ASG Insider Trading

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Insider Trading History
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Insider Ownership Percentage: 0.32%

Insider Buying (Last 12 Months): $0.00

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

^$5.00

▲ +0.09 (1.83%)

As of 05/2/2025 04:59 PM ET

Days: 30 | 90 | 365

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

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
5/2/2025	Prevail Innovative Wealth Advisors LLC	99,889	$0.49M	0.1%	+306.5%	0.172%
4/29/2025	Calamos Advisors LLC	87,425	$0.43M	0.0%	-3.8%	0.150%
4/23/2025	Oppenheimer & Co. Inc.	21,594	$0.11M	0.0%	+91.1%	0.037%
4/22/2025	Cambridge Investment Research Advisors Inc.	13,311	$65K	0.0%	-34.1%	0.023%
4/22/2025	PFG Investments LLC	12,930	$63K	0.0%	N/A	0.022%
4/17/2025	Janney Montgomery Scott LLC	19,121	$94K	0.0%	-14.2%	0.033%
4/16/2025	Wealth Enhancement Advisory Services LLC	28,678	$0.14M	0.0%	-36.1%	0.049%
4/9/2025	NBC Securities Inc.	25,877	$0.13M	0.0%	+107,720.8%	0.044%
4/7/2025	GAMMA Investing LLC	24,015	$0.12M	0.0%	+389.0%	0.041%
3/17/2025	Wealth Enhancement Advisory Services LLC	44,875	$0.25M	0.0%	-48.0%	0.077%
2/25/2025	B. Riley Wealth Advisors Inc.	24,780	$0.14M	0.0%	-59.7%	0.043%
2/18/2025	Elequin Capital LP	9,355	$53K	0.0%	N/A	0.016%
2/17/2025	Waverly Advisors LLC	16,231	$92K	0.0%	N/A	0.028%
2/17/2025	Citadel Advisors LLC	23,286	$0.13M	0.0%	N/A	0.040%
2/17/2025	Bank of America Corp DE	29,132	$0.17M	0.0%	-26.2%	0.050%
2/17/2025	Ameriprise Financial Inc.	61,043	$0.35M	0.0%	+22.0%	0.105%
2/14/2025	Jane Street Group LLC	24,575	$0.14M	0.0%	N/A	0.042%
2/14/2025	Two Sigma Securities LLC	11,696	$66K	0.0%	N/A	0.020%
2/14/2025	Shaker Financial Services LLC	1,239,683	$7.13M	2.7%	-1.3%	2.129%
2/13/2025	1607 Capital Partners LLC	732,060	$4.14M	0.3%	+81.0%	1.257%
2/13/2025	NewEdge Advisors LLC	15,238	$86K	0.0%	-11.6%	0.026%
2/13/2025	Raymond James Financial Inc.	63,343	$0.36M	0.0%	N/A	0.109%
2/13/2025	Wedbush Securities Inc.	67,906	$0.38M	0.0%	-2.6%	0.117%
2/13/2025	Wells Fargo & Company MN	498,090	$2.81M	0.0%	+9.0%	0.855%
2/12/2025	Landscape Capital Management L.L.C.	19,485	$0.11M	0.0%	-85.1%	0.033%
2/12/2025	World Investment Advisors	131,855	$0.75M	0.0%	+65.6%	0.226%
2/12/2025	Prevail Innovative Wealth Advisors LLC	24,573	$0.14M	0.0%	N/A	0.042%
2/10/2025	GWN Securities Inc.	16,960	$100K	0.0%	N/A	0.029%
2/10/2025	Commonwealth Equity Services LLC	17,422	$98K	0.0%	+68.8%	0.030%
2/7/2025	Cornerstone Advisors LLC	914,722	$5.17M	0.2%	-44.5%	1.571%
2/7/2025	Bay Colony Advisory Group Inc d b a Bay Colony Advisors	13,149	$74K	0.0%	+24.5%	0.023%
2/6/2025	Raymond James Financial Inc.	63,343	$0.36M	0.0%	N/A	0.109%
2/6/2025	Jones Financial Companies Lllp	28,508	$0.16M	0.0%	+83.8%	0.049%
2/3/2025	Wolverine Asset Management LLC	6,600	$37K	0.0%	-97.2%	0.011%
1/31/2025	Atria Wealth Solutions Inc.	44,606	$0.26M	0.0%	-30.1%	0.077%
1/30/2025	Quantum Private Wealth LLC	33,000	$0.19M	0.1%	-23.3%	0.057%
1/27/2025	Silver Oak Securities Incorporated	12,709	$73K	0.0%	N/A	0.022%
1/24/2025	Calamos Advisors LLC	90,922	$0.51M	0.0%	+23.8%	0.156%
1/17/2025	Avior Wealth Management LLC	4,987	$28K	0.0%	-61.6%	0.009%
1/17/2025	Janney Montgomery Scott LLC	22,293	$0.13M	0.0%	+58.3%	0.038%
12/13/2024	B. Riley Wealth Advisors Inc.	61,480	$0.34M	0.0%	-5.6%	0.106%
11/25/2024	World Investment Advisors LLC	79,605	$0.45M	0.0%	N/A	0.137%
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%

Data available starting January 2016

See Full Table

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: $5.00

$4.96

$5.03

50 Day Range

MA: $4.85

$4.39

$5.27

52 Week Range

Now: $5.00

$4.01

$6.08

Volume

241,024 shs

Average Volume

265,256 shs

Market Capitalization

$291.19 million

P/E Ratio

N/A

Dividend Yield

9.37%

Beta

1.25

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:
Prevail Innovative Wealth Advisors LLC — 0.17%
Calamos Advisors LLC — 0.15%
Wealth Enhancement Advisory Services LLC — 0.05%
NBC Securities Inc. — 0.04%
GAMMA Investing LLC — 0.04%
Oppenheimer & Co. Inc. — 0.04%
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:
Wealth Enhancement Advisory Services LLC
Cambridge Investment Research Advisors Inc.
Calamos Advisors LLC
Janney Montgomery Scott LLC
Which major investors are buying Liberty All-Star Growth Fund stock?: In the previous quarter, ASG stock was purchased by institutional investors including:
Prevail Innovative Wealth Advisors LLC
NBC Securities Inc.
GAMMA Investing LLC
PFG Investments LLC
Oppenheimer & Co. Inc.
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.