Institutional Ownership Liberty All Star Growth Fund Inc. (ASG)
This table provides information about the institutional ownership of Liberty All Star Growth Fund Inc. (ASG). We have compiled data on the 82 institutions that hold shares in the stock, with a total of 11.1 Million shares, which have been reported (via 13F filing form) to have a value of $62.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Karpus Management, Inc.
Pittsford, NY |
Feb 14, 2025 Q4 2024 |
3,373,187
shares
|
$19 Million
0.69% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Shaker Financial Services, LLC
|
Feb 13, 2025 Q4 2024 |
1,239,683
shares
|
$6.97 Million
2.79% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Feb 07, 2025 Q4 2024 |
914,722
shares
|
$5.14 Million
0.21% of portfolio
|
Q4 2024
Reduced 44.47%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
850,277
shares
|
$4.78 Million
0.09% of portfolio
|
Q4 2024
Added 7.22%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
838,768
shares
|
$4.71 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
732,060
shares
|
$4.11 Million
0.33% of portfolio
|
Q4 2024
Added 80.98%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
498,090
shares
|
$2.8 Million
0.0% of portfolio
|
Q4 2024
Added 8.96%
|
|
|
City Of London Investment Management CO LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
219,500
shares
|
$1.23 Million
0.12% of portfolio
|
Q3 2024
Added 36.93%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
216,491
shares
|
$1.22 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
131,855
shares
|
$741,025
0.02% of portfolio
|
Q4 2024
Added 65.64%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
98,430
shares
|
$553,176
0.2% of portfolio
|
Q4 2022
Reduced 79.72%
|
|
|
Calamos Advisors LLC
|
Jan 24, 2025 Q4 2024 |
90,922
shares
|
$510,981
0.0% of portfolio
|
Q4 2024
Added 23.81%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
86,372
shares
|
$485,410
0.0% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
80,235
shares
|
$450,920
0.23% of portfolio
|
Q2 2022
Reduced 4.88%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
73,505
shares
|
$413,098
0.0% of portfolio
|
Q2 2024
Added 21.35%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
68,884
shares
|
$387,128
0.01% of portfolio
|
Q3 2024
Added 32.76%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
67,906
shares
|
$381,631
0.01% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
67,469
shares
|
$379,175
0.0% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
63,343
shares
|
$355,987
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
61,480
shares
|
$345,517
0.01% of portfolio
|
Q3 2024
Reduced 5.6%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
61,043
shares
|
$343,061
0.0% of portfolio
|
Q4 2024
Added 22.01%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
55,385
shares
|
$311,263
0.01% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
53,853
shares
|
$302,653
0.0% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
44,606
shares
|
$250,685
0.0% of portfolio
|
Q4 2024
Reduced 30.11%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
44,170
shares
|
$248,235
0.0% of portfolio
|
Q4 2024
Reduced 49.74%
|