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. | 08/14/2026 | 4.55 M | $24.88 M | 7.78% | 7.24% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 1.53 M | $8.36 M | -16.70% | 2.43% |
| 1607 CAPITAL PARTNERS, LLC | 09/02/2026 | 1.34 M | $7.32 M | -9.87% | 2.13% |
| LPL FINANCIAL LLC | 08/07/2026 | 880.53 K | $4.82 M | -1.92% | 1.40% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 619.68 K | $3.39 M | 14.42% | 0.99% |
| RPO LLC | 08/13/2026 | 571.84 K | $3.13 M | 53.86% | 0.91% |
| ALMITAS CAPITAL LLC | 08/17/2026 | 466.56 K | $2.55 M | 238.12% | 0.74% |
| SABA CAPITAL MANAGEMENT, L.P. | 08/14/2026 | 443.20 K | $2.42 M | 100.00% | 0.71% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 08/06/2026 | 433.58 K | $2.37 M | 31.41% | 0.69% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 322.62 K | $1.76 M | -2.68% | 0.51% |
| BOOTHBAY FUND MANAGEMENT, LLC | 08/14/2026 | 285.92 K | $1.56 M | 53.86% | 0.45% |
| PMG FAMILY OFFICE LLC | 07/16/2026 | 197.85 K | $1.08 M | 0.08% | 0.31% |
| CALAMOS ADVISORS LLC | 07/31/2026 | 184.61 K | $1.01 M | -19.28% | 0.29% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 162.45 K | $888.61 K | 0.00% | 0.26% |
| INTEGRATED WEALTH CONCEPTS LLC | 09/09/2026 | 143.38 K | $784.30 K | -0.30% | 0.23% |
| MORGAN STANLEY | 08/13/2026 | 138.80 K | $759.26 K | 7.41% | 0.22% |
| LOGAN STONE CAPITAL, LLC | 08/14/2026 | 137.93 K | $754.49 K | 100.00% | 0.22% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 132.38 K | $724.14 K | -0.32% | 0.21% |
| XTX TOPCO LTD | 08/14/2026 | 124.01 K | $678.32 K | 106.01% | 0.20% |
| EP WEALTH ADVISORS, LLC | 08/12/2026 | 120.74 K | $660.46 K | 100.00% | 0.19% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 113.21 K | $619.27 K | 2.11% | 0.18% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 07/21/2026 | 112.32 K | $614.37 K | -33.76% | 0.18% |
| BULLDOG INVESTORS, LLP | 08/14/2026 | 104.41 K | $571.11 K | 100.00% | 0.17% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 90.37 K | $494.31 K | 68.23% | 0.14% |
| DAKOTA WEALTH MANAGEMENT | 08/07/2026 | 88.46 K | $483.87 K | 1.41% | 0.14% |
| INVESCO LTD. | 08/14/2026 | 79.82 K | $436.59 K | 6.65% | 0.13% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 74.59 K | $408.00 K | 3.29% | 0.12% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 71.30 K | $389.98 K | 9.40% | 0.11% |
| QUARRY LP | 08/14/2026 | 68.16 K | $372.86 K | -17.15% | 0.11% |
| ADVISORY ADVOCATES, LLC | 08/10/2026 | 68.16 K | $372.81 K | 1.49% | 0.11% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 63.31 K | $336.80 K | -4.36% | 0.10% |
| QUANTEDGE CAPITAL PTE LTD | 08/06/2026 | 62.60 K | $342.42 K | 100.00% | 0.10% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 55.87 K | $305.59 K | 2.83% | 0.09% |
| READYSTATE ASSET MANAGEMENT LP | 08/14/2026 | 52.83 K | $288.98 K | 100.00% | 0.08% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 07/28/2026 | 52.77 K | $288.62 K | -5.06% | 0.08% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 51.78 K | $283.22 K | -12.14% | 0.08% |
| SMITH ASSET MANAGEMENT CO., LLC | 07/14/2026 | 40.23 K | $220.04 K | -2.78% | 0.06% |
| JANE STREET GROUP, LLC | 08/14/2026 | 38.31 K | $209.53 K | 100.00% | 0.06% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 30.27 K | $165.56 K | 0.62% | 0.05% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 29.57 K | $161.74 K | 73.83% | 0.05% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/19/2026 | 29.27 K | $160.08 K | 6.73% | 0.05% |
| BURKE & HERBERT BANK & TRUST CO | 08/07/2026 | 28.16 K | $154.06 K | 0.00% | 0.04% |
| CITADEL ADVISORS LLC | 09/02/2026 | 26.46 K | $144.73 K | 100.00% | 0.04% |
| OPPENHEIMER & CO INC | 08/03/2026 | 24.02 K | $131.39 K | 2.12% | 0.04% |
| UBS GROUP AG | 08/13/2026 | 22.12 K | $120.97 K | -60.12% | 0.04% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 21.99 K | $120.28 K | 0.00% | 0.04% |
| NOMURA HOLDINGS INC | 08/14/2026 | 20.00 K | $109.40 K | 100.00% | 0.03% |
| US BANCORP \DE\ | 08/12/2026 | 19.11 K | $104.53 K | 2.13% | 0.03% |
| IHT WEALTH MANAGEMENT, LLC | 08/14/2026 | 18.57 K | $101.60 K | 2.10% | 0.03% |
| ATLANTIC UNION BANKSHARES CORP | 08/11/2026 | 17.63 K | $96.42 K | 0.00% | 0.03% |
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Liberty All-Star Growth Fund Inc institutional Ownership - FAQ's
During the previous two years, 116 institutional investors and hedge funds held shares of Liberty All-Star Growth Fund Inc. The most heavily invested institutionals were:
Karpus Management, Inc.: 4.55 M
Shaker Financial Services, LLC: 1.53 M
1607 Capital Partners, LLC: 1.34 M
LPL Financial LLC: 880,532
WOLVERINE ASSET MANAGEMENT LLC: 619,677
RPO LLC: 571,839
23.11% of Liberty All-Star Growth Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 15.22 M shares in the last 24 months. This purchase volume represents approximately $75.95 M in transactions.