ASG

Liberty All-Star Growth Fund
ASG

Overview Fund Activity

60 hedge funds and large institutions have $39.3M invested in Liberty All-Star Growth Fund in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 11 reducing their positions, and 11 closing their positions.

Holders
60
Holders Change
-2
Holders Change %
-3.23%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
29
Reduced
11
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$1.96M
2
AWS
2
Atria Wealth Solutions
New York
$597K
3
LPL Financial
3
LPL Financial
California
$3.68M
4
Wells Fargo
4
Wells Fargo
California
$12.6M
5
Cohen & Steers
5
Cohen & Steers
New York
$2.18M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$444K
2
SIA
2
Sit Investment Associates
Minnesota
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$905K
4
CAN
4
Claraphi Advisory Network
United States
$1.4M
5
SFS
5
Shaker Financial Services
Virginia
$299K
Name Market Value Shares Shares
Change 		Shares
Change %
EDRIA
26
Edmonds Duncan Registered Investment Advisors
Kansas
$224K 29,642 – –
NA
27
NewEdge Advisors
Louisiana
$221K 29,366 -3,824 -12%
PA
28
Parallel Advisors
California
$205K 27,027 +9,094 +51%
AWM
29
AE Wealth Management
Kansas
$189K 25,074 +15,053 +150%
CF
30
Centaurus Financial
California
$173K 22,992 +22,992 New
QCIG
31
Quad-Cities Investment Group
Iowa
$171K 22,614 -57,500 -72%
Qube Research & Technologies (QRT)
32
Qube Research & Technologies (QRT)
United Kingdom
$171K 22,671 – –
PGFC
33
Peapack-Gladstone Financial Corp
New Jersey
$170K 22,501 – –
Bank of America
34
Bank of America
North Carolina
$168K 22,286 -8,290 -27%
SPIA
35
Steward Partners Investment Advisory
New York
$162K 21,458 +1,016 +5%
SBIA
36
Sheaff Brock Investment Advisors
Indiana
$155K 20,661 – –
RJT
37
Raymond James Trust
Florida
$153K 20,344 +113 +0.6%
ASN
38
Advisory Services Network
Georgia
$141K 18,649 +18,649 New
BBPWM
39
Blue Bell Private Wealth Management
Pennsylvania
$132K 17,514 -95,969 -85%
RIA
40
Realta Investment Advisors
Delaware
$122K 16,186 +513 +3%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$114K 15,223 +446 +3%
Truist Financial
42
Truist Financial
North Carolina
$86K 11,359 +254 +2%
ACI
43
Alpha Cubed Investments
California
$82K 10,905 – –
KA
44
Kovack Advisors
Florida
$77K 10,276 +10,276 New
FP
45
Financial Perspectives
Minnesota
$67.4K 8,945 – –
TJHA
46
Thomas J. Herzfeld Advisors
Florida
$51K 6,733 +537 +9%
AF
47
Allworth Financial
California
$43K 5,658 +451 +9%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$35K 4,624 +364 +9%
GRP
49
Global Retirement Partners
California
$35K 6,287 +6,287 New
CFGS
50
Concourse Financial Group Securities
Alabama
$30K 4,026 +319 +9%
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