ASG Insider Trading

Insider Ownership Percentage: 0.32%
Insider Buying (Last 12 Months): $63,624.75
Insider Selling (Last 12 Months): $0.00

Liberty All-Star Growth Fund Insider Trading History Chart

This chart shows the insider buying and selling history at Liberty All-Star Growth Fund by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

Liberty All-Star Growth Fund Share Price & Price History

Current Price: $5.70
Price Change: Price Increase of +0.09 (1.60%)
As of 12/20/2024 05:32 PM ET

This chart shows the closing price history over time for ASG up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

Liberty All-Star Growth Fund Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
3/26/2024Edmund J BurkeInsiderBuy3,500$5.45$19,075.006,300View SEC Filing Icon  
3/20/2024Mark T. HaleyPresidentBuy1,000$5.39$5,390.00121,595View SEC Filing Icon  
3/11/2024Maureen K UsiferInsiderBuy2,800$5.43$15,204.007,600View SEC Filing Icon  
3/5/2024Mark T. HaleyPresidentBuy1,000$5.34$5,340.00120,595View SEC Filing Icon  
1/26/2024Mark T. HaleyPresidentBuy1,000$5.20$5,200.00117,219View SEC Filing Icon  
1/24/2024John J NeuhauserDirectorBuy2,575$5.21$13,415.753,057View SEC Filing Icon  
12/8/2023Mark T. HaleyPresidentBuy2,000$4.98$9,960.00114,060View SEC Filing Icon  
11/3/2023Mark T. HaleySVPBuy750$4.88$3,660.00112,060View SEC Filing Icon  
9/18/2023Robert MilasInsiderBuy500$5.02$2,510.00500View SEC Filing Icon  
8/29/2023Milton M IrvinDirectorBuy1,000$5.27$5,270.008,223View SEC Filing Icon  
6/7/2023Edmund J BurkeDirectorBuy2,800$5.26$14,728.002,800View SEC Filing Icon  
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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

This chart shows the instiutional buying and selling at ASG by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Liberty All-Star Growth Fund Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/13/2024B. Riley Wealth Advisors Inc.61,480$0.34M0.0%-5.6%0.106%Search for SEC Filing on Google Icon
11/25/2024World Investment Advisors LLC79,605$0.45M0.0%N/A0.137%Search for SEC Filing on Google Icon
11/12/2024Penserra Capital Management LLC792,993$4.45M0.1%N/A1.362%Search for SEC Filing on Google Icon
11/9/2024Landscape Capital Management L.L.C.130,364$0.73M0.1%-62.5%0.224%Search for SEC Filing on Google Icon
11/8/2024Cornerstone Advisors LLC1,647,198$9.24M0.4%-0.2%2.828%Search for SEC Filing on Google Icon
11/4/2024Wolverine Asset Management LLC233,360$1.31M0.0%-53.8%0.401%Search for SEC Filing on Google Icon
11/1/2024Quantum Private Wealth LLC43,000$0.24M0.1%-25.9%0.074%Search for SEC Filing on Google Icon
10/31/2024Shaker Financial Services LLC1,255,941$7.05M2.7%-4.4%2.157%Search for SEC Filing on Google Icon
10/24/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors10,558$59K0.0%N/A0.018%Search for SEC Filing on Google Icon
10/24/2024J.W. Cole Advisors Inc.13,036$73K0.0%-15.6%0.022%Search for SEC Filing on Google Icon
10/24/2024Wealth Enhancement Advisory Services LLC86,372$0.49M0.0%-4.7%0.148%Search for SEC Filing on Google Icon
10/23/2024Dakota Wealth Management68,884$0.39M0.0%+32.8%0.118%Search for SEC Filing on Google Icon
10/22/2024International Assets Investment Management LLC15,105$85K0.0%+473.5%0.026%Search for SEC Filing on Google Icon
10/16/2024Quad Cities Investment Group LLC10,049$56K0.0%N/A0.017%Search for SEC Filing on Google Icon
10/15/2024NBC Securities Inc.25,688$0.14M0.0%-9.6%0.044%Search for SEC Filing on Google Icon
10/11/2024Creative Planning12,959$73K0.0%+16.8%0.022%Search for SEC Filing on Google Icon
10/7/2024GAMMA Investing LLC4,911$28K0.0%N/A0.008%Search for SEC Filing on Google Icon
8/12/2024Mercer Global Advisors Inc. ADV461,229$2.46M0.0%+2,468.1%0.792%Search for SEC Filing on Google Icon
8/9/2024City of London Investment Management Co. Ltd.160,300$0.86M0.1%N/A0.275%Search for SEC Filing on Google Icon
8/8/2024J.W. Cole Advisors Inc.15,445$82K0.0%N/A0.027%Search for SEC Filing on Google Icon
8/7/2024Wedbush Securities Inc.68,283$0.37M0.0%+11.4%0.117%Search for SEC Filing on Google Icon
8/5/2024Blue Bell Private Wealth Management LLC9,200$49K0.0%+268.0%0.016%Search for SEC Filing on Google Icon
8/3/2024Shaker Financial Services LLC1,313,319$7.01M2.8%+0.9%2.255%Search for SEC Filing on Google Icon
8/3/2024Kapstone Financial Advisors LLC15,602$83K0.1%N/A0.027%Search for SEC Filing on Google Icon
8/2/2024Wolverine Asset Management LLC504,878$2.70M0.0%+22.0%0.867%Search for SEC Filing on Google Icon
7/25/2024Calamos Advisors LLC62,946$0.34M0.0%+46.4%0.108%Search for SEC Filing on Google Icon
7/17/2024Quantum Private Wealth LLC58,000$0.31M0.1%-21.6%0.100%Search for SEC Filing on Google Icon
7/16/2024Wealth Enhancement Advisory Services LLC90,658$0.48M0.0%-2.6%0.156%Search for SEC Filing on Google Icon
5/14/2024Karpus Management Inc.2,471,772$13.57M0.4%+47.0%4.244%Search for SEC Filing on Google Icon
5/14/2024Owen LaRue LLC11,504$63K0.0%-23.6%0.020%Search for SEC Filing on Google Icon
5/10/2024Cornerstone Advisors LLC1,649,968$9.06M0.4%+95.8%2.833%Search for SEC Filing on Google Icon
5/7/2024Quantum Private Wealth LLC74,000$0.41M0.2%-16.9%0.127%Search for SEC Filing on Google Icon
4/26/2024LifePro Asset Management38,999$0.21M0.1%N/A0.067%Search for SEC Filing on Google Icon
4/16/2024Wealth Enhancement Advisory Services LLC93,052$0.51M0.0%+8.6%0.160%Search for SEC Filing on Google Icon
4/5/2024NBC Securities Inc.35,727$0.20M0.0%-10.7%0.061%Search for SEC Filing on Google Icon
3/27/2024Nomura Holdings Inc.22,600$0.12M0.0%N/A0.039%Search for SEC Filing on Google Icon
3/22/2024PNC Financial Services Group Inc.50,845$0.27M0.0%N/A0.087%Search for SEC Filing on Google Icon
2/15/2024Flow State Investments L.P.121,308$0.64M0.2%+788.2%0.208%Search for SEC Filing on Google Icon
2/13/2024Karpus Management Inc.1,681,642$8.88M0.3%+162.5%2.887%Search for SEC Filing on Google Icon
2/13/20241607 Capital Partners LLC30,927$0.16M0.0%N/A0.053%Search for SEC Filing on Google Icon
2/12/2024Weiss Asset Management LP59,318$0.31M0.0%N/A0.102%Search for SEC Filing on Google Icon
2/9/2024Cornerstone Advisors LLC842,508$4.45M0.2%+42.0%1.447%Search for SEC Filing on Google Icon
2/9/2024PNC Financial Services Group Inc.50,845$0.27M0.0%N/A0.087%Search for SEC Filing on Google Icon
2/7/2024Shaker Financial Services LLC1,011,052$5.42M2.2%+26.2%1.736%Search for SEC Filing on Google Icon
2/5/2024Mach 1 Financial Group LLC10,745$57K0.0%-19.4%0.018%Search for SEC Filing on Google Icon
2/2/2024Atria Wealth Solutions Inc.48,033$0.26M0.0%+34.7%0.082%Search for SEC Filing on Google Icon
2/1/2024Wolverine Asset Management LLC86,467$0.46M0.0%N/A0.148%Search for SEC Filing on Google Icon
1/30/2024Avior Wealth Management LLC129,987$0.69M0.0%+2,506.5%0.223%Search for SEC Filing on Google Icon
1/16/2024Raymond James Financial Services Advisors Inc.37,675$0.20M0.0%-61.9%0.065%Search for SEC Filing on Google Icon
1/16/2024Raymond James & Associates18,789$99K0.0%-34.6%0.032%Search for SEC Filing on Google Icon
1/12/2024Mutual Advisors LLC11,008$58K0.0%N/A0.019%Search for SEC Filing on Google Icon
1/12/2024Advisor Resource Council33,093$0.18M0.0%N/A0.057%Search for SEC Filing on Google Icon
1/10/2024David J Yvars Group21,157$0.11M0.1%-45.2%0.036%Search for SEC Filing on Google Icon
11/16/2023Owen LaRue LLC29,507$0.15M0.2%-30.4%0.051%Search for SEC Filing on Google Icon
11/9/2023Karpus Management Inc.640,657$3.17M0.1%+73.3%1.100%Search for SEC Filing on Google Icon
11/9/2023Cornerstone Advisors LLC593,323$2.93M0.1%+62.6%1.019%Search for SEC Filing on Google Icon
11/8/2023Atria Wealth Solutions Inc.35,665$0.18M0.0%-9.6%0.061%Search for SEC Filing on Google Icon
11/8/2023Kestra Private Wealth Services LLC52,456$0.26M0.0%+8.5%0.090%Search for SEC Filing on Google Icon
11/4/2023NBC Securities Inc.40,253$0.20M0.0%N/A0.069%Search for SEC Filing on Google Icon
11/2/2023Quantum Private Wealth LLC89,000$0.44M0.2%-10.1%0.153%Search for SEC Filing on Google Icon
11/2/2023Shaker Financial Services LLC801,378$3.96M1.8%+42.4%1.376%Search for SEC Filing on Google Icon
10/24/2023Raymond James Financial Services Advisors Inc.98,919$0.49M0.0%-3.2%0.170%Search for SEC Filing on Google Icon
10/24/2023Raymond James & Associates28,746$0.14M0.0%-20.7%0.049%Search for SEC Filing on Google Icon
10/24/2023Dakota Wealth Management12,670$63K0.0%N/A0.022%Search for SEC Filing on Google Icon
10/17/2023Mach 1 Financial Group LLC13,335$66K0.0%-46.9%0.023%Search for SEC Filing on Google Icon
10/17/2023Avior Wealth Management LLC4,987$25K0.0%N/A0.009%Search for SEC Filing on Google Icon
10/16/2023Community Trust & Investment Co.13,475$67K0.0%N/A0.023%Search for SEC Filing on Google Icon
10/11/2023AE Wealth Management LLC16,301$81K0.0%N/A0.028%Search for SEC Filing on Google Icon
8/11/2023Cornerstone Advisors LLC364,927$1.97M0.1%N/A0.627%Search for SEC Filing on Google Icon
8/11/2023Karpus Management Inc.369,785$2M0.1%+85.0%0.635%Search for SEC Filing on Google Icon
8/11/2023Landscape Capital Management L.L.C.34,040$0.18M0.0%-33.1%0.058%Search for SEC Filing on Google Icon
8/8/2023Archer Investment Corp5,786$31K0.0%N/A0.010%Search for SEC Filing on Google Icon
8/8/2023Advisor OS LLC10,150$55K0.0%N/A0.017%Search for SEC Filing on Google Icon
8/7/2023Shaker Financial Services LLC562,719$3.04M1.3%-12.0%0.966%Search for SEC Filing on Google Icon
8/3/2023Atria Wealth Solutions Inc.39,465$0.21M0.0%-31.4%0.068%Search for SEC Filing on Google Icon
8/3/2023Oppenheimer & Co. Inc.10,173$55K0.0%N/A0.017%Search for SEC Filing on Google Icon
8/1/2023Truist Financial Corp24,778$0.13M0.0%N/A0.043%Search for SEC Filing on Google Icon
7/31/2023LPL Financial LLC453,361$2.45M0.0%+9.1%0.778%Search for SEC Filing on Google Icon
7/28/2023Mach 1 Financial Group LLC25,090$0.14M0.0%N/A0.043%Search for SEC Filing on Google Icon
7/27/2023B. Riley Wealth Advisors Inc.68,935$0.37M0.0%-6.4%0.118%Search for SEC Filing on Google Icon
7/26/2023Janney Montgomery Scott LLC22,105$0.12M0.0%-11.3%0.038%Search for SEC Filing on Google Icon
7/25/2023Raymond James Financial Services Advisors Inc.102,224$0.55M0.0%-31.5%0.176%Search for SEC Filing on Google Icon
7/25/2023Raymond James & Associates36,251$0.20M0.0%-23.4%0.062%Search for SEC Filing on Google Icon
7/13/2023Cambridge Investment Research Advisors Inc.37,788$0.20M0.0%-5.9%0.065%Search for SEC Filing on Google Icon
5/11/2023Karpus Management Inc.199,882$1.06M0.0%+530.3%0.469%Search for SEC Filing on Google Icon
5/11/2023Financial Advocates Investment Management125,000$0.66M0.0%N/A0.293%Search for SEC Filing on Google Icon
5/11/2023Elequin Securities LLC10,828$57K0.0%-81.7%0.025%Search for SEC Filing on Google Icon
5/10/2023Landscape Capital Management L.L.C.50,845$0.27M0.0%-36.1%0.000%Search for SEC Filing on Google Icon
5/8/2023Shaker Financial Services LLC639,186$3.38M1.5%+20.6%1.499%Search for SEC Filing on Google Icon
5/8/2023Wolverine Asset Management LLC312,637$1.65M0.0%-5.7%0.733%Search for SEC Filing on Google Icon
4/28/2023Ameritas Advisory Services LLC5,755$30K0.0%-50.0%0.013%Search for SEC Filing on Google Icon
4/28/2023Janney Montgomery Scott LLC24,930$0.13M0.0%-11.8%0.058%Search for SEC Filing on Google Icon
4/28/2023American Institute for Advanced Investment Management LLP10,400$55K0.1%N/A0.024%Search for SEC Filing on Google Icon
4/25/2023McKinley Carter Wealth Services Inc.10,904$58K0.0%N/A0.026%Search for SEC Filing on Google Icon
4/20/2023David J Yvars Group37,630$0.20M0.2%+64.7%0.088%Search for SEC Filing on Google Icon
4/14/2023Raymond James Financial Services Advisors Inc.149,336$0.79M0.0%-7.5%0.350%Search for SEC Filing on Google Icon
4/14/2023Raymond James & Associates47,345$0.25M0.0%-4.7%0.111%Search for SEC Filing on Google Icon
3/15/2023B. Riley Wealth Advisors Inc.73,552$0.37M0.0%-3.6%0.172%Search for SEC Filing on Google Icon
2/15/2023Bluefin Capital Management LLC51,929$0.26M0.0%+81.0%0.122%Search for SEC Filing on Google Icon
2/10/2023Ameritas Advisory Services LLC11,510$57K0.0%N/A0.027%Search for SEC Filing on Google Icon
Data available starting January 2016

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Liberty All-Star Growth Fund logo
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.
Read More on Liberty All-Star Growth Fund

Today's Range

Now: $5.70
Low: $5.55
High: $5.75

50 Day Range

MA: $5.78
Low: $5.56
High: $6.07

52 Week Range

Now: $5.70
Low: $4.97
High: $6.08

Volume

265,174 shs

Average Volume

254,309 shs

Market Capitalization

$331.95 million

P/E Ratio

N/A

Dividend Yield

8.32%

Beta

1.34

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:
  1. Mark T Haley (President)
  2. Mark T Haley (SVP)
  3. Milton M Irvin (Director)
  4. Maureen K Usifer (Insider)
  5. Edmund J Burke (Insider)
  6. John J Neuhauser (Director)
  7. Edmund J Burke (Director)
  8. 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:
  1. Cornerstone Advisors LLC — 2.83%
  2. Shaker Financial Services LLC — 2.16%
  3. Penserra Capital Management LLC — 1.36%
  4. Wolverine Asset Management LLC — 0.40%
  5. Landscape Capital Management L.L.C. — 0.22%
  6. 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:
  1. Wolverine Asset Management LLC
  2. Landscape Capital Management L.L.C.
  3. Shaker Financial Services LLC
  4. Quantum Private Wealth LLC
  5. Wealth Enhancement Advisory Services LLC
  6. B. Riley Wealth Advisors Inc.
  7. Cornerstone Advisors LLC
  8. NBC Securities Inc.

Which major investors are buying Liberty All-Star Growth Fund stock?

In the previous quarter, ASG stock was purchased by institutional investors including:
  1. Penserra Capital Management LLC
  2. World Investment Advisors LLC
  3. Dakota Wealth Management
  4. International Assets Investment Management LLC
  5. Bay Colony Advisory Group Inc d b a Bay Colony Advisors
  6. Quad Cities Investment Group LLC
  7. GAMMA Investing LLC
  8. Creative Planning
During the previous year, these company insiders have bought Liberty All-Star Growth Fund stock:
  1. Mark T Haley (President)
  2. Mark T Haley (SVP)
  3. Milton M Irvin (Director)
  4. Maureen K Usifer (Insider)
  5. Edmund J Burke (Insider)
  6. John J Neuhauser (Director)
  7. Edmund J Burke (Director)
  8. Robert Milas (Insider)
Learn More investors buying Liberty All-Star Growth Fund stock.