Institutional Ownership
Liberty All-Star Growth Fd I
CUSIP 529900102COMASGQ1 2026
Institutional Holders
73
13F filers
Shares Held
13.14M
Aggregate institutional
Institutional Value
$63.19M
Q1 2026
Net New Holders
-9
7 new · 16 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions7
Increased30
Decreased19
Sold out16
Institutional Holders
73 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Karpus Management, Inc. | 4.22M | $20.05M | +703.4K | Added |
| 2 | Shaker Financial Services, LLC | 1.83M | $8.71M | +286.1K | Added |
| 3 | 1607 Capital Partners, LLC | 1.48M | $8.24M | +184.5K | Added |
| 4 | Lpl Financial LLC | 897.7K | $4.26M | −87.3K | Reduced |
| 5 | Wolverine Asset Management LLC | 541.6K | $2.57M | −44.3K | Reduced |
| 6 | Rpo LLC | 371.7K | $1.77M | +243.0K | Added |
| 7 | Wells Fargo & Company/Mn | 331.5K | $1.57M | −65.2K | Reduced |
| 8 | Blue Bell Private Wealth Management, LLC | 329.9K | $1.57M | +201.8K | Added |
| 9 | Calamos Advisors LLC | 228.7K | $1.09M | +27.2K | Added |
| 10 | Pmg Family Office LLC | 197.7K | $939.0K | +17.1K | Added |
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