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 |
---|---|---|---|---|---|---|---|
May 12, 2022
Q1 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-1.39MClosed |
$9.7M - $11.7M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Bulldog Investors, LLP
Saddle Brook, NJ |
SELL
|
- |
-318KClosed |
$2.23M - $2.69M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-214KClosed |
$1.5M - $1.81M
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-106KClosed |
$745K - $899K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-33.3KClosed |
$233K - $281K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-29.4KClosed |
$206K - $248K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-21.1KClosed |
$147K - $178K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-16.6KClosed |
$116K - $140K
|
0
$0
|
|
Jun 21, 2022
Q1 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-14.3KClosed |
$100K - $121K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-14KClosed |
$98K - $118K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-11.5KClosed |
$80.6K - $97.3K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-10.6KClosed |
$74.5K - $89.9K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-10KClosed |
$70K - $84.5K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
West Bancorporation Inc
|
SELL
|
- |
-6K- 60.3% |
$42K - $50.7K
|
3.95K
$24.1K
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-2.99KClosed |
$20.9K - $25.3K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-2.9KClosed |
$20.3K - $24.5K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.57KClosed |
$11K - $13.3K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-1.5KClosed |
$10.5K - $12.7K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-758- 4.62% |
$5.31K - $6.41K
|
15.7K
$95.5K
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-363Closed |
$2.54K - $3.07K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-60Closed |
$420 - $507
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-58Closed |
$406 - $490
|
0
$0
|
|
Q4 2021 | |||||||
Jan 25, 2022
Q4 2021
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-1.2MClosed |
$9.47M - $11.1M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-172KClosed |
$1.36M - $1.58M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-44.9KClosed |
$354K - $413K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-15.7KClosed |
$124K - $145K
|
0
$0
|
|
Jan 12, 2022
Q4 2021
|
Resource Planning Group
|
SELL
|
- |
-13.3KClosed |
$105K - $122K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-11.6KClosed |
$91.5K - $107K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1.2KClosed |
$9.46K - $11.1K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-160Closed |
$1.26K - $1.47K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1Closed |
$7.88 - $9.21
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-18.4KClosed |
$153K - $169K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-13.1KClosed |
$109K - $120K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-8.8KClosed |
$73K - $80.9K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-3KClosed |
$24.9K - $27.6K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-32Closed |
$265 - $294
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1Closed |
$8.29 - $9.19
|
0
$0
|
|
Q2 2021 | |||||||
Aug 19, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-255KClosed |
$1.93M - $2.34M
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-27.2KClosed |
$206K - $250K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Asset Management Corp
|
SELL
|
- |
-20.6KClosed |
$156K - $190K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-8.18KClosed |
$62.1K - $75.2K
|
0
$0
|
|
Sep 03, 2021
Q2 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.3K- 20.63% |
$9.87K - $12K
|
5K
$30.5K
|
|
Aug 17, 2021
Q2 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-486Closed |
$3.69K - $4.47K
|
0
$0
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-105KClosed |
$704K - $800K
|
0
$0
|
|
Apr 09, 2021
Q1 2021
|
Stolper CO
|
SELL
|
- |
-99.2KClosed |
$667K - $757K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-51.7KClosed |
$348K - $395K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
M&T Bank Corp
|
SELL
|
- |
-44.7KClosed |
$300K - $341K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Advisory Alpha, LLC
|
SELL
|
- |
-14.2K- 29.78% |
$95.4K - $108K
|
33.5K
$204K
|
|
May 12, 2021
Q1 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-10KClosed |
$67.3K - $76.5K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-2.32KClosed |
$15.6K - $17.7K
|
0
$0
|