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 %
VF
51
Virtu Financial
New York
$54K 11,053 +11,053 New
ACI
52
Alpha Cubed Investments
California
$53.8K 10,905 – –
AWM
53
AE Wealth Management
Kansas
$52.8K 10,704 -15,442 -59%
Truist Financial
54
Truist Financial
North Carolina
$52.5K 10,655 -173 -2%
WA
55
Wambolt & Associates
Colorado
$49.3K 10,000 – –
FP
56
Financial Perspectives
Minnesota
$44.1K 8,945 – –
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
$39K 7,897 +7,897 New
CA
58
CoreCap Advisors
Michigan
$37.3K 7,573 +7,573 New
TJHA
59
Thomas J. Herzfeld Advisors
Florida
$34.7K 7,031 – –
GRP
60
Global Retirement Partners
California
$31.8K 6,446 – –
AF
61
Allworth Financial
California
$29.1K 5,909 – –
CFGS
62
Concourse Financial Group Securities
Alabama
$25.9K 5,146 +2,099 +69%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$24K 4,829 +3,107 +180%
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$18K 3,647 -1,177 -24%
PTC
65
Private Trust Company
Ohio
$11K 2,313 – –
TFS
66
TrustCore Financial Services
Tennessee
$2.81K 570 – –
GI
67
Gradient Investments
Minnesota
$1.11K 226 – –
BCMLT
68
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.03K 208 – –
QCIG
69
Quad-Cities Investment Group
Iowa
– – -12,096 Closed
Ameriprise
70
Ameriprise
Minnesota
– – -11,368 Closed
HighTower Advisors
71
HighTower Advisors
Illinois
– – -10,390 Closed
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
– – -3,111 Closed
Fidelity Investments
73
Fidelity Investments
Massachusetts
– – -1 Closed
1 2
3