Companies / LIBERTY ALL STAR GROWTH FUND INC. / Institutional holders
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Liberty All Star Growth Fund Inc.

Institutional holders · 13F as of Mar 31, 2026

82 holders

HolderValueShares% of shares
KARPUS MANAGEMENT, INC.$20.05M4,220,488—
Shaker Financial Services, LLC$8.35M1,547,675—
1607 Capital Partners, LLC$6.89M1,300,216—
LPL Financial LLC$4.82M880,532—
Cornerstone Advisors, LLC$3.06M576,494—
Wolverine Asset Management, LLC$2.57M541,588—
WELLS FARGO & COMPANY/MN$2.10M396,679—
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$1.57M329,944—
Calamos Advisors LLC$1.09M228,704—
PMG Family Office LLC$978.6K180,566—
Integrated Wealth Concepts LLC$823.4K155,365—
ABSOLUTE INVESTMENT ADVISERS, LLC$805.5K169,570—
Polar Asset Management Partners Inc.$803.8K151,651—
TWO SIGMA INVESTMENTS, LP$771.6K162,452—
RPO LLC$681.6K128,609—
City of London Investment Management Company Limited$659.8K124,484—
Advisors Asset Management, Inc.$630.9K132,814—
Almitas Capital LLC$585.5K110,481—
Morgan Stanley$555.6K104,834—
Dakota Wealth Management$483.9K88,459—
AMERIPRISE FINANCIAL INC$482.1K90,961—
OSAIC HOLDINGS, INC.$464.4K87,629—
Quarry LP$436.0K82,270—
The PNC Financial Services Group, Inc.$390.0K71,295—
JANE STREET GROUP, LLC$345.2K65,128—
BOOTHBAY FUND MANAGEMENT, LLC$340.8K64,304—
JONES FINANCIAL COMPANIES LLLP$334.6K63,134—
Invesco Ltd.$317.7K59,949—
KESTRA PRIVATE WEALTH SERVICES, LLC$285.0K53,773—
GUGGENHEIM CAPITAL LLC$279.9K58,930—
RAYMOND JAMES FINANCIAL INC$276.0K52,079—
Smith Asset Management Co., LLC$222.0K41,879—
BANK OF AMERICA CORP /DE$213.2K40,229—
MERCER GLOBAL ADVISORS INC /ADV$210.1K39,650—
Simplicity Wealth,LLC$206.7K38,999—
UBS Group AG$176.5K33,307—
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$154.6K29,167—
BURKE & HERBERT BANK & TRUST CO$154.1K28,164—
SILVER OAK SECURITIES, INCORPORATED$130.4K27,459—
LVZ, Inc.$123.3K23,270—
OPPENHEIMER & CO INC$119.2K22,484—
Baird Financial Group, Inc.$116.1K21,907—
HighTower Advisors, LLC$108.1K20,394—
Kapstone Financial Advisors LLC$99.4K18,763—
US BANCORP \DE$97.0K18,298—
Waverly Advisors, LLC$93.4K17,629—
Atlantic Union Bankshares Corp$93.4K17,626—
NOMURA HOLDINGS INC$92.8K17,500—
DECISION INVESTMENTS, INC$91.6K17,280—
NewEdge Advisors, LLC$80.1K15,117—
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