Purchases and Sales Made in Q2 2025 in Aberdeen Global Dynamic Dividend Fund (AGD)
This table provides information about the institutional ownership of Aberdeen Global Dynamic Dividend Fund (AGD) during Q2 2025. The information is specifically focused on institutions that hold shares of ABERDEEN GLOBAL DYNAMIC DIVIDEND FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
169K+ 82.43% |
$1.47M - $1.86M
|
373K
$4.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
85.4K+ 18.62% |
$747K - $943K
|
544K
$6.27M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
70.3K+ 56.02% |
$614K - $776K
|
196K
$2.26M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
57.9KNew |
$506K - $639K
|
57.9K
$667K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
34.6K+ 37.36% |
$303K - $382K
|
127K
$1.47M
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
20.2K+ 3.05% |
$176K - $223K
|
682K
$7.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.9K+ 10.66% |
$165K - $209K
|
196K
$2.26M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
14.5KNew |
$126K - $160K
|
14.5K
$167K
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
12.2KNew |
$107K - $135K
|
12.2K
$141K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
10.4KNew |
$90.6K - $114K
|
10.4K
$119K
|
|
|
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
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.82K+ 5.63% |
$50.8K - $64.2K
|
109K
$1.26M
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
4.9K+ 37.26% |
$42.8K - $54.1K
|
18.1K
$208K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2KNew |
$17.5K - $22.1K
|
2K
$23K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.89K+ 2.44% |
$16.5K - $20.8K
|
79.4K
$914K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
856+ 2.84% |
$7.48K - $9.45K
|
31K
$357K
|
|
|
Jul 29, 2025
Q2 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
703+ 3.11% |
$6.14K - $7.76K
|
23.3K
$268K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
678+ 4.36% |
$5.93K - $7.49K
|
16.2K
$187K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
466+ 12.3% |
$4.07K - $5.14K
|
4.26K
$49K
|
|
|
Aug 11, 2025
Q2 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
426+ 3.38% |
$3.72K - $4.7K
|
13K
$150K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
355+ 0.17% |
$3.1K - $3.92K
|
204K
$2.35M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
290+ 3.13% |
$2.53K - $3.2K
|
9.56K
$110K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
176+ 6.49% |
$1.54K - $1.94K
|
2.89K
$33.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
169+ 0.23% |
$1.48K - $1.87K
|
73.6K
$848K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
73+ 1.17% |
$638 - $806
|
6.3K
$72.5K
|
|
|
Aug 15, 2025
Q2 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
62+ 0.42% |
$542 - $684
|
15K
$172K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
62+ 0.42% |
$542 - $684
|
15K
$172K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
17+ 3.04% |
$149 - $188
|
577
$6.65K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
13New |
$114 - $144
|
13
$150
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-39- 0.16% |
$341 - $431
|
24K
$277K
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-200- 0.18% |
$1.75K - $2.21K
|
109K
$1.26M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-685- 5.96% |
$5.99K - $7.56K
|
10.8K
$125K
|
|
|
Jul 25, 2025
Q2 2025
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-797- 6.03% |
$6.97K - $8.8K
|
12.4K
$143K
|
|
|
Aug 08, 2025
Q2 2025
|
1776 Wealth LLC
|
SELL
|
- |
-927- 1.7% |
$8.1K - $10.2K
|
53.5K
$616K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.5K- 86.21% |
$21.9K - $27.6K
|
400
$4.61K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.75K- 6.67% |
$24.1K - $30.4K
|
38.5K
$444K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.66K- 5.23% |
$32K - $40.4K
|
66.3K
$764K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.76K- 4.44% |
$32.8K - $41.5K
|
80.9K
$931K
|
|
|
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
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-11.7K- 32.81% |
$103K - $130K
|
24.1K
$277K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22.2K- 19.33% |
$194K - $245K
|
92.7K
$1.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-40.9K- 54.38% |
$358K - $452K
|
34.4K
$396K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-49.9K- 10.55% |
$436K - $551K
|
423K
$4.87M
|
|
|
Jul 15, 2025
Q2 2025
|
Absolute Investment Advisers LLC
|
SELL
|
- |
-71.5K- 54.38% |
$625K - $789K
|
59.9K
$691K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-107K- 48.3% |
$933K - $1.18M
|
114K
$1.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-116K- 29.33% |
$1.01M - $1.28M
|
279K
$3.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-124K- 34.25% |
$1.08M - $1.36M
|
237K
$2.73M
|
|