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 10.2 Million shares, which have been reported (via 13F filing form) to have a value of $56.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smith Asset Management Co., LLC
Chiefland, FL |
May 19, 2025 Q1 2025 |
42,229
shares
|
$232,259
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
41,875
shares
|
$230,312
0.0% of portfolio
|
Q1 2025
Added 7182.61%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
41,255
shares
|
$226,902
0.04% of portfolio
|
Q1 2025
Added 1137.03%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
39,120
shares
|
$215,160
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
38,999
shares
|
$214,494
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
37,324
shares
|
$205,282
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
32,222
shares
|
$177,221
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
31,913
shares
|
$175,521
0.0% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Lvz, Inc.
|
Apr 22, 2025 Q1 2025 |
29,855
shares
|
$164,202
0.02% of portfolio
|
Q4 2022
Added 16.71%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
May 13, 2025 Q1 2025 |
28,000
shares
|
$154,000
0.05% of portfolio
|
Q1 2025
Reduced 15.15%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
24,840
shares
|
$136,620
0.0% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
24,780
shares
|
$136,290
0.0% of portfolio
|
Q4 2024
Reduced 59.69%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
24,015
shares
|
$132,082
0.03% of portfolio
|
Q1 2025
Reduced 79.55%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
22,896
shares
|
$125,928
0.0% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
21,917
shares
|
$120,543
0.0% of portfolio
|
Q2 2025
Reduced 23.58%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
21,594
shares
|
$118,767
0.0% of portfolio
|
Q1 2025
Added 91.1%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
19,811
shares
|
$108,960
0.0% of portfolio
|
Q1 2025
Reduced 55.15%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
19,545
shares
|
$107,497
0.01% of portfolio
|
Q2 2022
Reduced 5.4%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
19,121
shares
|
$105,165
0.0% of portfolio
|
Q1 2025
Reduced 14.23%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Jul 11, 2025 Q2 2025 |
18,364
shares
|
$101,002
0.05% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
17,626
shares
|
$96,943
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
17,390
shares
|
$95,645
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
16,932
shares
|
$93,126
0.0% of portfolio
|
Q1 2025
Added 4.32%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
16,031
shares
|
$88,170
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,897
shares
|
$87,433
0.0% of portfolio
|
Q3 2024
Reduced 3.54%
|