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
AWS
2
Atria Wealth Solutions
New York
$597K
3
LPL Financial
3
LPL Financial
California
$3.68M
4
Wells Fargo
4
Wells Fargo
California
$12.6M
5
Cohen & Steers
5
Cohen & Steers
New York
$2.18M

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 %
Wells Fargo
1
Wells Fargo
California
$12.6M 1,667,087 +62,175 +4%
LPL Financial
2
LPL Financial
California
$3.68M 488,633 +66,715 +16%
Cohen & Steers
3
Cohen & Steers
New York
$2.18M 289,709 +58,613 +25%
AAM
4
Advisors Asset Management
Colorado
$2.14M 283,729 -23,967 -8%
Stifel Financial
5
Stifel Financial
Missouri
$1.96M 259,448 +259,448 New
RJFSA
6
Raymond James Financial Services Advisors
Florida
$1.61M 213,025 +3,353 +2%
CAN
7
Claraphi Advisory Network
United States
$1.4M 185,392 -134,922 -42%
Invesco
8
Invesco
Georgia
$1.37M 181,110 +8,866 +5%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.3M 172,617 +46,382 +37%
UBS Group
10
UBS Group
Switzerland
$965K 128,035 +12,546 +11%
Osaic Holdings
11
Osaic Holdings
Arizona
$905K 119,783 -145,656 -55%
GC
12
Guggenheim Capital
Illinois
$693K 91,932 -2,582 -3%
TWM
13
Titus Wealth Management
California
$636K 84,350 +23,082 +38%
AWS
14
Atria Wealth Solutions
New York
$597K 79,092 +79,092 New
Ameriprise
15
Ameriprise
Minnesota
$589K 78,082 +27,804 +55%
BRWM
16
B. Riley Wealth Management
Tennessee
$553K 73,285 +5,600 +8%
RJA
17
Raymond James & Associates
Florida
$512K 67,904 +370 +0.5%
Morgan Stanley
18
Morgan Stanley
New York
$444K 58,837 -1,250,200 -96%
WWM
19
Western Wealth Management
Colorado
$325K 43,064 +43,064 New
SFS
20
Shaker Financial Services
Virginia
$299K 39,623 -126,507 -76%
WS
21
Wedbush Securities
California
$298K 39,494 +2,037 +5%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$293K 38,853 +2,704 +7%
KPWS
23
Kestra Private Wealth Services
Texas
$254K 33,651 +11,633 +53%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$239K 31,677 +2,261 +8%
KAS
25
Kestra Advisory Services
Texas
$231K 30,685 +1,964 +7%
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