Liberty All-Star Growth Fund, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| KARPUS MANAGEMENT, INC. | 11/13/2024 | 3.37 M | $18.93 M | 20.27% | 5.61% |
| CORNERSTONE ADVISORS, LLC | 11/08/2024 | 1.65 M | $9.24 M | -0.17% | 2.74% |
| SHAKER FINANCIAL SERVICES, LLC | 10/31/2024 | 1.26 M | $7.05 M | -4.37% | 2.09% |
| LPL FINANCIAL LLC | 11/08/2024 | 839,185 | $4.71 M | 0.69% | 1.40% |
| PENSERRA CAPITAL MANAGEMENT LLC | 11/12/2024 | 792,993 | $4.45 M | 100.00% | 1.32% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 457,117 | $2.56 M | 2.57% | 0.76% |
| MERCER GLOBAL ADVISORS INC /ADV | 11/14/2024 | 447,436 | $2.50 M | -2.99% | 0.74% |
| 1607 CAPITAL PARTNERS, LLC | 11/14/2024 | 404,493 | $2.27 M | 6.75% | 0.67% |
| WOLVERINE ASSET MANAGEMENT LLC | 11/04/2024 | 233,360 | $1.31 M | -53.78% | 0.39% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 11/14/2024 | 219,500 | $1.23 M | 36.93% | 0.36% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 11/08/2024 | 130,364 | $731,342 | -62.54% | 0.22% |
| MORGAN STANLEY | 11/14/2024 | 87,887 | $493,046 | -42.47% | 0.15% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10/24/2024 | 86,372 | $484,547 | -4.73% | 0.14% |
| PENSIONMARK FINANCIAL GROUP, LLC | 11/25/2024 | 79,605 | $446,582 | 100.00% | 0.13% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/08/2024 | 73,505 | $412,363 | 0.00% | 0.12% |
| CALAMOS ADVISORS LLC | 11/07/2024 | 73,437 | $411,982 | 16.67% | 0.12% |
| UBS GROUP AG | 11/14/2024 | 69,772 | $391,421 | -4.96% | 0.12% |
| WEDBUSH SECURITIES INC | 11/08/2024 | 69,747 | $391,000 | 2.14% | 0.12% |
| DAKOTA WEALTH MANAGEMENT | 10/23/2024 | 68,884 | $386,440 | 32.76% | 0.11% |
| ATRIA WEALTH SOLUTIONS, INC. | 11/08/2024 | 63,820 | $358,029 | -17.64% | 0.11% |
| B. RILEY WEALTH ADVISORS, INC. | 12/13/2024 | 61,480 | $342,014 | -5.60% | 0.10% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 11/13/2024 | 55,385 | $310,710 | 1.46% | 0.09% |
| GUGGENHEIM CAPITAL LLC | 11/13/2024 | 54,682 | $306,766 | 141.96% | 0.09% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 50,031 | $280,673 | 26.45% | 0.08% |
| AQR ARBITRAGE LLC | 11/14/2024 | 49,789 | $277,823 | -27.37% | 0.08% |
| QUANTUM PRIVATE WEALTH, LLC | 10/31/2024 | 43,000 | $241,230 | -25.86% | 0.07% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 39,464 | $221,393 | 19.18% | 0.07% |
| LIFEPRO ASSET MANAGEMENT | 10/09/2024 | 38,999 | $218,784 | 0.00% | 0.06% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 36,577 | $205,194 | -30.30% | 0.06% |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 10/18/2024 | 31,913 | $179,032 | 0.68% | 0.05% |
| LVZ, INC. | 10/24/2024 | 29,855 | $167,487 | 0.00% | 0.05% |
| NBC SECURITIES, INC. | 10/15/2024 | 25,688 | $144,000 | -9.61% | 0.04% |
| ROYAL BANK OF CANADA | 11/14/2024 | 22,899 | $128,000 | -31.46% | 0.04% |
| INTEGRATED WEALTH CONCEPTS LLC | 11/14/2024 | 22,829 | $128,071 | 0.00% | 0.04% |
| SHEAFF BROCK INVESTMENT ADVISORS, LLC | 11/06/2024 | 19,545 | $109,648 | 0.00% | 0.03% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 10/28/2024 | 17,915 | $101,000 | -22.05% | 0.03% |
| SANDY SPRING BANK | 10/25/2024 | 17,626 | $98,882 | 0.00% | 0.03% |
| KAPSTONE FINANCIAL ADVISORS LLC | 11/06/2024 | 17,279 | $96,417 | 10.75% | 0.03% |
| NEWEDGE ADVISORS, LLC | 11/14/2024 | 17,243 | $96,733 | -24.37% | 0.03% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 15,897 | $89,182 | -3.54% | 0.03% |
| RAYMOND JAMES TRUST N.A. | 11/12/2024 | 15,781 | $88,531 | 0.00% | 0.03% |
| JONES FINANCIAL COMPANIES LLLP | 11/12/2024 | 15,511 | $86,549 | 52.22% | 0.03% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 10/22/2024 | 15,105 | $2.69 M | 473.46% | 0.03% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 11/14/2024 | 14,362 | $80,570 | 2.10% | 0.02% |
| AE WEALTH MANAGEMENT LLC | 11/14/2024 | 14,301 | $80,229 | -4.67% | 0.02% |
| JANNEY MONTGOMERY SCOTT LLC | 10/29/2024 | 14,083 | $79,000 | -33.76% | 0.02% |
| J.W. COLE ADVISORS, INC. | 10/24/2024 | 13,036 | $73,131 | -15.60% | 0.02% |
| ADVISORY SERVICES NETWORK, LLC | 11/14/2024 | 13,032 | $69,591 | 0.00% | 0.02% |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | 11/08/2024 | 12,987 | $72,857 | 0.00% | 0.02% |
| CREATIVE PLANNING | 10/11/2024 | 12,959 | $72,700 | 16.77% | 0.02% |
Liberty All-Star Growth Fund, Inc.institutional Ownership - FAQ's
During the previous two years, 92 institutional investors and hedge funds held shares of Liberty All-Star Growth Fund, Inc.. The most heavily invested institutionals were:
Karpus Management, Inc.: 3.37 M
Cornerstone Advisors, LLC: 1.65 M
Shaker Financial Services, LLC: 1.26 M
LPL Financial LLC: 839,185
Penserra Capital Management LLC: 792,993
WELLS FARGO & COMPANY/MN: 457,117
18.93% of Liberty All-Star Growth Fund, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 11.90 M shares in the last 24 months. This purchase volume represents approximately $67.69 M in transactions.