Latest Institutional Transactions on Liberty All Star Equity Fund (USA)

USA Quotes by TradingView

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
Sep 03, 2021 Q2 2021
Bdo Wealth Advisors, LLC

Jacksonville, FL
SELL
 -
-1.3K
- 20.63%
$9.87K - $12K
5K $30.4K
Aug 19, 2021 Q2 2021
Thrivent Financial For Lutherans

Minneapolis, MN
SELL
 -
-255K
Closed
$1.93M - $2.34M
0 $0
Aug 17, 2021 Q2 2021
Salem Investment Counselors Inc

Winston Salem, NC
SELL
 -
-486
Closed
$3.69K - $4.47K
0 $0
Aug 06, 2021 Q2 2021
Asset Management Corp

SELL
 -
-20.6K
Closed
$156K - $190K
0 $0
Aug 04, 2021 Q2 2021
Syverson Strege & CO

West Des Moines, IA
SELL
 -
-8.18K
Closed
$62.1K - $75.2K
0 $0
Jul 29, 2021 Q2 2021
Connecticut Wealth Management, LLC

SELL
 -
-27.2K
Closed
$206K - $250K
0 $0
Q1 2021
May 13, 2021 Q1 2021
Sawtooth Solutions, LLC

SELL
 -
-51.7K
Closed
$348K - $395K
0 $0
May 12, 2021 Q1 2021
Mc Ilrath & Eck, LLC

SELL
 -
-25
Closed
$168 - $191
0 $0
May 12, 2021 Q1 2021
Regal Investment Advisors LLC

Kentwood, MI
SELL
 -
-10K
Closed
$67.3K - $76.5K
0 $0
May 12, 2021 Q1 2021
True Private Wealth Advisors

SELL
 -
-2.32K
Closed
$15.6K - $17.7K
0 $0
May 10, 2021 Q1 2021
Oder Investment Management, LLC

Woodland Hills, CA
SELL
 -
-683
Closed
$4.59K - $5.21K
0 $0
May 10, 2021 Q1 2021
Advisory Alpha, LLC

SELL
 -
-14.2K
- 29.78%
$95.4K - $108K
33.5K $203K
May 06, 2021 Q1 2021
M&T Bank Corp

SELL
 -
-44.7K
Closed
$300K - $341K
0 $0
Apr 20, 2021 Q1 2021
Gemmer Asset Management LLC

BUY
 -
50.3K
New
$338K - $384K
50.3K $305K
Apr 09, 2021 Q1 2021
Stolper CO

SELL
 -
-99.2K
Closed
$667K - $757K
0 $0
Q4 2020
Nov 12, 2021 Q4 2020
Four Thought Financial, LLC

Venice, FL
BUY
 -
132
New
$766 - $911
132 $801
Mar 05, 2021 Q4 2020
Bnc Wealth Management, LLC

SELL
 -
-17
Closed
$98.6 - $117
0 $0
Feb 16, 2021 Q4 2020
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
16.8K
New
$97.2K - $116K
16.8K $102K
Feb 11, 2021 Q4 2020
Bellevue Asset Management, LLC

Bellevue, WA
SELL
 -
-1.03K
Closed
$5.98K - $7.11K
0 $0
Feb 11, 2021 Q4 2020
Proficio Capital Partners LLC

Newton, MA
SELL
 -
-23.9K
Closed
$139K - $165K
0 $0
Feb 10, 2021 Q4 2020
Tfc Financial Management

SELL
 -
-775
Closed
$4.5K - $5.35K
0 $0
Feb 09, 2021 Q4 2020
Stanley Laman Group, Ltd.

Berwyn, PA
SELL
 -
-33.7K
Closed
$195K - $232K
0 $0
Feb 08, 2021 Q4 2020
Flagship Harbor Advisors, LLC

SELL
 -
-17
Closed
$98.6 - $117
0 $0
Feb 05, 2021 Q4 2020
Rda Financial Network

SELL
 -
-11.1K
Closed
$64.1K - $76.3K
0 $0
Feb 04, 2021 Q4 2020
Founders Financial Alliance, LLC

Raleigh, NC
SELL
 -
-48
Closed
$278 - $331
0 $0
Jan 28, 2021 Q4 2020
Asset Dedication, LLC

SELL
 -
-1.31K
Closed
$7.6K - $9.04K
0 $0
Jan 26, 2021 Q4 2020
Beam Wealth Advisors, Inc.

SELL
 -
-15.9K
Closed
$92.1K - $110K
0 $0
Q3 2020
Nov 13, 2020 Q3 2020
Orion Portfolio Solutions, LLC

SELL
 -
-5.04K
Closed
$29K - $31.7K
0 $0
Nov 12, 2020 Q3 2020
Center For Financial Planning, Inc.

Southfied, MI
SELL
 -
-5.04K
Closed
$29K - $31.7K
0 $0
Nov 10, 2020 Q3 2020
Rmb Capital Management, LLC

SELL
 -
-55.5K
Closed
$319K - $349K
0 $0
Nov 05, 2020 Q3 2020
Liberty Wealth Management LLC

Oakland, CA
SELL
 -
-27
Closed
$155 - $170
0 $0
Oct 15, 2020 Q3 2020
Measured Wealth Private Client Group, LLC

SELL
 -
-54.2K
Closed
$312K - $341K
0 $0
Oct 14, 2020 Q3 2020
Baystate Wealth Management LLC

SELL
 -
-478
Closed
$2.75K - $3.01K
0 $0
Oct 06, 2020 Q3 2020
Gradient Investments LLC

SELL
 -
-588
Closed
$3.38K - $3.7K
0 $0
Q2 2020
Aug 17, 2020 Q2 2020
Wealthsource Partners, LLC

SELL
 -
-13.5K
Closed
$59.4K - $81.6K
0 $0
Aug 14, 2020 Q2 2020
Capital Bank & Trust CO

Irvine, CA
SELL
 -
-1
Closed
$4.39 - $6.03
0 $0
Aug 14, 2020 Q2 2020
Mbe Wealth Management, LLC

SELL
 -
-495
Closed
$2.17K - $2.98K
0 $0
Aug 14, 2020 Q2 2020
Clark Capital Management Group, Inc.

Philadelphia, PA
SELL
 -
-10.6K
Closed
$46.4K - $63.7K
0 $0
Aug 14, 2020 Q2 2020
Smithfield Trust CO

Pittsburgh, PA
SELL
 -
-61
Closed
$268 - $368
0 $0
Aug 14, 2020 Q2 2020
Capital Wealth Planning, LLC

SELL
 -
-13.6K
Closed
$59.9K - $82.3K
0 $0
Aug 06, 2020 Q2 2020
Tortoise Investment Management, LLC

SELL
 -
-2.3K
Closed
$10.1K - $13.9K
0 $0
Aug 06, 2020 Q2 2020
Darwin Advisors, LLC

SELL
 -
-100
Closed
$439 - $603
0 $0
Aug 04, 2020 Q2 2020
Atlas Private Wealth Management

SELL
 -
-515
Closed
$2.26K - $3.11K
0 $0
Aug 03, 2020 Q2 2020
Crescent Grove Advisors, LLC

SELL
 -
-24.4K
Closed
$107K - $147K
0 $0
Jul 31, 2020 Q2 2020
Chicago Partners Investment Group LLC

SELL
 -
-11.2K
Closed
$49.2K - $67.6K
0 $0
Jul 31, 2020 Q2 2020
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
BUY
 -
5K
+ 50.0%
$22K - $30.2K
15K $91.1K
Q1 2020
May 15, 2020 Q1 2020
Sunbelt Securities, Inc.

Houston, TX
SELL
 -
-22K
Closed
$81.2K - $157K
0 $0
May 14, 2020 Q1 2020
Bbr Partners, LLC

New York, NY
SELL
 -
-404K
Closed
$1.49M - $2.88M
0 $0
May 08, 2020 Q1 2020
Albion Financial Group

SELL
 -
-18.3K
Closed
$67.7K - $130K
0 $0

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