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. | 02/14/2025 | 3.37 M | $19.06 M | -0.05% | 5.61% |
| SHAKER FINANCIAL SERVICES, LLC | 02/13/2025 | 1.24 M | $7.12 M | -1.29% | 2.06% |
| CORNERSTONE ADVISORS, LLC | 02/07/2025 | 914,722 | $5.17 M | -44.47% | 1.52% |
| PENSERRA CAPITAL MANAGEMENT LLC | 02/13/2025 | 850,277 | $4.80 M | 7.22% | 1.41% |
| 1607 CAPITAL PARTNERS, LLC | 02/13/2025 | 732,060 | $4.14 M | 80.98% | 1.22% |
| WELLS FARGO & COMPANY/MN | 02/13/2025 | 498,090 | $2.81 M | 8.96% | 0.83% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 02/14/2025 | 219,500 | $1.24 M | 0.00% | 0.36% |
| READYSTATE ASSET MANAGEMENT LP | 02/14/2025 | 216,491 | $1.22 M | 100.00% | 0.36% |
| PENSIONMARK FINANCIAL GROUP, LLC | 02/12/2025 | 131,855 | $744,979 | 65.64% | 0.22% |
| CALAMOS ADVISORS LLC | 01/24/2025 | 90,922 | $513,709 | 23.81% | 0.15% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/10/2025 | 86,372 | $484,547 | 0.00% | 0.14% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/07/2025 | 73,505 | $415,303 | 0.00% | 0.12% |
| DAKOTA WEALTH MANAGEMENT | 01/17/2025 | 68,884 | $389,195 | 0.00% | 0.11% |
| WEDBUSH SECURITIES INC | 02/13/2025 | 67,906 | $384,000 | -2.64% | 0.11% |
| UBS GROUP AG | 02/14/2025 | 67,469 | $381,200 | -3.30% | 0.11% |
| RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 63,343 | $357,888 | 100.00% | 0.11% |
| AMERIPRISE FINANCIAL INC | 02/14/2025 | 61,043 | $344,892 | 22.01% | 0.10% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 01/28/2025 | 55,385 | $312,925 | 0.00% | 0.09% |
| GUGGENHEIM CAPITAL LLC | 02/13/2025 | 53,853 | $304,269 | -1.52% | 0.09% |
| ATRIA WEALTH SOLUTIONS, INC. | 01/31/2025 | 44,606 | $258,053 | -30.11% | 0.07% |
| ADVISOR GROUP HOLDINGS, INC. | 02/07/2025 | 36,577 | $205,291 | 0.00% | 0.06% |
| QUANTUM PRIVATE WEALTH, LLC | 01/30/2025 | 33,000 | $186,450 | -23.26% | 0.05% |
| LVZ, INC. | 02/06/2025 | 29,855 | $168,681 | 0.00% | 0.05% |
| JONES FINANCIAL COMPANIES LLLP | 02/06/2025 | 28,508 | $161,071 | 83.79% | 0.05% |
| B. RILEY WEALTH ADVISORS, INC. | 02/25/2025 | 24,780 | $142,979 | -59.69% | 0.04% |
| JANE STREET GROUP, LLC | 02/14/2025 | 24,575 | $138,849 | 100.00% | 0.04% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 02/12/2025 | 24,573 | $138,837 | 100.00% | 0.04% |
| ROYAL BANK OF CANADA | 02/14/2025 | 24,323 | $138,000 | 6.22% | 0.04% |
| INTEGRATED WEALTH CONCEPTS LLC | 02/14/2025 | 22,829 | $128,984 | 0.00% | 0.04% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/14/2025 | 20,210 | $114,000 | 12.81% | 0.03% |
| SHEAFF BROCK INVESTMENT ADVISORS, LLC | 01/30/2025 | 19,545 | $110,430 | 0.00% | 0.03% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 02/12/2025 | 19,485 | $110,090 | -85.05% | 0.03% |
| KAPSTONE FINANCIAL ADVISORS LLC | 02/06/2025 | 17,632 | $100,855 | 2.04% | 0.03% |
| SANDY SPRING BANK | 02/11/2025 | 17,626 | $99,587 | 0.00% | 0.03% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/10/2025 | 17,422 | $98,000 | 68.79% | 0.03% |
| GWN SECURITIES INC. | 02/10/2025 | 16,960 | $99,727 | 100.00% | 0.03% |
| WAVERLY ADVISORS, LLC | 02/14/2025 | 16,231 | $91,705 | 100.00% | 0.03% |
| NEWEDGE ADVISORS, LLC | 02/13/2025 | 15,238 | $86,095 | -11.63% | 0.03% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/06/2025 | 14,362 | $81,145 | 0.00% | 0.02% |
| AE WEALTH MANAGEMENT LLC | 02/13/2025 | 14,301 | $80,801 | 0.00% | 0.02% |
| HRT FINANCIAL LP | 02/14/2025 | 13,465 | $76,000 | 100.00% | 0.02% |
| BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS | 02/07/2025 | 13,149 | $74,295 | 24.54% | 0.02% |
| J.W. COLE ADVISORS, INC. | 01/31/2025 | 13,036 | $73,653 | 0.00% | 0.02% |
| SILVER OAK SECURITIES, INCORPORATED | 01/27/2025 | 12,709 | $72,567 | 100.00% | 0.02% |
| CREATIVE PLANNING | 02/14/2025 | 12,200 | $68,930 | -5.86% | 0.02% |
| TWO SIGMA SECURITIES, LLC | 02/14/2025 | 11,696 | $66,082 | 100.00% | 0.02% |
| OPPENHEIMER & CO INC | 02/05/2025 | 11,300 | $63,845 | 0.00% | 0.02% |
| ALPHA CUBED INVESTMENTS, LLC | 01/17/2025 | 10,905 | $61,613 | 0.00% | 0.02% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 10,549 | $59,602 | 100.00% | 0.02% |
| QUAD-CITIES INVESTMENT GROUP, LLC | 01/14/2025 | 10,049 | $56,776 | 0.00% | 0.02% |
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Liberty All-Star Growth Fund, Inc. institutional Ownership - FAQ's
During the previous two years, 99 institutional investors and hedge funds held shares of Liberty All-Star Growth Fund, Inc.. The most heavily invested institutionals were:
Karpus Management, Inc.: 3.37 M
Shaker Financial Services, LLC: 1.24 M
Cornerstone Advisors, LLC: 914,722
Penserra Capital Management LLC: 850,277
1607 Capital Partners, LLC: 732,060
WELLS FARGO & COMPANY/MN: 498,090
17.42% of Liberty All-Star Growth Fund, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 10.26 M shares in the last 24 months. This purchase volume represents approximately $58.98 M in transactions.