Ifp Advisors, Inc Liberty All Star Growth Fund Inc. Transaction History

Ifp Advisors, Inc

$3.28 Billion
Q2 2025

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 04, 2025	SELL	$5.55 - $6.07 $13,003 - $14,222	-2,343 Closed	0 $0
Q2 2024 Jul 30, 2024	BUY	$5.0 - $5.47 $11,715 - $12,816	2,343 New	2,343 $12,000
Q4 2018 Jan 23, 2019	SELL	$4.06 - $6.5 $11,664 - $18,674	-2,873 Closed	0 $0
Q3 2018 Oct 25, 2018	BUY	$6.26 - $7.65 $4,144 - $5,064	662 Added 29.94%	2,873 $0
Q2 2018 Aug 07, 2018	BUY	$5.75 - $6.73 $12,627 - $14,779	2,196 Added 14640.0%	2,211 $0
Q1 2018 Jun 03, 2019	BUY	$5.53 - $6.4 $82 - $96	15 New	15 $0
Q1 2018 May 09, 2018	SELL	$5.53 - $6.4 $82 - $96	-15 Closed	0 $0
Q2 2017 Jun 03, 2019	SELL	N/A	-3,038 Reduced 99.51%	15 $0
Q1 2017 Jun 03, 2019	SELL	N/A	-2,747 Reduced 47.36%	3,053 $14,000
Q4 2016 Jun 03, 2019	SELL	N/A	-2,257 Reduced 28.01%	5,800 $24,000
Q2 2016 Jun 03, 2019	BUY	N/A	8,057	8,057 $33,000

Others Institutions Holding ASG

# of Institutions

84

Shares Held

10.4M

Call Options Held

0

Put Options Held

0

Karpus Management, Inc. Pittsford, NY

3.29M
Shares

$18.2 Million
0.74% of portfolio
Shaker Financial Services, LLC

1.31M
Shares

$7.3 Million
2.59% of portfolio
Lpl Financial LLC Fort Mill, SC

907K
Shares

$5.04 Million
0.0% of portfolio
1607 Capital Partners, LLC Richmond, VA

852K
Shares

$4.73 Million
0.38% of portfolio
Cornerstone Advisors, LLC Asheville, NC

733K
Shares

$4.07 Million
0.14% of portfolio

About LIBERTY ALL STAR GROWTH FUND INC.

Ticker ASG
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Liberty All-Star Growth Fund, Inc. is a closed-ended equity mutual fund launched and managed by ALPS Advisers, Inc. It is co-managed by Weatherbie Capital, LLC, Congress Asset Management Company, and Sustainable Growth Advisers, LP. The fund invests in the public equity markets of the United States. It seeks to invest in stocks of companies oper...

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