Purchases and Sales Made in Q4 2024 in Aberdeen Global Dynamic Dividend Fund (AGD)
This table provides information about the institutional ownership of Aberdeen Global Dynamic Dividend Fund (AGD) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
224K+ 156.8% |
$2.17M - $2.38M
|
367K
$3.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
134KNew |
$1.3M - $1.42M
|
134K
$1.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Absolute Investment Advisers LLC
|
BUY
|
- |
130KNew |
$1.26M - $1.38M
|
130K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
75.3KNew |
$730K - $800K
|
75.3K
$773K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
65.8K+ 14.9% |
$638K - $699K
|
507K
$5.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
61.8K+ 35.95% |
$599K - $656K
|
234K
$2.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
27.1KNew |
$263K - $288K
|
27.1K
$278K
|
|
|
Feb 13, 2025
Q4 2024
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
23.1KNew |
$224K - $246K
|
23.1K
$237K
|
|
|
Feb 07, 2025
Q4 2024
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
20.7KNew |
$201K - $220K
|
20.7K
$212K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20.7K+ 24.2% |
$200K - $220K
|
106K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
19.4K+ 8.23% |
$188K - $206K
|
255K
$2.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
16.4KNew |
$159K - $174K
|
16.4K
$168K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
15.1K+ 4.35% |
$147K - $161K
|
363K
$3.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
13.2KNew |
$128K - $140K
|
13.2K
$135K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.6KNew |
$113K - $123K
|
11.6K
$119K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.24K+ 32.26% |
$89.6K - $98.1K
|
37.9K
$389K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.59K+ 6.93% |
$44.5K - $48.7K
|
70.8K
$727K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.67K+ 4.05% |
$25.9K - $28.3K
|
68.5K
$703K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.51KNew |
$24.3K - $26.6K
|
2.51K
$25.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.5K+ 625.0% |
$24.3K - $26.5K
|
2.9K
$29.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.48K+ 0.89% |
$14.4K - $15.7K
|
168K
$1.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1K+ 9.58% |
$9.7K - $10.6K
|
11.4K
$117K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
1KNew |
$9.7K - $10.6K
|
1K
$10.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
328+ 0.64% |
$3.18K - $3.48K
|
51.7K
$530K
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
317+ 2.7% |
$3.07K - $3.37K
|
12.1K
$124K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
119+ 0.16% |
$1.15K - $1.26K
|
73.2K
$751K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15+ 0.4% |
$146 - $159
|
3.76K
$38.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-12- 0.82% |
$116 - $127
|
1.45K
$14.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-59- 0.24% |
$572 - $627
|
24.3K
$249K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-66- 2.59% |
$640 - $701
|
2.49K
$25.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-123- 0.88% |
$1.19K - $1.31K
|
13.8K
$142K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.26K- 11.53% |
$12.2K - $13.3K
|
9.63K
$98.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.5K- 3.21% |
$14.6K - $16K
|
45.2K
$464K
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-1.74K- 1.56% |
$16.8K - $18.4K
|
110K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.8K- 15.9% |
$27.2K - $29.7K
|
14.8K
$152K
|
|
|
Feb 14, 2025
Q4 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-2.8K- 15.9% |
$27.2K - $29.7K
|
14.8K
$152K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.89K- 18.51% |
$28K - $30.7K
|
12.7K
$131K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.63K- 7.84% |
$44.9K - $49.2K
|
54.5K
$559K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.88K- 6.54% |
$57K - $62.4K
|
84K
$862K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.35K- 6.67% |
$61.6K - $67.4K
|
88.9K
$912K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.47K- 46.77% |
$82.1K - $89.9K
|
9.64K
$98.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-12.2K- 76.42% |
$118K - $129K
|
3.76K
$38.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-14.1K- 55.09% |
$137K - $150K
|
11.5K
$118K
|
|
|
Feb 14, 2025
Q4 2024
|
Css LLC
Chicago, IL |
SELL
|
- |
-14.1K- 43.38% |
$137K - $150K
|
18.4K
$189K
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-19.4K- 23.49% |
$188K - $206K
|
63K
$647K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-26K- 14.94% |
$252K - $276K
|
148K
$1.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-93.4K- 56.15% |
$906K - $992K
|
72.9K
$748K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-110K- 22.85% |
$1.07M - $1.17M
|
371K
$3.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-119K- 29.11% |
$1.15M - $1.26M
|
290K
$2.97M
|