Purchases and Sales Made in Q4 2021 in Liberty All Star Equity Fund (USA)
This table provides information about the institutional ownership of Liberty All Star Equity Fund (USA) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.3K+ 3.43% |
$96.6K - $113K
|
370K
$2.64M
|
|
|
Feb 15, 2022
Q4 2021
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
12.1K+ 9.63% |
$95.2K - $111K
|
138K
$984K
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
10.9KNew |
$85.5K - $99.9K
|
10.9K
$77.6K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.8K+ 3.72% |
$85.1K - $99.5K
|
301K
$2.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
10.6KNew |
$83.8K - $98K
|
10.6K
$76.1K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
10.6KNew |
$83.4K - $97.5K
|
10.6K
$75.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
10KNew |
$78.8K - $92.1K
|
10K
$71.5K
|
|
|
Feb 08, 2022
Q4 2021
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
9.86K+ 10.0% |
$77.7K - $90.8K
|
108K
$776K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
9.01K+ 15.57% |
$71K - $83K
|
66.9K
$478K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.5K+ 57.06% |
$67K - $78.3K
|
23.4K
$167K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
8.47KNew |
$66.7K - $78K
|
8.47K
$60.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.73K+ 3.97% |
$60.9K - $71.2K
|
202K
$1.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.33K+ 4.01% |
$57.8K - $67.5K
|
190K
$1.36M
|
|
|
Jun 02, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
7K+ 2.12% |
$55.2K - $64.5K
|
336K
$2.41M
|
|
|
Feb 11, 2022
Q4 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
5.56K+ 21.72% |
$43.8K - $51.2K
|
31.2K
$223K
|
|
|
Jan 20, 2022
Q4 2021
|
Sage Capital Advisors,Llc
|
BUY
|
- |
5.28K+ 103.86% |
$41.6K - $48.6K
|
10.4K
$74K
|
|
|
May 27, 2022
Q4 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
4.67K+ 6.93% |
$36.8K - $43K
|
72K
$515K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.55K+ 25.39% |
$35.8K - $41.9K
|
22.5K
$161K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
4.43K+ 34.63% |
$34.9K - $40.8K
|
17.2K
$123K
|
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.77K+ 27.06% |
$29.7K - $34.7K
|
17.7K
$126K
|
|
|
Jan 18, 2022
Q4 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
3.19K+ 15.97% |
$25.1K - $29.4K
|
23.1K
$165K
|
|
|
Feb 14, 2022
Q4 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
3.03K+ 9.68% |
$23.9K - $27.9K
|
34.4K
$246K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
2.99KNew |
$23.6K - $27.5K
|
2.99K
$21.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
2.9KNew |
$22.8K - $26.7K
|
2.9K
$20.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
2.76K+ 1.25% |
$21.8K - $25.4K
|
223K
$1.59M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.75K+ 4.7% |
$21.7K - $25.3K
|
61.3K
$438K
|
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2.34KNew |
$18.4K - $21.5K
|
2.34K
$16.7K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.95K+ 13.11% |
$15.4K - $18K
|
16.9K
$121K
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.81K+ 11.15% |
$14.2K - $16.6K
|
18K
$129K
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.57KNew |
$12.4K - $14.5K
|
1.57K
$11.2K
|
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.51K+ 10.1% |
$11.9K - $13.9K
|
16.4K
$117K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.5KNew |
$11.8K - $13.8K
|
1.5K
$10.7K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.43K+ 10.32% |
$11.2K - $13.1K
|
15.2K
$109K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.21K+ 0.44% |
$9.55K - $11.2K
|
279K
$2M
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
939+ 7.3% |
$7.4K - $8.65K
|
13.8K
$98.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
820+ 41.52% |
$6.46K - $7.55K
|
2.8K
$20K
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
820New |
$6.46K - $7.55K
|
820
$5.86K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
696+ 40.21% |
$5.48K - $6.41K
|
2.43K
$17.4K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
557+ 1.22% |
$4.39K - $5.13K
|
46.4K
$332K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
385+ 1.26% |
$3.03K - $3.55K
|
31K
$222K
|
|
|
Feb 14, 2022
Q4 2021
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
278+ 10.02% |
$2.19K - $2.56K
|
3.05K
$21.8K
|
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
141+ 1.0% |
$1.11K - $1.3K
|
14.3K
$102K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
100+ 0.61% |
$788 - $921
|
16.6K
$118K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
100New |
$788 - $921
|
100
$715
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
58New |
$457 - $534
|
58
$415
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
42+ 0.39% |
$331 - $387
|
10.7K
$76.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
SELL
|
- |
-1Closed |
$7.88 - $9.21
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1Closed |
$7.88 - $9.21
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2Closed |
$15.8 - $18.4
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-18Closed |
$142 - $166
|
0
$0
|