ASG

Liberty All-Star Growth Fund
ASG

Overview Fund Activity

68 hedge funds and large institutions have $63.8M invested in Liberty All-Star Growth Fund in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 7 closing their positions.

Holders
68
Holders Change
–
Holders Change %
0%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
23
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Penserra Capital Management
California
$4.45M
2
KIM
2
Karpus Investment Management
New York
$18.9M
3
WIA
3
World Investment Advisors
California
$447K
4
COLIM
4
City of London Investment Management
United Kingdom
$1.23M
5
GC
5
Guggenheim Capital
Illinois
$307K

Top Sellers

1
WAM
1
Wolverine Asset Management
Illinois
$1.31M
2
LCM
2
Landscape Capital Management
New Jersey
$731K
3
FSI
3
Flow State Investments
Illinois
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$493K
5
SFS
5
Shaker Financial Services
Virginia
$7.05M
Name Market Value Shares Shares
Change 		Shares
Change %
QPW
26
Quantum Private Wealth
Florida
$241K 43,000 -15,000 -26%
Bank of America
27
Bank of America
North Carolina
$221K 39,464 +6,352 +19%
LAM
28
LifePro Asset Management
California
$219K 38,999 – –
Osaic Holdings
29
Osaic Holdings
Arizona
$205K 36,577 -15,902 -30%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$179K 31,913 +215 +0.7%
LI
31
LVZ Inc
Michigan
$167K 29,855 – –
NS
32
NBC Securities
Alabama
$144K 25,688 -2,732 -10%
IWC
33
Integrated Wealth Concepts
Massachusetts
$128K 22,829 – –
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$128K 22,899 -10,513 -31%
SBIA
35
Sheaff Brock Investment Advisors
Indiana
$110K 19,545 – –
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$101K 17,915 -5,067 -22%
SSB
37
Sandy Spring Bank
Maryland
$98.9K 17,626 – –
NA
38
NewEdge Advisors
Louisiana
$96.7K 17,243 -5,555 -24%
KFA
39
Kapstone Financial Advisors
Ohio
$96.4K 17,279 +1,677 +11%
RJA
40
Raymond James & Associates
Florida
$89.2K 15,897 -584 -4%
RJT
41
Raymond James Trust
Florida
$88.5K 15,781 – –
Jones Financial Companies
42
Jones Financial Companies
Missouri
$86.5K 15,511 +5,321 +52%
SPIA
43
Steward Partners Investment Advisory
New York
$80.6K 14,362 +296 +2%
AWM
44
AE Wealth Management
Kansas
$80.2K 14,301 -700 -5%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$79K 14,083 -7,176 -34%
JWCA
46
J.W. Cole Advisors
Florida
$73.1K 13,036 -2,409 -16%
AWM
47
Avior Wealth Management
Nebraska
$72.9K 12,987 – –
Creative Planning
48
Creative Planning
Kansas
$72.7K 12,959 +1,861 +17%
ASN
49
Advisory Services Network
Georgia
$69.6K 13,032 – –
PA
50
Parallel Advisors
California
$66.7K 11,891 +251 +2%
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