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Liberty All-Star Growth Fund (ASG) Institutional Ownership

Liberty All-Star Growth Fund logo
$4.72 +0.11 (+2.27%)
As of 12:33 PM Eastern
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Institutional Ownership Changes (13F Filings) for Liberty All-Star Growth Fund (NYSE:ASG)

Current
Institutional Ownership
Percentage
21.62%
Number of
Institutional Buyers
(last 12 months)
39
Total
Institutional Inflows
(last 12 months)
$22.86M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$10.44M
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ASG Institutional Buying and Selling by Quarter

Liberty All-Star Growth Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/23/2025Oppenheimer & Co. Inc.21,594$106K0.0%+91.1%0.037%
4/22/2025 Cambridge Investment Research Advisors Inc.13,311$65K0.0%-34.1%0.023%
4/22/2025 PFG Investments LLC12,930$63K0.0%N/A0.022%
4/17/2025 Janney Montgomery Scott LLC19,121$94K0.0%-14.2%0.033%
4/16/2025 Wealth Enhancement Advisory Services LLC28,678$140K0.0%-36.1%0.049%
4/9/2025 NBC Securities Inc.25,877$126K0.0%+107,720.8%0.044%
4/7/2025 GAMMA Investing LLC24,015$117K0.0%+389.0%0.041%
3/17/2025 Wealth Enhancement Advisory Services LLC44,875$254K0.0%-48.0%0.077%
2/25/2025B. Riley Wealth Advisors Inc.24,780$143K0.0%-59.7%0.043%
2/18/2025Elequin Capital LP9,355$53K0.0%N/A0.016%
2/17/2025Waverly Advisors LLC16,231$92K0.0%N/A0.028%
2/17/2025Citadel Advisors LLC23,286$132K0.0%N/A0.040%
2/17/2025Bank of America Corp DE29,132$165K0.0%-26.2%0.050%
2/17/2025Ameriprise Financial Inc.61,043$345K0.0%+22.0%0.105%
2/14/2025Jane Street Group LLC24,575$139K0.0%N/A0.042%
2/14/2025Two Sigma Securities LLC11,696$66K0.0%N/A0.020%
2/14/2025Shaker Financial Services LLC1,239,683$7.13M2.7%-1.3%2.129%
2/13/20251607 Capital Partners LLC732,060$4.14M0.3%+81.0%1.257%
2/13/2025NewEdge Advisors LLC15,238$86K0.0%-11.6%0.026%
2/13/2025Raymond James Financial Inc.63,343$358K0.0%N/A0.109%
2/13/2025Wedbush Securities Inc.67,906$384K0.0%-2.6%0.117%
2/13/2025Wells Fargo & Company MN498,090$2.81M0.0%+9.0%0.855%
2/12/2025Landscape Capital Management L.L.C.19,485$110K0.0%-85.1%0.033%
2/12/2025World Investment Advisors131,855$745K0.0%+65.6%0.226%
2/12/2025Prevail Innovative Wealth Advisors LLC24,573$139K0.0%N/A0.042%
2/10/2025GWN Securities Inc.16,960$100K0.0%N/A0.029%
2/10/2025Commonwealth Equity Services LLC17,422$98K0.0%+68.8%0.030%
2/7/2025Cornerstone Advisors LLC914,722$5.17M0.2%-44.5%1.571%
2/7/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors13,149$74K0.0%+24.5%0.023%
2/6/2025Raymond James Financial Inc.63,343$358K0.0%N/A0.109%
2/6/2025Jones Financial Companies Lllp28,508$161K0.0%+83.8%0.049%
2/3/2025Wolverine Asset Management LLC6,600$37K0.0%-97.2%0.011%
1/31/2025Atria Wealth Solutions Inc.44,606$258K0.0%-30.1%0.077%
1/30/2025Quantum Private Wealth LLC33,000$186K0.1%-23.3%0.057%
1/27/2025 Silver Oak Securities Incorporated12,709$73K0.0%N/A0.022%
1/24/2025Calamos Advisors LLC90,922$514K0.0%+23.8%0.156%
1/17/2025 Avior Wealth Management LLC4,987$28K0.0%-61.6%0.009%
1/17/2025 Janney Montgomery Scott LLC22,293$126K0.0%+58.3%0.038%
12/13/2024B. Riley Wealth Advisors Inc.61,480$342K0.0%-5.6%0.106%
11/25/2024World Investment Advisors LLC79,605$447K0.0%N/A0.137%
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11/12/2024Penserra Capital Management LLC792,993$4.45M0.1%N/A1.362%
11/9/2024Landscape Capital Management L.L.C.130,364$731K0.1%-62.5%0.224%
11/8/2024Cornerstone Advisors LLC1,647,198$9.24M0.4%-0.2%2.828%
11/4/2024Wolverine Asset Management LLC233,360$1.31M0.0%-53.8%0.401%
11/1/2024Quantum Private Wealth LLC43,000$241K0.1%-25.9%0.074%
10/31/2024Shaker Financial Services LLC1,255,941$7.05M2.7%-4.4%2.157%
10/24/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors10,558$59K0.0%N/A0.018%
10/24/2024J.W. Cole Advisors Inc.13,036$73K0.0%-15.6%0.022%
10/24/2024 Wealth Enhancement Advisory Services LLC86,372$485K0.0%-4.7%0.148%
10/23/2024Dakota Wealth Management68,884$386K0.0%+32.8%0.118%
10/22/2024International Assets Investment Management LLC15,105$85K0.0%+473.5%0.026%
10/16/2024 Quad Cities Investment Group LLC10,049$56K0.0%N/A0.017%
10/15/2024 NBC Securities Inc.25,688$144K0.0%-9.6%0.044%
10/11/2024Creative Planning12,959$73K0.0%+16.8%0.022%
10/7/2024 GAMMA Investing LLC4,911$28K0.0%N/A0.008%
8/12/2024Mercer Global Advisors Inc. ADV461,229$2.46M0.0%+2,468.1%0.792%
8/9/2024City of London Investment Management Co. Ltd.160,300$856K0.1%N/A0.275%
8/8/2024J.W. Cole Advisors Inc.15,445$82K0.0%N/A0.027%
8/7/2024Wedbush Securities Inc.68,283$365K0.0%+11.4%0.117%
8/5/2024Blue Bell Private Wealth Management LLC9,200$49K0.0%+268.0%0.016%
8/3/2024Shaker Financial Services LLC1,313,319$7.01M2.8%+0.9%2.255%
8/3/2024 Kapstone Financial Advisors LLC15,602$83K0.1%N/A0.027%
8/2/2024Wolverine Asset Management LLC504,878$2.70M0.0%+22.0%0.867%
7/25/2024Calamos Advisors LLC62,946$336K0.0%+46.4%0.108%
7/17/2024Quantum Private Wealth LLC58,000$310K0.1%-21.6%0.100%
7/16/2024 Wealth Enhancement Advisory Services LLC90,658$484K0.0%-2.6%0.156%
5/14/2024Karpus Management Inc.2,471,772$13.57M0.4%+47.0%4.244%
5/14/2024Owen LaRue LLC11,504$63K0.0%-23.6%0.020%
5/10/2024Cornerstone Advisors LLC1,649,968$9.06M0.4%+95.8%2.833%
5/7/2024Quantum Private Wealth LLC74,000$406K0.2%-16.9%0.127%
4/26/2024LifePro Asset Management38,999$214K0.1%N/A0.067%
4/16/2024 Wealth Enhancement Advisory Services LLC93,052$511K0.0%+8.6%0.160%
4/5/2024 NBC Securities Inc.35,727$196K0.0%-10.7%0.061%
3/27/2024Nomura Holdings Inc.22,600$119K0.0%N/A0.039%
3/22/2024PNC Financial Services Group Inc.50,845$268K0.0%N/A0.087%
2/15/2024Flow State Investments L.P.121,308$641K0.2%+788.2%0.208%
2/13/2024Karpus Management Inc.1,681,642$8.88M0.3%+162.5%2.887%
2/13/20241607 Capital Partners LLC30,927$163K0.0%N/A0.053%
2/12/2024Weiss Asset Management LP59,318$313K0.0%N/A0.102%
2/9/2024Cornerstone Advisors LLC842,508$4.45M0.2%+42.0%1.447%
2/9/2024PNC Financial Services Group Inc.50,845$268K0.0%N/A0.087%
2/7/2024Shaker Financial Services LLC1,011,052$5.42M2.2%+26.2%1.736%
2/5/2024Mach 1 Financial Group LLC10,745$57K0.0%-19.4%0.018%
2/2/2024Atria Wealth Solutions Inc.48,033$258K0.0%+34.7%0.082%
2/1/2024Wolverine Asset Management LLC86,467$457K0.0%N/A0.148%
1/30/2024 Avior Wealth Management LLC129,987$686K0.0%+2,506.5%0.223%
1/16/2024Raymond James Financial Services Advisors Inc.37,675$199K0.0%-61.9%0.065%
1/16/2024Raymond James & Associates18,789$99K0.0%-34.6%0.032%
1/12/2024Mutual Advisors LLC11,008$58K0.0%N/A0.019%
1/12/2024 Advisor Resource Council33,093$175K0.0%N/A0.057%
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1/10/2024 David J Yvars Group21,157$112K0.1%-45.2%0.036%
11/16/2023Owen LaRue LLC29,507$146K0.2%-30.4%0.051%
11/9/2023Karpus Management Inc.640,657$3.17M0.1%+73.3%1.100%
11/9/2023Cornerstone Advisors LLC593,323$2.93M0.1%+62.6%1.019%
11/8/2023Atria Wealth Solutions Inc.35,665$176K0.0%-9.6%0.061%
11/8/2023Kestra Private Wealth Services LLC52,456$259K0.0%+8.5%0.090%
11/4/2023 NBC Securities Inc.40,253$198K0.0%N/A0.069%
11/2/2023Quantum Private Wealth LLC89,000$440K0.2%-10.1%0.153%
11/2/2023Shaker Financial Services LLC801,378$3.96M1.8%+42.4%1.376%
10/24/2023Raymond James Financial Services Advisors Inc.98,919$489K0.0%-3.2%0.170%
(Data available from 1/1/2016 forward)

ASG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ASG shares?

During the previous two years, 71 institutional investors and hedge funds held shares of Liberty All-Star Growth Fund. The most heavily invested institutionals were Karpus Management Inc. ($13.57M), Shaker Financial Services LLC ($7.13M), Cornerstone Advisors LLC ($5.17M), Penserra Capital Management LLC ($4.45M), 1607 Capital Partners LLC ($4.14M), Wells Fargo & Company MN ($2.81M), and Mercer Global Advisors Inc. ADV ($2.46M).Learn more on ASG's institutional investors.

What percentage of Liberty All-Star Growth Fund stock is owned by institutional investors?

21.62% of Liberty All-Star Growth Fund stock is owned by institutional investors. Learn more on ASG's institutional investor holdings.

Which institutional investors have been buying Liberty All-Star Growth Fund stock?

Of the 59 institutional investors that purchased Liberty All-Star Growth Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Karpus Management Inc. ($2.44M), Cornerstone Advisors LLC ($1.65M), Penserra Capital Management LLC ($792.99K), Shaker Financial Services LLC ($568.60K), Mercer Global Advisors Inc. ADV ($443.27K), 1607 Capital Partners LLC ($358.49K), and Wolverine Asset Management LLC ($177.62K).

How much institutional buying is happening at Liberty All-Star Growth Fund?

Institutional investors have bought a total of 8,150,338 shares in the last 24 months. This purchase volume represents approximately $43.78M in transactions.

Which Liberty All-Star Growth Fund major shareholders have been selling company stock?

Of the 23 institutional investors that sold Liberty All-Star Growth Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cornerstone Advisors LLC ($735.25K), Wolverine Asset Management LLC ($517.23K), Landscape Capital Management L.L.C. ($374.10K), Shaker Financial Services LLC ($150.10K), Raymond James Financial Services Advisors Inc. ($111.66K), Quantum Private Wealth LLC ($66K), and Wealth Enhancement Advisory Services LLC ($64.37K).

How much institutional selling is happening at Liberty All-Star Growth Fund?

Institutional investors have sold a total of 2,286,091 shares in the last 24 months. This volume of shares sold represents approximately $12.71M in transactions.


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This page (NYSE:ASG) was last updated on 4/24/2025 by MarketBeat.com Staff
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