Go Pro
→ Here’s the stock symbol I’ve promised (From Stansberry Research) (Ad)tc pixel Free ASG Stock Alerts

Liberty All-Star Growth Fund (ASG) Institutional Ownership

Liberty All-Star Growth Fund logo
$5.32 -0.03 (-0.47%)
Closing price 03:59 PM Eastern
Extended Trading
$5.31 -0.01 (-0.09%)
As of 04:10 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 Massive. Learn more.
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)
41
Total
Institutional Inflows
(last 12 months)
$21.60M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$3.68M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026Bank of America Corp DE30,081$143K0.0%-25.2%0.048%
5/18/2026Rivernorth Capital Management LLC148,698$706K0.0%N/A0.237%
5/8/2026PNC Financial Services Group Inc.65,170$310K0.0%+16.7%0.104%
5/6/2026 Independent Financial Group LLC13,893$66K0.0%N/A0.022%
5/4/2026 Calamos Advisors LLC228,704$1.09M0.0%+13.5%0.364%
4/20/2026 TrueMark Investments LLC14,292$68K0.0%N/A0.023%
4/17/2026 PMG Family Office LLC197,688$939K1.0%+9.5%0.314%
2/19/2026Invesco Ltd.59,949$318K0.0%N/A0.000%
2/18/2026XTX Topco Ltd13,498$72K0.0%N/A0.000%
2/18/2026Boothbay Fund Management LLC64,304$341K0.0%N/A0.000%
2/18/20261607 Capital Partners LLC1,300,216$6.89M0.5%+19.4%0.000%
2/17/2026Guggenheim Capital LLC96,870$513K0.0%+77.5%0.000%
2/17/2026Almitas Capital LLC110,481$586K0.1%N/A0.000%
2/17/2026Polar Asset Management Partners Inc.151,651$804K0.0%-66.7%0.000%
2/17/2026RPO LLC128,609$682K0.1%N/A0.000%
2/17/2026Osaic Holdings Inc.87,629$464K0.0%-7.3%0.000%
2/16/2026Landscape Capital Management L.L.C.29,167$155K0.0%N/A0.000%
2/13/2026Quarry LP82,270$436K0.1%N/A0.000%
2/13/2026Integrated Wealth Concepts LLC155,365$823K0.0%-2.8%0.000%
2/13/2026Wells Fargo & Company MN396,679$2.10M0.0%-7.0%0.000%
2/12/2026Advisors Asset Management Inc.133,519$708K0.0%+4.0%0.000%
2/12/2026Jane Street Group LLC65,128$345K0.0%N/A0.000%
2/12/2026Burke & Herbert Bank & Trust Co.28,164$149K0.0%N/A0.000%
2/11/2026LPL Financial LLC985,023$5.22M0.0%-0.7%0.000%
2/9/2026Blue Bell Private Wealth Management LLC128,160$679K0.1%+103.1%0.000%
2/6/2026 Quantum Private Wealth LLC13,000$69K0.0%-43.5%0.000%
2/6/2026PNC Financial Services Group Inc.55,850$296K0.0%+27.4%0.000%
2/2/2026Wolverine Asset Management LLC585,920$3.11M0.0%+126.2%0.000%
2/2/2026 LVZ Inc.23,270$123K0.0%-22.1%0.000%
1/30/2026Simplicity Wealth LLC38,999$207K0.0%N/A0.000%
1/29/2026 Calamos Advisors LLC201,479$1.07M0.0%+72.8%0.000%
1/28/2026 Absolute Investment Advisers LLC169,570$928K0.1%N/A0.000%
1/28/2026 PMG Family Office LLC180,566$979K1.1%-21.0%0.000%
1/26/2026 Shaker Financial Services LLC1,547,675$8.35M2.7%+17.7%0.000%
1/23/2026 Farther Finance Advisors LLC12,436$66K0.0%+245.3%0.000%
1/15/2026Silver Oak Securities Incorporated28,308$151K0.0%+111.5%0.000%
1/13/2026Dakota Wealth Management79,859$423K0.0%+8.2%0.000%
1/8/2026 Wealth Enhancement Advisory Services LLC14,498$79K0.0%-59.4%0.000%
12/22/2025 PMG Family Office LLC228,616$1.27M1.4%N/A0.000%
12/1/2025Polar Asset Management Partners Inc.456,068$2.53M0.0%N/A0.000%
A Wall Street Veteran's Weekly Trade for Any Market Condition (Ad)

Dave Aquino spent 25 years at Merrill Lynch and Vanguard studying one weekly options play that worked in bull, bear, and sideways markets. Now he's sharing the four principles behind every trade in his free Rapid Retirement Guide, no jargon required.tc pixel

Download your free copy of the Rapid Retirement Guide today.
11/17/2025Mercer Global Advisors Inc. ADV39,317$218K0.0%+121.2%0.000%
11/17/2025Integrated Wealth Concepts LLC159,853$887K0.0%+596.4%0.000%
11/17/2025Citadel Advisors LLC22,289$124K0.0%N/A0.000%
11/17/2025 City of London Investment Management Co. Ltd.274,360$1.52M0.1%+3.2%0.000%
11/17/2025Bank of America Corp DE41,011$228K0.0%-22.9%0.000%
11/17/20251607 Capital Partners LLC1,088,599$6.04M0.5%+27.8%0.000%
11/17/2025Ameriprise Financial Inc.99,954$555K0.0%+5.7%0.000%
11/14/2025Polar Asset Management Partners Inc.456,068$2.53M0.0%N/A0.000%
11/14/2025Two Sigma Investments LP250,567$1.39M0.0%-16.5%0.000%
11/12/2025US Bancorp DE18,298$102K0.0%N/A0.000%
11/10/2025 Quantum Private Wealth LLC23,000$128K0.0%-17.9%0.000%
11/7/2025Cornerstone Advisors LLC786,175$4.36M0.1%+7.3%0.000%
11/6/2025Advisors Asset Management Inc.128,429$713K0.0%N/A0.000%
11/4/2025Jones Financial Companies Lllp41,271$227K0.0%-5.7%0.000%
11/3/2025 AE Wealth Management LLC13,874$77K0.0%+17.9%0.000%
10/29/2025 Wealth Enhancement Advisory Services LLC35,691$197K0.0%+62.8%0.000%
10/28/2025Wolverine Asset Management LLC259,052$1.44M0.0%-9.5%0.000%
10/22/2025 Shaker Financial Services LLC1,314,729$7.30M2.5%-2.0%0.000%
10/22/2025Blue Bell Private Wealth Management LLC63,104$350K0.1%+71.7%0.000%
10/20/2025 Calamos Advisors LLC116,595$647K0.0%+21.7%0.000%
9/4/2025Osaic Holdings Inc.94,934$519K0.0%+70.2%0.000%
8/15/2025IHT Wealth Management LLC10,085$55K0.0%N/A0.000%
8/15/2025Bank of America Corp DE53,167$291K0.0%-18.2%0.000%
8/15/2025Ameriprise Financial Inc.94,529$517K0.0%+8.6%0.000%
8/14/2025Raymond James Financial Inc.55,001$301K0.0%-11.5%0.000%
8/14/2025Karpus Management Inc.3,285,168$17.97M0.6%-0.1%0.000%
8/13/2025StoneX Group Inc.11,033$60K0.0%N/A0.000%
8/8/2025Cornerstone 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%
8/8/2025PNC Financial Services Group Inc.43,747$239K0.0%-40.5%0.000%
8/7/2025Allworth 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%
8/6/2025Atlantic 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%
8/4/2025Wolverine Asset Management LLC286,395$1.57M0.0%+28.6%0.000%
7/22/2025 Wealthcare Advisory Partners LLC13,627$75K0.0%N/A0.000%
7/21/2025Ameritas Advisory Services LLC5,755$31K0.0%N/A0.000%
7/17/2025Janney 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%
5/20/2025Integrity Alliance LLC.32,222$158K0.0%N/A0.055%
5/19/2025Smith Asset Management Co. LLC42,229$207K0.2%N/A0.073%
5/16/20251607 Capital Partners LLC884,228$4.32M0.3%+20.8%1.518%
5/15/2025Baird Financial Group Inc.17,390$85K0.0%N/A0.030%
5/15/2025Landscape Capital Management L.L.C.67,511$330K0.0%+246.5%0.116%
5/14/2025Walleye Capital LLC37,324$183K0.0%N/A0.064%
5/12/2025Wolverine Asset Management LLC222,742$1.09M0.0%+3,274.9%0.382%
5/9/2025Cornerstone Advisors LLC797,694$3.90M0.2%-12.8%1.370%
5/9/2025Atria Wealth Solutions Inc.47,613$233K0.0%+6.7%0.082%
The dollar reset no one told you about (Ad)

Porter Stansberry says a dollar reset is underway - one that has happened only once before in America's 250-year history, back in 1974 with a secret Saudi deal that reshaped an entire generation's wealth. Today, a landmark treaty called Pax Silica - signed by 13 nations in December 2025 and barely covered in the press - is at the center of what Fortune calls 'the biggest change to the world's relationship with the dollar' in a generation. The stocks to buy, the assets to avoid, and the moves to consider are outlined in Stansberry's new briefing.tc pixel

Read the full briefing and see how to position yourself now
5/9/2025Shaker Financial Services LLC1,486,164$7.27M2.8%+19.9%2.552%
5/7/2025LPL Financial LLC829,802$4.06M0.0%-1.1%1.425%
5/6/2025Wedbush Securities Inc.71,266$348K0.0%+4.9%0.122%
5/6/2025Readystate Asset Management LP77,663$380K0.0%-64.1%0.133%
5/5/2025Blue Bell Private Wealth Management LLC41,255$202K0.0%+1,137.0%0.071%
5/2/2025Prevail Innovative Wealth Advisors LLC99,889$488K0.1%+306.5%0.172%
4/29/2025Calamos Advisors LLC87,425$428K0.0%-3.8%0.150%
4/23/2025Oppenheimer & Co. Inc.21,594$106K0.0%+91.1%0.037%
4/22/2025Cambridge Investment Research Advisors Inc.13,311$65K0.0%-34.1%0.023%
4/22/2025PFG Investments LLC12,930$63K0.0%N/A0.022%


ASG Institutional Ownership - Frequently Asked Questions

During the previous two years, 82 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 ($8.35M), 1607 Capital Partners LLC ($6.89M), LPL Financial LLC ($5.22M), Penserra Capital Management LLC ($4.45M), Cornerstone Advisors LLC ($4.36M), and Wolverine Asset Management LLC ($3.11M).Learn more on Liberty All-Star Growth Fund's 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.

Of the 71 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: 1607 Capital Partners LLC ($927.86K), Polar Asset Management Partners Inc. ($912.14K), Penserra Capital Management LLC ($792.99K), Wolverine Asset Management LLC ($606.66K), Shaker Financial Services LLC ($479.43K), Mercer Global Advisors Inc. ADV ($464.82K), and PMG Family Office LLC ($245.74K).

Institutional investors have bought a total of 4,007,107 shares in the last 24 months. This purchase volume represents approximately $21.60M in transactions.

Of the 18 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: Polar Asset Management Partners Inc. ($304.42K), Cornerstone Advisors LLC ($64.96K), Two Sigma Investments LP ($49.39K), PMG Family Office LLC ($48.05K), Bank of America Corp DE ($34.10K), PNC Financial Services Group Inc. ($29.76K), and Wells Fargo & Company MN ($29.74K).

Institutional investors have sold a total of 687,082 shares in the last 24 months. This volume of shares sold represents approximately $3.68M in transactions.


Related Companies

Institutional ownership data for NYSE:ASG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 5/19/2026. New 13F filings are added each quarter as they're published.
From Our Partners
SMX: A Tiny Ticker with a Massive Global Growth Story!
SMX (Security Matters) is building molecular tagging technology that verifies recycled materials from collecti...
Smallcaps Daily | Sponsoredtc pixel
A Wall Street Veteran's Weekly Trade for Any Market Condition
Dave Aquino spent 25 years at Merrill Lynch and Vanguard studying one weekly options play that worked in bull,...
Base Camp Trading | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
The dollar reset no one told you about
Porter Stansberry says a dollar reset is underway - one that has happened only once before in America's 250-ye...
Porter & Company | Sponsoredtc pixel
Buy this stock today
Marc Chaikin, founder of Chaikin Analytics, is sharing a strategy he calls 'Sell This, Buy That' - a way to mo...
Chaikin Analytics | Sponsoredtc pixel
A $5 stock inside Kennedy Space Center?
A small publicly traded company operates a specialized launch vehicle fleet inside the secure perimeter of Ken...
Freedom Financial | Sponsoredtc pixel
The Starlink of Energy
A portable energy unit - already used by the U.S. Navy for decades - is now drawing serious attention from Big...
Monument Traders Alliance | Sponsoredtc pixel
Ray Dalio: Buy Gold. Get Paid.
Ray Dalio, founder of Bridgewater Associates, is urging investors to hold 15% of their portfolio in gold and c...
Investors Alley | Sponsoredtc pixel