- 1.88%
$142 - $168
1.25K $8.92K
Nov 14, 2023 Q3 2023
Nations Financial Group Inc,

Cedar Rapids, IA
SELL
 -
-295
- 2.75%
$1.74K - $2.07K
10.4K $74.3K
Nov 13, 2023 Q3 2023
Invesco Ltd.

Atlanta, GA
SELL
 -
-399
- 0.72%
$2.35K - $2.79K
55.1K $393K

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