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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
555+ 2.52% |
$3.56K - $4.06K
|
22.6K
$137K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.44K- 12.12% |
$9.22K - $10.5K
|
10.4K
$63.3K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
70+ 4.96% |
$449 - $512
|
1.48K
$9K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
366+ 3.53% |
$2.35K - $2.68K
|
10.7K
$65.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1.5KNew |
$9.62K - $11K
|
1.5K
$9.11K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
2.3KNew |
$14.7K - $16.8K
|
2.3K
$13.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
66New |
$423 - $483
|
66
$401
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-13K- 7.96% |
$83.3K - $95.2K
|
150K
$912K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
38.3KNew |
$246K - $280K
|
38.3K
$232K
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
11.7KNew |
$75.1K - $85.8K
|
11.7K
$71.1K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
91KNew |
$620K - $679K
|
91K
$552K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-1.25K- 8.6% |
$8.52K - $9.32K
|
13.3K
$80.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
563+ 2.52% |
$3.84K - $4.2K
|
22.9K
$139K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
6New |
$40.9 - $44.8
|
6
$36.4
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
4.28KNew |
$29.2K - $31.9K
|
4.28K
$26K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
22.3KNew |
$152K - $167K
|
22.3K
$136K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
20.9KNew |
$142K - $156K
|
20.9K
$127K
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
11.9KNew |
$81.1K - $88.7K
|
11.9K
$72.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
9.3KNew |
$63.5K - $69.4K
|
9.3K
$56.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
288New |
$1.96K - $2.15K
|
288
$1.75K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
29.7KNew |
$203K - $222K
|
29.7K
$181K
|
|
|
Feb 07, 2025
Q4 2024
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
22KNew |
$150K - $164K
|
22K
$134K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
10.1KNew |
$68.7K - $75.1K
|
10.1K
$61.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
22.5KNew |
$154K - $168K
|
22.5K
$137K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
1.12KNew |
$7.65K - $8.37K
|
1.12K
$6.81K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.25KNew |
$8.55K - $9.35K
|
1.25K
$7.61K
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
1.01K+ 5.51% |
$6.92K - $7.56K
|
19.4K
$118K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1KNew |
$6.82K - $7.46K
|
1K
$6.07K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.85KNew |
$12.6K - $13.8K
|
1.85K
$11.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.95K- 1.83% |
$13.3K - $14.5K
|
105K
$636K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
7.14KNew |
$48.7K - $53.3K
|
7.14K
$43.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
14.4K+ 87.01% |
$98.1K - $107K
|
30.9K
$188K
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-770- 5.45% |
$5.25K - $5.74K
|
13.3K
$81K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1KNew |
$6.82K - $7.46K
|
1K
$6.07K
|
|
| Q3 2024 | |||||||
|
May 30, 2025
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
12.4KNew |
$79.6K - $88.3K
|
12.4K
$75.1K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4KNew |
$25.7K - $28.6K
|
4K
$24.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.69K+ 1.58% |
$17.3K - $19.2K
|
173K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
26KNew |
$167K - $186K
|
26K
$158K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
24.9KNew |
$160K - $177K
|
24.9K
$151K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-775- 6.24% |
$4.98K - $5.53K
|
11.7K
$70.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
4New |
$25.7 - $28.6
|
4
$24.3
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
10.7K+ 248.14% |
$68.6K - $76.2K
|
15K
$90.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
10.9KNew |
$69.8K - $77.5K
|
10.9K
$65.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
10+ 0.1% |
$64.3 - $71.4
|
10.1K
$61.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-2- 0.03% |
$12.9 - $14.3
|
7.6K
$46.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
36New |
$231 - $257
|
36
$219
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-100- 5.56% |
$643 - $714
|
1.7K
$10.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
36.1KNew |
$232K - $258K
|
36.1K
$219K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.05M+ 167.26% |
$6.78M - $7.52M
|
1.68M
$10.2M
|
|