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 %
SFS
1
Shaker Financial Services
Virginia
$3.96M 801,378 +238,659 +42%
KIM
2
Karpus Investment Management
New York
$3.16M 640,657 +270,872 +73%
CA
3
Cornerstone Advisors
North Carolina
$2.93M 593,323 +228,396 +63%
LPL Financial
4
LPL Financial
California
$2.76M 558,888 +105,527 +23%
Wells Fargo
5
Wells Fargo
California
$2.71M 547,999 -1,303 -0.2%
Stifel Financial
6
Stifel Financial
Missouri
$1.5M 303,031 -26,705 -8%
Ameriprise
7
Ameriprise
Minnesota
$627K 126,899 +126,899 New
FAIM
8
Financial Advocates Investment Management
Washington
$618K 125,000 – –
RJFSA
9
Raymond James Financial Services Advisors
Florida
$489K 98,919 -3,305 -3%
Invesco
10
Invesco
Georgia
$441K 89,311 -3,998 -4%
QPW
11
Quantum Private Wealth
Florida
$440K 89,000 -10,000 -10%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$423K 85,675 +85,675 New
UBS Group
13
UBS Group
Switzerland
$407K 82,432 +6,224 +8%
Osaic Holdings
14
Osaic Holdings
Arizona
$400K 81,017 +40,021 +98%
BRWA
15
B. Riley Wealth Advisors
Florida
$331K 66,974 -1,961 -3%
WS
16
Wedbush Securities
California
$300K 60,755 +1,279 +2%
KPWS
17
Kestra Private Wealth Services
Texas
$259K 52,456 +4,129 +9%
NS
18
NBC Securities
Alabama
$198K 40,253 +40,253 New
NA
19
NewEdge Advisors
Louisiana
$198K 39,998 +2,900 +8%
DJYG
20
David J. Yvars Group
Florida
$191K 38,642 +812 +2%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$186K 37,724 -64 -0.2%
AWS
22
Atria Wealth Solutions
New York
$176K 35,665 -3,800 -10%
Morgan Stanley
23
Morgan Stanley
New York
$171K 34,682 -7,042 -17%
LCM
24
Landscape Capital Management
New Jersey
$162K 32,693 -1,347 -4%
EDRIA
25
Edmonds Duncan Registered Investment Advisors
Kansas
$153K 30,936 +650 +2%
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