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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
50+ 2.16% |
$247 - $271
|
2.36K
$13.8K
|
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
226+ 2.17% |
$1.11K - $1.22K
|
10.6K
$62.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-167- 2.59% |
$823 - $905
|
6.28K
$36.8K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
19KNew |
$93.5K - $106K
|
19K
$111K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.56K- 11.08% |
$12.6K - $14.2K
|
20.5K
$120K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-500- 3.38% |
$2.46K - $2.78K
|
14.3K
$83.7K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
125KNew |
$615K - $695K
|
125K
$731K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
182+ 1.65% |
$895 - $1.01K
|
11.2K
$65.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.76K- 50.0% |
$28.3K - $32K
|
5.76K
$33.7K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
10.9KNew |
$53.6K - $60.6K
|
10.9K
$63.8K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
46.3KNew |
$224K - $255K
|
46.3K
$271K
|
|
|
Feb 14, 2023
Q4 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
23.2K+ 80.99% |
$112K - $128K
|
51.9K
$304K
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-387K- 79.72% |
$1.87M - $2.13M
|
98.4K
$576K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
3.11K+ 180.43% |
$15K - $17.1K
|
4.83K
$28.2K
|
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
BUY
|
- |
4.28K+ 16.71% |
$20.6K - $23.5K
|
29.9K
$175K
|
|
| Q2 2022 | |||||||
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-4.12K- 4.88% |
$21.1K - $31.4K
|
80.2K
$469K
|
|
|
Aug 15, 2022
Q2 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-256K- 88.24% |
$1.31M - $1.95M
|
34.1K
$199K
|
|
|
Aug 10, 2022
Q2 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
121KNew |
$621K - $922K
|
121K
$708K
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-10.3KClosed |
$52.7K - $78.3K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-5.74K- 35.48% |
$29.5K - $43.8K
|
10.4K
$61.1K
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
16KNew |
$81.9K - $122K
|
16K
$93.4K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.52KNew |
$12.9K - $19.2K
|
2.52K
$14.7K
|
|
|
Aug 02, 2022
Q2 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.12K- 5.4% |
$5.73K - $8.5K
|
19.5K
$114K
|
|
|
Aug 01, 2022
Q2 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
10KNew |
$51.3K - $76.2K
|
10K
$58.5K
|
|
|
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 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
208New |
$1.35K - $1.86K
|
208
$1.22K
|
|
|
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
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.5KClosed |
$16.2K - $22.4K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-16.6KClosed |
$139K - $167K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Css LLC
Chicago, IL |
SELL
|
- |
-24KClosed |
$201K - $241K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Yakira Capital Management, Inc.
Westport, CT |
SELL
|
- |
-415KClosed |
$3.47M - $4.16M
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-61.7KClosed |
$517K - $619K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
22.7KNew |
$190K - $227K
|
22.7K
$133K
|
|
|
Jan 10, 2022
Q4 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-5.97KClosed |
$50K - $59.9K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-50KClosed |
$421K - $455K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.09KClosed |
$9.16K - $9.9K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
17.9KNew |
$151K - $163K
|
17.9K
$105K
|
|
| Q2 2021 | |||||||
|
Jan 09, 2024
Q2 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-68.1K- 88.39% |
$568K - $632K
|
8.95K
$52.3K
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.09KClosed |
$9.1K - $10.1K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Ntv Asset Management LLC
|
SELL
|
- |
-46.6KClosed |
$388K - $432K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-560Closed |
$4.67K - $5.2K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.35KClosed |
$11.3K - $12.5K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2- 5.13% |
$16.1 - $18.8
|
37
$216
|
|
|
May 17, 2021
Q1 2021
|
Townsquare Capital LLC
|
SELL
|
- |
-13.4KClosed |
$108K - $126K
|
0
$0
|
|