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 %
SFS
1
Shaker Financial Services
Virginia
$3.04M 562,719 -76,467 -12%
Wells Fargo
2
Wells Fargo
California
$2.97M 549,302 +52,732 +11%
LPL Financial
3
LPL Financial
California
$2.45M 453,361 +37,805 +9%
KIM
4
Karpus Investment Management
New York
$2M 369,785 +169,903 +85%
CA
5
Cornerstone Advisors
North Carolina
$1.97M 364,927 +364,927 New
Stifel Financial
6
Stifel Financial
Missouri
$1.78M 329,736 -7,808 -2%
FAIM
7
Financial Advocates Investment Management
Washington
$676K 125,000 – –
AAM
8
Advisors Asset Management
Colorado
$555K 102,531 -4,522 -4%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$553K 102,224 -47,112 -32%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$549K 101,473 -9,365 -8%
QPW
11
Quantum Private Wealth
Florida
$536K 99,000 -1,000 -1%
Invesco
12
Invesco
Georgia
$505K 93,309 +1,443 +2%
UBS Group
13
UBS Group
Switzerland
$412K 76,208 +315 +0.4%
BRWA
14
B. Riley Wealth Advisors
Florida
$373K 68,935 -4,740 -6%
WS
15
Wedbush Securities
California
$322K 59,476 +25,860 +77%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$294K 54,367 +54,367 New
KPWS
17
Kestra Private Wealth Services
Texas
$261K 48,327 +623 +1%
OL
18
Owen LaRue
Kentucky
$229K 42,380 -42 -0.1%
Morgan Stanley
19
Morgan Stanley
New York
$226K 41,724 -6,005 -13%
Osaic Holdings
20
Osaic Holdings
Arizona
$222K 40,996 -1,436 -3%
AWS
21
Atria Wealth Solutions
New York
$214K 39,465 -19,579 -33%
DJYG
22
David J. Yvars Group
Florida
$205K 37,830 +200 +0.5%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$204K 37,788 -2,371 -6%
NA
24
NewEdge Advisors
Louisiana
$201K 37,098 – –
RJA
25
Raymond James & Associates
Florida
$196K 36,251 -11,094 -23%
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