Latest Institutional Transactions on Liberty All Star Equity Fund (USA)
This table provides information on the latest institutional transactions involving Liberty All Star Equity Fund (USA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1KNew |
$6.07K - $6.47K
|
1K
$6.07K
|
|
|
Jan 16, 2026
Q4 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-953- 6.61% |
$5.78K - $6.17K
|
13.5K
$81.7K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
10.4KNew |
$63.3K - $67.4K
|
10.4K
$63.3K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13.1K+ 95.68% |
$79.6K - $84.8K
|
26.8K
$163K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
403KNew |
$2.45M - $2.61M
|
403K
$2.45M
|
|
|
Jan 14, 2026
Q4 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
105K+ 736.44% |
$636K - $678K
|
119K
$722K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.1K- 5.34% |
$6.7K - $7.14K
|
19.6K
$119K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1+ 0.01% |
$6.07 - $6.47
|
19.6K
$119K
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
29.1KNew |
$176K - $188K
|
29.1K
$176K
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
100New |
$607 - $647
|
100
$607
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-62.6K- 12.02% |
$380K - $405K
|
458K
$2.78M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
25.5KNew |
$155K - $165K
|
25.5K
$155K
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
712New |
$4.32K - $4.61K
|
712
$4.32K
|
|
|
Jan 06, 2026
Q4 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
314+ 0.66% |
$1.91K - $2.03K
|
48K
$291K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2K- 4.39% |
$12.1K - $12.9K
|
43.6K
$265K
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
2.77K+ 426.15% |
$16.8K - $17.9K
|
3.42K
$20.8K
|
|
| Q3 2025 | |||||||
|
Jan 12, 2026
Q3 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
54+ 2.69% |
$342 - $375
|
2.06K
$12.5K
|
|
|
Dec 22, 2025
Q3 2025
|
Pmg Family Office LLC
Plano, TX |
BUY
|
- |
289KNew |
$1.83M - $2M
|
289K
$1.75M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
70+ 2.72% |
$444 - $486
|
2.65K
$16.1K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
16+ 0.02% |
$101 - $111
|
81.7K
$496K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.58K- 14.06% |
$29K - $31.8K
|
28K
$170K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.53KNew |
$9.68K - $10.6K
|
1.53K
$9.27K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
998+ 4.51% |
$6.33K - $6.93K
|
23.1K
$141K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-252- 0.01% |
$1.6K - $1.75K
|
1.74M
$10.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-65.3K- 18.28% |
$414K - $453K
|
292K
$1.77M
|
|
|
Nov 14, 2025
Q3 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.55K+ 0.66% |
$9.85K - $10.8K
|
237K
$1.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
752KNew |
$4.77M - $5.22M
|
752K
$4.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.6K+ 3.89% |
$80K - $87.6K
|
337K
$2.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.09K+ 0.09% |
$19.6K - $21.5K
|
3.41M
$20.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
694+ 1.08% |
$4.4K - $4.82K
|
65.2K
$396K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.56K+ 5483.08% |
$22.6K - $24.7K
|
3.63K
$22K
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
224KNew |
$1.42M - $1.55M
|
224K
$1.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
23K+ 133.44% |
$146K - $160K
|
40.2K
$244K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
80+ 0.8% |
$507 - $555
|
10.1K
$61.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
16.1KNew |
$102K - $111K
|
16.1K
$97.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-54.4K- 5.81% |
$345K - $378K
|
882K
$5.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
383K+ 3721.68% |
$2.43M - $2.66M
|
394K
$2.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
130K+ 48.15% |
$824K - $902K
|
400K
$2.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-19.6K- 53.09% |
$124K - $136K
|
17.3K
$105K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.09K+ 16.47% |
$6.89K - $7.54K
|
7.68K
$46.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
11.5K+ 103.89% |
$72.8K - $79.7K
|
22.5K
$137K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.93K+ 54.95% |
$63K - $68.9K
|
28K
$170K
|
|
|
Nov 14, 2025
Q3 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
88KNew |
$558K - $611K
|
88K
$534K
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
469New |
$2.97K - $3.25K
|
469
$2.85K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
889K+ 27.73% |
$5.64M - $6.17M
|
4.1M
$24.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
21.3KNew |
$135K - $148K
|
21.3K
$129K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
19.4K+ 12.91% |
$123K - $135K
|
170K
$1.03M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
38.8K+ 27.5% |
$246K - $269K
|
180K
$1.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.02K+ 2.73% |
$6.46K - $7.07K
|
38.4K
$233K
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
14.2KNew |
$89.9K - $98.4K
|
14.2K
$86.1K
|
|