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Liberty All-Star Growth Fund (ASG) Institutional Ownership

Liberty All-Star Growth Fund logo
$5.08 +0.05 (+0.89%)
Closing price 03:58 PM Eastern
Extended Trading
$5.08 0.00 (-0.10%)
As of 04:10 PM Eastern
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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)
43
Total
Institutional Inflows
(last 12 months)
$24.72M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$3.05M
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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
10/8/2026Tactive Advisors LLC14,674$74K0.0%N/A0.023%
8/26/2026HighTower Advisors LLC29,569$162K0.0%+73.8%0.046%
8/23/2026Readystate Asset Management LP52,830$289K0.0%N/A0.083%
8/22/2026NWF Advisory Services Inc.10,104$55K0.0%N/A0.016%
8/20/2026Wedbush Securities Inc.74,592$408K0.0%+3.3%0.117%
8/17/2026Almitas Capital LLC466,560$2.55M0.6%N/A0.732%
8/17/2026Bank of America Corp DE30,266$166K0.0%N/A0.047%
8/12/2026EP Wealth Advisors LLC120,743$660K0.0%N/A0.189%
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%
5/6/2026Independent Financial Group LLC13,893$66K0.0%N/A0.022%
5/4/2026Calamos Advisors LLC228,704$1.09M0.0%+13.5%0.364%
4/20/2026TrueMark Investments LLC14,292$68K0.0%N/A0.023%
4/17/2026PMG 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%
2/6/2026Quantum 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%
2/2/2026LVZ Inc.23,270$123K0.0%-22.1%0.000%
1/30/2026Simplicity Wealth LLC38,999$207K0.0%N/A0.000%
1/29/2026Calamos Advisors LLC201,479$1.07M0.0%+72.8%0.000%
1/28/2026Absolute Investment Advisers LLC169,570$928K0.1%N/A0.000%
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1/28/2026PMG Family Office LLC180,566$979K1.1%-21.0%0.000%
1/26/2026Shaker Financial Services LLC1,547,675$8.35M2.7%+17.7%0.000%
1/23/2026Farther 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%
1/8/2026Wealth Enhancement Advisory Services LLC14,498$79K0.0%-59.4%0.000%
12/22/2025PMG 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%
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%
11/17/2025City 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%
11/10/2025Quantum 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%
11/3/2025AE Wealth Management LLC13,874$77K0.0%+17.9%0.000%
10/29/2025Wealth 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%
10/22/2025Shaker 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%
10/20/2025Calamos 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%
8/8/2025City of London Investment Management Co. Ltd.265,750$1.45M0.1%+20.4%0.000%
8/8/2025Calamos 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%
8/6/2025AE Wealth Management LLC11,771$64K0.0%-16.9%0.000%
8/6/2025Wedbush Securities Inc.67,235$368K0.0%-5.7%0.000%
8/6/2025Atlantic Union Bankshares Corp17,626$96K0.0%N/A0.000%
8/5/2025Shaker 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%
7/22/2025Wealthcare 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%
7/10/2025Wealth Enhancement Advisory Services LLC21,917$121K0.0%-23.6%0.000%
5/20/2025Integrity Alliance LLC.32,222$158K0.0%N/A0.055%
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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%
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%


ASG Institutional Ownership - Frequently Asked Questions

During the previous two years, 86 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 76 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), Almitas Capital LLC ($577.04K), Shaker Financial Services LLC ($479.43K), and PMG Family Office LLC ($245.74K).

Institutional investors have bought a total of 4,576,579 shares in the last 24 months. This purchase volume represents approximately $24.72M in transactions.

Of the 14 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), Two Sigma Investments LP ($49.39K), PMG Family Office LLC ($48.05K), Wells Fargo & Company MN ($29.74K), Wolverine Asset Management LLC ($27.34K), Shaker Financial Services LLC ($26.20K), and Bank of America Corp DE ($22.30K).

Institutional investors have sold a total of 571,101 shares in the last 24 months. This volume of shares sold represents approximately $3.05M in transactions.


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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 10/8/2026. New 13F filings are added each quarter as they're published.
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