ASG

Liberty All-Star Growth Fund
ASG

Overview Fund Activity

64 hedge funds and large institutions have $23.8M invested in Liberty All-Star Growth Fund in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 10 closing their positions.

Holders
64
Holders Change
+2
Holders Change %
+3.23%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
18
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisors
North Carolina
$1.97M
2
KIM
2
Karpus Investment Management
New York
$2M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$294K
4
Wells Fargo
4
Wells Fargo
California
$2.97M
5
LPL Financial
5
LPL Financial
California
$2.45M

Top Sellers

1
WAM
1
Wolverine Asset Management
Illinois
$0
2
BEC
2
Blue Edge Capital
Virginia
$0
3
SFS
3
Shaker Financial Services
Virginia
$3.04M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$553K
5
CF
5
Centaurus Financial
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LCM
26
Landscape Capital Management
New Jersey
$184K 34,040 -16,805 -33%
EDRIA
27
Edmonds Duncan Registered Investment Advisors
Kansas
$164K 30,286 +644 +2%
LI
28
LVZ Inc
Michigan
$162K 29,855 – –
KAS
29
Kestra Advisory Services
Texas
$148K 27,276 -9,801 -26%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$144K 26,644 -495 -2%
M1FG
31
Mach-1 Financial Group
Arkansas
$136K 25,090 +25,090 New
Truist Financial
32
Truist Financial
North Carolina
$134K 24,778 +24,778 New
Bank of America
33
Bank of America
North Carolina
$126K 23,277 +431 +2%
ASN
34
Advisory Services Network
Georgia
$124K 22,852 – –
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$123K 22,671 – –
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$120K 22,105 -2,825 -11%
RJT
37
Raymond James Trust
Florida
$109K 20,231 – –
SBIA
38
Sheaff Brock Investment Advisors
Indiana
$106K 19,545 – –
HF
39
HRT Financial
New York
$95K 17,656 +17,656 New
RA
40
RFG Advisory
Alabama
$86.4K 15,966 – –
PGFC
41
Peapack-Gladstone Financial Corp
New Jersey
$77K 14,300 – –
SPIA
42
Steward Partners Investment Advisory
New York
$76K 14,045 +1,294 +10%
PA
43
Parallel Advisors
California
$66.5K 12,294 +253 +2%
WWM
44
Western Wealth Management
Colorado
$66.4K 12,276 -17 -0.1%
BCA
45
Bay Colony Advisors
Massachusetts
$62.5K 11,549 +11,549 New
ACI
46
Alpha Cubed Investments
California
$59K 10,905 – –
AIFAIM
47
American Institute for Advanced Investment Management
Arizona
$57.5K 10,626 +226 +2%
OC
48
Oppenheimer & Co
New York
$55K 10,173 +10,173 New
AO
49
Advisor OS
Illinois
$54.9K 10,150 +10,150 New
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$54K 10,014 -8,028 -44%
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