ASG Insider Trading

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Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 0.32%

Insider Buying (Last 12 Months): $73,584.75

Insider Selling (Last 12 Months): $0.00

Liberty All-Star Growth Fund Insider Trading History Chart

Liberty All-Star Growth Fund Share Price & Price History

^$5.73

▲ +0.05 (0.88%)

As of 11/21/2024 02:20 PM ET

Days: 30 | 90 | 365

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Liberty All-Star Growth Fund Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
3/26/2024	Edmund J Burke	Insider	Buy	3,500	$5.45	$19,075.00	6,300
3/20/2024	Mark T. Haley	President	Buy	1,000	$5.39	$5,390.00	121,595
3/11/2024	Maureen K Usifer	Insider	Buy	2,800	$5.43	$15,204.00	7,600
3/5/2024	Mark T. Haley	President	Buy	1,000	$5.34	$5,340.00	120,595
1/26/2024	Mark T. Haley	President	Buy	1,000	$5.20	$5,200.00	117,219
1/24/2024	John J Neuhauser	Director	Buy	2,575	$5.21	$13,415.75	3,057
12/8/2023	Mark T. Haley	President	Buy	2,000	$4.98	$9,960.00	114,060
11/3/2023	Mark T. Haley	SVP	Buy	750	$4.88	$3,660.00	112,060
9/18/2023	Robert Milas	Insider	Buy	500	$5.02	$2,510.00	500
8/29/2023	Milton M Irvin	Director	Buy	1,000	$5.27	$5,270.00	8,223
6/7/2023	Edmund J Burke	Director	Buy	2,800	$5.26	$14,728.00	2,800

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SEC Filings (Institutional Ownership Changes) for Liberty All-Star Growth Fund (NYSE:ASG)

21.62% of Liberty All-Star Growth Fund stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

Liberty All-Star Growth Fund Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
11/12/2024	Penserra Capital Management LLC	792,993	$4.45M	0.1%	N/A	1.362%
11/9/2024	Landscape Capital Management L.L.C.	130,364	$0.73M	0.1%	-62.5%	0.224%
11/8/2024	Cornerstone Advisors LLC	1,647,198	$9.24M	0.4%	-0.2%	2.828%
11/4/2024	Wolverine Asset Management LLC	233,360	$1.31M	0.0%	-53.8%	0.401%
11/1/2024	Quantum Private Wealth LLC	43,000	$0.24M	0.1%	-25.9%	0.074%
10/31/2024	Shaker Financial Services LLC	1,255,941	$7.05M	2.7%	-4.4%	2.157%
10/24/2024	Bay Colony Advisory Group Inc d b a Bay Colony Advisors	10,558	$59K	0.0%	N/A	0.018%
10/24/2024	J.W. Cole Advisors Inc.	13,036	$73K	0.0%	-15.6%	0.022%
10/24/2024	Wealth Enhancement Advisory Services LLC	86,372	$0.49M	0.0%	-4.7%	0.148%
10/23/2024	Dakota Wealth Management	68,884	$0.39M	0.0%	+32.8%	0.118%
10/22/2024	International Assets Investment Management LLC	15,105	$85K	0.0%	+473.5%	0.026%
10/16/2024	Quad Cities Investment Group LLC	10,049	$56K	0.0%	N/A	0.017%
10/15/2024	NBC Securities Inc.	25,688	$0.14M	0.0%	-9.6%	0.044%
10/11/2024	Creative Planning	12,959	$73K	0.0%	+16.8%	0.022%
10/7/2024	GAMMA Investing LLC	4,911	$28K	0.0%	N/A	0.008%
8/12/2024	Mercer Global Advisors Inc. ADV	461,229	$2.46M	0.0%	+2,468.1%	0.792%
8/9/2024	City of London Investment Management Co. Ltd.	160,300	$0.86M	0.1%	N/A	0.275%
8/8/2024	J.W. Cole Advisors Inc.	15,445	$82K	0.0%	N/A	0.027%
8/7/2024	Wedbush Securities Inc.	68,283	$0.37M	0.0%	+11.4%	0.117%
8/5/2024	Blue Bell Private Wealth Management LLC	9,200	$49K	0.0%	+268.0%	0.016%
8/3/2024	Shaker Financial Services LLC	1,313,319	$7.01M	2.8%	+0.9%	2.255%
8/3/2024	Kapstone Financial Advisors LLC	15,602	$83K	0.1%	N/A	0.027%
8/2/2024	Wolverine Asset Management LLC	504,878	$2.70M	0.0%	+22.0%	0.867%
7/25/2024	Calamos Advisors LLC	62,946	$0.34M	0.0%	+46.4%	0.108%
7/17/2024	Quantum Private Wealth LLC	58,000	$0.31M	0.1%	-21.6%	0.100%
7/16/2024	Wealth Enhancement Advisory Services LLC	90,658	$0.48M	0.0%	-2.6%	0.156%
5/14/2024	Karpus Management Inc.	2,471,772	$13.57M	0.4%	+47.0%	4.244%
5/14/2024	Owen LaRue LLC	11,504	$63K	0.0%	-23.6%	0.020%
5/10/2024	Cornerstone Advisors LLC	1,649,968	$9.06M	0.4%	+95.8%	2.833%
5/7/2024	Quantum Private Wealth LLC	74,000	$0.41M	0.2%	-16.9%	0.127%
4/26/2024	LifePro Asset Management	38,999	$0.21M	0.1%	N/A	0.067%
4/16/2024	Wealth Enhancement Advisory Services LLC	93,052	$0.51M	0.0%	+8.6%	0.160%
4/5/2024	NBC Securities Inc.	35,727	$0.20M	0.0%	-10.7%	0.061%
3/27/2024	Nomura Holdings Inc.	22,600	$0.12M	0.0%	N/A	0.039%
3/22/2024	PNC Financial Services Group Inc.	50,845	$0.27M	0.0%	N/A	0.087%
2/15/2024	Flow State Investments L.P.	121,308	$0.64M	0.2%	+788.2%	0.208%
2/13/2024	Karpus Management Inc.	1,681,642	$8.88M	0.3%	+162.5%	2.887%
2/13/2024	1607 Capital Partners LLC	30,927	$0.16M	0.0%	N/A	0.053%
2/12/2024	Weiss Asset Management LP	59,318	$0.31M	0.0%	N/A	0.102%
2/9/2024	Cornerstone Advisors LLC	842,508	$4.45M	0.2%	+42.0%	1.447%
2/9/2024	PNC Financial Services Group Inc.	50,845	$0.27M	0.0%	N/A	0.087%
2/7/2024	Shaker Financial Services LLC	1,011,052	$5.42M	2.2%	+26.2%	1.736%
2/5/2024	Mach 1 Financial Group LLC	10,745	$57K	0.0%	-19.4%	0.018%
2/2/2024	Atria Wealth Solutions Inc.	48,033	$0.26M	0.0%	+34.7%	0.082%
2/1/2024	Wolverine Asset Management LLC	86,467	$0.46M	0.0%	N/A	0.148%
1/30/2024	Avior Wealth Management LLC	129,987	$0.69M	0.0%	+2,506.5%	0.223%
1/16/2024	Raymond James Financial Services Advisors Inc.	37,675	$0.20M	0.0%	-61.9%	0.065%
1/16/2024	Raymond James & Associates	18,789	$99K	0.0%	-34.6%	0.032%
1/12/2024	Mutual Advisors LLC	11,008	$58K	0.0%	N/A	0.019%
1/12/2024	Advisor Resource Council	33,093	$0.18M	0.0%	N/A	0.057%
1/10/2024	David J Yvars Group	21,157	$0.11M	0.1%	-45.2%	0.036%
11/16/2023	Owen LaRue LLC	29,507	$0.15M	0.2%	-30.4%	0.051%
11/9/2023	Karpus Management Inc.	640,657	$3.17M	0.1%	+73.3%	1.100%
11/9/2023	Cornerstone Advisors LLC	593,323	$2.93M	0.1%	+62.6%	1.019%
11/8/2023	Atria Wealth Solutions Inc.	35,665	$0.18M	0.0%	-9.6%	0.061%
11/8/2023	Kestra Private Wealth Services LLC	52,456	$0.26M	0.0%	+8.5%	0.090%
11/4/2023	NBC Securities Inc.	40,253	$0.20M	0.0%	N/A	0.069%
11/2/2023	Quantum Private Wealth LLC	89,000	$0.44M	0.2%	-10.1%	0.153%
11/2/2023	Shaker Financial Services LLC	801,378	$3.96M	1.8%	+42.4%	1.376%
10/24/2023	Raymond James Financial Services Advisors Inc.	98,919	$0.49M	0.0%	-3.2%	0.170%
10/24/2023	Raymond James & Associates	28,746	$0.14M	0.0%	-20.7%	0.049%
10/24/2023	Dakota Wealth Management	12,670	$63K	0.0%	N/A	0.022%
10/17/2023	Mach 1 Financial Group LLC	13,335	$66K	0.0%	-46.9%	0.023%
10/17/2023	Avior Wealth Management LLC	4,987	$25K	0.0%	N/A	0.009%
10/16/2023	Community Trust & Investment Co.	13,475	$67K	0.0%	N/A	0.023%
10/11/2023	AE Wealth Management LLC	16,301	$81K	0.0%	N/A	0.028%
8/11/2023	Cornerstone Advisors LLC	364,927	$1.97M	0.1%	N/A	0.627%
8/11/2023	Karpus Management Inc.	369,785	$2M	0.1%	+85.0%	0.635%
8/11/2023	Landscape Capital Management L.L.C.	34,040	$0.18M	0.0%	-33.1%	0.058%
8/8/2023	Archer Investment Corp	5,786	$31K	0.0%	N/A	0.010%
8/8/2023	Advisor OS LLC	10,150	$55K	0.0%	N/A	0.017%
8/7/2023	Shaker Financial Services LLC	562,719	$3.04M	1.3%	-12.0%	0.966%
8/3/2023	Atria Wealth Solutions Inc.	39,465	$0.21M	0.0%	-31.4%	0.068%
8/3/2023	Oppenheimer & Co. Inc.	10,173	$55K	0.0%	N/A	0.017%
8/1/2023	Truist Financial Corp	24,778	$0.13M	0.0%	N/A	0.043%
7/31/2023	LPL Financial LLC	453,361	$2.45M	0.0%	+9.1%	0.778%
7/28/2023	Mach 1 Financial Group LLC	25,090	$0.14M	0.0%	N/A	0.043%
7/27/2023	B. Riley Wealth Advisors Inc.	68,935	$0.37M	0.0%	-6.4%	0.118%
7/26/2023	Janney Montgomery Scott LLC	22,105	$0.12M	0.0%	-11.3%	0.038%
7/25/2023	Raymond James Financial Services Advisors Inc.	102,224	$0.55M	0.0%	-31.5%	0.176%
7/25/2023	Raymond James & Associates	36,251	$0.20M	0.0%	-23.4%	0.062%
7/13/2023	Cambridge Investment Research Advisors Inc.	37,788	$0.20M	0.0%	-5.9%	0.065%
5/11/2023	Karpus Management Inc.	199,882	$1.06M	0.0%	+530.3%	0.469%
5/11/2023	Financial Advocates Investment Management	125,000	$0.66M	0.0%	N/A	0.293%
5/11/2023	Elequin Securities LLC	10,828	$57K	0.0%	-81.7%	0.025%
5/10/2023	Landscape Capital Management L.L.C.	50,845	$0.27M	0.0%	-36.1%	0.000%
5/8/2023	Shaker Financial Services LLC	639,186	$3.38M	1.5%	+20.6%	1.499%
5/8/2023	Wolverine Asset Management LLC	312,637	$1.65M	0.0%	-5.7%	0.733%
4/28/2023	Ameritas Advisory Services LLC	5,755	$30K	0.0%	-50.0%	0.013%
4/28/2023	Janney Montgomery Scott LLC	24,930	$0.13M	0.0%	-11.8%	0.058%
4/28/2023	American Institute for Advanced Investment Management LLP	10,400	$55K	0.1%	N/A	0.024%
4/25/2023	McKinley Carter Wealth Services Inc.	10,904	$58K	0.0%	N/A	0.026%
4/20/2023	David J Yvars Group	37,630	$0.20M	0.2%	+64.7%	0.088%
4/14/2023	Raymond James Financial Services Advisors Inc.	149,336	$0.79M	0.0%	-7.5%	0.350%
4/14/2023	Raymond James & Associates	47,345	$0.25M	0.0%	-4.7%	0.111%
3/15/2023	B. Riley Wealth Advisors Inc.	73,552	$0.37M	0.0%	-3.6%	0.172%
2/15/2023	Bluefin Capital Management LLC	51,929	$0.26M	0.0%	+81.0%	0.122%
2/10/2023	Ameritas Advisory Services LLC	11,510	$57K	0.0%	N/A	0.027%
2/10/2023	CoreCap Advisors LLC	7,573	$37K	0.0%	N/A	0.018%
2/9/2023	Landscape Capital Management L.L.C.	79,607	$0.39M	0.1%	+402.1%	0.187%

Data available starting January 2016

Liberty All-Star Growth Fund, Inc. is a closed-ended equity mutual fund launched and managed by ALPS Advisers, Inc. It is co-managed by Weatherbie Capital, LLC, Congress Asset Management Company, and Sustainable Growth Advisers, LP. The fund invests in the public equity markets of the United States. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in growth stocks of companies across all market capitalizations. It employs fundamental analysis with a bottom-up stock picking approach to create its portfolio. The fund benchmarks the performance of its portfolio against the NASDAQ Composite Index, Russell 3000 Growth Index, and the S&P 500 Index. It conducts in-house research to make its investments. The fund was previously known as Charles Allmon Trust, Inc. Liberty All-Star Growth Fund, Inc. was formed on March 14, 1986 and is domiciled in the United States.

Today's Range

Now: $5.73

$5.67

$5.74

50 Day Range

MA: $5.66

$5.36

$6.07

52 Week Range

Now: $5.73

$4.92

$6.08

Volume

159,748 shs

Average Volume

255,116 shs

Market Capitalization

$333.72 million

P/E Ratio

N/A

Dividend Yield

8.30%

Beta

1.33

Who are the company insiders with the largest holdings of Liberty All-Star Growth Fund?: Liberty All-Star Growth Fund's top insider investors include:
Mark T Haley (President)
Mark T Haley (SVP)
Milton M Irvin (Director)
Maureen K Usifer (Insider)
Edmund J Burke (Insider)
John J Neuhauser (Director)
Edmund J Burke (Director)
Robert Milas (Insider)
Learn More about top insider investors at Liberty All-Star Growth Fund.
Who are the major institutional investors of Liberty All-Star Growth Fund?: Liberty All-Star Growth Fund's top institutional investors include:
Cornerstone Advisors LLC — 2.83%
Shaker Financial Services LLC — 2.16%
Penserra Capital Management LLC — 1.36%
Wolverine Asset Management LLC — 0.40%
Landscape Capital Management L.L.C. — 0.22%
Wealth Enhancement Advisory Services LLC — 0.15%
Learn More about top institutional investors of Liberty All-Star Growth Fund stock.
Which major investors are selling Liberty All-Star Growth Fund stock?: In the previous quarter, ASG stock was sold by these institutional investors:
Wolverine Asset Management LLC
Landscape Capital Management L.L.C.
Shaker Financial Services LLC
Quantum Private Wealth LLC
Wealth Enhancement Advisory Services LLC
Cornerstone Advisors LLC
NBC Securities Inc.
J.W. Cole Advisors Inc.
Which major investors are buying Liberty All-Star Growth Fund stock?: In the previous quarter, ASG stock was purchased by institutional investors including:
Penserra Capital Management LLC
Dakota Wealth Management
International Assets Investment Management LLC
Bay Colony Advisory Group Inc d b a Bay Colony Advisors
Quad Cities Investment Group LLC
GAMMA Investing LLC
Creative Planning
During the previous year, these company insiders have bought Liberty All-Star Growth Fund stock:
Mark T Haley (President)
Mark T Haley (SVP)
Milton M Irvin (Director)
Maureen K Usifer (Insider)
Edmund J Burke (Insider)
John J Neuhauser (Director)
Edmund J Burke (Director)
Robert Milas (Insider)
Learn More investors buying Liberty All-Star Growth Fund stock.