ASG

Liberty All-Star Growth Fund
ASG

Overview Fund Activity

45 hedge funds and large institutions have $45.6M invested in Liberty All-Star Growth Fund in 2020 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
45
Holders Change
–
Holders Change %
0%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
15
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAN
1
Claraphi Advisory Network
United States
$2.58M
2
Wells Fargo
2
Wells Fargo
California
$12.1M
3
AA
3
Advisory Alpha
Michigan
$466K
4
TWM
4
Titus Wealth Management
California
$435K
5
GC
5
Guggenheim Capital
Illinois
$603K

Top Sellers

1
BBPWM
1
Blue Bell Private Wealth Management
Pennsylvania
$1.05M
2
AAM
2
Advisors Asset Management
Colorado
$7.54M
3
Invesco
3
Invesco
Georgia
$1.24M
4
SFS
4
Shaker Financial Services
Virginia
$0
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$8K
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$123K 14,962 +2,277 +18%
SPIA
27
Steward Partners Investment Advisory
New York
$118K 14,392 +3,050 +27%
TC
28
TownSquare Capital
Utah
$110K 13,419 -1,332 -9%
KIM
29
Karpus Investment Management
New York
$103K 12,500 – –
Truist Financial
30
Truist Financial
North Carolina
$95K 11,584 +76 +0.7%
IAN
31
Integrated Advisors Network
Texas
$91K 11,115 +11,115 New
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$89K 10,895 -12 -0.1%
ACI
33
Alpha Cubed Investments
California
$89K 10,905 – –
FP
34
Financial Perspectives
Minnesota
$73.3K 8,945 – –
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$52K 6,404 – –
TJHA
36
Thomas J. Herzfeld Advisors
Florida
$46K 5,649 – –
AF
37
Advisornet Financial
Minnesota
$21K 2,501 – –
SSB
38
Sandy Spring Bank
Maryland
$13K 1,600 – –
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$13K 1,417 – –
SFS
40
Sowell Financial Services
Arkansas
$11K 1,352 +1,352 New
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$8K 916 -19,613 -96%
TFS
42
TrustCore Financial Services
Tennessee
$5K 570 – –
GI
43
Gradient Investments
Minnesota
$2K 226 – –
PS
44
Planned Solutions
California
$1K 104 – –
SFS
45
Shaker Financial Services
Virginia
– – -53,491 Closed
AAS
46
Avantax Advisory Services
Texas
– – -13,389 Closed
BWM
47
BNC Wealth Management
Oregon
– – -19 Closed
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
– – -2 Closed
AWM
49
Avior Wealth Management
Nebraska
– – – –
CFGS
50
Concourse Financial Group Securities
Alabama
– – – –
1
2
3