Who owns Liberty All-Star Growth Fund?
- Ticker: ASG
- CUSIP Number: 529900102
Tip: Access positions for across all investors
Analyze quarterly positions in Liberty All-Star Growth Fund with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Liberty All-Star Growth Fund stock
Who bought or sold Liberty All-Star Growth Fund this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Karpus Investment Management | 3.5M | $19M | 5% | Dec 2025 |
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| Shaker Financial Services | 1.8M | $8.7M | 18% | Mar 2026 |
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| 1607 Capital Partners | 1.5M | $8.2M | 14% | Mar 2026 |
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| LPL Financial | 898k | $4.3M | -9% | Mar 2026 |
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| Wolverine Asset Management | 542k | $2.6M | -8% | Mar 2026 |
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| Rpo | 372k | $1.8M | 189% | Mar 2026 |
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| Wells Fargo & Company | 332k | $1.6M | -16% | Mar 2026 |
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| Blue Bell Private Wealth Management | 330k | $1.6M | 157% | Mar 2026 |
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| Calamos Advisors | 229k | $1.1M | 14% | Mar 2026 |
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| PMG Family Office | 198k | $939k | 9% | Mar 2026 |
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| Boothbay Fund Management | 186k | $883k | 189% | Mar 2026 |
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| Absolute Investment Advisers | 170k | $806k | 0% | Mar 2026 |
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| Two Sigma Investments | 163k | $772k | -22% | Mar 2026 |
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| Rivernorth Capital Management | 149k | $706k | 100% | Mar 2026 |
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| Integrated Wealth Concepts | 144k | $683k | -7% | Mar 2026 |
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| Almitas Capital | 138k | $655k | 25% | Mar 2026 |
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| Advisors Asset Management | 133k | $631k | -1% | Mar 2026 |
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| Morgan Stanley | 129k | $614k | 23% | Mar 2026 |
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| Ameriprise Financial | 111k | $527k | 22% | Mar 2026 |
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| Advisor Group Holdings | 88k | $464k | -7% | Dec 2025 |
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| Oakmont Partners | 87k | $414k | 9% | Mar 2026 |
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| Quarry | 82k | $436k | 100% | Dec 2025 |
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| Invesco | 75k | $356k | 25% | Mar 2026 |
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| Wedbush Morgan Securities | 72k | $343k | 6% | Mar 2026 |
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| Advisory Advocates | 67k | $319k | 7% | Mar 2026 |
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| Pnc Financial Services | 65k | $310k | 17% | Mar 2026 |
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| Jones Financial Companies, L.L | 63k | $335k | 53% | Dec 2025 |
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| Guggenheim Capital, LLC Managers | 59k | $280k | -39% | Mar 2026 |
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| Kestra Private Wealth Services | 56k | $264k | 3% | Mar 2026 |
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| UBS Group | 56k | $263k | 66% | Mar 2026 |
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| Raymond James Financial | 52k | $276k | -7% | Dec 2025 |
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| Smith Asset Management | 42k | $222k | -1% | Dec 2025 |
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| Simplicity Wealth | 39k | $185k | 0% | Mar 2026 |
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| Bank of America Corporation | 30k | $143k | 100% | Mar 2026 |
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| Burke & Herbert Bank & Trust | 28k | $134k | 0% | Mar 2026 |
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| Silver Oak Securities | 28k | $130k | -3% | Mar 2026 |
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| Mercer Global Advisors | 27k | $130k | -31% | Mar 2026 |
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| Oppenheimer & Co | 24k | $112k | 5% | Mar 2026 |
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| LVZ Advisors | 23k | $111k | 0% | Mar 2026 |
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| Baird Financial | 22k | $116k | 1% | Dec 2025 |
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| Us Bancorp | 18k | $97k | 0% | Dec 2025 |
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| Warren Averett Asset Management | 18k | $93k | 0% | Dec 2025 |
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| Union Bankshares | 18k | $84k | 0% | Mar 2026 |
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| Decision Investments | 17k | $82k | 100% | Mar 2026 |
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| HighTower Advisors | 17k | $81k | -17% | Mar 2026 |
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| Steward Partners Investment Advisory | 15k | $73k | 5% | Mar 2026 |
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| TrueMark Investments | 14k | $68k | 100% | Mar 2026 |
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| Independent Financial Group | 14k | $66k | -2% | Mar 2026 |
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| Integrity Alliance | 14k | $66k | 3% | Mar 2026 |
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| Wealthcare Advisory Partners | 14k | $65k | -4% | Mar 2026 |
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| XTX Topco | 14k | $72k | 100% | Dec 2025 |
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| Quantum Private Wealth | 13k | $62k | 0% | Mar 2026 |
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| AE Wealth Management | 13k | $59k | -6% | Mar 2026 |
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| Farther Finance Advisors | 12k | $60k | 0% | Mar 2026 |
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| IHT Wealth Management | 11k | $60k | 0% | Dec 2025 |
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| Financial Perspectives | 8.9k | $43k | 0% | Mar 2026 |
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| Colonial Trust Co / SC | 4.5k | $21k | 100% | Mar 2026 |
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| Royal Bank of Canada | 4.4k | $21k | -80% | Mar 2026 |
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| Community Fin'l Svs | 4.2k | $20k | 100% | Mar 2026 |
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| Hanson McClain Advisors | 3.0k | $16k | -86% | Dec 2025 |
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| Nbc Securities | 2.7k | $13k | -8% | Mar 2026 |
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| Goss Wealth Management | 2.0k | $9.5k | -87% | Mar 2026 |
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| Armstrong Advisory Group | 1.9k | $9.1k | 0% | Mar 2026 |
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| Thomas J. Herzfeld Advisors | 1.1k | $5.4k | 5% | Mar 2026 |
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| Highline Wealth Partners | 1.0k | $4.8k | 0% | Mar 2026 |
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| D. J. St. Germain | 750.00 | $3.6k | 0% | Mar 2026 |
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| Parallel Advisors | 415.00 | $2.0k | 0% | Mar 2026 |
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| Hughes Financial Services | 117.00 | $555.995700 | 0% | Mar 2026 |
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| Rothschild Investment | 80.00 | $380.000000 | 3% | Mar 2026 |
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| Global Retirement Partners | 66.00 | $349.998000 | 0% | Dec 2025 |
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| Navigoe | 35.00 | $0 | 0% | Mar 2026 |
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| CWM | 28.00 | $0 | 100% | Dec 2025 |
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| UMA Financial Services | 3.00 | $12.999900 | 0% | Mar 2026 |
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Who sold out of Liberty All-Star Growth Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Cornerstone Advisors | Dec 2025 | 577k | $3.1M |
| Polar Securities | Dec 2025 | 152k | $804k |
| City of London Investment Management Company | Dec 2025 | 125k | $660k |
| Jane Street | Dec 2025 | 65k | $345k |
| Landscape Capital Management | Dec 2025 | 29k | $155k |
| Susquehanna International | Sep 2025 | 24k | $135k |
| Kapstone Financial Advisors | Dec 2025 | 19k | $99k |
| Nomura Holdings | Dec 2025 | 18k | $93k |
| Wealth Enhancement Advisory Services | Dec 2025 | 15k | $79k |
| Janney Montgomery Scott | Dec 2025 | 13k | $71k |
| Cambridge Investment Research Advisors | Dec 2025 | 11k | $60k |
| GAMMA Investing | Dec 2025 | 4.9k | $26k |
| Northwestern Mutual Wealth Management Company | Dec 2025 | 2.0k | $11k |
| 1620 Investment Advisors | Dec 2025 | 1.9k | $10k |