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 85 institutions that hold shares in the stock, with a total of 11.4 Million shares, which have been reported (via 13F filing form) to have a value of $59.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Karpus Management, Inc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
3,352,438
shares
|
$17.6 Million
0.76% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Shaker Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
1,314,729
shares
|
$6.9 Million
2.59% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Nov 14, 2025 Q3 2025 |
1,088,599
shares
|
$5.72 Million
0.46% of portfolio
|
Q3 2025
Added 27.76%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
992,003
shares
|
$5.21 Million
0.0% of portfolio
|
Q3 2025
Added 9.33%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 07, 2025 Q3 2025 |
786,175
shares
|
$4.13 Million
0.15% of portfolio
|
Q3 2025
Added 7.29%
|
|
|
Polar Asset Management Partners Inc.
Toronto, A6 |
Dec 01, 2025 Q3 2025 |
456,068
shares
|
$2.39 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
426,422
shares
|
$2.24 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.75%
|
|
|
City Of London Investment Management CO LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
274,360
shares
|
$1.44 Million
0.11% of portfolio
|
Q3 2025
Added 3.24%
|
|
|
Wolverine Asset Management LLC
|
Oct 28, 2025 Q3 2025 |
259,052
shares
|
$1.36 Million
0.02% of portfolio
|
Q3 2025
Reduced 9.55%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
250,567
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2025
Reduced 16.47%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
159,853
shares
|
$839,228
0.01% of portfolio
|
Q3 2025
Added 596.38%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
128,429
shares
|
$674,252
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Calamos Advisors LLC
|
Oct 20, 2025 Q3 2025 |
116,595
shares
|
$612,123
0.0% of portfolio
|
Q3 2025
Added 21.74%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
99,954
shares
|
$524,758
0.0% of portfolio
|
Q3 2025
Added 5.74%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
98,430
shares
|
$516,757
0.2% of portfolio
|
Q4 2022
Reduced 79.72%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
94,545
shares
|
$496,361
0.0% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
80,235
shares
|
$421,233
0.23% of portfolio
|
Q2 2022
Reduced 4.88%
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
73,834
shares
|
$387,628
0.01% of portfolio
|
Q3 2025
Added 7.19%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
67,875
shares
|
$356,343
0.01% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
63,104
shares
|
$331,296
0.06% of portfolio
|
Q3 2025
Added 71.69%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
61,906
shares
|
$325,006
0.0% of portfolio
|
Q3 2025
Added 41.65%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
56,071
shares
|
$294,372
0.0% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
54,587
shares
|
$286,581
0.0% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
53,773
shares
|
$282,308
0.0% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
51,688
shares
|
$271,362
0.0% of portfolio
|
Q3 2025
Reduced 26.98%
|
|