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 |
|---|---|---|---|---|---|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
15,781
shares
|
$86,795
0.0% of portfolio
|
Q3 2023
Reduced 22.0%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
14,627
shares
|
$80,448
0.0% of portfolio
|
Q1 2025
Reduced 4.01%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
14,171
shares
|
$77,940
0.0% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
14,121
shares
|
$77,665
0.0% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
13,311
shares
|
$73,210
0.0% of portfolio
|
Q1 2025
Reduced 34.14%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
13,179
shares
|
$72,484
0.01% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
12,930
shares
|
$71,115
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
12,654
shares
|
$69,597
0.0% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
10,905
shares
|
$59,977
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
10,335
shares
|
$56,842
0.0% of portfolio
|
Q1 2025
Reduced 40.68%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
8,945
shares
|
$49,197
0.01% of portfolio
|
Q2 2021
Reduced 88.39%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
6,800
shares
|
$37,400
0.0% of portfolio
|
Q2 2025
Reduced 73.72%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
5,786
shares
|
$31,823
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
3,601
shares
|
$19,805
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
1,921
shares
|
$10,565
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,109
shares
|
$6,099
0.0% of portfolio
|
Q1 2025
Reduced 76.93%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
May 14, 2025 Q1 2025 |
1,034
shares
|
$5,687
0.0% of portfolio
|
Q1 2025
Added 4.34%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,030
shares
|
$5,665
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
750
shares
|
$4,125
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
570
shares
|
$3,135
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
420
shares
|
$2,310
0.0% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
217
shares
|
$1,193
0.0% of portfolio
|
Q1 2025
Added 4.33%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
117
shares
|
$643
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
76
shares
|
$418
0.0% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
62
shares
|
$341
0.0% of portfolio
|
Q4 2024
New holding
|