Latest Institutional Transactions on Aberdeen Global Dynamic Dividend Fund (AGD)
This table provides information on the latest institutional transactions involving Aberdeen Global Dynamic Dividend Fund (AGD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-26.7K- 24.4% |
$295K - $368K
|
82.6K
$952K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-500- 2.62% |
$5.54K - $6.91K
|
18.6K
$214K
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
125+ 100.0% |
$1.39K - $1.73K
|
250
$2.88K
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
55K+ 24.86% |
$610K - $760K
|
276K
$3.18M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
196+ 2.0% |
$2.17K - $2.71K
|
10K
$115K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
623+ 5.87% |
$6.9K - $8.6K
|
11.2K
$129K
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
59+ 1.99% |
$654 - $815
|
3.03K
$34.9K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.95K+ 46.45% |
$54.9K - $68.4K
|
15.6K
$180K
|
|
| Q3 2025 | |||||||
|
Nov 18, 2025
Q3 2025
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-1.93K- 12.9% |
$21.3K - $25.7K
|
13K
$150K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
96.5K+ 25.88% |
$1.07M - $1.28M
|
470K
$5.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.15K- 2.47% |
$34.8K - $41.9K
|
124K
$1.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.07KNew |
$100K - $121K
|
9.07K
$104K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
46.7K+ 194.14% |
$516K - $622K
|
70.8K
$815K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.3KNew |
$180K - $217K
|
16.3K
$188K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
29.6K+ 5.44% |
$327K - $394K
|
574K
$6.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-230K- 54.36% |
$2.54M - $3.06M
|
193K
$2.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14K+ 85.97% |
$154K - $186K
|
30.2K
$348K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
20+ 0.47% |
$221 - $266
|
4.28K
$49.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-123K- 43.96% |
$1.35M - $1.63M
|
156K
$1.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-13.3K- 5.61% |
$147K - $177K
|
224K
$2.58M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-2.41K- 10.05% |
$26.7K - $32.1K
|
21.6K
$249K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14KNew |
$154K - $186K
|
14K
$161K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-8.06K- 3.94% |
$89K - $107K
|
196K
$2.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.93K- 12.9% |
$21.3K - $25.7K
|
13K
$150K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-840- 7.34% |
$9.28K - $11.2K
|
10.6K
$122K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-18.7K- 9.51% |
$206K - $248K
|
177K
$2.04M
|
|
|
Nov 10, 2025
Q3 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
29.9KNew |
$330K - $397K
|
29.9K
$344K
|
|
|
Nov 07, 2025
Q3 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
1.7K+ 9.42% |
$18.8K - $22.6K
|
19.8K
$228K
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
25+ 0.24% |
$276 - $333
|
10.4K
$120K
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
16+ 2.77% |
$177 - $213
|
593
$6.83K
|
|
|
Nov 06, 2025
Q3 2025
|
1776 Wealth LLC
|
SELL
|
- |
-13.5K- 25.18% |
$149K - $179K
|
40K
$461K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
31+ 0.29% |
$343 - $413
|
10.8K
$125K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
161+ 0.52% |
$1.78K - $2.14K
|
31.2K
$359K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
200New |
$2.21K - $2.66K
|
200
$2.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-68.1K- 84.18% |
$752K - $906K
|
12.8K
$147K
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.91K+ 0.28% |
$21.1K - $25.4K
|
684K
$7.88M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
1.74K+ 12.26% |
$19.2K - $23.1K
|
15.9K
$183K
|
|
|
Oct 31, 2025
Q3 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
15.7K+ 27.06% |
$173K - $208K
|
73.5K
$847K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-83- 0.1% |
$917 - $1.1K
|
79.3K
$913K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
152+ 0.21% |
$1.68K - $2.02K
|
73.8K
$850K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-160- 6.81% |
$1.77K - $2.13K
|
2.19K
$25.2K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.82K+ 5.63% |
$50.8K - $64.2K
|
109K
$1.26M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.9K- 7.48% |
$34.1K - $43.1K
|
48.3K
$556K
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-40.9K- 54.38% |
$358K - $452K
|
34.4K
$396K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.75K- 6.67% |
$24.1K - $30.4K
|
38.5K
$444K
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
12.2KNew |
$107K - $135K
|
12.2K
$141K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-107K- 48.3% |
$933K - $1.18M
|
114K
$1.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
426+ 3.38% |
$3.72K - $4.7K
|
13K
$150K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
14.5KNew |
$126K - $160K
|
14.5K
$167K
|
|