Free Trial
→ 9 days. (From Behind the Markets) (Ad)tc pixel Free ASG Stock Alerts

Liberty All-Star Growth Fund (ASG) Institutional Ownership

Liberty All-Star Growth Fund logo
$5.36 +0.08 (+1.42%)
As of 03:46 PM Eastern
This is a fair market value 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)
43
Total
Institutional Inflows
(last 12 months)
$22.15M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$4.58M
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
5/19/2026 Bank of America Corp DE30,081$143K0.0%-25.2%0.048%
5/18/2026 Rivernorth Capital Management LLC148,698$706K0.0%N/A0.237%
5/8/2026 PNC 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%
2/19/2026 Invesco Ltd.59,949$318K0.0%N/A0.000%
2/18/2026 XTX Topco Ltd13,498$72K0.0%N/A0.000%
2/18/2026 Boothbay Fund Management LLC64,304$341K0.0%N/A0.000%
2/18/2026 1607 Capital Partners LLC1,300,216$6.89M0.5%+19.4%0.000%
2/17/2026 Guggenheim Capital LLC96,870$513K0.0%+77.5%0.000%
2/17/2026 Almitas Capital LLC110,481$586K0.1%N/A0.000%
2/17/2026 Polar Asset Management Partners Inc.151,651$804K0.0%-66.7%0.000%
2/17/2026 RPO LLC128,609$682K0.1%N/A0.000%
2/17/2026 Osaic Holdings Inc.87,629$464K0.0%-7.3%0.000%
2/16/2026 Landscape Capital Management L.L.C.29,167$155K0.0%N/A0.000%
2/13/2026 Quarry LP82,270$436K0.1%N/A0.000%
2/13/2026 Integrated Wealth Concepts LLC155,365$823K0.0%-2.8%0.000%
2/13/2026 Wells Fargo & Company MN396,679$2.10M0.0%-7.0%0.000%
2/12/2026 Advisors Asset Management Inc.133,519$708K0.0%+4.0%0.000%
2/12/2026 Jane Street Group LLC65,128$345K0.0%N/A0.000%
2/12/2026 Burke & Herbert Bank & Trust Co.28,164$149K0.0%N/A0.000%
2/11/2026 LPL Financial LLC985,023$5.22M0.0%-0.7%0.000%
2/9/2026 Blue 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%
2/6/2026 PNC Financial Services Group Inc.55,850$296K0.0%+27.4%0.000%
2/2/2026 Wolverine Asset Management LLC585,920$3.11M0.0%+126.2%0.000%
2/2/2026 LVZ Inc.23,270$123K0.0%-22.1%0.000%
1/30/2026 Simplicity 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%
1/15/2026 Silver Oak Securities Incorporated28,308$151K0.0%+111.5%0.000%
1/13/2026 Dakota 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%
12/1/2025 Polar Asset Management Partners Inc.456,068$2.53M0.0%N/A0.000%
Trump’s secret China deal (Ad)

Trump just returned from Beijing with the most powerful business delegation in American history - Elon Musk, Jensen Huang, Tim Cook, and the CEOs of BlackRock, Goldman Sachs, and CitiBank. The media covered the handshakes. But what was really being negotiated behind closed doors? Porter Stansberry has connected the Beijing trip to a landmark pact signed by 13 nations in Washington - a pact designed to cut China out of a $3 trillion investment wave tied to the most critical resource of the 21st century. His new documentary exposes the five assets at the center of it all.tc pixel

Watch the full documentary and see which assets are positioned to benefit
11/17/2025 Mercer Global Advisors Inc. ADV39,317$218K0.0%+121.2%0.000%
11/17/2025 Integrated Wealth Concepts LLC159,853$887K0.0%+596.4%0.000%
11/17/2025 Citadel 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%
11/17/2025 Bank of America Corp DE41,011$228K0.0%-22.9%0.000%
11/17/2025 1607 Capital Partners LLC1,088,599$6.04M0.5%+27.8%0.000%
11/17/2025 Ameriprise Financial Inc.99,954$555K0.0%+5.7%0.000%
11/14/2025 Polar Asset Management Partners Inc.456,068$2.53M0.0%N/A0.000%
11/14/2025 Two Sigma Investments LP250,567$1.39M0.0%-16.5%0.000%
11/12/2025 US Bancorp DE18,298$102K0.0%N/A0.000%
11/10/2025 Quantum Private Wealth LLC23,000$128K0.0%-17.9%0.000%
11/7/2025 Cornerstone Advisors LLC786,175$4.36M0.1%+7.3%0.000%
11/6/2025 Advisors Asset Management Inc.128,429$713K0.0%N/A0.000%
11/4/2025 Jones 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%
10/28/2025 Wolverine 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%
10/22/2025 Blue 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%
9/4/2025 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%
5/20/2025Integrity 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%
Trump's gold order: the announcement they won't put on the front page (Ad)

On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no debate, no vote, one executive order. Gold tripled within three years and climbed 20x over the following decade. Trump holds that same executive authority today, and his advisors are openly saying a reversal is on the table. There are two ways this plays out - both move gold in the same direction. A free briefing breaks down exactly what Nixon did, why Trump is positioned to act, and how to move your 401k into gold before any announcement - tax free.tc pixel

Request the free guide in 30 seconds and get positioned 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, 83 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 72 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 ($697.82K), Shaker Financial Services LLC ($490.57K), Mercer Global Advisors Inc. ADV ($464.82K), and PMG Family Office LLC ($245.74K).

Institutional investors have bought a total of 4,107,768 shares in the last 24 months. This purchase volume represents approximately $22.15M in transactions.

Of the 21 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), Shaker Financial Services LLC ($171.44K), Cornerstone Advisors LLC ($64.96K), Two Sigma Investments LP ($49.39K), PMG Family Office LLC ($48.05K), Bank of America Corp DE ($34.10K), and PNC Financial Services Group Inc. ($29.76K).

Institutional investors have sold a total of 851,332 shares in the last 24 months. This volume of shares sold represents approximately $4.58M in transactions.


Related Companies

This page (NYSE:ASG) was last updated on 6/4/2026 by MarketBeat.com Staff.
From Our Partners
Skip the Line Opportunity: The SpaceX IPO
Former tech executive and angel investor Jeff Brown - who identified Bitcoin, Tesla, and Nvidia before their h...
Brownstone Research | Sponsoredtc pixel
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Trump’s secret China deal
Trump just returned from Beijing with the most powerful business delegation in American history - Elon Musk, J...
Porter & Company | Sponsoredtc pixel
Giving “2022 pre-ChatGPT” vibes (but 10x bigger)
When ChatGPT launched in 2022, Nvidia surged 1,800% over three years. Now, Nvidia's CEO suggests July 22nd cou...
StocksToTrade | Sponsoredtc pixel
Massive Data Leak Exposes 512,000-Line Code That Could Change Society Forever
"You won't believe what I discovered at 4 World Trade Center" When our financial media correspondent travel...
Chaikin Analytics | Sponsoredtc pixel
June 4: The day smart money moves (not June 12)
Everyone is watching June 12 - the SpaceX listing date. The real deadline is June 4, when Goldman Sachs, Morga...
Behind the Markets | Sponsoredtc pixel
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
AI breakthrough hidden inside SpaceX exposed on June 11
On June 11, SpaceX is hosting a major investor event - and growth investor Louis Navellier believes Elon Musk ...
InvestorPlace | Sponsoredtc pixel