Recent Quarter Total Invested
$57.22 M
Recent Quarter Institutional Ownership Percentage
18.17%
Total Invested of Last Quarter
$52.43 M
Ownership Percentage of Last Quarter
16.2%
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. | 08/13/2024 | 2.81 M | $14.98 M | 13.52% | 4.76% |
| CORNERSTONE ADVISORS, LLC | 08/09/2024 | 1.65 M | $8.81 M | 0.00% | 2.80% |
| SHAKER FINANCIAL SERVICES, LLC | 08/02/2024 | 1.31 M | $7.01 M | 0.86% | 2.23% |
| LPL FINANCIAL LLC | 08/07/2024 | 833,420 | $4.45 M | 9.42% | 1.41% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/01/2024 | 504,878 | $2.70 M | 22.03% | 0.86% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/12/2024 | 461,229 | $2.46 M | 2,468.09% | 0.78% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 445,657 | $2.38 M | 0.01% | 0.76% |
| 1607 CAPITAL PARTNERS, LLC | 08/08/2024 | 378,921 | $2.02 M | 29.72% | 0.64% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 08/12/2024 | 348,021 | $1.86 M | -11.53% | 0.59% |
| FLOW STATE INVESTMENTS, L.P. | 08/14/2024 | 168,793 | $901,355 | -4.61% | 0.29% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 08/09/2024 | 160,300 | $856,002 | 100.00% | 0.27% |
| MORGAN STANLEY | 08/14/2024 | 152,760 | $815,742 | 4.36% | 0.26% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/16/2024 | 90,658 | $484,112 | -2.57% | 0.15% |
| ATRIA WEALTH SOLUTIONS, INC. | 07/22/2024 | 77,489 | $413,793 | 62.57% | 0.13% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/09/2024 | 73,505 | $392,517 | 21.35% | 0.12% |
| UBS GROUP AG | 08/14/2024 | 73,412 | $392,020 | -0.28% | 0.12% |
| AQR ARBITRAGE LLC | 08/14/2024 | 68,548 | $364,675 | 585.21% | 0.12% |
| WEDBUSH SECURITIES INC | 08/07/2024 | 68,283 | $365,000 | 11.43% | 0.12% |
| B. RILEY WEALTH ADVISORS, INC. | 08/19/2024 | 65,124 | $347,761 | -2.76% | 0.11% |
| CALAMOS ADVISORS LLC | 07/25/2024 | 62,946 | $336,132 | 46.44% | 0.11% |
| QUANTUM PRIVATE WEALTH, LLC | 07/17/2024 | 58,000 | $309,720 | -21.62% | 0.10% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 08/12/2024 | 54,589 | $291,504 | 1.47% | 0.09% |
| ADVISOR GROUP HOLDINGS, INC. | 08/13/2024 | 52,479 | $280,246 | -28.16% | 0.09% |
| DAKOTA WEALTH MANAGEMENT | 07/22/2024 | 51,885 | $277,066 | 0.90% | 0.09% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2024 | 50,793 | $271,235 | 100.00% | 0.09% |
| AMERIPRISE FINANCIAL INC | 08/14/2024 | 39,566 | $211,283 | 5.24% | 0.07% |
| LIFEPRO ASSET MANAGEMENT | 07/10/2024 | 38,999 | $208,255 | 0.00% | 0.07% |
| ROYAL BANK OF CANADA | 08/14/2024 | 33,412 | $178,000 | 60.53% | 0.06% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 33,112 | $176,818 | -25.89% | 0.06% |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 07/19/2024 | 31,698 | $169,267 | -2.51% | 0.05% |
| LVZ, INC. | 07/24/2024 | 29,855 | $159,426 | 0.00% | 0.05% |
| NBC SECURITIES, INC. | 07/10/2024 | 28,420 | $151,000 | -20.45% | 0.05% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/26/2024 | 22,982 | $123,000 | -7.29% | 0.04% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/14/2024 | 22,829 | $121,907 | 121.19% | 0.04% |
| NEWEDGE ADVISORS, LLC | 08/16/2024 | 22,798 | $121,740 | -4.28% | 0.04% |
| GUGGENHEIM CAPITAL LLC | 08/14/2024 | 22,600 | $120,684 | 100.00% | 0.04% |
| JANNEY MONTGOMERY SCOTT LLC | 07/25/2024 | 21,259 | $114,000 | 1.77% | 0.04% |
| SHEAFF BROCK INVESTMENT ADVISORS, LLC | 07/30/2024 | 19,545 | $104,371 | 0.00% | 0.03% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 19,070 | $101,834 | 100.00% | 0.03% |
| SANDY SPRING BANK | 08/06/2024 | 17,626 | $94,123 | 100.00% | 0.03% |
| RAYMOND JAMES & ASSOCIATES | 07/19/2024 | 16,481 | $88,009 | -4.87% | 0.03% |
| RAYMOND JAMES TRUST N.A. | 07/25/2024 | 15,781 | $84,271 | 0.00% | 0.03% |
| KAPSTONE FINANCIAL ADVISORS LLC | 08/02/2024 | 15,602 | $83,315 | 100.00% | 0.03% |
| J.W. COLE ADVISORS, INC. | 08/08/2024 | 15,445 | $82,476 | 100.00% | 0.03% |
| AE WEALTH MANAGEMENT LLC | 08/12/2024 | 15,001 | $80,105 | -6.83% | 0.03% |
| CITADEL ADVISORS LLC | 08/14/2024 | 14,579 | $77,852 | 43.00% | 0.02% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/08/2024 | 14,066 | $75,110 | 2.14% | 0.02% |
| ADVISORY SERVICES NETWORK, LLC | 08/13/2024 | 13,032 | $69,591 | 0.00% | 0.02% |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | 08/13/2024 | 12,987 | $69,350 | 0.00% | 0.02% |
| PARALLEL ADVISORS, LLC | 08/08/2024 | 11,640 | $62,160 | -38.12% | 0.02% |
Liberty All-Star Growth Fund, Inc.institutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of ASG shares?
During the previous two years, 99 institutional investors and hedge funds held shares of Liberty All-Star Growth Fund, Inc.. The most heavily invested institutionals were:
Karpus Management, Inc.: 2.81 M
Cornerstone Advisors, LLC: 1.65 M
Shaker Financial Services, LLC: 1.31 M
LPL Financial LLC: 833,420
WOLVERINE ASSET MANAGEMENT LLC: 504,878
MERCER GLOBAL ADVISORS INC /ADV: 461,229
-
What percentage of Liberty All-Star Growth Fund, Inc. stock is owned by institutional investors?
18.17% of Liberty All-Star Growth Fund, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at ASG ?
Institutional investors have bought a total of 11.22 M shares in the last 24 months. This purchase volume represents approximately $62.85 M in transactions.