ASG

Liberty All-star Growth Fd

Latest period2026 - Q1Total superinvestors73

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 73 superinvestors own shares of Liberty All-star Growth Fd (ASG), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Liberty All-star Growth Fd (ASG), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Liberty All-star Growth Fd (ASG) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Liberty All-star Growth Fd (ASG) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Jodi Hedberg@Karpus Management, Inc.
Recent Activity
Increased 20%
0.63%
$20.047M
4.22M shares@ 4.75 avg price
Robert Shaker@Shaker Financial Services, Llc
Recent Activity
Increased 18.49%
3.04%
$8.711M
1.834M shares@ 4.76 avg price
Kevin Rutherford@1607 Capital Partners, Llc
Recent Activity
Increased 14.2%
0.6%
$8.24M
1.485M shares@ 5.55 avg price
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Decreased -8.86%
0.01%
$4.264M
897,726 shares@ 4.75 avg price
Kenneth Nadel@Wolverine Asset Management Llc
Recent Activity
Decreased -7.56%
0.03%
$2.573M
541,588 shares@ 4.75 avg price
Zuzana Guggenheimer@Rpo Llc
Recent Activity
Increased 188.98%
5.46%
$1.765M
371,654 shares@ 4.75 avg price
Patricia Arce@Wells Fargo & Company Mn
Recent Activity
Decreased -16.42%
0.01%
$1.575M
331,516 shares@ 4.76 avg price
Justin Capetola@Blue Bell Private Wealth Management, Llc
Recent Activity
Increased 157.45%
0.23%
$1.567M
329,944 shares@ 4.75 avg price
Jacqueline Sinker@Calamos Advisors Llc
Recent Activity
Increased 13.52%
0.01%
$1.086M
228,704 shares@ 4.75 avg price
WILLIAM F. BLAKE@Pmg Family Office Llc
Recent Activity
Increased 9.49%
1.05%
$939,018
197,688 shares@ 4.75 avg price

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