Free Trial
→ Trump said you could learn something from this man (From Wide Moat Research) (Ad) Free ASG Stock Alerts

Liberty All-Star Growth Fund (ASG) Institutional Ownership

Liberty All-Star Growth Fund logo
$5.68 +0.02 (+0.35%)
(As of 11/20/2024 ET)
Compare

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)
29
Total
Institutional Inflows
(last 12 months)
$28.94M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$3.92M
Get ASG Insider Trade Alerts

Want to know when executives and insiders are buying or selling Liberty All-Star Growth Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

ASG Institutional Buying and Selling by Quarter

Liberty All-Star Growth Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/12/2024 Penserra Capital Management LLC792,993$4.45M0.1%N/A1.362%
11/9/2024 Landscape Capital Management L.L.C.130,364$731K0.1%-62.5%0.224%
11/8/2024 Cornerstone Advisors LLC1,647,198$9.24M0.4%-0.2%2.828%
11/4/2024 Wolverine Asset Management LLC233,360$1.31M0.0%-53.8%0.401%
11/1/2024 Quantum Private Wealth LLC43,000$241K0.1%-25.9%0.074%
10/31/2024 Shaker 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%
10/24/2024 J.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%
10/23/2024 Dakota Wealth Management68,884$386K0.0%+32.8%0.118%
10/22/2024 International 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%
10/11/2024 Creative Planning12,959$73K0.0%+16.8%0.022%
10/7/2024 GAMMA Investing LLC4,911$28K0.0%N/A0.008%
8/12/2024 Mercer Global Advisors Inc. ADV461,229$2.46M0.0%+2,468.1%0.792%
8/9/2024 City of London Investment Management Co. Ltd.160,300$856K0.1%N/A0.275%
8/8/2024 J.W. Cole Advisors Inc.15,445$82K0.0%N/A0.027%
8/7/2024 Wedbush Securities Inc.68,283$365K0.0%+11.4%0.117%
8/5/2024 Blue Bell Private Wealth Management LLC9,200$49K0.0%+268.0%0.016%
8/3/2024 Shaker 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%
8/2/2024 Wolverine Asset Management LLC504,878$2.70M0.0%+22.0%0.867%
7/25/2024 Calamos Advisors LLC62,946$336K0.0%+46.4%0.108%
7/17/2024 Quantum 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%
5/14/2024 Karpus Management Inc.2,471,772$13.57M0.4%+47.0%4.244%
5/14/2024 Owen LaRue LLC11,504$63K0.0%-23.6%0.020%
5/10/2024 Cornerstone Advisors LLC1,649,968$9.06M0.4%+95.8%2.833%
5/7/2024 Quantum Private Wealth LLC74,000$406K0.2%-16.9%0.127%
4/26/2024 LifePro 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%
3/27/2024 Nomura Holdings Inc.22,600$119K0.0%N/A0.039%
3/22/2024 PNC Financial Services Group Inc.50,845$268K0.0%N/A0.087%
2/15/2024 Flow State Investments L.P.121,308$641K0.2%+788.2%0.208%
2/13/2024 Karpus Management Inc.1,681,642$8.88M0.3%+162.5%2.887%
2/13/2024 1607 Capital Partners LLC30,927$163K0.0%N/A0.053%
2/12/2024 Weiss Asset Management LP59,318$313K0.0%N/A0.102%
2/9/2024 Cornerstone Advisors LLC842,508$4.45M0.2%+42.0%1.447%
JD Vance Predicts: Wall Street vs. Trump & Your Money (Ad)

Trump's back in the White House, but Wall Street is pissed. Here's the deal: Wall Street's about to purposely crash the bond market to sabotage Trump's comeback.

Get your free guide NOW before it's too late.
2/9/2024 PNC Financial Services Group Inc.50,845$268K0.0%N/A0.087%
2/7/2024 Shaker Financial Services LLC1,011,052$5.42M2.2%+26.2%1.736%
2/5/2024 Mach 1 Financial Group LLC10,745$57K0.0%-19.4%0.018%
2/2/2024 Atria Wealth Solutions Inc.48,033$258K0.0%+34.7%0.082%
2/1/2024 Wolverine 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%
1/12/2024 Mutual Advisors LLC11,008$58K0.0%N/A0.019%
1/12/2024 Advisor Resource Council33,093$175K0.0%N/A0.057%
1/10/2024 David J Yvars Group21,157$112K0.1%-45.2%0.036%
11/16/2023 Owen LaRue LLC29,507$146K0.2%-30.4%0.051%
11/9/2023 Karpus Management Inc.640,657$3.17M0.1%+73.3%1.100%
11/9/2023 Cornerstone Advisors LLC593,323$2.93M0.1%+62.6%1.019%
11/8/2023 Atria Wealth Solutions Inc.35,665$176K0.0%-9.6%0.061%
11/8/2023 Kestra Private Wealth Services LLC52,456$259K0.0%+8.5%0.090%
11/4/2023 NBC Securities Inc.40,253$198K0.0%N/A0.069%
11/2/2023 Quantum Private Wealth LLC89,000$440K0.2%-10.1%0.153%
11/2/2023 Shaker 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%
10/24/2023Raymond James & Associates28,746$142K0.0%-20.7%0.049%
10/24/2023 Dakota Wealth Management12,670$63K0.0%N/A0.022%
10/17/2023 Mach 1 Financial Group LLC13,335$66K0.0%-46.9%0.023%
10/17/2023 Avior Wealth Management LLC4,987$25K0.0%N/A0.009%
10/16/2023 Community Trust & Investment Co.13,475$67K0.0%N/A0.023%
10/11/2023 AE Wealth Management LLC16,301$81K0.0%N/A0.028%
8/11/2023 Cornerstone Advisors LLC364,927$1.97M0.1%N/A0.627%
8/11/2023 Karpus Management Inc.369,785$2.00M0.1%+85.0%0.635%
8/11/2023 Landscape Capital Management L.L.C.34,040$184K0.0%-33.1%0.058%
8/8/2023 Archer Investment Corp5,786$31K0.0%N/A0.010%
8/8/2023 Advisor OS LLC10,150$55K0.0%N/A0.017%
8/7/2023 Shaker Financial Services LLC562,719$3.04M1.3%-12.0%0.966%
8/3/2023 Atria Wealth Solutions Inc.39,465$214K0.0%-31.4%0.068%
8/3/2023 Oppenheimer & Co. Inc.10,173$55K0.0%N/A0.017%
8/1/2023 Truist Financial Corp24,778$134K0.0%N/A0.043%
7/31/2023 LPL Financial LLC453,361$2.45M0.0%+9.1%0.778%
7/28/2023 Mach 1 Financial Group LLC25,090$136K0.0%N/A0.043%
7/27/2023B. Riley Wealth Advisors Inc.68,935$373K0.0%-6.4%0.118%
7/26/2023 Janney Montgomery Scott LLC22,105$120K0.0%-11.3%0.038%
7/25/2023Raymond James Financial Services Advisors Inc.102,224$553K0.0%-31.5%0.176%
7/25/2023Raymond James & Associates36,251$196K0.0%-23.4%0.062%
7/13/2023 Cambridge Investment Research Advisors Inc.37,788$204K0.0%-5.9%0.065%
5/11/2023 Karpus Management Inc.199,882$1.06M0.0%+530.3%0.469%
5/11/2023 Financial Advocates Investment Management125,000$660K0.0%N/A0.293%
5/11/2023 Elequin Securities LLC10,828$57K0.0%-81.7%0.025%
5/10/2023 Landscape Capital Management L.L.C.50,845$268K0.0%-36.1%0.000%
5/8/2023 Shaker Financial Services LLC639,186$3.38M1.5%+20.6%1.499%
5/8/2023 Wolverine Asset Management LLC312,637$1.65M0.0%-5.7%0.733%
4/28/2023 Ameritas Advisory Services LLC5,755$30K0.0%-50.0%0.013%
4/28/2023 Janney Montgomery Scott LLC24,930$132K0.0%-11.8%0.058%
JD Vance Predicts: Wall Street vs. Trump & Your Money (Ad)

Trump's back in the White House, but Wall Street is pissed. Here's the deal: Wall Street's about to purposely crash the bond market to sabotage Trump's comeback.

Get your free guide NOW before it's too late.
4/28/2023 American Institute for Advanced Investment Management LLP10,400$55K0.1%N/A0.024%
4/25/2023 McKinley Carter Wealth Services Inc.10,904$58K0.0%N/A0.026%
4/20/2023 David J Yvars Group37,630$199K0.2%+64.7%0.088%
4/14/2023Raymond James Financial Services Advisors Inc.149,336$788K0.0%-7.5%0.350%
4/14/2023Raymond James & Associates47,345$250K0.0%-4.7%0.111%
3/15/2023B. Riley Wealth Advisors Inc.73,552$370K0.0%-3.6%0.172%
2/15/2023 Bluefin Capital Management LLC51,929$256K0.0%+81.0%0.122%
2/10/2023 Ameritas Advisory Services LLC11,510$57K0.0%N/A0.027%
2/10/2023 CoreCap Advisors LLC7,573$37K0.0%N/A0.018%
2/9/2023 Landscape Capital Management L.L.C.79,607$392K0.1%+402.1%0.187%
(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, 60 institutional investors and hedge funds held shares of Liberty All-Star Growth Fund. The most heavily invested institutionals were Karpus Management Inc. ($13.57M), Cornerstone Advisors LLC ($9.24M), Shaker Financial Services LLC ($7.05M), Penserra Capital Management LLC ($4.45M), Mercer Global Advisors Inc. ADV ($2.46M), LPL Financial LLC ($2.45M), and Wolverine Asset Management LLC ($1.31M).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 51 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), Shaker Financial Services LLC ($1.06M), Penserra Capital Management LLC ($792.99K), Mercer Global Advisors Inc. ADV ($443.27K), Wolverine Asset Management LLC ($310.27K), and City of London Investment Management Co. Ltd. ($160.30K).

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

Institutional investors have bought a total of 8,095,065 shares in the last 24 months. This purchase volume represents approximately $42.93M in transactions.

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

Of the 24 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: Wolverine Asset Management LLC ($290.47K), Landscape Capital Management L.L.C. ($263.22K), Shaker Financial Services LLC ($133.85K), Raymond James Financial Services Advisors Inc. ($123.83K), LPL Financial LLC ($104.21K), Quantum Private Wealth LLC ($69K), and Elequin Securities LLC ($48.41K).

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

Institutional investors have sold a total of 1,205,874 shares in the last 24 months. This volume of shares sold represents approximately $6.52M in transactions.


Related Companies

This page (NYSE:ASG) was last updated on 11/21/2024 by MarketBeat.com Staff
From Our Partners
The Crypto That’s Making Wall Street Sweat
The Crypto Wall Street Is Desperate to Hide It's happening now, right under everyone's radar. Big tech gian...
Crypto 101 Media | Sponsored
Missed Nvidia? Watch this ASAP
This little-known project that Bill Gates has been quietly working on that’s about to unleash an AI breakthrou...
Brownstone Research | Sponsored
Musk’s new company could top a trillion?
The investment legend who predicted the rise of Bitcoin, Facebook and streaming services like Netflix… Just...
Paradigm Press | Sponsored
24/7 Automated Profits in Crypto
What if you could make consistent daily profits in crypto with minimal effort? Beyond trading lies a vast w...
Crypto Swap Profits | Sponsored
Crypto’s next big bull run?
Juan Villaverde may be America’s top crypto expert. And he says something big is coming for crypto – on Nov...
Weiss Ratings | Sponsored
“This Changes Everything” - Trump Hands Millions Massive IRS Gift
Now it's your time to return the favor by taking advantage of this tax "revenge loophole." Because even as ...
Colonial Metals | Sponsored
Tim Sykes’ Urgent Trade Alert: “Make this move now”
WARNING: 80 Wall Street banks are gearing up for MASSIVE D.C. shock This $2 trillion D.C. shock is NOT abou...
Timothy Sykes | Sponsored
Elon knows the truth, which is why they want him silenced
Elon Musk is one of mankind’s greatest innovators. But for all his visionary prowess and contributions to h...
Porter & Company | Sponsored