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. | 05/14/2025 | 3.29 M | $16.08 M | -2.54% | 5.38% |
| SHAKER FINANCIAL SERVICES, LLC | 05/09/2025 | 1.49 M | $7.27 M | 19.88% | 2.43% |
| 1607 CAPITAL PARTNERS, LLC | 05/15/2025 | 884.23 K | $4.32 M | 20.79% | 1.45% |
| LPL FINANCIAL LLC | 05/07/2025 | 829.80 K | $4.06 M | -1.07% | 1.36% |
| CORNERSTONE ADVISORS, LLC | 05/09/2025 | 797.69 K | $3.90 M | -12.79% | 1.31% |
| WELLS FARGO & COMPANY/MN | 05/13/2025 | 435.40 K | $2.13 M | -12.59% | 0.71% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/12/2025 | 222.74 K | $1.09 M | 3,274.88% | 0.36% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 05/09/2025 | 220.75 K | $1.08 M | 0.57% | 0.36% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 05/02/2025 | 99.89 K | $488.46 K | 306.50% | 0.16% |
| CALAMOS ADVISORS LLC | 04/29/2025 | 87.43 K | $427.51 K | -3.85% | 0.14% |
| AMERIPRISE FINANCIAL INC | 05/14/2025 | 87.05 K | $425.65 K | 42.60% | 0.14% |
| READYSTATE ASSET MANAGEMENT LP | 05/06/2025 | 77.66 K | $379.77 K | -64.13% | 0.13% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/09/2025 | 73.51 K | $359.44 K | 0.00% | 0.12% |
| WEDBUSH SECURITIES INC | 05/06/2025 | 71.27 K | $348.00 K | 4.95% | 0.12% |
| DAKOTA WEALTH MANAGEMENT | 05/02/2025 | 68.88 K | $336.84 K | 0.00% | 0.11% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 05/14/2025 | 67.51 K | $330.13 K | 246.48% | 0.11% |
| UBS GROUP AG | 05/13/2025 | 67.20 K | $328.59 K | -0.40% | 0.11% |
| BANK OF AMERICA CORP /DE/ | 05/15/2025 | 64.96 K | $317.67 K | 123.00% | 0.11% |
| RAYMOND JAMES FINANCIAL INC | 05/13/2025 | 62.17 K | $304.00 K | -1.86% | 0.10% |
| ADVISOR GROUP HOLDINGS, INC. | 05/12/2025 | 55.79 K | $272.82 K | 31.82% | 0.09% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 05/05/2025 | 54.28 K | $265.44 K | -1.99% | 0.09% |
| GUGGENHEIM CAPITAL LLC | 05/14/2025 | 53.89 K | $263.52 K | 0.07% | 0.09% |
| ATRIA WEALTH SOLUTIONS, INC. | 05/09/2025 | 47.61 K | $232.83 K | 6.74% | 0.08% |
| 05/19/2025 | 42.23 K | $206.52 M | 100.00% | 0.07% | |
| JONES FINANCIAL COMPANIES LLLP | 05/28/2025 | 41.88 K | $204.77 K | 46.89% | 0.07% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 05/05/2025 | 41.26 K | $201.74 K | 1,137.03% | 0.07% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2025 | 39.12 K | $191.30 K | 100.00% | 0.06% |
| WALLEYE CAPITAL LLC | 05/14/2025 | 37.32 K | $182.51 K | 100.00% | 0.06% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 05/20/2025 | 32.22 K | $157.57 K | 100.00% | 0.05% |
| LVZ, INC. | 04/22/2025 | 29.86 K | $145.99 K | 0.00% | 0.05% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/16/2025 | 28.68 K | $140.24 K | -36.09% | 0.05% |
| QUANTUM PRIVATE WEALTH, LLC | 05/13/2025 | 28.00 K | $136.92 K | -15.15% | 0.05% |
| NBC SECURITIES, INC. | 04/09/2025 | 25.88 K | $126 | 107,720.83% | 0.04% |
| ROYAL BANK OF CANADA | 05/15/2025 | 24.84 K | $121.00 K | 2.13% | 0.04% |
| INTEGRATED WEALTH CONCEPTS LLC | 05/15/2025 | 22.90 K | $111.96 K | 0.29% | 0.04% |
| OPPENHEIMER & CO INC | 04/23/2025 | 21.59 K | $105.60 K | 91.10% | 0.04% |
| MORGAN STANLEY | 05/15/2025 | 19.81 K | $96.88 K | -55.15% | 0.03% |
| SHEAFF BROCK INVESTMENT ADVISORS, LLC | 05/07/2025 | 19.55 K | $95.58 K | 0.00% | 0.03% |
| JANNEY MONTGOMERY SCOTT LLC | 04/17/2025 | 19.12 K | $94.00 K | -14.23% | 0.03% |
| KAPSTONE FINANCIAL ADVISORS LLC | 04/11/2025 | 18.02 K | $88.13 K | 2.22% | 0.03% |
| SANDY SPRING BANK | 05/12/2025 | 17.63 K | $86.19 K | 0.00% | 0.03% |
| BAIRD FINANCIAL GROUP, INC. | 05/15/2025 | 17.39 K | $85.04 K | 100.00% | 0.03% |
| WAVERLY ADVISORS, LLC | 05/15/2025 | 16.93 K | $82.80 K | 4.32% | 0.03% |
| MERCER GLOBAL ADVISORS INC /ADV | 05/15/2025 | 16.03 K | $78.39 K | 100.00% | 0.03% |
| NEWEDGE ADVISORS, LLC | 05/15/2025 | 14.63 K | $71.53 K | -4.01% | 0.02% |
| AE WEALTH MANAGEMENT LLC | 05/06/2025 | 14.17 K | $69.30 K | -0.91% | 0.02% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/13/2025 | 14.12 K | $69.05 K | -1.68% | 0.02% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/22/2025 | 13.31 K | $65.00 K | -34.14% | 0.02% |
| SILVER OAK SECURITIES, INCORPORATED | 04/29/2025 | 13.17 K | $64.42 K | 3.65% | 0.02% |
| PFG INVESTMENTS, LLC | 04/22/2025 | 12.93 K | $63.23 K | 100.00% | 0.02% |
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Liberty All-Star Growth Fund, Inc. institutional Ownership - FAQ's
During the previous two years, 101 institutional investors and hedge funds held shares of Liberty All-Star Growth Fund, Inc.. The most heavily invested institutionals were:
Karpus Management, Inc.: 3.29 M
Shaker Financial Services, LLC: 1.49 M
1607 Capital Partners, LLC: 884,228
LPL Financial LLC: 829,802
Cornerstone Advisors, LLC: 797,694
WELLS FARGO & COMPANY/MN: 435,399
16.24% of Liberty All-Star Growth Fund, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 10.49 M shares in the last 24 months. This purchase volume represents approximately $57.99 M in transactions.