Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Liberty All-Star Growth Fund, Inc. termasuk Atlantic Union Bankshares Corp, Herold Advisors, Inc., StoneX Group Inc., IHT Wealth Management, LLC, dan Trust Co Of Vermont .
Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
