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. | 11/14/2025 | 3.35 M | $18.61 M | 2.05% | 5.41% |
| SHAKER FINANCIAL SERVICES, LLC | 10/22/2025 | 1.31 M | $7.30 M | -1.95% | 2.12% |
| 1607 CAPITAL PARTNERS, LLC | 11/14/2025 | 1.09 M | $6.04 M | 27.76% | 1.76% |
| LPL FINANCIAL LLC | 11/12/2025 | 992.00 K | $5.51 M | 9.33% | 1.60% |
| CORNERSTONE ADVISORS, LLC | 11/07/2025 | 786.18 K | $4.36 M | 7.29% | 1.27% |
| POLAR ASSET MANAGEMENT PARTNERS INC. | 12/01/2025 | 456.07 K | $2.53 M | 100.00% | 0.74% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 426.42 K | $2.37 M | -5.75% | 0.69% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 11/14/2025 | 274.36 K | $1.52 M | 3.24% | 0.44% |
| WOLVERINE ASSET MANAGEMENT LLC | 10/28/2025 | 259.05 K | $1.44 M | -9.55% | 0.42% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 250.57 K | $1.39 M | -16.47% | 0.40% |
| INTEGRATED WEALTH CONCEPTS LLC | 11/14/2025 | 159.85 K | $887.18 K | 596.38% | 0.26% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/06/2025 | 128.43 K | $712.78 K | 100.00% | 0.21% |
| CALAMOS ADVISORS LLC | 10/20/2025 | 116.60 K | $647.10 K | 21.74% | 0.19% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 99.95 K | $554.74 K | 5.74% | 0.16% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 94.55 K | $524.74 K | -0.41% | 0.15% |
| DAKOTA WEALTH MANAGEMENT | 11/10/2025 | 73.83 K | $409.78 K | 7.19% | 0.12% |
| WEDBUSH SECURITIES INC | 11/06/2025 | 67.88 K | $377.00 K | 0.95% | 0.11% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 10/22/2025 | 63.10 K | $350.23 K | 71.69% | 0.10% |
| MORGAN STANLEY | 11/14/2025 | 61.91 K | $343.58 K | 41.65% | 0.10% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 56.07 K | $311.19 K | 1.95% | 0.09% |
| GUGGENHEIM CAPITAL LLC | 11/13/2025 | 54.59 K | $302.96 K | 0.34% | 0.09% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 11/17/2025 | 53.77 K | $298.44 K | -2.22% | 0.09% |
| UBS GROUP AG | 11/13/2025 | 51.69 K | $286.87 K | -26.98% | 0.08% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/07/2025 | 43.85 K | $243.35 K | 0.23% | 0.07% |
| SMITH ASSET MANAGEMENT CO., LLC | 11/03/2025 | 42.26 K | $234.56 K | 0.08% | 0.07% |
| JONES FINANCIAL COMPANIES LLLP | 11/04/2025 | 41.27 K | $226.58 K | -5.69% | 0.07% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 41.01 K | $227.61 K | -22.86% | 0.07% |
| MERCER GLOBAL ADVISORS INC /ADV | 11/14/2025 | 39.32 K | $218.21 K | 121.24% | 0.06% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 36.57 K | $202.94 K | 100.00% | 0.06% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10/29/2025 | 35.69 K | $197.37 K | 62.85% | 0.06% |
| LVZ, INC. | 10/27/2025 | 29.86 K | $165.70 K | 0.00% | 0.05% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 24.33 K | $135.02 K | 3.99% | 0.04% |
| QUANTUM PRIVATE WEALTH, LLC | 11/10/2025 | 23.00 K | $127.65 K | -17.86% | 0.04% |
| OPPENHEIMER & CO INC | 11/06/2025 | 22.48 K | $124.79 K | 2.19% | 0.04% |
| CITADEL ADVISORS LLC | 11/14/2025 | 22.29 K | $123.70 K | 100.00% | 0.04% |
| ROYAL BANK OF CANADA | 11/14/2025 | 22.12 K | $123.00 K | 12.28% | 0.04% |
| BAIRD FINANCIAL GROUP, INC. | 11/13/2025 | 21.63 K | $120.05 K | 23.96% | 0.03% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 21.43 K | $119.00 K | 95.08% | 0.03% |
| ALLWORTH FINANCIAL LP | 12/02/2025 | 20.95 K | $116.25 K | 7.16% | 0.03% |
| HIGHTOWER ADVISORS, LLC | 11/07/2025 | 20.39 K | $113.19 K | 0.01% | 0.03% |
| KAPSTONE FINANCIAL ADVISORS LLC | 11/07/2025 | 18.76 K | $104.14 K | 2.17% | 0.03% |
| US BANCORP \DE\ | 11/12/2025 | 18.30 K | $101.55 K | 100.00% | 0.03% |
| HRT FINANCIAL LP | 11/14/2025 | 17.92 K | $99.00 K | 100.00% | 0.03% |
| WAVERLY ADVISORS, LLC | 11/14/2025 | 17.63 K | $97.84 K | 2.18% | 0.03% |
| ATLANTIC UNION BANKSHARES CORP | 11/04/2025 | 17.63 K | $97.83 K | 0.00% | 0.03% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 11/12/2025 | 14.70 K | $81.61 K | 2.19% | 0.02% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 14.63 K | $81.18 K | 0.00% | 0.02% |
| WEALTHCARE ADVISORY PARTNERS LLC | 11/07/2025 | 14.37 K | $79.78 K | 5.48% | 0.02% |
| AE WEALTH MANAGEMENT LLC | 11/03/2025 | 13.87 K | $77.00 K | 17.87% | 0.02% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 13.85 K | $77.00 K | -6.43% | 0.02% |
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Liberty All-Star Growth Fund, Inc. institutional Ownership - FAQ's
During the previous two years, 104 institutional investors and hedge funds held shares of Liberty All-Star Growth Fund, Inc.. The most heavily invested institutionals were:
Karpus Management, Inc.: 3.35 M
Shaker Financial Services, LLC: 1.31 M
1607 Capital Partners, LLC: 1.09 M
LPL Financial LLC: 992,003
Cornerstone Advisors, LLC: 786,175
Polar Asset Management Partners Inc.: 456,068
17.83% of Liberty All-Star Growth Fund, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 11.74 M shares in the last 24 months. This purchase volume represents approximately $65.59 M in transactions.