Liberty All-Star Growth FD (ASG)
NYSE: ASG · filing with the SEC since 1995
Who owns Liberty All-Star Growth FD
As filed with the SECHolders of 5% or more
2
First Trust Portfolios L.P. holds 16% of Common, as its SCHEDULE 13G/A filed Apr 14, 2026 says.
Directors and officers
5
report now, of 25 people on the record since 2006. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 2 named at left.
Holders of 5% or moreshare of the class, as filed
First Trust Portfolios L.P.
SCHEDULE 13G/A · filed Apr 14, 2026 · Common · 14.6% in Jan 14, 2026
Karpus Management, Inc.
SCHEDULE 13G/A · filed May 14, 2026 · Common
What ASG reports owning in othersstakes of 5% or more, and other ties
Liberty All-Star Growth FD reports no stake in another company in the record.
Insider tradesForm 4
0sales
7purchases
0sales on a scheduled plan
0people selling
$0sold, in dollars
$0bought, in dollars
Open-market trades on Form 4 from Sep 30, 2025 to Sep 30, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
2026 runs to Sep 30, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window4 of 40 on the roster
| Person | Role as filed | Sales | Sold | On a plan | Buys | Bought |
|---|---|---|---|---|---|---|
| Haley Mark T | President | 0 | $0 | 0 | 4 | $0 |
| Milas Robert | Vice President | 0 | $0 | 0 | 1 | $0 |
| Rettinger Erich | Treasurer | 0 | $0 | 0 | 1 | $0 |
| Khwaja-Dixon Sareena | Assistant Secretary | 0 | $0 | 0 | 1 | $0 |