Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Liberty All-Star Growth Fund, Inc. inkluderar Atlantic Union Bankshares Corp, Herold Advisors, Inc., StoneX Group Inc., IHT Wealth Management, LLC, och Trust Co Of Vermont .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 17 626 | 96 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 94 529 | 8,60 | 517 | 21,65 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 907 352 | 9,35 | 4 963 | 22,33 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 94 934 | 70,17 | 519 | 90,81 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 54 400 | 0,95 | 298 | 12,93 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 420 | 0,96 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 16 749 | 92 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 54 996 | 1,31 | 301 | 13,21 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 23 395 | 128 | ||||||
| 2025-08-13 | 13F | Thomas J. Herzfeld Advisors, Inc. | 1 054 | 1,93 | 6 | 0,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 43 705 | 120,61 | 239 | 148,96 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 13 627 | 75 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 65 | 4,84 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 70 782 | 5,34 | 387 | 17,99 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 13 179 | 0,05 | 72 | 12,50 | ||||
| 2025-08-08 | 13F | City Of London Investment Management Co Ltd | 265 750 | 20,39 | 1 454 | 34,66 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 221 | 1,84 | 1 | 0,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 10 986 | 6,30 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 299 956 | 1 641 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 5 755 | 31 | ||||||
| 2025-07-11 | 13F | Kapstone Financial Advisors LLC | 18 364 | 1,89 | 100 | 13,64 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 43 760 | 4,50 | 238 | 16,67 | ||||
| 2025-08-08 | 13F | Calamos Advisors LLC | 95 775 | 9,55 | 524 | 22,48 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 17 771 | 10,85 | 97 | 24,36 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 13 120 | 3,68 | 72 | 16,39 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 22 003 | 1,89 | 120 | 14,29 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 22 955 | 0,26 | 126 | 12,61 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 452 458 | 3,92 | 2 475 | 16,20 | ||||
| 2025-08-26 | NP | MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares | 573 359 | 260,28 | 3 136 | 303,08 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 17 449 | 0,34 | 95 | 11,76 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 11 033 | 60 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 14 802 | 11,20 | 0 | |||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 286 395 | 28,58 | 1 567 | 43,80 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 10 085 | 55 | ||||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 77 | 1,32 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 19 545 | 107 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 17 253 | 1,90 | 94 | 14,63 | ||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 148 512 | 91,23 | 812 | 114,25 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 14 389 | 1,90 | 79 | 13,04 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 2 125 | 12 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 20 391 | 112 |
