Insider Trading (Form 4)
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Mark T. Haley, President of Liberty All-Star Growth Fund Inc., acquired additional shares of common stock.
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Robert Milas, an Access Person of Liberty All-Star Growth Fund, acquired 1,900 shares of common stock.
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Liberty All Star Growth Fund's Treasurer, Erich Rettinger, purchased 250 shares of common stock at $5.12 per share.
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Liberty All-Star Growth Fund President Mark T. Haley acquired 2,000 shares of common stock at $5.345 per share under a pre-arranged plan.
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Liberty All Star Growth Fund's Assistant Secretary, Sareena Khwaja-Dixon, reported a planned future purchase of 500 shares of common stock.
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Mark T. Haley, President of Liberty All-Star Growth Fund Inc., purchased 1,000 shares of common stock at $5.5464 per share.
Better than expected
Proxy Statements (Def-14A)
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The Liberty All-Star Equity and Growth Funds have issued a proxy statement for their 2026 Joint Annual Meeting to vote on new portfolio management agreements and board elections.
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DEF: Liberty All-Star Funds Announce 2025 Annual Meeting for Board Elections and Governance Oversight
Liberty All-Star Equity Fund and Liberty All-Star Growth Fund will hold their joint annual meeting on August 19, 2025, to elect trustees and directors, with the boards unanimously recommending the proposed nominees.
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Liberty All-Star Growth Fund, Inc. files definitive additional materials with the SEC, indicating no fee is required for the filing.
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DEFA14A: Liberty All-Star Funds to Hold Annual Shareholder Meeting, Seeking Approval on Key Proposals
Liberty All-Star Growth Fund and Liberty All-Star Equity Fund are holding their Annual Meeting of Shareholders on August 28, 2024, seeking shareholder votes on important proposals including a new Portfolio Management Agreement and the election of director/trustee nominees.
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Liberty All-Star Growth Fund is asking shareholders to approve a new portfolio management agreement with Westfield Capital Management, replacing Sustainable Growth Advisers, to enhance investment style diversification.
Schedule 13G - Passive Investments
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Karpus Management, Inc. has increased its beneficial ownership of Liberty All Star Growth Fund Inc. common stock to 6.67%, holding 4,220,488 shares.
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First Trust Portfolios L.P., First Trust Advisors L.P., and The Charger Corporation have jointly filed a Schedule 13G, reporting beneficial ownership of 16.00% of Liberty All-Star Growth Fund, Inc.'s common stock.
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First Trust Portfolios L.P., First Trust Advisors L.P., and The Charger Corporation jointly report a 14.59% beneficial ownership stake in Liberty All-Star Growth Fund, Inc. as of December 31, 2025.
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First Trust Portfolios L.P., First Trust Advisors L.P., and The Charger Corporation have jointly disclosed a 12.81% beneficial ownership stake, totaling 7,939,775 common shares, in Liberty All-Star Growth Fund, Inc.
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SCHEDULE 13G/A: First Trust Entities Maintain Significant Passive Stake in Liberty All-Star Growth Fund, Inc.
First Trust Portfolios L.P., First Trust Advisors L.P., and The Charger Corporation have jointly filed an amendment to their Schedule 13G, confirming a continued passive beneficial ownership of 11.39% in Liberty All-Star Growth Fund, Inc. as of December 31, 2024.