Liberty All-Star Growth FDASG
13F holders, Q4 2024 (December 31)77holders +8
15new positions
6sold out
1famous investor
$5.66avg. 13F price*
At the end of Q4 2024, 77 institutions reported holding Liberty All-Star Growth FD (ASG) in their 13F filings, up 8 from Q3 2024. 15 opened new positions and 6 sold out. The largest holders were Karpus Management, Inc. ($19.1M), Shaker Financial Services, LLC ($7.1M) and Cornerstone Advisors, LLC ($5.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Liberty All-Star Growth FD
- CUSIP
- 529900102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $2.1M |
| Exits | 6 | $2.9M |
All 13F filers, Q3 2024 → Q4 2024: 912,996 shares bought and 1,798,139 shares sold, net −885,143 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 77 holders
| Karpus Management, Inc. | 0.56% | Reduce -0.1% | 3,373,187 | $19.1M |
| Shaker Financial Services, LLC | 2.73% | Reduce -1.3% | 1,239,683 | $7.1M |
| Cornerstone Advisors, LLC | 0.21% | Reduce -44.5% | 914,722 | $5.2M |
| Penserra Capital Management LLC | 0.09% | Add +7.2% | 850,277 | $4.8M |
| LPL Financial LLC | 0.00% | Reduce -0.1% | 838,768 | $4.7M |
| 1607 Capital Partners, LLC | 0.33% | Add +81.0% | 732,060 | $4.1M |
| Wells Fargo & Company | 0.00% | Add +9.0% | 498,090 | $2.8M |
| City of London Investment Management Co. Ltd. | 0.12% | No change | 219,500 | $1.2M |
| Readystate Asset Management LP | 0.09% | New | 216,491 | $1.2M |
| World Investment Advisors | 0.02% | Add +65.6% | 131,855 | $745K |
| Calamos Advisors LLC | 0.00% | Add +23.8% | 90,922 | $514K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 73,505 | $415K |
| Dakota Wealth Management | 0.01% | No change | 68,884 | $389K |
| Wedbush Securities Inc. | 0.01% | Reduce -2.6% | 67,906 | $384K |
| UBS Group AG | 0.00% | Reduce -3.3% | 67,469 | $381K |
| Raymond James Financial Inc. | 0.00% | — | 63,343 | $358K |
| Ameriprise Financial Inc. | 0.00% | Add +22.0% | 61,043 | $345K |
| Kestra Private Wealth Services, LLC | 0.01% | No change | 55,385 | $313K |
| Guggenheim Capital LLC | 0.00% | Reduce -1.5% | 53,853 | $304K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -30.1% | 44,606 | $258K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -48.0% | 44,875 | $254K |
| Morgan Stanley | 0.00% | Reduce -49.7% | 44,170 | $250K |
| Osaic Holdings, Inc. | 0.00% | Add +15.7% | 42,322 | $239K |
| Smith Asset Management Co., LLC | 0.23% | — | 42,229 | $239K |
| Quantum Private Wealth, LLC | 0.06% | Reduce -23.3% | 33,000 | $186K |
| LVZ, Inc. | 0.02% | No change | 29,855 | $169K |
| Bank of America Corp. | 0.00% | Reduce -26.2% | 29,132 | $165K |
| Jones Financial Companies LLLP | 0.00% | Add +83.8% | 28,508 | $161K |
| B. Riley Wealth Advisors, Inc. | 0.00% | Reduce -59.7% | 24,780 | $143K |
| Jane Street Group, LLC | 0.00% | New | 24,575 | $139K |
| Prevail Innovative Wealth Advisors, LLC | 0.04% | New | 24,573 | $139K |
| Royal Bank of Canada | 0.00% | Add +6.2% | 24,323 | $138K |
| Citadel Advisors | 0.00% | New | 23,286 | $132K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 22,829 | $129K |
| Janney Montgomery Scott LLC | 0.00% | Add +58.3% | 22,293 | $126K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +12.8% | 20,210 | $114K |
| Sheaff Brock Investment Advisors, LLC | 0.01% | No change | 19,545 | $110K |
| Landscape Capital Management, L.L.C. | 0.01% | Reduce -85.0% | 19,485 | $110K |
| Kapstone Financial Advisors LLC | 0.05% | Add +2.0% | 17,632 | $101K |
| Independent Financial Group, LLC | 0.00% | Add +0.0% | 17,663 | $100K |
| GWN Securities Inc. | 0.03% | — | 16,960 | $100K |
| Sandy Spring Bank | 0.00% | No change | 17,626 | $100K |
| Commonwealth Equity Services, LLC | 0.00% | Add +68.8% | 17,422 | $98K |
| Waverly Advisors, LLC | 0.00% | New | 16,231 | $92K |
| NewEdge Advisors, LLC | 0.00% | Reduce -11.6% | 15,238 | $86K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 14,362 | $81K |
| AE Wealth Management LLC | 0.00% | No change | 14,301 | $81K |
| HRT Financial LP | 0.00% | New | 13,465 | $76K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.01% | Add +24.5% | 13,149 | $74K |
| J.W. Cole Advisors, Inc. | 0.00% | No change | 13,036 | $74K |
| Silver Oak Securities, Incorporated | 0.01% | New | 12,709 | $73K |
| Creative Planning | 0.00% | Reduce -5.9% | 12,200 | $69K |
| Two Sigma Securities, LLC | 0.01% | New | 11,696 | $66K |
| Oppenheimer & Co. Inc. | 0.00% | No change | 11,300 | $64K |
| Alpha Cubed Investments, LLC | 0.00% | No change | 10,905 | $62K |
| Susquehanna International Group, LLP | 0.00% | New | 10,549 | $60K |
| Quad-Cities Investment Group, LLC | 0.03% | No change | 10,049 | $57K |
| Elequin Capital, LP | 0.01% | New | 9,355 | $53K |
| Financial Perspectives, Inc | 0.02% | No change | 8,945 | $51K |
| Wolverine Asset Management LLC | 0.00% | Reduce -97.2% | 6,600 | $37K |
| Archer Investment Corp | 0.01% | No change | 5,786 | $33K |
| Avior Wealth Management, LLC | 0.00% | Reduce -61.6% | 4,987 | $28K |
| GAMMA Investing LLC | 0.00% | No change | 4,911 | $28K |
| CoreCap Advisors, LLC | 0.00% | Reduce -0.1% | 4,808 | $27K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Reduce -52.4% | 3,335 | $19K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 1,921 | $11K |
| Thomas J. Herzfeld Advisors, Inc. | 0.00% | No change | 991 | $6K |
| St Germain D J Co. Inc. | 0.00% | New | 750 | $4K |
| Parallel Advisors, LLC | 0.00% | Reduce -96.5% | 415 | $2K |
| Beacon Capital Management, LLC | 0.00% | No change | 208 | $1K |
| Rothschild Investment LLC | 0.00% | No change | 74 | $418 |
| Global Retirement Partners, LLC | 0.00% | New | 62 | $350 |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 43 | $243 |
| Lanark Financial, Inc. | 0.01% | — | 24 | $140 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 2 | $14 |
| Cwm, LLC | 0.00% | New | 44 | $0 |
| Navigoe, LLC | 0.00% | — | 35 | $0 |
"% of holder's portfolio" is ASG's weight in each manager's 13F, not the share of Liberty All-Star Growth FD the manager owns.