ASG Insider Trading

Insider Ownership Percentage: 0.32%
Insider Buying (Last 12 Months): $26,168.00
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: $5.00
Price Change: Price Increase of +0.04 (0.81%)
As of 11/28/2023 01:00 AM 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
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  
7/8/2021Mark T. HaleySVPBuy1,550$8.21$12,725.50View SEC Filing Icon  
7/8/2021Maureen K. UsiferDirectorBuy800$8.21$6,568.004,800View SEC Filing Icon  
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SEC Filings (Institutional Ownership Changes) for Liberty All-Star Growth Fund (NYSE:ASG)

7.39% 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
11/21/2023Walleye Capital LLC15,464$76K0.0%N/A0.027%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
11/15/2023Ameriprise Financial Inc.126,899$0.63M0.0%N/A0.218%Search for SEC Filing on Google Icon
11/13/2023Stifel Financial Corp303,031$1.50M0.0%-8.1%0.520%Search for SEC Filing on Google Icon
11/13/2023LPL Financial LLC558,888$2.76M0.0%+23.3%0.960%Search for SEC Filing on Google Icon
11/13/2023Invesco Ltd.89,311$0.44M0.0%-4.3%0.153%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
11/9/2023UBS Group AG82,432$0.41M0.0%+8.2%0.142%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
8/15/2023Wells Fargo & Company MN549,302$2.97M0.0%+10.6%0.943%Search for SEC Filing on Google Icon
8/15/2023Royal Bank of Canada101,473$0.55M0.0%-8.4%0.174%Search for SEC Filing on Google Icon
8/15/2023Stifel Financial Corp329,736$1.78M0.0%-2.3%0.566%Search for SEC Filing on Google Icon
8/15/2023Bay Colony Advisory Group Inc d b a Bay Colony Advisors11,549$62K0.0%N/A0.020%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
8/11/2023Kestra Advisory Services LLC27,276$0.15M0.0%-26.4%0.047%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
5/18/2023Centaurus Financial Inc.20,519$0.11M0.0%-11.1%0.000%Search for SEC Filing on Google Icon
5/12/2023Stifel Financial Corp337,544$1.78M0.0%+2.5%0.792%Search for SEC Filing on Google Icon
5/12/2023Advisors Asset Management Inc.107,053$0.57M0.0%-1.9%0.251%Search for SEC Filing on Google Icon
5/12/2023Bank of America Corp DE22,846$0.12M0.0%-18.6%0.054%Search for SEC Filing on Google Icon
5/12/2023UBS Group AG75,893$0.40M0.0%-34.4%0.178%Search for SEC Filing on Google Icon
5/12/2023NewEdge Advisors LLC37,098$0.19M0.0%+7.2%0.087%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
5/10/2023LPL Financial LLC415,556$2.19M0.0%+2.9%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
2/21/2023B. Riley Wealth Advisors Inc.73,552$0.37M0.0%-3.6%0.172%Search for SEC Filing on Google Icon
2/15/2023Captrust Financial Advisors31,258$0.15M0.0%N/A0.073%Search for SEC Filing on Google Icon
2/15/2023Claraphi Advisory Network LLC98,430$0.49M0.2%-23.3%0.231%Search for SEC Filing on Google Icon
2/15/2023Virtu Financial LLC11,053$54K0.0%N/A0.026%Search for SEC Filing on Google Icon
2/15/2023Morgan Stanley42,753$0.21M0.0%-11.6%0.100%Search for SEC Filing on Google Icon
2/15/2023Mariner LLC46,310$0.23M0.0%N/A0.109%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
2/14/2023Susquehanna International Group LLP12,908$64K0.0%N/A0.030%Search for SEC Filing on Google Icon
2/13/2023Advisors Asset Management Inc.109,075$0.54M0.0%-21.4%0.256%Search for SEC Filing on Google Icon
2/13/2023Wells Fargo & Company MN464,374$2.29M0.0%-75.1%1.089%Search for SEC Filing on Google Icon
2/13/2023Atria Wealth Solutions Inc.57,537$0.29M0.0%-10.3%0.135%Search for SEC Filing on Google Icon
2/13/2023JPMorgan Chase & Co.7,897$39K0.0%N/A0.019%Search for SEC Filing on Google Icon
2/10/2023Bank of America Corp DE28,059$0.14M0.0%-14.6%0.066%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
2/10/2023CoreCap Advisors LLC7,573$37K0.0%N/A0.018%Search for SEC Filing on Google Icon
2/9/2023Landscape Capital Management L.L.C.79,607$0.39M0.1%+402.1%0.187%Search for SEC Filing on Google Icon
2/9/2023Elequin Securities LLC59,234$0.29M0.1%N/A0.139%Search for SEC Filing on Google Icon
2/8/2023Raymond James & Associates49,658$0.25M0.0%-18.9%0.116%Search for SEC Filing on Google Icon
2/8/2023UBS Group AG115,717$0.57M0.0%-8.3%0.271%Search for SEC Filing on Google Icon
2/7/2023Commonwealth Equity Services LLC19,024$93K0.0%+21.1%0.045%Search for SEC Filing on Google Icon
2/7/2023LPL Financial LLC403,669$1.99M0.0%-20.5%0.947%Search for SEC Filing on Google Icon
2/3/2023Shaker Financial Services LLC530,066$2.66M1.2%+1,260.3%1.243%Search for SEC Filing on Google Icon
2/1/2023Wolverine Asset Management LLC331,588$1.64M0.0%+66.7%0.778%Search for SEC Filing on Google Icon
2/1/2023Janney Montgomery Scott LLC28,276$0.14M0.0%-17.6%0.066%Search for SEC Filing on Google Icon
2/1/2023Kestra Private Wealth Services LLC46,619$0.23M0.0%+5.4%0.109%Search for SEC Filing on Google Icon
1/31/2023Kestra Advisory Services LLC33,873$0.17M0.0%-14.5%0.079%Search for SEC Filing on Google Icon
1/31/2023AE Wealth Management LLC10,704$53K0.0%-59.1%0.025%Search for SEC Filing on Google Icon
1/31/2023Wedbush Securities Inc.34,457$0.17M0.0%-5.6%0.081%Search for SEC Filing on Google Icon
1/30/2023Concourse Financial Group Securities Inc.5,146$26K0.0%+68.9%0.012%Search for SEC Filing on Google Icon
1/20/2023Quantum Private Wealth LLC100,000$0.49M0.3%-11.5%0.235%Search for SEC Filing on Google Icon
1/18/2023David J Yvars Group22,850$0.11M0.1%N/A0.054%Search for SEC Filing on Google Icon
1/17/2023LVZ Inc.29,855$0.15M0.0%+16.7%0.070%Search for SEC Filing on Google Icon
12/5/2022Centaurus Financial Inc.24,423$0.12M0.0%-7.4%0.057%Search for SEC Filing on Google Icon
11/22/2022B. Riley Wealth Advisors Inc.76,303$0.38M0.0%N/A0.179%Search for SEC Filing on Google Icon
11/16/2022Claraphi Advisory Network LLC128,378$0.64M0.3%-27.2%0.301%Search for SEC Filing on Google Icon
11/14/2022Royal Bank of Canada126,269$0.63M0.0%-12.5%0.296%Search for SEC Filing on Google Icon
11/14/2022Bluefin Capital Management LLC28,692$0.14M0.0%N/A0.067%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: $5.00
Low: $4.93
High: $5.01

50 Day Range

MA: $4.84
Low: $4.48
High: $5.06

52 Week Range

Now: $5.00
Low: $4.47
High: $5.71

Volume

432,421 shs

Average Volume

143,480 shs

Market Capitalization

$291.20 million

P/E Ratio

N/A

Dividend Yield

8.67%

Beta

1.36

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 (SVP)
  2. Milton M Irvin (Director)
  3. Edmund J Burke (Director)
  4. 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. Shaker Financial Services LLC — 1.38%
  2. Karpus Management Inc. — 1.10%
  3. Cornerstone Advisors LLC — 1.02%
  4. LPL Financial LLC — 0.96%
  5. Stifel Financial Corp — 0.52%
  6. Ameriprise Financial Inc. — 0.22%
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. Stifel Financial Corp
  2. Owen LaRue LLC
  3. Mach 1 Financial Group LLC
  4. Quantum Private Wealth LLC
  5. Raymond James & Associates
  6. Invesco Ltd.
  7. Atria Wealth Solutions Inc.
  8. Raymond James Financial Services 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:
  1. Karpus Management Inc.
  2. Shaker Financial Services LLC
  3. Cornerstone Advisors LLC
  4. Ameriprise Financial Inc.
  5. LPL Financial LLC
  6. NBC Securities Inc.
  7. AE Wealth Management LLC
  8. Walleye Capital LLC
During the previous year, these company insiders have bought Liberty All-Star Growth Fund stock:
  1. Mark T Haley (SVP)
  2. Milton M Irvin (Director)
  3. Edmund J Burke (Director)
  4. Robert Milas (Insider)
Learn More investors buying Liberty All-Star Growth Fund stock.