LVZ, Inc. - LIBERTY ALL-STAR GROWTH FD I ownership

Quarter-by-quarter ownership
LVZ, Inc. ownership history of LIBERTY ALL-STAR GROWTH FD I
ValueSharesWeighting
Q3 2023$147,484
-8.7%
29,8550.0%0.02%
+4.3%
Q2 2023$161,516
+2.5%
29,8550.0%0.02%0.0%
Q1 2023$157,634
+7.1%
29,8550.0%0.02%0.0%
Q4 2022$147,185
+15.9%
29,855
+16.7%
0.02%
+4.5%
Q3 2022$127,00025,5800.02%
Other shareholders
LIBERTY ALL-STAR GROWTH FD I shareholders Q4 2023
NameSharesValueWeighting ↓
Shaker Financial Services, LLC 1,000,816$4,093,0002.84%
DOLIVER ADVISORS, LP 93,745$385,0000.33%
Thomas J. Herzfeld Advisors, Inc. 141,244$578,0000.31%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 91,875$376,0000.24%
WEDBUSH SECURITIES INC 121,177$496,0000.08%
Advisors Asset Management, Inc. 1,115,755$4,575,0000.07%
Edmonds Duncan Registered Investment Advisors, LLC 28,096$121,0000.07%
Laurel Wealth Advisors, Inc. 29,291$120,0000.06%
1607 Capital Partners, LLC 183,421$750,0000.05%
BRINKER CAPITAL INC 71,045$291,0000.03%
View complete list of LIBERTY ALL-STAR GROWTH FD I shareholders