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. | 02/17/2026 | 3.52 M | $18.64 M | 4.91% | 5.68% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 1.55 M | $8.35 M | 17.72% | 2.50% |
| 1607 CAPITAL PARTNERS, LLC | 02/17/2026 | 1.30 M | $6.89 M | 19.44% | 2.10% |
| LPL FINANCIAL LLC | 02/11/2026 | 985.02 K | $5.22 M | -0.70% | 1.59% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 585.92 K | $3.11 M | 126.18% | 0.95% |
| CORNERSTONE ADVISORS, LLC | 02/13/2026 | 576.49 K | $3.06 M | -26.67% | 0.93% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 396.68 K | $2.10 M | -6.98% | 0.64% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 206.97 K | $1.10 M | -17.40% | 0.33% |
| CALAMOS ADVISORS LLC | 01/29/2026 | 201.48 K | $1.07 M | 72.80% | 0.33% |
| 01/28/2026 | 180.57 K | $978.61 K | -21.02% | 0.29% | |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 01/28/2026 | 169.57 K | $928.40 K | 100.00% | 0.27% |
| INTEGRATED WEALTH CONCEPTS LLC | 02/13/2026 | 155.37 K | $823.44 K | -2.81% | 0.25% |
| POLAR ASSET MANAGEMENT PARTNERS INC. | 02/17/2026 | 151.65 K | $803.75 K | -66.75% | 0.24% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 133.52 K | $707.65 K | 3.96% | 0.22% |
| RPO LLC | 02/17/2026 | 128.61 K | $681.63 K | 100.00% | 0.21% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 02/09/2026 | 128.16 K | $679.25 K | 103.09% | 0.21% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 02/13/2026 | 124.48 K | $659.77 K | -54.63% | 0.20% |
| ALMITAS CAPITAL LLC | 02/17/2026 | 110.48 K | $585.55 K | 100.00% | 0.18% |
| MORGAN STANLEY | 02/13/2026 | 104.83 K | $555.62 K | 69.34% | 0.17% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 96.87 K | $513.41 K | 77.46% | 0.16% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 90.96 K | $482.10 K | -9.00% | 0.15% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 87.63 K | $464.45 K | -7.32% | 0.14% |
| QUARRY LP | 02/13/2026 | 82.27 K | $436.03 K | 100.00% | 0.13% |
| DAKOTA WEALTH MANAGEMENT | 01/13/2026 | 79.86 K | $423.25 K | 8.16% | 0.13% |
| WEDBUSH SECURITIES INC | 02/12/2026 | 67.88 K | $360.00 K | 0.00% | 0.11% |
| JANE STREET GROUP, LLC | 02/12/2026 | 65.13 K | $345.18 K | 100.00% | 0.11% |
| BOOTHBAY FUND MANAGEMENT, LLC | 02/17/2026 | 64.30 K | $340.81 K | 100.00% | 0.10% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 63.13 K | $334.61 K | 52.97% | 0.10% |
| 05/05/2026 | 62.66 K | $332.08 K | 100.00% | 0.10% | |
| INVESCO LTD. | 02/19/2026 | 59.95 K | $317.73 K | 100.00% | 0.10% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 55.85 K | $296.01 K | 27.37% | 0.09% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 01/29/2026 | 53.77 K | $285.00 K | 0.00% | 0.09% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 52.08 K | $276.02 K | -7.12% | 0.08% |
| SMITH ASSET MANAGEMENT CO., LLC | 02/19/2026 | 41.88 K | $221.96 K | -0.91% | 0.07% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 40.23 K | $213.22 K | -1.91% | 0.06% |
| MERCER GLOBAL ADVISORS INC /ADV | 02/18/2026 | 39.65 K | $210.14 K | 0.85% | 0.06% |
| SIMPLICITY WEALTH,LLC | 01/30/2026 | 39.00 K | $206.70 K | 100.00% | 0.06% |
| UBS GROUP AG | 01/29/2026 | 33.31 K | $176.53 K | -35.56% | 0.05% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 02/13/2026 | 29.17 K | $154.59 K | 100.00% | 0.05% |
| SILVER OAK SECURITIES, INCORPORATED | 01/15/2026 | 28.31 K | $151.45 K | 111.51% | 0.05% |
| BURKE & HERBERT BANK & TRUST CO | 02/12/2026 | 28.16 K | $149.27 K | 100.00% | 0.05% |
| LVZ, INC. | 02/10/2026 | 23.27 K | $123.33 K | -22.06% | 0.04% |
| OPPENHEIMER & CO INC | 02/02/2026 | 22.48 K | $119.17 K | 0.00% | 0.04% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 21.91 K | $116.11 K | 1.28% | 0.04% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 20.39 K | $108.09 K | 0.00% | 0.03% |
| KAPSTONE FINANCIAL ADVISORS LLC | 02/05/2026 | 18.76 K | $99.44 K | 0.00% | 0.03% |
| US BANCORP \DE\ | 01/30/2026 | 18.30 K | $96.98 K | 0.00% | 0.03% |
| WAVERLY ADVISORS, LLC | 02/17/2026 | 17.63 K | $93.43 K | 0.00% | 0.03% |
| ATLANTIC UNION BANKSHARES CORP | 02/04/2026 | 17.63 K | $93.42 K | 0.00% | 0.03% |
| NOMURA HOLDINGS INC | 02/17/2026 | 17.50 K | $92.75 K | 100.00% | 0.03% |
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, 112 institutional investors and hedge funds held shares of Liberty All-Star Growth Fund Inc. The most heavily invested institutionals were:
WOLVERINE ASSET MANAGEMENT LLC: 541,588
Calamos Advisors LLC: 228,704
ABSOLUTE INVESTMENT ADVISERS, LLC: 169,570
WEDBUSH SECURITIES INC: 72,215
KESTRA PRIVATE WEALTH SERVICES, LLC: 55,577
UBS Group AG: 55,451
19.86% of Liberty All-Star Growth Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 12.99 M shares in the last 24 months. This purchase volume represents approximately $64.80 M in transactions.