We are live on ! Find out more
ASG

Liberty All-Star Growth Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$8.82M +$814K +143,806 +10%
AAM
2
Advisors Asset Management
Colorado
$7.02M +$696K +122,842 +11%
Invesco
3
Invesco
Georgia
$2.44M +$531K +93,829 +29%
Wells Fargo
4
Wells Fargo
California
$1.86M +$863K +152,400 +91%
YCM
5
Yakira Capital Management
Connecticut
$1.2M -$471K -83,100 -29%
LPL Financial
6
LPL Financial
California
$1.08M +$271K +47,792 +35%
BBPWM
7
Blue Bell Private Wealth Management
Pennsylvania
$771K -$266K -46,898 -26%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$632K +$94.2K +16,635 +18%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$522K +$236K +41,718 +87%
MWPCG
10
Measured Wealth Private Client Group
New Hampshire
$403K +$393K +69,313 New
UBS Group
11
UBS Group
Switzerland
$402K +$68.3K +12,060 +21%
Bank of America
12
Bank of America
North Carolina
$352K -$1.33M -235,132 -80%
Stifel Financial
13
Stifel Financial
Missouri
$350K -$18.3K -3,230 -5%
WS
14
Wedbush Securities
California
$250K +$26.6K +4,697 +12%
BTS
15
BB&T Securities
Virginia
$231K -$7.96K -1,405 -3%
RJA
16
Raymond James & Associates
Florida
$217K +$49K +8,652 +30%
EDRIA
17
Edmonds Duncan Registered Investment Advisors
Kansas
$175K
TJHA
18
Thomas J. Herzfeld Advisors
Florida
$155K -$326K -57,513 -68%
Citadel Advisors
19
Citadel Advisors
Florida
$154K +$150K +26,537 New
LNC
20
Lincoln National Corp
Pennsylvania
$143K -$143K -25,210 -51%
RJT
21
Raymond James Trust
Florida
$138K
NA
22
NewEdge Advisors
Louisiana
$128K +$124K +21,970 New
AG
23
Advisor Group
Arizona
$127K +$5.31K +938 +4%
GSWM
24
Golden State Wealth Management
California
$126K -$21.9K -3,859 -15%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$125K +$2.59K +458 +2%