ASG

Liberty All-Star Growth Fund
ASG

Overview Fund Activity

68 hedge funds and large institutions have $21.2M invested in Liberty All-Star Growth Fund in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 12 increasing their positions, 27 reducing their positions, and 5 closing their positions.

Holders
68
Holders Change
+7
Holders Change %
+11.48%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
12
Reduced
27
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$2.66M
2
WAM
2
Wolverine Asset Management
Illinois
$1.63M
3
Stifel Financial
3
Stifel Financial
Missouri
$1.62M
4
LCM
4
Landscape Capital Management
New Jersey
$392K
5
EC
5
Elequin Capital
New York
$292K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$2.29M
2
LPL Financial
2
LPL Financial
California
$1.99M
3
Invesco
3
Invesco
Georgia
$382K
4
CAN
4
Claraphi Advisory Network
United States
$485K
5
AAM
5
Advisors Asset Management
Colorado
$538K
Name Market Value Shares Shares
Change 		Shares
Change %
WS
26
Wedbush Securities
California
$170K 34,457 -2,037 -6%
KAS
27
Kestra Advisory Services
Texas
$167K 33,873 -5,740 -14%
KIM
28
Karpus Investment Management
New York
$157K 31,710 +31,710 New
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$154K 31,258 +31,258 New
LI
30
LVZ Inc
Michigan
$147K 29,855 +4,275 +17%
EDRIA
31
Edmonds Duncan Registered Investment Advisors
Kansas
$146K 29,642 – –
NA
32
NewEdge Advisors
Louisiana
$142K 34,603 -400 -1%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$139K 28,276 -6,048 -18%
Bank of America
34
Bank of America
North Carolina
$138K 28,059 -4,814 -15%
WWM
35
Western Wealth Management
Colorado
$125K 25,306 -2,560 -9%
CF
36
Centaurus Financial
California
$114K 23,077 -1,346 -6%
DJYG
37
David J. Yvars Group
Florida
$113K 22,850 +22,850 New
ASN
38
Advisory Services Network
Georgia
$112K 22,727 +892 +4%
Qube Research & Technologies (QRT)
39
Qube Research & Technologies (QRT)
United Kingdom
$112K 22,671 – –
RJT
40
Raymond James Trust
Florida
$100K 20,231 -113 -0.6%
SBIA
41
Sheaff Brock Investment Advisors
Indiana
$96.4K 19,545 – –
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$93K 19,024 +3,314 +21%
RA
43
RFG Advisory
Alabama
$87.5K 15,966 – –
WAM
44
Weiss Asset Management
Massachusetts
$84.8K 17,206 +17,206 New
PGFC
45
Peapack-Gladstone Financial Corp
New Jersey
$73K 14,800 – –
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$63.6K 12,908 +12,908 New
SPIA
47
Steward Partners Investment Advisory
New York
$60.6K 12,284 -222 -2%
PA
48
Parallel Advisors
California
$58.2K 11,802 -243 -2%
AAS
49
Ameritas Advisory Services
Nebraska
$56.7K 11,510 +11,510 New
SOS
50
Silver Oak Securities
Tennessee
$54K 11,003 +11,003 New
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