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 %
FP
51
Financial Perspectives
Minnesota
$48.4K 8,945 – –
TJHA
52
Thomas J. Herzfeld Advisors
Florida
$40.5K 7,477 +159 +2%
GRP
53
Global Retirement Partners
California
$37.8K 6,979 +148 +2%
AF
54
Allworth Financial
California
$34K 6,283 -167 -3%
AIC
55
Archer Investment Corporation
Indiana
$31.3K 5,786 +5,786 New
CFGS
56
Concourse Financial Group Securities
Alabama
$29.6K 5,469 +116 +2%
EC
57
Elequin Capital
New York
$20.1K 3,724 -7,104 -66%
PTC
58
Private Trust Company
Ohio
$12.8K 2,363 +50 +2%
IPW
59
Impact Partnership Wealth
Georgia
$11.8K 2,181 +2,181 New
LFG
60
Larson Financial Group
Missouri
$8.12K 1,500 +1,500 New
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$3.03K 560 +96 +21%
GI
62
Gradient Investments
Minnesota
$1.22K 226 – –
BCMLT
63
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.13K 208 – –
WOSD
64
WFA of San Diego
California
$812 150 +150 New
WAM
65
Wolverine Asset Management
Illinois
– – -312,637 Closed
BEC
66
Blue Edge Capital
Virginia
– – -120,967 Closed
CF
67
Centaurus Financial
California
– – -20,519 Closed
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
– – -19,004 Closed
SOS
69
Silver Oak Securities
Tennessee
– – -11,185 Closed
VF
70
Virtu Financial
New York
– – -10,923 Closed
MCWS
71
McKinley Carter Wealth Services
West Virginia
– – -10,904 Closed
WA
72
Wambolt & Associates
Colorado
– – -10,000 Closed
AAS
73
Ameritas Advisory Services
Nebraska
– – -5,755 Closed
Fidelity Investments
74
Fidelity Investments
Massachusetts
– – -1 Closed
1 2
3