Liberty All-Star Growth Fund Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| KARPUS MANAGEMENT, INC. | 05/14/2026 | 4.22 M | $20.05 M | 20.00% | 6.71% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 1.83 M | $8.71 M | 18.49% | 2.92% |
| 1607 CAPITAL PARTNERS, LLC | 05/15/2026 | 1.48 M | $8.24 M | 14.19% | 2.36% |
| LPL FINANCIAL LLC | 05/06/2026 | 897.73 K | $4.26 M | -8.86% | 1.43% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 541.59 K | $2.57 M | -7.57% | 0.86% |
| RPO LLC | 05/12/2026 | 371.65 K | $1.77 M | 188.98% | 0.59% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 331.52 K | $1.57 M | -16.43% | 0.53% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 05/11/2026 | 329.94 K | $1.57 M | 157.45% | 0.52% |
| CALAMOS ADVISORS LLC | 05/04/2026 | 228.70 K | $1.09 M | 13.51% | 0.36% |
| 04/17/2026 | 197.69 K | $939.02 K | 9.48% | 0.31% | |
| BOOTHBAY FUND MANAGEMENT, LLC | 05/15/2026 | 185.83 K | $882.68 K | 188.98% | 0.30% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 04/22/2026 | 169.57 K | $805.46 K | 0.00% | 0.27% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 162.45 K | $771.65 K | -21.51% | 0.26% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 05/15/2026 | 148.70 K | $706.32 K | 100.00% | 0.24% |
| INTEGRATED WEALTH CONCEPTS LLC | 05/15/2026 | 143.81 K | $683.10 K | -7.44% | 0.23% |
| ALMITAS CAPITAL LLC | 05/15/2026 | 137.99 K | $655.43 K | 24.89% | 0.22% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 132.81 K | $630.87 K | -0.53% | 0.21% |
| MORGAN STANLEY | 05/15/2026 | 129.23 K | $613.84 K | 23.27% | 0.21% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 110.88 K | $526.67 K | 21.90% | 0.18% |
| DAKOTA WEALTH MANAGEMENT | 05/07/2026 | 87.23 K | $414.34 K | 9.23% | 0.14% |
| QUARRY LP | 05/15/2026 | 82.27 K | $390.78 K | 0.00% | 0.13% |
| INVESCO LTD. | 05/12/2026 | 74.84 K | $355.47 K | 24.83% | 0.12% |
| WEDBUSH SECURITIES INC | 04/21/2026 | 72.22 K | $343.00 K | 6.39% | 0.11% |
| 05/05/2026 | 67.16 K | $318.99 K | 7.18% | 0.11% | |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 66.20 K | $307.16 K | 4.85% | 0.11% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 65.17 K | $309.56 K | 16.69% | 0.10% |
| XTX TOPCO LTD | 05/15/2026 | 60.20 K | $285.93 K | 345.96% | 0.10% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 58.93 K | $279.92 K | -39.17% | 0.09% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 04/20/2026 | 55.58 K | $263.99 K | 3.35% | 0.09% |
| UBS GROUP AG | 05/05/2026 | 55.45 K | $263.39 K | 66.48% | 0.09% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 54.33 K | $258.06 K | 4.32% | 0.09% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 53.72 K | $255.15 K | -38.70% | 0.09% |
| SMITH ASSET MANAGEMENT CO., LLC | 05/15/2026 | 41.38 K | $196.55 K | -1.19% | 0.07% |
| SIMPLICITY WEALTH,LLC | 04/30/2026 | 39.00 K | $185.25 K | 0.00% | 0.06% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 30.08 K | $142.88 K | -25.23% | 0.05% |
| BURKE & HERBERT BANK & TRUST CO | 05/08/2026 | 28.16 K | $133.78 K | 0.00% | 0.04% |
| SILVER OAK SECURITIES, INCORPORATED | 04/20/2026 | 27.46 K | $130.43 K | -3.00% | 0.04% |
| MERCER GLOBAL ADVISORS INC /ADV | 05/15/2026 | 27.42 K | $130.24 K | -30.85% | 0.04% |
| OPPENHEIMER & CO INC | 04/24/2026 | 23.52 K | $111.73 K | 4.61% | 0.04% |
| LVZ, INC. | 04/28/2026 | 23.27 K | $110.53 K | 0.00% | 0.04% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 21.99 K | $104.45 K | 0.37% | 0.04% |
| US BANCORP \DE\ | 05/15/2026 | 18.71 K | $88.88 K | 2.26% | 0.03% |
| IHT WEALTH MANAGEMENT, LLC | 05/15/2026 | 18.19 K | $86.42 K | 60.65% | 0.03% |
| ATLANTIC UNION BANKSHARES CORP | 05/12/2026 | 17.63 K | $83.72 K | 0.00% | 0.03% |
| 04/22/2026 | 17.18 K | $81.61 K | -0.58% | 0.03% | |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 17.01 K | $80.80 K | -16.59% | 0.03% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 15.38 K | $73.07 K | 4.62% | 0.02% |
| TRUEMARK INVESTMENTS, LLC | 04/20/2026 | 14.29 K | $67.89 K | 100.00% | 0.02% |
| INDEPENDENT FINANCIAL GROUP, LLC | 05/15/2026 | 13.89 K | $65.99 K | -1.80% | 0.02% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 05/11/2026 | 13.85 K | $65.79 K | 2.79% | 0.02% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Liberty All-Star Growth Fund Inc institutional Ownership - FAQ's
During the previous two years, 111 institutional investors and hedge funds held shares of Liberty All-Star Growth Fund Inc. The most heavily invested institutionals were:
Karpus Management, Inc.: 4.22 M
Shaker Financial Services, LLC: 1.83 M
1607 Capital Partners, LLC: 1.48 M
LPL Financial LLC: 897,726
WOLVERINE ASSET MANAGEMENT LLC: 541,588
RPO LLC: 371,654
20.90% of Liberty All-Star Growth Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 13.55 M shares in the last 24 months. This purchase volume represents approximately $67.63 M in transactions.