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Liberty All-Star Growth Fund (ASG) Institutional Ownership

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(As of 04/25/2024 ET)
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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)
28
Total
Institutional Inflows
(last 12 months)
$20.92M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$2.28M
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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
4/16/2024 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%
1/30/2024Avior 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%
1/12/2024Mutual 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%
11/8/2023Kestra 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%
10/24/2023 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%
10/17/2023Avior 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%
8/8/2023Advisor OS LLC10,150$55K0.0%N/A0.017%
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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%
7/26/2023Janney 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%
5/11/2023Financial 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%
4/28/2023Janney 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%
4/25/2023McKinley 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%
2/1/2023Janney Montgomery Scott LLC28,276$139K0.0%-17.6%0.066%
2/1/2023Kestra 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%
1/30/2023Concourse 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%
11/2/2022Landscape Capital Management L.L.C.15,854$78K0.0%N/A0.037%
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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%
8/15/2022Kestra 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%
8/4/2022Steward Partners Investment Advisory LLC17,066$99K0.0%-20.5%0.040%
(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), Advisor Group Holdings Inc. ($905K), and Advisors Asset Management Inc. ($687K).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 5,477,328 shares in the last 24 months. This purchase volume represents approximately $28.63M in transactions.

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

Of the 29 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: Shaker Financial Services LLC ($202.97K), Claraphi Advisory Network LLC ($191.94K), Advisor Group Holdings Inc. ($145.66K), Advisors Asset Management Inc. ($144.99K), Raymond James Financial Services Advisors Inc. ($127.42K), LPL Financial LLC ($104.21K), and Quad Cities Investment Group LLC ($68.05K).

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

Institutional investors have sold a total of 1,321,743 shares in the last 24 months. This volume of shares sold represents approximately $8.05M in transactions.


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This page (NYSE:ASG) was last updated on 4/25/2024 by MarketBeat.com Staff

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