Liberty All-Star Growth FDASG
13F holders, Q1 2025 (March 31)71holders −6
8new positions
13sold out
1famous investor
$4.89avg. 13F price*
At the end of Q1 2025, 71 institutions reported holding Liberty All-Star Growth FD (ASG) in their 13F filings, down 6 from Q4 2024. 8 opened new positions and 13 sold out. The largest holders were Karpus Management, Inc. ($16.1M), Shaker Financial Services, LLC ($7.3M) and 1607 Capital Partners, LLC ($4.3M). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Liberty All-Star Growth FD
- CUSIP
- 529900102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $776K |
| Exits | 13 | $6.5M |
All 13F filers, Q4 2024 → Q1 2025: 1,044,033 shares bought and 1,635,301 shares sold, net −591,268 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 71 holders
| Karpus Management, Inc. | 0.52% | Reduce -2.5% | 3,287,465 | $16.1M |
| Shaker Financial Services, LLC | 2.83% | Add +19.9% | 1,486,164 | $7.3M |
| 1607 Capital Partners, LLC | 0.35% | Add +20.8% | 884,228 | $4.3M |
| LPL Financial LLC | 0.00% | Reduce -1.1% | 829,802 | $4.1M |
| Cornerstone Advisors, LLC | 0.17% | Reduce -12.8% | 797,694 | $3.9M |
| Wells Fargo & Company | 0.00% | Reduce -12.6% | 435,399 | $2.1M |
| Wolverine Asset Management LLC | 0.08% | Add +3274.9% | 222,742 | $1.1M |
| City of London Investment Management Co. Ltd. | 0.12% | Add +0.6% | 220,750 | $1.1M |
| Prevail Innovative Wealth Advisors, LLC | 0.13% | Add +306.5% | 99,889 | $488K |
| Calamos Advisors LLC | 0.00% | Reduce -3.9% | 87,425 | $428K |
| Ameriprise Financial Inc. | 0.00% | Add +42.6% | 87,046 | $426K |
| Readystate Asset Management LP | 0.03% | Reduce -64.1% | 77,663 | $380K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 73,505 | $359K |
| Wedbush Securities Inc. | 0.01% | Add +5.0% | 71,266 | $348K |
| Dakota Wealth Management | 0.01% | No change | 68,884 | $337K |
| Landscape Capital Management, L.L.C. | 0.03% | Add +246.5% | 67,511 | $330K |
| UBS Group AG | 0.00% | Reduce -0.4% | 67,196 | $329K |
| Bank of America Corp. | 0.00% | Add +123.0% | 64,963 | $318K |
| Raymond James Financial Inc. | 0.00% | Reduce -1.9% | 62,168 | $304K |
| Osaic Holdings, Inc. | 0.00% | Add +31.8% | 55,789 | $273K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -2.0% | 54,283 | $265K |
| Guggenheim Capital LLC | 0.00% | Add +0.1% | 53,889 | $264K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +6.7% | 47,613 | $233K |
| Smith Asset Management Co., LLC | 0.19% | No change | 42,229 | $207K |
| Jones Financial Companies LLLP | 0.00% | Add +46.9% | 41,875 | $205K |
| Blue Bell Private Wealth Management, LLC | 0.04% | Add +1137.0% | 41,255 | $202K |
| Millennium Management | 0.00% | New | 39,120 | $191K |
| Walleye Capital LLC | 0.00% | New | 37,324 | $183K |
| Integrity Alliance, Llc. | 0.01% | New | 32,222 | $158K |
| LVZ, Inc. | 0.02% | No change | 29,855 | $146K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -36.1% | 28,678 | $140K |
| Quantum Private Wealth, LLC | 0.05% | Reduce -15.2% | 28,000 | $137K |
| Lanark Financial, Inc. | 0.01% | — | 25,877 | $126K |
| Royal Bank of Canada | 0.00% | Add +2.1% | 24,840 | $121K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.3% | 22,896 | $112K |
| Oppenheimer & Co. Inc. | 0.00% | Add +91.1% | 21,594 | $106K |
| Morgan Stanley | 0.00% | Reduce -55.1% | 19,811 | $97K |
| Sheaff Brock Investment Advisors, LLC | 0.01% | No change | 19,545 | $96K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -14.2% | 19,121 | $94K |
| Kapstone Financial Advisors LLC | 0.05% | Add +2.2% | 18,023 | $88K |
| Sandy Spring Bank | 0.00% | No change | 17,626 | $86K |
| Baird Financial Group, Inc. | 0.00% | New | 17,390 | $85K |
| Waverly Advisors, LLC | 0.00% | Add +4.3% | 16,932 | $83K |
| Independent Financial Group, LLC | 0.00% | Reduce -6.3% | 16,555 | $81K |
| Mercer Global Advisors Inc. | 0.00% | New | 16,031 | $78K |
| NewEdge Advisors, LLC | 0.00% | Reduce -4.0% | 14,627 | $72K |
| AE Wealth Management LLC | 0.00% | Reduce -0.9% | 14,171 | $69K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -1.7% | 14,121 | $69K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -34.1% | 13,311 | $65K |
| Silver Oak Securities, Incorporated | 0.01% | Add +3.6% | 13,173 | $64K |
| PFG Investments, LLC | 0.00% | New | 12,930 | $63K |
| J.W. Cole Advisors, Inc. | 0.00% | Reduce -2.9% | 12,654 | $62K |
| Alpha Cubed Investments, LLC | 0.00% | No change | 10,905 | $53K |
| Quad-Cities Investment Group, LLC | 0.03% | Add +4.3% | 10,484 | $51K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -40.7% | 10,335 | $51K |
| Financial Perspectives, Inc | 0.01% | No change | 8,945 | $44K |
| Archer Investment Corp | 0.01% | No change | 5,786 | $28K |
| GAMMA Investing LLC | 0.00% | No change | 4,911 | $24K |
| Farther Finance Advisors, LLC | 0.00% | New | 3,601 | $18K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 1,921 | $11K |
| CoreCap Advisors, LLC | 0.00% | Reduce -76.9% | 1,109 | $5K |
| Thomas J. Herzfeld Advisors, Inc. | 0.00% | Add +4.3% | 1,034 | $5K |
| St Germain D J Co. Inc. | 0.00% | No change | 750 | $4K |
| Parallel Advisors, LLC | 0.00% | Add +0.2% | 416 | $2K |
| Beacon Capital Management, LLC | 0.00% | Add +4.3% | 217 | $1K |
| Hughes Financial Services, LLC | 0.00% | New | 117 | $578 |
| Rothschild Investment LLC | 0.00% | Add +2.7% | 76 | $372 |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 43 | $210 |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 2 | $12 |
| Cwm, LLC | 0.00% | No change | 44 | $0 |
| Navigoe, LLC | 0.00% | No change | 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.