Free Trial

Liberty All-Star Growth Fund (ASG) Institutional Ownership

→ $21,000 in profits in six weeks? (From InvestorPlace) (Ad)
Free ASG Stock Alerts
$5.21
+0.05 (+0.97%)
(As of 05/6/2024 ET)
Compare
Stock AnalysisChartCompetitorsDividendFinancialsHeadlinesInsider TradesOwnershipSEC FilingsShort InterestSocial Media

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)
27
Total
Institutional Inflows
(last 12 months)
$21.02M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$2.23M
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
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%
3/27/2024Nomura 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%
1/16/2024 Raymond James Financial Services Advisors Inc.37,675$199K0.0%-61.9%0.065%
1/16/2024 Raymond 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%
11/16/2023Owen 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%
11/8/2023 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%
11/2/2023Quantum Private Wealth LLC89,000$440K0.2%-10.1%0.153%
11/2/2023Shaker Financial Services LLC801,378$3.96M1.8%+42.4%1.376%
10/24/2023 Raymond James Financial Services Advisors Inc.98,919$489K0.0%-3.2%0.170%
10/24/2023 Raymond James & Associates28,746$142K0.0%-20.7%0.049%
10/24/2023 Dakota Wealth Management12,670$63K0.0%N/A0.022%
10/17/2023Mach 1 Financial Group LLC13,335$66K0.0%-46.9%0.023%
10/17/2023 Avior Wealth Management LLC4,987$25K0.0%N/A0.009%
10/16/2023Community Trust & Investment Co.13,475$67K0.0%N/A0.023%
10/11/2023AE Wealth Management LLC16,301$81K0.0%N/A0.028%
8/11/2023Cornerstone Advisors LLC364,927$1.97M0.1%N/A0.627%
8/11/2023Karpus Management Inc.369,785$2.00M0.1%+85.0%0.635%
8/11/2023Landscape Capital Management L.L.C.34,040$184K0.0%-33.1%0.058%
8/8/2023Archer Investment Corp5,786$31K0.0%N/A0.010%
Do NOT read if you believe in “woke” politics (Ad)

I have to warn you, however: This CEO of a publicly traded company is not afraid to mince words. Many on Wall Street have refused to work with him.

Everything you need to know is posted on our website here.
8/8/2023Advisor OS LLC10,150$55K0.0%N/A0.017%
8/7/2023Shaker Financial Services LLC562,719$3.04M1.3%-12.0%0.966%
8/3/2023Atria Wealth Solutions Inc.39,465$214K0.0%-31.4%0.068%
8/3/2023Oppenheimer & Co. Inc.10,173$55K0.0%N/A0.017%
8/1/2023Truist Financial Corp24,778$134K0.0%N/A0.043%
7/31/2023LPL Financial LLC453,361$2.45M0.0%+9.1%0.778%
7/28/2023Mach 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%
7/25/2023 Raymond James Financial Services Advisors Inc.102,224$553K0.0%-31.5%0.176%
7/25/2023 Raymond 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%
5/11/2023Karpus Management Inc.199,882$1.06M0.0%+530.3%0.469%
5/11/2023 Financial Advocates Investment Management125,000$660K0.0%N/A0.293%
5/11/2023Elequin Securities LLC10,828$57K0.0%-81.7%0.025%
5/10/2023Landscape Capital Management L.L.C.50,845$268K0.0%-36.1%0.000%
5/8/2023Shaker Financial Services LLC639,186$3.38M1.5%+20.6%1.499%
5/8/2023Wolverine Asset Management LLC312,637$1.65M0.0%-5.7%0.733%
4/28/2023Ameritas Advisory Services LLC5,755$30K0.0%-50.0%0.013%
4/28/2023 Janney Montgomery Scott LLC24,930$132K0.0%-11.8%0.058%
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%
4/14/2023 Raymond James Financial Services Advisors Inc.149,336$788K0.0%-7.5%0.350%
4/14/2023 Raymond James & Associates47,345$250K0.0%-4.7%0.111%
3/15/2023B. Riley Wealth Advisors Inc.73,552$370K0.0%-3.6%0.172%
2/15/2023Bluefin Capital Management LLC51,929$256K0.0%+81.0%0.122%
2/10/2023Ameritas Advisory Services LLC11,510$57K0.0%N/A0.027%
2/10/2023CoreCap Advisors LLC7,573$37K0.0%N/A0.018%
2/9/2023Landscape Capital Management L.L.C.79,607$392K0.1%+402.1%0.187%
2/9/2023Elequin Securities LLC59,234$292K0.1%N/A0.139%
2/7/2023Commonwealth Equity Services LLC19,024$93K0.0%+21.1%0.045%
2/7/2023LPL Financial LLC403,669$1.99M0.0%-20.5%0.947%
2/3/2023Shaker Financial Services LLC530,066$2.66M1.2%+1,260.3%1.243%
2/1/2023Wolverine Asset Management LLC331,588$1.64M0.0%+66.7%0.778%
2/1/2023 Janney Montgomery Scott LLC28,276$139K0.0%-17.6%0.066%
2/1/2023 Kestra Private Wealth Services LLC46,619$230K0.0%+5.4%0.109%
1/31/2023Kestra Advisory Services LLC33,873$167K0.0%-14.5%0.079%
1/31/2023AE Wealth Management LLC10,704$53K0.0%-59.1%0.025%
1/31/2023Wedbush Securities Inc.34,457$170K0.0%-5.6%0.081%
1/30/2023 Concourse Financial Group Securities Inc.5,146$26K0.0%+68.9%0.012%
1/20/2023Quantum Private Wealth LLC100,000$493K0.3%-11.5%0.235%
1/18/2023 David J Yvars Group22,850$113K0.1%N/A0.054%
1/17/2023 LVZ Inc.29,855$147K0.0%+16.7%0.070%
12/5/2022Centaurus Financial Inc.24,423$121K0.0%-7.4%0.057%
11/16/2022Claraphi Advisory Network LLC128,378$635K0.3%-27.2%0.301%
11/14/2022Bluefin Capital Management LLC28,692$142K0.0%N/A0.067%
11/10/2022Wolverine Asset Management LLC198,942$984K0.0%N/A0.467%
11/9/2022Shaker Financial Services LLC38,967$193K0.1%N/A0.091%
11/8/2022Advisors Asset Management Inc.138,743$687K0.0%-18.6%0.325%
Is Tesla going out of business? (Ad)

Goldman Sachs estimates that this new “Future Fuel” will unleash an $11.7 trillion wave of wealth over the coming decade. That’s 10 TIMES BIGGER than the electric vehicle market.

Click here for the full story
11/2/2022Landscape Capital Management L.L.C.15,854$78K0.0%N/A0.037%
11/1/2022Quantum Private Wealth LLC113,000$559K0.3%N/A0.265%
11/1/2022Kestra Advisory Services LLC39,613$196K0.0%+26.8%0.093%
10/25/2022 Raymond James & Associates61,262$303K0.0%-10.6%0.144%
10/25/2022 Raymond James Financial Services Advisors Inc.163,197$808K0.0%-2.2%0.383%
10/11/2022 LVZ Inc.25,580$127K0.0%N/A0.060%
8/15/2022 Kestra Private Wealth Services LLC37,365$218K0.0%+11.0%0.088%
8/13/2022 RFG Advisory LLC15,966$105K0.0%N/A0.037%
8/8/2022 Quad Cities Investment Group LLC12,061$70K0.1%-46.7%0.028%
8/8/2022Advisors Asset Management Inc.170,518$994K0.0%-39.9%0.400%
(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. ($8.88M), Shaker Financial Services LLC ($5.42M), Cornerstone Advisors LLC ($4.45M), LPL Financial LLC ($2.45M), Cohen & Steers Inc. ($2.18M), Advisors Asset Management Inc. ($687K), and Avior Wealth Management LLC ($686K).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 48 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. ($1.65M), Shaker Financial Services LLC ($1.09M), Cornerstone Advisors LLC ($842.51K), Wolverine Asset Management LLC ($418.06K), Avior Wealth Management LLC ($129.99K), Financial Advocates Investment Management ($125K), and Quantum Private Wealth LLC ($113K).

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

Institutional investors have bought a total of 5,505,269 shares in the last 24 months. This purchase volume represents approximately $28.76M in transactions.

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

Of the 28 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: Claraphi Advisory Network LLC ($191.94K), Advisors Asset Management Inc. ($144.99K), Raymond James Financial Services Advisors Inc. ($127.42K), LPL Financial LLC ($104.21K), Shaker Financial Services LLC ($76.47K), Elequin Securities LLC ($48.41K), and Landscape Capital Management L.L.C. ($45.57K).

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

Institutional investors have sold a total of 992,080 shares in the last 24 months. This volume of shares sold represents approximately $5.56M in transactions.


Related Companies:
This page (NYSE:ASG) was last updated on 5/7/2024 by MarketBeat.com Staff

From Our Partners
Biden’s $374B Giveaway Into This Sector
DTI
AI “wealth window” is closing June 25th
Paradigm Press
The 2024 crypto bull run has already started — don’t get left behind
InvestorPlace
The asset beating inflation by 4x
Colonial Metals
Could Your Accounts Be Frozen?
Allegiance Gold
He Is Giving Away Bitcoin
Crypto Swap Profits
The 2024 Gold Rush: Unleashing Market Potential
Priority Gold
Gold Set to EXPLODE!
Gold Safe Exchange