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 |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
11,440
shares
|
$115,887
0.0% of portfolio
|
Q4 2024
Added 9.58%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Feb 14, 2025 Q4 2024 |
11,192
shares
|
$113,374
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Feb 21, 2025 Q4 2024 |
10,085
shares
|
$102,161
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
10,000
shares
|
$101,300
0.02% of portfolio
|
Q4 2019
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
9,635
shares
|
$97,602
0.0% of portfolio
|
Q4 2024
Reduced 46.77%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
9,632
shares
|
$97,572
0.0% of portfolio
|
Q4 2024
Reduced 11.53%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
8,415
shares
|
$85,243
0.0% of portfolio
|
Q2 2024
Reduced 0.67%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,350
shares
|
$64,325
0.0% of portfolio
|
Q3 2020
Reduced 52.76%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
5,052
shares
|
$51,176
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
3,761
shares
|
$38,098
0.0% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
3,756
shares
|
$38,048
0.01% of portfolio
|
Q4 2024
Reduced 76.42%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
2,900
shares
|
$29,377
0.0% of portfolio
|
Q4 2024
Added 625.0%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
2,712
shares
|
$27,472
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
2,506
shares
|
$25,385
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
2,486
shares
|
$25,183
0.0% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
1,711
shares
|
$17,332
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Feb 12, 2025 Q4 2024 |
1,448
shares
|
$14,668
0.0% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
1,000
shares
|
$10,130
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Feb 12, 2025 Q4 2024 |
835
shares
|
$8,458
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
529
shares
|
$5,358
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
503
shares
|
$5,095
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
450
shares
|
$4,558
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
300
shares
|
$3,039
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
280
shares
|
$2,836
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
6
shares
|
$60
0.0% of portfolio
|
Q1 2023
New holding
|