Purchases and Sales Made in Q4 2024 in Liberty All Star Equity Fund (USA)
This table provides information about the institutional ownership of Liberty All Star Equity Fund (USA) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
95.4K+ 10.39% |
$651K - $712K
|
1.01M
$7.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
14.4K+ 87.01% |
$98.1K - $107K
|
30.9K
$220K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
13.8KNew |
$94.4K - $103K
|
13.8K
$98.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.55K+ 28.93% |
$31K - $33.9K
|
20.3K
$145K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.39K+ 15.83% |
$16.3K - $17.9K
|
17.5K
$125K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1KNew |
$6.82K - $7.46K
|
1K
$7.13K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
776+ 0.11% |
$5.29K - $5.79K
|
690K
$4.92M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
510+ 1.58% |
$3.48K - $3.8K
|
32.7K
$233K
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-770- 5.45% |
$5.25K - $5.74K
|
13.3K
$95.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-10K- 16.24% |
$68.2K - $74.6K
|
51.6K
$368K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-11.9K- 17.44% |
$81.4K - $89.1K
|
56.5K
$403K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-127K- 85.92% |
$867K - $948K
|
20.8K
$149K
|