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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.7K- 2.27% |
$52.5K - $57.4K
|
332K
$2.32M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-8.13K- 14.57% |
$55.5K - $60.7K
|
47.7K
$334K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-8.25K- 10.78% |
$56.3K - $61.6K
|
68.3K
$479K
|
|
|
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
$362K
|
|
|
Jan 30, 2025
Q4 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-10K- 21.41% |
$68.2K - $74.6K
|
36.7K
$257K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-11.9K- 17.44% |
$81.4K - $89.1K
|
56.5K
$396K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-17.1K- 15.6% |
$117K - $128K
|
92.6K
$649K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-21.3K- 13.55% |
$145K - $159K
|
136K
$952K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-21.6K- 2.43% |
$147K - $161K
|
867K
$6.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-22.3K- 5.69% |
$152K - $166K
|
370K
$2.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-23.6K- 1.46% |
$161K - $176K
|
1.6M
$11.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-24.3K- 5.37% |
$166K - $182K
|
429K
$3.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-24.5K- 4.84% |
$167K - $183K
|
482K
$3.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-28K- 99.88% |
$191K - $209K
|
35
$245
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-36.2K- 65.55% |
$247K - $270K
|
19K
$133K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-40.4K- 5.39% |
$276K - $301K
|
709K
$4.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-41.7K- 8.12% |
$284K - $311K
|
471K
$3.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-59.8K- 35.28% |
$408K - $446K
|
110K
$768K
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-101K- 19.8% |
$689K - $753K
|
409K
$2.87M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-127K- 85.92% |
$867K - $948K
|
20.8K
$146K
|
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-215K- 94.47% |
$1.47M - $1.61M
|
12.6K
$88.3K
|