Latest Institutional Sells of Liberty All Star Equity Fund (USA)
This list provides information on the latest institutional transactions involving Liberty All Star Equity Fund (USA) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Sep 19, 2025
Q2 2025
|
Canal Capital Management, LLC
|
SELL
|
- |
-22.3KClosed |
$132K - $152K
|
0
$0
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-18.8K- 22.89% |
$111K - $128K
|
63.4K
$385K
|
|
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-18.7K- 14.92% |
$111K - $128K
|
107K
$649K
|
|
|
Aug 12, 2025
Q2 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-10K- 27.24% |
$59K - $68.1K
|
26.7K
$162K
|
|
|
Aug 08, 2025
Q2 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
SELL
|
- |
-8.31K- 35.86% |
$49K - $56.6K
|
14.9K
$90.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.54K- 18.7% |
$38.6K - $44.5K
|
28.4K
$173K
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-2K- 10.59% |
$11.8K - $13.6K
|
16.9K
$102K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.77K- 10.33% |
$10.4K - $12.1K
|
15.4K
$93.3K
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-525- 14.58% |
$3.1K - $3.58K
|
3.08K
$18.7K
|
|
| Q1 2025 | |||||||
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-33K- 12.03% |
$212K - $242K
|
241K
$1.46M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-13K- 7.96% |
$83.3K - $95.2K
|
150K
$912K
|
|
|
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 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-267- 97.45% |
$1.71K - $1.95K
|
7
$42.5
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-1.25K- 8.6% |
$8.52K - $9.32K
|
13.3K
$80.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-770- 5.45% |
$5.25K - $5.74K
|
13.3K
$81K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-775- 6.24% |
$4.98K - $5.53K
|
11.7K
$70.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-100- 5.56% |
$643 - $714
|
1.7K
$10.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-2- 0.03% |
$12.9 - $14.3
|
7.6K
$46.1K
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-18.5K- 14.58% |
$121K - $132K
|
108K
$656K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-10K- 28.47% |
$65.4K - $71.5K
|
25.1K
$153K
|
|
|
Jul 23, 2024
Q2 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-5.25K- 6.0% |
$34.3K - $37.5K
|
82.2K
$499K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-1.13K- 94.89% |
$7.41K - $8.1K
|
61
$370
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-298Closed |
$1.95K - $2.13K
|
0
$0
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-25.8K- 44.43% |
$162K - $184K
|
32.2K
$196K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-9.65K- 97.39% |
$60.6K - $69K
|
258
$1.57K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.1K- 5.57% |
$6.9K - $7.86K
|
18.6K
$113K
|
|
| Q4 2023 | |||||||
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-771K- 97.84% |
$4.35M - $4.97M
|
17.1K
$104K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-14K- 9.36% |
$79K - $90.2K
|
136K
$823K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-9.1K- 44.55% |
$51.3K - $58.6K
|
11.3K
$68.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-6.15K- 46.06% |
$34.7K - $39.6K
|
7.21K
$43.7K
|
|
|
Dec 08, 2025
Q4 2023
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-4.99K- 10.23% |
$28.1K - $32.1K
|
43.8K
$266K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.85K- 99.65% |
$16.1K - $18.4K
|
10
$60.7
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-2.84K- 20.39% |
$16K - $18.3K
|
11.1K
$67.2K
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-2.4K- 50.01% |
$13.6K - $15.5K
|
2.4K
$14.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.32K- 9.61% |
$13.1K - $14.9K
|
21.8K
$132K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-67- 16.67% |
$378 - $431
|
335
$2.03K
|
|
| Q3 2023 | |||||||
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-8.93K- 8.23% |
$52.7K - $62.5K
|
99.6K
$604K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.1K- 97.52% |
$6.48K - $7.69K
|
28
$170
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-760- 2.97% |
$4.48K - $5.32K
|
24.9K
$151K
|
|
| Q2 2023 | |||||||
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-20.5K- 49.27% |
$120K - $133K
|
21.1K
$128K
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-6.93K- 5.29% |
$40.6K - $44.8K
|
124K
$753K
|
|
| Q1 2023 | |||||||
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-4K- 49.88% |
$23.2K - $25.9K
|
4.02K
$24.4K
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-1.28K- 10.51% |
$7.42K - $8.3K
|
10.9K
$66.1K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-936- 5.7% |
$5.43K - $6.07K
|
15.5K
$94K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-150- 2.73% |
$870 - $974
|
5.35K
$32.5K
|
|
| Q4 2022 | |||||||
|
Feb 06, 2023
Q4 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-270K- 95.75% |
$1.51M - $1.74M
|
12K
$72.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Yakira Capital Management, Inc.
Westport, CT |
SELL
|
- |
-42.5K- 10.5% |
$238K - $275K
|
363K
$2.2M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-10.4K- 49.59% |
$58.3K - $67.4K
|
10.6K
$64.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-1.42K- 0.54% |
$7.93K - $9.16K
|
264K
$1.6M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-11.1K- 50.0% |
$61.4K - $78K
|
11.1K
$67.5K
|
|