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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
84.5K+ 22.69% |
$536K - $586K
|
457K
$2.77M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.5K- 2.63% |
$9.52K - $10.4K
|
55.6K
$337K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.26K+ 2.48% |
$27K - $29.6K
|
176K
$1.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
33.3KNew |
$211K - $231K
|
33.3K
$202K
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
14.2KNew |
$89.9K - $98.4K
|
14.2K
$86.1K
|
|
|
Nov 14, 2025
Q3 2025
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
628KNew |
$3.98M - $4.36M
|
628K
$3.81M
|
|
|
Nov 14, 2025
Q3 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
2.02MNew |
$12.8M - $14M
|
2.02M
$12.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-21.8K- 4.87% |
$138K - $151K
|
426K
$2.58M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
292K+ 55.0% |
$1.85M - $2.03M
|
824K
$5M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
27K+ 107.12% |
$171K - $187K
|
52.2K
$317K
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
63.6K+ 7.82% |
$403K - $441K
|
876K
$5.32M
|
|
|
Nov 13, 2025
Q3 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
162KNew |
$1.03M - $1.12M
|
162K
$982K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1.25KNew |
$7.93K - $8.68K
|
1.25K
$7.59K
|
|
|
Nov 13, 2025
Q3 2025
|
Camden Capital, LLC
|
BUY
|
- |
447+ 2.73% |
$2.83K - $3.1K
|
16.8K
$102K
|
|
|
Nov 13, 2025
Q3 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
36.7KNew |
$233K - $255K
|
36.7K
$223K
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
34.9K+ 7.71% |
$222K - $243K
|
488K
$2.96M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
133K+ 66.03% |
$844K - $923K
|
335K
$2.03M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
185+ 2.36% |
$1.17K - $1.28K
|
8.04K
$48.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
41KNew |
$260K - $285K
|
41K
$249K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-97.1K- 61.78% |
$615K - $674K
|
60.1K
$365K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.08KNew |
$6.85K - $7.5K
|
1.08K
$6.56K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
658+ 2.86% |
$4.17K - $4.57K
|
23.7K
$144K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.57K- 9.45% |
$29K - $31.7K
|
43.8K
$266K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-63.4K- 17.27% |
$402K - $440K
|
304K
$1.84M
|
|
|
Nov 12, 2025
Q3 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
7.45K+ 9.47% |
$47.3K - $51.7K
|
86.1K
$523K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
29.5K+ 15.76% |
$187K - $205K
|
217K
$1.32M
|
|
|
Nov 12, 2025
Q3 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
22+ 2.75% |
$139 - $153
|
823
$5K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
115K+ 2.54% |
$732K - $801K
|
4.65M
$28.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.98K+ 2.5% |
$25.3K - $27.6K
|
163K
$991K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
26.3KNew |
$167K - $183K
|
26.3K
$160K
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
11.3KNew |
$71.8K - $78.6K
|
11.3K
$68.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
1.47K+ 2.73% |
$9.29K - $10.2K
|
55.1K
$335K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
18.4K+ 5.78% |
$117K - $128K
|
338K
$2.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.15K+ 444.31% |
$13.6K - $14.9K
|
2.63K
$16K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
800+ 3.18% |
$5.07K - $5.55K
|
25.9K
$157K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
33New |
$209 - $229
|
33
$200
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
300+ 1.44% |
$1.9K - $2.08K
|
21.1K
$128K
|
|
|
Nov 10, 2025
Q3 2025
|
Patten Group, Inc.
|
SELL
|
- |
-16.6K- 13.22% |
$105K - $115K
|
109K
$663K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
18.7KNew |
$119K - $130K
|
18.7K
$114K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-18K- 46.72% |
$114K - $125K
|
20.5K
$125K
|
|
|
Nov 07, 2025
Q3 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
3.41K+ 22.59% |
$21.6K - $23.7K
|
18.5K
$112K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-37.4K- 8.9% |
$237K - $259K
|
382K
$2.32M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-175- 61.19% |
$1.11K - $1.21K
|
111
$674
|
|
|
Nov 07, 2025
Q3 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
382+ 2.72% |
$2.42K - $2.65K
|
14.4K
$87.5K
|
|
|
Nov 07, 2025
Q3 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
4+ 0.02% |
$25.4 - $27.8
|
18.2K
$110K
|
|
|
Nov 07, 2025
Q3 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
259K+ 40.48% |
$1.64M - $1.8M
|
898K
$5.45M
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
658K+ 174.52% |
$4.17M - $4.57M
|
1.04M
$6.29M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
5.14K+ 25.27% |
$32.6K - $35.7K
|
25.5K
$155K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
244+ 0.23% |
$1.55K - $1.69K
|
106K
$645K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-20.3K- 58.37% |
$129K - $141K
|
14.5K
$88.1K
|
|