Institutional Ownership Aberdeen Global Dynamic Dividend Fund (AGD)
This table provides information about the institutional ownership of Aberdeen Global Dynamic Dividend Fund (AGD). We have compiled data on the 76 institutions that hold shares in the stock, with a total of 5.78 Million shares, which have been reported (via 13F filing form) to have a value of $58.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
70,848
shares
|
$717,690
0.01% of portfolio
|
Q4 2024
Added 6.93%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
68,534
shares
|
$694,249
0.0% of portfolio
|
Q4 2024
Added 4.05%
|
|
|
Shaker Financial Services, LLC
|
Feb 13, 2025 Q4 2024 |
63,013
shares
|
$638,321
0.25% of portfolio
|
Q4 2024
Reduced 23.49%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
57,676
shares
|
$584,257
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
1776 Wealth LLC
|
Feb 10, 2025 Q4 2024 |
56,766
shares
|
$575,039
0.25% of portfolio
|
Q3 2024
Reduced 15.81%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
54,491
shares
|
$551,993
0.0% of portfolio
|
Q4 2024
Reduced 7.84%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
51,650
shares
|
$523,214
0.01% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
49,423
shares
|
$500,654
0.0% of portfolio
|
Q3 2024
Added 4.2%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
45,245
shares
|
$458,331
0.0% of portfolio
|
Q4 2024
Reduced 3.21%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
37,883
shares
|
$383,754
0.0% of portfolio
|
Q4 2024
Added 32.26%
|
|
|
Almitas Capital LLC
Santa Monica, CA |
Feb 14, 2025 Q4 2024 |
27,094
shares
|
$274,462
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
24,278
shares
|
$245,936
0.0% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
Feb 13, 2025 Q4 2024 |
23,130
shares
|
$234,306
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Argentarii, LLC
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
20,689
shares
|
$209,579
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
18,597
shares
|
$188,387
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Css LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
18,428
shares
|
$186,675
0.02% of portfolio
|
Q4 2024
Reduced 43.38%
|
|
|
Virtu Financial LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
16,391
shares
|
$166,040
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Second Line Capital, LLC
Metairie, LA |
Feb 14, 2025 Q4 2024 |
14,809
shares
|
$150,015
0.04% of portfolio
|
Q4 2024
Reduced 15.9%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
14,809
shares
|
$150,015
0.0% of portfolio
|
Q4 2024
Reduced 15.9%
|
|
|
Integrated Capital Management, Inc.
|
Jan 13, 2025 Q4 2024 |
13,798
shares
|
$139,773
0.11% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Feb 06, 2025 Q4 2024 |
13,150
shares
|
$133,209
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
12,727
shares
|
$128,924
0.0% of portfolio
|
Q4 2024
Reduced 18.51%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Feb 14, 2025 Q4 2024 |
12,068
shares
|
$122,248
0.07% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
11,622
shares
|
$117,730
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
11,501
shares
|
$116,505
0.0% of portfolio
|
Q4 2024
Reduced 55.09%
|