Purchases and Sales Made in Q3 2025 in Aberdeen Global Dynamic Dividend Fund (AGD)
This table provides information about the institutional ownership of Aberdeen Global Dynamic Dividend Fund (AGD) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
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
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
46.7K+ 194.14% |
$516K - $622K
|
70.8K
$815K
|
|
|
Nov 10, 2025
Q3 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
29.9KNew |
$330K - $397K
|
29.9K
$344K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
29.6K+ 5.44% |
$327K - $394K
|
574K
$6.61M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
25.6K+ 13.06% |
$283K - $340K
|
221K
$2.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.3KNew |
$180K - $217K
|
16.3K
$188K
|
|
|
Oct 31, 2025
Q3 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
15.7K+ 27.06% |
$173K - $208K
|
73.5K
$847K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14KNew |
$154K - $186K
|
14K
$161K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14K+ 85.97% |
$154K - $186K
|
30.2K
$348K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.7KNew |
$118K - $142K
|
10.7K
$123K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.1K+ 9.22% |
$111K - $134K
|
119K
$1.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.07KNew |
$100K - $121K
|
9.07K
$104K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.31K+ 68.52% |
$47.7K - $57.4K
|
10.6K
$122K
|
|
|
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
|
|
|
Nov 07, 2025
Q3 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
1.7K+ 9.42% |
$18.8K - $22.6K
|
19.8K
$228K
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
1K+ 3.07% |
$11.1K - $13.3K
|
33.7K
$388K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
500+ 2.69% |
$5.53K - $6.66K
|
19.1K
$220K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
263+ 2.75% |
$2.91K - $3.5K
|
9.82K
$113K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
200New |
$2.21K - $2.66K
|
200
$2.3K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
161+ 0.52% |
$1.78K - $2.14K
|
31.2K
$359K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
152+ 0.21% |
$1.68K - $2.02K
|
73.8K
$850K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
125New |
$1.38K - $1.66K
|
125
$1.44K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
80+ 2.77% |
$884 - $1.06K
|
2.97K
$34.2K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
31+ 0.29% |
$343 - $413
|
10.8K
$125K
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
25+ 0.24% |
$276 - $333
|
10.4K
$120K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
20+ 0.47% |
$221 - $266
|
4.28K
$49.3K
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
16+ 2.77% |
$177 - $213
|
593
$6.83K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-83- 0.1% |
$917 - $1.1K
|
79.3K
$913K
|
|
|
Oct 20, 2025
Q3 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-140- 0.13% |
$1.55K - $1.86K
|
109K
$1.26M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-160- 6.81% |
$1.77K - $2.13K
|
2.19K
$25.2K
|
|
|
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
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.93K- 12.9% |
$21.3K - $25.7K
|
13K
$150K
|
|
|
Nov 18, 2025
Q3 2025
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-1.93K- 12.9% |
$21.3K - $25.7K
|
13K
$150K
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-2.41K- 10.05% |
$26.7K - $32.1K
|
21.6K
$249K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.15K- 2.47% |
$34.8K - $41.9K
|
124K
$1.43M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-8.06K- 3.94% |
$89K - $107K
|
196K
$2.26M
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-13.3K- 5.61% |
$147K - $177K
|
224K
$2.58M
|
|
|
Nov 06, 2025
Q3 2025
|
1776 Wealth LLC
|
SELL
|
- |
-13.5K- 25.18% |
$149K - $179K
|
40K
$461K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-18.7K- 9.51% |
$206K - $248K
|
177K
$2.04M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-68.1K- 84.18% |
$752K - $906K
|
12.8K
$147K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-123K- 43.96% |
$1.35M - $1.63M
|
156K
$1.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-230K- 54.36% |
$2.54M - $3.06M
|
193K
$2.22M
|
|