Industry n/a · SIC —

LIBERTY ALL STAR GROWTH FUND INC.

ASG

Watch

Latest revenue

as of

Latest net income

as of

Net margin

as of

9.6
of 10

ActaClear Score

Strong
#135 of 4096 in industry
new
Profitability·25%
Growth·15%
Value·20%
9.8
Quality·20%
Momentum·20%
9.4

Computed from 5 years of SEC fundamentals + latest market data, ranked within industry (4096 peers). 10 = best in industry, 5 = median, 0 = worst. Refreshed Jun 6, 2026.

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Price · 5Y

+1.0% / yr 18.7 pts / yr vs S&P 500 3.8% total
Compare:

Live market

delayed ≤15 min
$5.21
2.89%
Market cap
Enterprise value
P/E (trailing)
Forward P/E
P/B
Dividend yield
9.0%
52-wk high
$5.69
52-wk low
$4.55
Beta
Shares out

5-year trend

No quarterly data ingested yet for this company.

About ASG

Business description and risk factors will appear here once ASG's latest filing is fully ingested.

Earnings tracker

Not enough quarterly history for ASG yet to draw an earnings tracker.

Industry trend

Industry · SIC

No data yet for industry average

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Insider activity

Insider buying

$38.5K

Insider selling

$0

Net activity

+$38.5K

Distinct insiders

4

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-05-08

Robert Milas

Purchase1,900$5.25$10.0K
2026-02-06

Erich Rettinger

Treasurer

Purchase250$5.12$1.3K
2025-12-30

Mark T Haley

President

Purchase2,000$5.34$10.7K
2025-11-21

Sareena Khwaja-Dixon

Assistant Secretary

Purchase500$5.06$2.5K
2025-10-01

Mark T Haley

President

Purchase1,000$5.55$5.5K
2025-09-09

Mark T Haley

President

Purchase1,500$5.65$8.5K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns ASG

Institutional value

$26.8M

Total shares held

5.7M

Distinct holders

45

-36 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1Shaker Financial Services, LLC1.8M$8.7M+286.1K (+18.5%)Added
2LPL Financial LLC897.7K$4.3M-87.3K (-8.9%)Trimmed
3WOLVERINE ASSET MANAGEMENT LLC541.6K$2.6M-44.3K (-7.6%)Trimmed
4RPO LLC371.7K$1.8M+243.0K (+189.0%)Added
5WELLS FARGO & COMPANY/MN331.5K$1.6M-65.2K (-16.4%)Trimmed
6BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC329.9K$1.6M+201.8K (+157.4%)Added
7Calamos Advisors LLC228.7K$1.1M+27.2K (+13.5%)Added
8PMG Family Office LLC197.7K$939.0K+17.1K (+9.5%)Added
9ABSOLUTE INVESTMENT ADVISERS, LLC169.6K$805.5K+0 (+0.0%)No change
10Dakota Wealth Management87.2K$414.3K+7.4K (+9.2%)Added
11Invesco Ltd.74.8K$355.5K+14.9K (+24.8%)Added
12Advisory Advocates, LLC67.2K$319.0K+4.5K (+7.2%)Added
13PNC Financial Services Group, Inc.65.2K$309.6K+9.3K (+16.7%)Added
14KESTRA PRIVATE WEALTH SERVICES, LLC55.6K$264.0K+1.8K (+3.4%)Added
15UBS Group AG55.5K$263.4K+22.1K (+66.5%)Added
16Simplicity Wealth,LLC39.0K$185.2K+0 (+0.0%)No change
17BURKE & HERBERT BANK & TRUST CO28.2K$133.8K+0 (+0.0%)No change
18SILVER OAK SECURITIES, INCORPORATED27.5K$130.4K-849 (-3.0%)Trimmed
19OPPENHEIMER & CO INC23.5K$111.7K+1.0K (+4.6%)Added
20LVZ, Inc.23.3K$110.5K-23.3K (-50.0%)Trimmed

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once ASG's latest filing finishes processing.

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