| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 15% | +14% | $48,629,374 | +$6,544,596 | 9,174,488 | +16% | First Trust Portfolios L.P. | 31 Dec 2025 |
As of 30 Sep 2025, 72 institutional investors reported holding 11,276,814 shares of LIBERTY ALL STAR GROWTH FUND INC. - Common (ASG). This represents 18% of the company’s total 62,882,029 outstanding shares.
The largest institutional shareholders of LIBERTY ALL STAR GROWTH FUND INC. - Common (ASG) together control 17% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 5.3% | 3,352,438 | +2% | 0.59% | $18,606,029 |
| Shaker Financial Services, LLC | 2.1% | 1,314,729 | -2% | 2.5% | $7,296,746 |
| 1607 Capital Partners, LLC | 1.7% | 1,088,599 | +28% | 0.46% | $6,041,724 |
| LPL Financial LLC | 1.6% | 992,003 | +9.3% | 0% | $5,505,618 |
| Cornerstone Advisors, LLC | 1.3% | 786,175 | +7.3% | 0.14% | $4,363,271 |
| Polar Asset Management Partners Inc. | 0.73% | 456,068 | 0.05% | $2,531,177 | |
| WELLS FARGO & COMPANY/MN | 0.68% | 426,422 | -5.8% | 0% | $2,366,644 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 0.44% | 274,360 | +3.2% | 0.11% | $1,522,698 |
| WOLVERINE ASSET MANAGEMENT LLC | 0.41% | 259,052 | -9.5% | 0.02% | $1,437,738 |
| TWO SIGMA INVESTMENTS, LP | 0.4% | 250,567 | -16% | 0% | $1,390,647 |
| PMG Family Office LLC | 0.36% | 228,616 | 0% | 1.4% | $1,268,819 |
| Integrated Wealth Concepts LLC | 0.25% | 159,853 | +596% | 0.01% | $887,184 |
| Advisors Asset Management, Inc. | 0.2% | 128,429 | 0.01% | $712,781 | |
| Calamos Advisors LLC | 0.19% | 116,595 | +22% | 0% | $647,102 |
| AMERIPRISE FINANCIAL INC | 0.16% | 99,954 | +5.7% | 0% | $554,743 |
| OSAIC HOLDINGS, INC. | 0.15% | 94,545 | -0.41% | 0% | $524,743 |
| Dakota Wealth Management | 0.12% | 73,834 | +7.2% | 0.01% | $409,779 |
| WEDBUSH SECURITIES INC | 0.11% | 67,875 | +0.95% | 0.01% | $377,000 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 0.1% | 63,104 | +72% | 0.05% | $350,227 |
| MORGAN STANLEY | 0.1% | 61,905 | +42% | 0% | $343,573 |
| RAYMOND JAMES FINANCIAL INC | 0.09% | 56,071 | +1.9% | 0% | $311,193 |
| GUGGENHEIM CAPITAL LLC | 0.09% | 54,587 | +0.34% | 0% | $302,958 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 0.09% | 53,773 | -2.2% | 0% | $298,440 |
| UBS Group AG | 0.08% | 51,688 | -27% | 0% | $286,869 |
| PNC Financial Services Group, Inc. | 0.07% | 43,847 | +0.23% | 0% | $243,351 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 144,871 | $771,261 | -$3,515 | $5.30 | 7 |
| 2025 Q3 | 11,276,814 | $62,583,009 | +$5,840,804 | $5.55 | 72 |
| 2025 Q2 | 10,044,957 | $54,945,463 | +$922,361 | $5.47 | 70 |
| 2025 Q1 | 9,919,217 | $48,506,031 | -$3,495,761 | $4.89 | 68 |
| 2024 Q4 | 10,435,612 | $59,095,530 | -$5,137,417 | $5.65 | 73 |
| 2024 Q3 | 11,372,833 | $63,778,324 | +$3,772,073 | $5.61 | 67 |
| 2024 Q2 | 10,715,811 | $57,221,078 | +$6,149,649 | $5.34 | 68 |
| 2024 Q1 | 9,557,073 | $52,431,235 | +$14,053,554 | $5.49 | 72 |
| 2023 Q4 | 6,860,055 | $36,313,664 | +$9,189,599 | $5.28 | 67 |
| 2023 Q3 | 5,186,916 | $25,622,006 | +$3,532,638 | $4.94 | 64 |
| 2023 Q2 | 4,404,667 | $23,828,002 | +$341,863 | $5.41 | 64 |
| 2023 Q1 | 4,342,740 | $22,918,157 | +$1,148,446 | $5.28 | 62 |
| 2022 Q4 | 4,288,805 | $21,187,437 | -$3,651,348 | $4.93 | 68 |
| 2022 Q3 | 4,961,662 | $24,574,629 | +$1,142,370 | $4.95 | 60 |
| 2022 Q2 | 4,685,831 | $27,345,614 | -$1,795,466 | $5.83 | 59 |
| 2022 Q1 | 5,206,212 | $39,257,739 | -$13,431,302 | $7.54 | 56 |
| 2021 Q4 | 6,935,387 | $62,379,838 | -$19,535,854 | $9.00 | 59 |
| 2021 Q3 | 9,181,693 | $79,252,514 | +$35,050,357 | $8.63 | 59 |
| 2021 Q2 | 5,120,030 | $45,518,850 | -$2,614,447 | $8.89 | 49 |
| 2021 Q1 | 5,385,487 | $54,649,900 | -$2,105,530 | $8.61 | 50 |
| 2020 Q4 | 5,562,902 | $45,644,349 | -$526,702 | $8.20 | 44 |
| 2020 Q3 | 5,636,440 | $40,080,599 | -$1,656,973 | $7.11 | 40 |
| 2020 Q2 | 6,025,263 | $37,905,264 | +$6,142,222 | $6.29 | 44 |
| 2020 Q1 | 5,049,723 | $23,479,594 | +$450,464 | $4.65 | 40 |
| 2019 Q4 | 4,938,249 | $32,101,143 | -$1,364,681 | $6.50 | 39 |
| 2019 Q3 | 5,200,460 | $30,789,000 | +$1,651,200 | $5.92 | 39 |
| 2019 Q2 | 4,923,323 | $28,657,000 | -$5,196,209 | $5.82 | 41 |
| 2019 Q1 | 5,873,838 | $32,658,000 | -$7,375,414 | $5.56 | 42 |
| 2018 Q4 | 7,462,372 | $32,691,000 | +$18,020,485 | $4.39 | 46 |
| 2018 Q3 | 3,138,907 | $19,580,000 | +$2,387,218 | $6.35 | 41 |
| 2018 Q2 | 2,764,707 | $18,371,000 | +$883,095 | $6.62 | 32 |
| 2018 Q1 | 2,634,263 | $15,838,000 | -$184,282 | $6.04 | 33 |
| 2017 Q4 | 2,642,345 | $14,780,000 | +$228,067 | $5.54 | 32 |
| 2017 Q3 | 2,602,261 | $13,678,000 | -$4,364,600 | $5.23 | 28 |
| 2017 Q2 | 3,539,709 | $17,441,000 | -$1,979,530 | $4.92 | 37 |
| 2017 Q1 | 3,959,499 | $17,976,000 | +$1,299,683 | $4.54 | 38 |
| 2016 Q4 | 3,662,432 | $15,306,000 | +$54,503 | $4.18 | 35 |
| 2016 Q3 | 3,631,585 | $15,644,000 | +$213,765 | $4.31 | 36 |
| 2016 Q2 | 3,581,495 | $14,669,458 | +$2,068,731 | $4.09 | 33 |
| 2016 Q1 | 3,057,838 | $12,385,000 | +$2,844,920 | $4.05 | 32 |
| 2015 Q4 | 2,353,520 | $10,775,000 | -$1,705,645 | $4.58 | 29 |
| 2015 Q3 | 2,672,482 | $12,138,000 | -$3,233,017 | $4.54 | 26 |
| 2015 Q2 | 3,378,223 | $17,378,217 | -$475,716 | $5.15 | 26 |
| 2015 Q1 | 3,662,034 | $19,082,793 | +$2,764,938 | $5.21 | 32 |
| 2014 Q4 | 3,227,539 | $16,649,988 | +$256,035 | $5.16 | 30 |
| 2014 Q3 | 3,045,487 | $15,548,432 | +$1,810,549 | $5.10 | 25 |
| 2014 Q2 | 2,556,709 | $13,851,461 | +$1,215,021 | $5.42 | 18 |
| 2014 Q1 | 2,345,458 | $13,113,149 | +$1,575,394 | $5.59 | 21 |