Latest Institutional Transactions on Liberty All Star Growth Fund Inc. (ASG)
This table provides information on the latest institutional transactions involving Liberty All Star Growth Fund Inc. (ASG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2024
Q1 2024
|
David J Yvars Group
|
BUY
|
- |
408+ 1.93% |
$2.08K - $2.24K
|
21.6K
$119K
|
|
| Q4 2023 | |||||||
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.7KNew |
$70.5K - $84.5K
|
15.7K
$86.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
22.6KNew |
$101K - $121K
|
22.6K
$124K
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
59.3KNew |
$266K - $319K
|
59.3K
$326K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
350New |
$1.57K - $1.88K
|
350
$1.93K
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-2.59K- 19.42% |
$11.6K - $13.9K
|
10.7K
$59.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
33.1KNew |
$148K - $178K
|
33.1K
$182K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
11KNew |
$49.3K - $59.1K
|
11K
$60.5K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-4.45K- 22.0% |
$21.8K - $25.2K
|
15.8K
$86.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-26.7K- 8.1% |
$131K - $151K
|
303K
$1.67M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
263+ 2.14% |
$1.29K - $1.49K
|
12.5K
$69K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-1.96K- 90.05% |
$9.6K - $11.1K
|
217
$1.19K
|
|
|
Oct 16, 2023
Q3 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
650+ 2.15% |
$3.18K - $3.68K
|
30.9K
$170K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-495- 1.82% |
$2.44K - $2.68K
|
26.6K
$147K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-4.52K- 4.22% |
$22.3K - $24.5K
|
103K
$564K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
150New |
$740 - $813
|
150
$825
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
10.2KNew |
$50K - $55K
|
10.2K
$55.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
5.79KNew |
$28.5K - $31.4K
|
5.79K
$31.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
24.8KNew |
$122K - $134K
|
24.8K
$136K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
50+ 2.16% |
$247 - $271
|
2.36K
$13K
|
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
226+ 2.17% |
$1.11K - $1.22K
|
10.6K
$58.4K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-167- 2.59% |
$823 - $905
|
6.28K
$34.6K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
19KNew |
$93.5K - $106K
|
19K
$105K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.56K- 11.08% |
$12.6K - $14.2K
|
20.5K
$113K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-500- 3.38% |
$2.46K - $2.78K
|
14.3K
$78.7K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
125KNew |
$615K - $695K
|
125K
$688K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.76K- 50.0% |
$28.3K - $32K
|
5.76K
$31.7K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
10.9KNew |
$53.6K - $60.6K
|
10.9K
$60K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
46.3KNew |
$224K - $255K
|
46.3K
$255K
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-387K- 79.72% |
$1.87M - $2.13M
|
98.4K
$541K
|
|
|
Feb 14, 2023
Q4 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
23.2K+ 80.99% |
$112K - $128K
|
51.9K
$286K
|
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
BUY
|
- |
4.28K+ 16.71% |
$20.6K - $23.5K
|
29.9K
$164K
|
|
| Q2 2022 | |||||||
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-4.12K- 4.88% |
$21.1K - $31.4K
|
80.2K
$441K
|
|
|
Aug 15, 2022
Q2 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-256K- 88.24% |
$1.31M - $1.95M
|
34.1K
$187K
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-10.3KClosed |
$52.7K - $78.3K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
121KNew |
$621K - $922K
|
121K
$665K
|
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-5.74K- 35.48% |
$29.5K - $43.8K
|
10.4K
$57.4K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.52KNew |
$12.9K - $19.2K
|
2.52K
$13.9K
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
16KNew |
$81.9K - $122K
|
16K
$87.8K
|
|
|
Aug 02, 2022
Q2 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.12K- 5.4% |
$5.73K - $8.5K
|
19.5K
$107K
|
|
|
Aug 01, 2022
Q2 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
10KNew |
$51.3K - $76.2K
|
10K
$55K
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-1.16KClosed |
$5.93K - $8.8K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-2.69KClosed |
$13.8K - $20.5K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 17, 2022
Q1 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-200Closed |
$1.3K - $1.79K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1Closed |
$6.49 - $8.95
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-536KClosed |
$3.48M - $4.8M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-10.6KClosed |
$68.8K - $94.9K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-13.5KClosed |
$87.8K - $121K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
West Bancorporation Inc
|
SELL
|
- |
-3.78KClosed |
$24.5K - $33.8K
|
0
$0
|
|