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
LPL Financial
2
LPL Financial
California
$3.68M
3
Wells Fargo
3
Wells Fargo
California
$12.6M
4
Cohen & Steers
4
Cohen & Steers
New York
$2.18M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.3M

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 %
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$23K 3,111 +3,111 New
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$20K 2,599 -2,108 -45%
SBL
53
Sargent Bickham Lagudis
Colorado
$20K 2,688 – –
HS
54
Horan Securities
United States
$9K 1,155 +92 +9%
TFS
55
TrustCore Financial Services
Tennessee
$4K 570 – –
GI
56
Gradient Investments
Minnesota
$2K 226 – –
BCMLT
57
Beacon Capital Management LLC (Tennessee)
Tennessee
$2K 208 +208 New
APA
58
American Portfolios Advisors
New York
$294 39 +2 +5%
SIA
59
Sit Investment Associates
Minnesota
– – -536,233 Closed
ARC
60
Advisor Resource Council
Texas
– – -43,215 Closed
COLIM
61
City of London Investment Management
United Kingdom
– – -38,000 Closed
BCA
62
Bay Colony Advisors
Massachusetts
– – -18,793 Closed
IAN
63
Integrated Advisors Network
Texas
– – -13,530 Closed
BSW
64
Buckingham Strategic Wealth
Missouri
– – -10,606 Closed
FAIM
65
Financial Advocates Investment Management
Washington
– – -9,900 Closed
WB
66
West Bancorporation
Iowa
– – -3,780 Closed
AF
67
Advisornet Financial
Minnesota
– – -2,501 Closed
LPWM
68
Lake Point Wealth Management
Texas
– – -200 Closed
TRCT
69
Tower Research Capital (TRC)
New York
– – -1 Closed
PFGIA
70
Patriot Financial Group Insurance Agency
Massachusetts
$0 7 – –
Fidelity Investments
71
Fidelity Investments
Massachusetts
$0 1 +1 New
1 2
3