ASG

Liberty All-Star Growth Fund
ASG

Overview Fund Activity

45 hedge funds and large institutions have $40.1M invested in Liberty All-Star Growth Fund in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 9 closing their positions.

Holders
45
Holders Change
-1
Holders Change %
-2.17%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
17
Reduced
10
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$9.9M
2
CAN
2
Claraphi Advisory Network
United States
$754K
3
LPL Financial
3
LPL Financial
California
$2.27M
4
AAM
4
Advisors Asset Management
Colorado
$7.7M
5
NA
5
NewEdge Advisors
Louisiana
$639K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.03M
2
KIM
2
Karpus Investment Management
New York
$89K
3
SFS
3
Shaker Financial Services
Virginia
$380K
4
YCM
4
Yakira Capital Management
Connecticut
$0
5
BBPWM
5
Blue Bell Private Wealth Management
Pennsylvania
$2.22M
Name Market Value Shares Shares
Change 		Shares
Change %
TC
26
TownSquare Capital
Utah
$107K 14,751 +14,751 New
AAS
27
Avantax Advisory Services
Texas
$96K 13,389 +13,389 New
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$90K 12,685 +2,254 +22%
KIM
29
Karpus Investment Management
New York
$89K 12,500 -133,910 -91%
Truist Financial
30
Truist Financial
North Carolina
$82K 11,508 -2,095 -15%
SPIA
31
Steward Partners Investment Advisory
New York
$81K 11,342 +203 +2%
ACI
32
Alpha Cubed Investments
California
$78K 10,905 – –
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$77K 10,907 +10,907 New
FP
34
Financial Perspectives
Minnesota
$63.6K 8,945 – –
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$46K 6,404 – –
TJHA
36
Thomas J. Herzfeld Advisors
Florida
$41K 5,649 +101 +2%
WB
37
West Bancorporation
Iowa
$27K 3,780 – –
AF
38
Advisornet Financial
Minnesota
$18K 2,501 -228 -8%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$13K 1,417 – –
SSB
40
Sandy Spring Bank
Maryland
$11K 1,600 – –
TFS
41
TrustCore Financial Services
Tennessee
$4K 570 – –
GI
42
Gradient Investments
Minnesota
$2K 226 +226 New
PS
43
Planned Solutions
California
$1K 104 +104 New
YCM
44
Yakira Capital Management
Connecticut
– – -87,869 Closed
MWPCG
45
Measured Wealth Private Client Group
New Hampshire
– – -69,313 Closed
MAFM
46
Mid Atlantic Financial Management
Pennsylvania
– – -25,900 Closed
DWM
47
Dakota Wealth Management
Florida
– – -20,730 Closed
AWM
48
AE Wealth Management
Kansas
– – -19,234 Closed
PAG
49
Private Advisor Group
New Jersey
– – -4,086 Closed
BFEC
50
Benjamin F. Edwards & Company
Missouri
– – -2,243 Closed
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