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 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.59K+ 5.83% |
$10.1K - $11K
|
28.9K
$175K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
4.59K+ 4.38% |
$29.1K - $31.9K
|
109K
$664K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.49K- 29.08% |
$15.8K - $17.3K
|
6.07K
$36.8K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.86K+ 1.01% |
$24.4K - $26.8K
|
385K
$2.34M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
432+ 157.09% |
$2.74K - $3K
|
707
$4.29K
|
|
|
Nov 05, 2025
Q3 2025
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-570- 2.0% |
$3.61K - $3.96K
|
27.9K
$169K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-8.72K- 5.49% |
$55.3K - $60.5K
|
150K
$911K
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
357+ 2.72% |
$2.26K - $2.48K
|
13.5K
$81.8K
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
478+ 2.72% |
$3.03K - $3.32K
|
18K
$109K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.15K+ 17.89% |
$39K - $42.7K
|
40.5K
$246K
|
|
|
Nov 04, 2025
Q3 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
2.19K+ 1.13% |
$13.9K - $15.2K
|
196K
$1.19M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-38.5K- 20.64% |
$244K - $267K
|
148K
$897K
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
186K+ 23.49% |
$1.18M - $1.29M
|
976K
$5.93M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.39K- 24.5% |
$21.5K - $23.5K
|
10.5K
$63.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-10K- 38.23% |
$63.4K - $69.4K
|
16.1K
$98K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
395+ 2.72% |
$2.5K - $2.74K
|
14.9K
$90.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
60+ 2.71% |
$380 - $416
|
2.27K
$13.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
10KNew |
$63.5K - $69.5K
|
10K
$60.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-1.69M- 99.09% |
$10.7M - $11.7M
|
15.6K
$94.7K
|
|
|
Oct 31, 2025
Q3 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2K+ 7.58% |
$12.7K - $13.9K
|
28.4K
$172K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.24K- 1.93% |
$7.88K - $8.63K
|
63K
$382K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
280+ 1.74% |
$1.78K - $1.94K
|
16.4K
$99.3K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
6.77KNew |
$42.9K - $47K
|
6.77K
$41.1K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
269+ 1.63% |
$1.71K - $1.87K
|
16.8K
$102K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.24K+ 1.91% |
$14.2K - $15.5K
|
119K
$722K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
2+ 2.2% |
$12.7 - $13.9
|
93
$565
|
|
|
Oct 29, 2025
Q3 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
19.9KNew |
$126K - $138K
|
19.9K
$121K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2New |
$12.7 - $13.9
|
2
$12.1
|
|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
493K+ 258.99% |
$3.12M - $3.42M
|
683K
$4.15M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
115K+ 9.57% |
$729K - $798K
|
1.32M
$7.99M
|
|
|
Oct 27, 2025
Q3 2025
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-1.56K- 10.36% |
$9.89K - $10.8K
|
13.5K
$81.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
18.8K+ 22.24% |
$119K - $130K
|
103K
$626K
|
|
|
Oct 27, 2025
Q3 2025
|
David J Yvars Group
|
BUY
|
- |
5.7K+ 20.95% |
$36.1K - $39.5K
|
32.9K
$200K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
6.3KNew |
$39.9K - $43.7K
|
6.3K
$38.2K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
4.61K+ 2.72% |
$29.2K - $32K
|
174K
$1.06M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
686+ 2.54% |
$4.35K - $4.76K
|
27.7K
$168K
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
15KNew |
$95.1K - $104K
|
15K
$91.1K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
14.6KNew |
$92.8K - $102K
|
14.6K
$88.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
277+ 0.64% |
$1.76K - $1.92K
|
43.3K
$263K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.65K+ 6.97% |
$48.5K - $53.1K
|
117K
$712K
|
|
|
Oct 22, 2025
Q3 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
504K+ 62.65% |
$3.19M - $3.5M
|
1.31M
$7.94M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
27.8K+ 15.17% |
$176K - $193K
|
211K
$1.28M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-175K- 41.86% |
$1.11M - $1.22M
|
244K
$1.48M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-615- 0.55% |
$3.9K - $4.27K
|
110K
$670K
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.98K- 5.81% |
$12.6K - $13.8K
|
32.1K
$195K
|
|
|
Oct 20, 2025
Q3 2025
|
Absolute Investment Advisers LLC
|
BUY
|
- |
369KNew |
$2.34M - $2.56M
|
369K
$2.24M
|
|
|
Oct 20, 2025
Q3 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
6.7K+ 4.68% |
$42.5K - $46.5K
|
150K
$909K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-701- 6.54% |
$4.44K - $4.86K
|
10K
$60.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
4.2K+ 2.59% |
$26.6K - $29.1K
|
166K
$1.01M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.43K+ 1.63% |
$9.05K - $9.91K
|
89K
$540K
|
|