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 76 institutions that hold shares in the stock, with a total of 10.6 Million shares, which have been reported (via 13F filing form) to have a value of $61.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aqr Arbitrage LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
49,789
shares
|
$282,303
0.01% of portfolio
|
Q3 2024
Reduced 27.37%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
44,606
shares
|
$252,916
0.0% of portfolio
|
Q4 2024
Reduced 30.11%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
39,464
shares
|
$223,760
0.0% of portfolio
|
Q3 2024
Added 19.18%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
38,999
shares
|
$221,124
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
36,577
shares
|
$207,391
0.0% of portfolio
|
Q3 2024
Reduced 30.3%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Jan 30, 2025 Q4 2024 |
33,000
shares
|
$187,110
0.06% of portfolio
|
Q4 2024
Reduced 23.26%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
31,913
shares
|
$180,946
0.0% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Lvz, Inc.
|
Feb 06, 2025 Q4 2024 |
29,855
shares
|
$169,277
0.03% of portfolio
|
Q4 2022
Added 16.71%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
28,508
shares
|
$161,640
0.0% of portfolio
|
Q4 2024
Added 83.79%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
22,899
shares
|
$129,837
0.0% of portfolio
|
Q3 2024
Reduced 31.46%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
22,829
shares
|
$129,440
0.0% of portfolio
|
Q2 2024
Added 121.19%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
22,293
shares
|
$126,401
0.0% of portfolio
|
Q4 2024
Added 58.3%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
19,545
shares
|
$110,820
0.01% of portfolio
|
Q2 2022
Reduced 5.4%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
17,915
shares
|
$101,578
0.0% of portfolio
|
Q3 2024
Reduced 22.05%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Feb 06, 2025 Q4 2024 |
17,632
shares
|
$99,973
0.05% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
17,626
shares
|
$99,939
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
17,243
shares
|
$97,767
0.0% of portfolio
|
Q3 2024
Reduced 24.37%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,897
shares
|
$90,135
0.0% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
15,781
shares
|
$89,478
0.0% of portfolio
|
Q3 2023
Reduced 22.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
14,362
shares
|
$81,432
0.0% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
14,301
shares
|
$81,086
0.0% of portfolio
|
Q3 2024
Reduced 4.67%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
13,149
shares
|
$74,554
0.01% of portfolio
|
Q4 2024
Added 24.54%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
13,036
shares
|
$73,914
0.0% of portfolio
|
Q3 2024
Reduced 15.6%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
13,032
shares
|
$73,891
0.0% of portfolio
|
Q1 2024
Reduced 24.2%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
12,959
shares
|
$73,477
0.0% of portfolio
|
Q3 2024
Added 16.77%
|