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Liberty All-Star Growth Fund (ASG) Institutional Ownership

Liberty All-Star Growth Fund logo
$5.58 +0.03 (+0.45%)
Closing price 09/5/2025 03:59 PM Eastern
Extended Trading
$5.60 +0.02 (+0.36%)
As of 09/5/2025 04:11 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
46
Total
Institutional Inflows
(last 12 months)
$15.54M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$13.08M
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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
9/4/2025 Osaic Holdings Inc.94,934$519K0.0%+70.2%0.000%
8/15/2025 IHT Wealth Management LLC10,085$55K0.0%N/A0.000%
8/15/2025 Bank of America Corp DE53,167$291K0.0%-18.2%0.000%
8/15/2025 Ameriprise Financial Inc.94,529$517K0.0%+8.6%0.000%
8/14/2025 Raymond James Financial Inc.55,001$301K0.0%-11.5%0.000%
8/14/2025 Karpus Management Inc.3,285,168$17.97M0.6%-0.1%0.000%
8/13/2025 StoneX Group Inc.11,033$60K0.0%N/A0.000%
8/8/2025 Cornerstone Advisors LLC732,731$4.01M0.1%-8.1%0.000%
8/8/2025 City of London Investment Management Co. Ltd.265,750$1.45M0.1%+20.4%0.000%
8/8/2025 Calamos Advisors LLC95,775$524K0.0%+9.6%0.000%
8/8/2025 PNC Financial Services Group Inc.43,747$239K0.0%-40.5%0.000%
8/7/2025 Allworth Financial LP19,545$107K0.0%N/A0.000%
8/6/2025 AE Wealth Management LLC11,771$64K0.0%-16.9%0.000%
8/6/2025 Wedbush Securities Inc.67,235$368K0.0%-5.7%0.000%
8/6/2025 Atlantic Union Bankshares Corp17,626$96K0.0%N/A0.000%
8/5/2025 Shaker Financial Services LLC1,340,933$7.34M2.6%-9.8%0.000%
8/4/2025 Wolverine Asset Management LLC286,395$1.57M0.0%+28.6%0.000%
7/22/2025 Wealthcare Advisory Partners LLC13,627$75K0.0%N/A0.000%
7/21/2025 Ameritas Advisory Services LLC5,755$31K0.0%N/A0.000%
7/17/2025 Janney Montgomery Scott LLC13,294$73K0.0%-30.5%0.000%
7/10/2025 Wealth Enhancement Advisory Services LLC21,917$121K0.0%-23.6%0.000%
5/20/2025 Integrity Alliance LLC.32,222$158K0.0%N/A0.055%
5/19/2025Smith Asset Management Co. LLC42,229$207K0.2%N/A0.073%
5/16/2025 1607 Capital Partners LLC884,228$4.32M0.3%+20.8%1.518%
5/15/2025 Baird Financial Group Inc.17,390$85K0.0%N/A0.030%
5/15/2025 Landscape Capital Management L.L.C.67,511$330K0.0%+246.5%0.116%
5/14/2025 Walleye Capital LLC37,324$183K0.0%N/A0.064%
5/12/2025 Wolverine Asset Management LLC222,742$1.09M0.0%+3,274.9%0.382%
5/9/2025 Cornerstone Advisors LLC797,694$3.90M0.2%-12.8%1.370%
5/9/2025 Atria Wealth Solutions Inc.47,613$233K0.0%+6.7%0.082%
5/9/2025 Shaker Financial Services LLC1,486,164$7.27M2.8%+19.9%2.552%
5/7/2025 LPL Financial LLC829,802$4.06M0.0%-1.1%1.425%
5/6/2025 Wedbush Securities Inc.71,266$348K0.0%+4.9%0.122%
5/6/2025 Readystate Asset Management LP77,663$380K0.0%-64.1%0.133%
5/5/2025 Blue Bell Private Wealth Management LLC41,255$202K0.0%+1,137.0%0.071%
5/2/2025 Prevail Innovative Wealth Advisors LLC99,889$488K0.1%+306.5%0.172%
4/29/2025 Calamos Advisors LLC87,425$428K0.0%-3.8%0.150%
4/23/2025 Oppenheimer & 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%
2/25/2025 B. Riley Wealth Advisors Inc.24,780$143K0.0%-59.7%0.043%
2/18/2025 Elequin Capital LP9,355$53K0.0%N/A0.016%
2/17/2025 Waverly Advisors LLC16,231$92K0.0%N/A0.028%
2/17/2025 Citadel Advisors LLC23,286$132K0.0%N/A0.040%
2/17/2025 Bank of America Corp DE29,132$165K0.0%-26.2%0.050%
2/17/2025 Ameriprise Financial Inc.61,043$345K0.0%+22.0%0.105%
2/14/2025 Jane Street Group LLC24,575$139K0.0%N/A0.042%
2/14/2025 Two Sigma Securities LLC11,696$66K0.0%N/A0.020%
2/14/2025 Shaker Financial Services LLC1,239,683$7.13M2.7%-1.3%2.129%
2/13/2025 1607 Capital Partners LLC732,060$4.14M0.3%+81.0%1.257%
2/13/2025 NewEdge Advisors LLC15,238$86K0.0%-11.6%0.026%
2/13/2025 Raymond James Financial Inc.63,343$358K0.0%N/A0.109%
2/13/2025 Wedbush Securities Inc.67,906$384K0.0%-2.6%0.117%
2/13/2025 Wells Fargo & Company MN498,090$2.81M0.0%+9.0%0.855%
2/12/2025 Landscape Capital Management L.L.C.19,485$110K0.0%-85.1%0.033%
2/12/2025 World Investment Advisors131,855$745K0.0%+65.6%0.226%
2/12/2025 Prevail Innovative Wealth Advisors LLC24,573$139K0.0%N/A0.042%
2/10/2025 GWN Securities Inc.16,960$100K0.0%N/A0.029%
2/10/2025 Commonwealth Equity Services LLC17,422$98K0.0%+68.8%0.030%
2/7/2025 Cornerstone 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%
2/6/2025 Raymond James Financial Inc.63,343$358K0.0%N/A0.109%
2/6/2025 Jones Financial Companies Lllp28,508$161K0.0%+83.8%0.049%
2/3/2025 Wolverine Asset Management LLC6,600$37K0.0%-97.2%0.011%
1/31/2025 Atria Wealth Solutions Inc.44,606$258K0.0%-30.1%0.077%
1/30/2025 Quantum Private Wealth LLC33,000$186K0.1%-23.3%0.057%
1/27/2025 Silver Oak Securities Incorporated12,709$73K0.0%N/A0.022%
1/24/2025 Calamos 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%
12/13/2024 B. Riley Wealth Advisors Inc.61,480$342K0.0%-5.6%0.106%
11/25/2024 World Investment Advisors LLC79,605$447K0.0%N/A0.137%
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%
(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, 75 institutional investors and hedge funds held shares of Liberty All-Star Growth Fund. The most heavily invested institutionals were Karpus Management Inc. ($17.97M), Shaker Financial Services LLC ($7.34M), Penserra Capital Management LLC ($4.45M), 1607 Capital Partners LLC ($4.32M), LPL Financial LLC ($4.06M), Cornerstone Advisors LLC ($4.01M), and Wells Fargo & Company MN ($2.81M).Learn more on Liberty All-Star Growth Fund's institutional investors.

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

21.62% of Liberty All-Star Growth Fund's 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's stock?

Of the 63 institutional investors that purchased Liberty All-Star Growth Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Karpus Management Inc. ($2.10M), Cornerstone Advisors LLC ($1.29M), Penserra Capital Management LLC ($792.99K), Shaker Financial Services LLC ($705.96K), 1607 Capital Partners LLC ($510.66K), Wolverine Asset Management LLC ($457.42K), and Mercer Global Advisors Inc. ADV ($443.27K).

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

Institutional investors have bought a total of 2,896,771 shares in the last 24 months. This purchase volume represents approximately $15.54M in transactions.

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

Of the 23 institutional investors that sold Liberty All-Star Growth Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cornerstone Advisors LLC ($917.24K), Wolverine Asset Management LLC ($498.28K), Landscape Capital Management L.L.C. ($328.54K), Shaker Financial Services LLC ($218.87K), Readystate Asset Management LP ($138.83K), Wealth Enhancement Advisory Services LLC ($68.74K), and B. Riley Wealth Advisors Inc. ($40.34K).

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

Institutional investors have sold a total of 2,368,174 shares in the last 24 months. This volume of shares sold represents approximately $13.08M in transactions.


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This page (NYSE:ASG) was last updated on 9/8/2025 by MarketBeat.com Staff
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