Purchases and Sales Made in Q4 2022 in Liberty All Star Equity Fund (USA)
This table provides information about the institutional ownership of Liberty All Star Equity Fund (USA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.75K+ 14.8% |
$15.4K - $17.8K
|
21.3K
$150K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.21K+ 0.33% |
$12.4K - $14.3K
|
671K
$4.71M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.03K+ 254.9% |
$11.3K - $13.1K
|
2.83K
$19.8K
|
|
|
Jan 19, 2023
Q4 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1.75K+ 3.7% |
$9.77K - $11.3K
|
49K
$344K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
1.5K+ 0.98% |
$8.39K - $9.69K
|
155K
$1.08M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.47K+ 1.5% |
$8.21K - $9.49K
|
99.4K
$697K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.15K+ 6.33% |
$6.42K - $7.42K
|
19.3K
$135K
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.14KNew |
$6.38K - $7.38K
|
1.14K
$8.01K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1.03K+ 82.16% |
$5.74K - $6.63K
|
2.28K
$16K
|
|
|
Jan 10, 2023
Q4 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1KNew |
$5.59K - $6.46K
|
1K
$7.01K
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
522+ 2.96% |
$2.92K - $3.37K
|
18.1K
$127K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
488+ 2.59% |
$2.73K - $3.15K
|
19.3K
$136K
|
|
|
Feb 14, 2023
Q4 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
478+ 2.43% |
$2.67K - $3.09K
|
20.1K
$141K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
402New |
$2.25K - $2.6K
|
402
$2.82K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
402New |
$2.25K - $2.6K
|
402
$2.82K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
345+ 2.42% |
$1.93K - $2.23K
|
14.6K
$102K
|
|
|
Feb 02, 2023
Q4 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
274+ 2.56% |
$1.53K - $1.77K
|
11K
$77K
|
|
|
Feb 14, 2023
Q4 2022
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
200+ 0.63% |
$1.12K - $1.29K
|
32.1K
$225K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
168New |
$939 - $1.09K
|
168
$1.18K
|
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
30+ 0.18% |
$168 - $194
|
16.4K
$115K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
22New |
$123 - $142
|
22
$154
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10+ 0.04% |
$55.9 - $64.6
|
26K
$182K
|
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1+ 0.01% |
$5.59 - $6.46
|
12.2K
$85.3K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1- 0.23% |
$5.59 - $6.46
|
427
$2.99K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9- 0.03% |
$50.3 - $58.1
|
30.8K
$216K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-241- 0.54% |
$1.35K - $1.56K
|
44.6K
$313K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-977- 34.29% |
$5.46K - $6.31K
|
1.87K
$13.1K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1K- 4.71% |
$5.59K - $6.46K
|
20.2K
$142K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1K- 2.36% |
$5.6K - $6.47K
|
41.5K
$291K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-1.06K- 1.55% |
$5.9K - $6.82K
|
67K
$469K
|
|
|
Jan 10, 2023
Q4 2022
|
Rb Capital Management, LLC
|
SELL
|
- |
-1.07K- 0.81% |
$5.96K - $6.89K
|
131K
$918K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-1.42K- 0.54% |
$7.93K - $9.16K
|
264K
$1.85M
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-2.11K- 19.43% |
$11.8K - $13.6K
|
8.74K
$61.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-2.35K- 9.77% |
$13.1K - $15.2K
|
21.7K
$152K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-3.05K- 4.58% |
$17K - $19.7K
|
63.5K
$445K
|
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-3.16K- 8.29% |
$17.6K - $20.4K
|
34.9K
$245K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-3.81K- 55.05% |
$21.3K - $24.6K
|
3.11K
$21.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.95K- 3.53% |
$22.1K - $25.5K
|
108K
$757K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.26K- 1.6% |
$23.8K - $27.5K
|
262K
$1.83M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.01K- 1.22% |
$28K - $32.3K
|
405K
$2.84M
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-5.56K- 34.39% |
$31.1K - $35.9K
|
10.6K
$74.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-6.22K- 20.08% |
$34.7K - $40.2K
|
24.7K
$173K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-7.06K- 27.88% |
$39.4K - $45.6K
|
18.3K
$128K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.08K- 6.15% |
$39.6K - $45.7K
|
108K
$757K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-7.62K- 2.02% |
$42.6K - $49.2K
|
369K
$2.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7.68K- 30.29% |
$42.9K - $49.6K
|
17.7K
$124K
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-10.4K- 49.59% |
$58.3K - $67.4K
|
10.6K
$74.3K
|