ASG

Liberty All-Star Growth Fund
ASG

Overview Fund Activity

64 hedge funds and large institutions have $25.6M invested in Liberty All-Star Growth Fund in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 11 closing their positions.

Holders
64
Holders Change
–
Holders Change %
0%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
11
Increased
20
Reduced
19
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$3.16M
2
SFS
2
Shaker Financial Services
Virginia
$3.96M
3
CA
3
Cornerstone Advisors
North Carolina
$2.93M
4
Ameriprise
4
Ameriprise
Minnesota
$627K
5
LPL Financial
5
LPL Financial
California
$2.76M

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$95K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$0
5
Truist Financial
5
Truist Financial
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FP
51
Financial Perspectives
Minnesota
$44.2K 8,945 – –
TJHA
52
Thomas J. Herzfeld Advisors
Florida
$37.7K 7,637 +160 +2%
GRP
53
Global Retirement Partners
California
$34.4K 7,128 +149 +2%
AIC
54
Archer Investment Corporation
Indiana
$28.6K 5,786 – –
AWM
55
Avior Wealth Management
Nebraska
$24.6K 4,987 +4,987 New
CFGS
56
Concourse Financial Group Securities
Alabama
$21.4K 4,332 -1,137 -21%
EC
57
Elequin Capital
New York
$20.6K 4,163 +439 +12%
LFG
58
Larson Financial Group
Missouri
$7.41K 1,500 – –
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$2.5K 505 -55 -10%
BCMLT
60
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.13K 208 – –
GI
61
Gradient Investments
Minnesota
$1.12K 226 – –
IPW
62
Impact Partnership Wealth
Georgia
$1.07K 217 -1,964 -90%
WOSD
63
WFA of San Diego
California
$741 150 – –
Fidelity Investments
64
Fidelity Investments
Massachusetts
$10 2 +2 New
AAM
65
Advisors Asset Management
Colorado
– – -102,531 Closed
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
– – -54,367 Closed
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
– – -26,644 Closed
Truist Financial
68
Truist Financial
North Carolina
– – -24,778 Closed
HF
69
HRT Financial
New York
– – -17,656 Closed
PGFC
70
Peapack-Gladstone Financial Corp
New Jersey
– – -14,300 Closed
BCA
71
Bay Colony Advisors
Massachusetts
– – -11,549 Closed
AIFAIM
72
American Institute for Advanced Investment Management
Arizona
– – -10,626 Closed
AO
73
Advisor OS
Illinois
– – -10,150 Closed
AF
74
Allworth Financial
California
– – -6,283 Closed
PTC
75
Private Trust Company
Ohio
– – -2,363 Closed
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