Institutional Ownership Aberdeen Total Dynamic Dividend Fund (AOD)
This table provides information about the institutional ownership of Aberdeen Total Dynamic Dividend Fund (AOD). We have compiled data on the 145 institutions that hold shares in the stock, with a total of 42 Million shares, which have been reported (via 13F filing form) to have a value of $367 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Successful Portfolios LLC
|
Jan 16, 2025 Q4 2024 |
24,297
shares
|
$209,683
0.14% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
22,986
shares
|
$198,369
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
22,056
shares
|
$190,343
0.01% of portfolio
|
Q3 2024
Added 9.31%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
21,348
shares
|
$184,233
0.02% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
20,278
shares
|
$174,999
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
19,476
shares
|
$168,077
0.01% of portfolio
|
Q1 2024
Reduced 0.02%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
19,431
shares
|
$167,689
0.01% of portfolio
|
Q4 2024
Added 15.76%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
19,290
shares
|
$166,472
0.0% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
19,143
shares
|
$165,204
0.01% of portfolio
|
Q4 2024
Added 42.31%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
18,982
shares
|
$163,814
0.0% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
18,843
shares
|
$162,615
0.05% of portfolio
|
Q4 2023
Reduced 11.44%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Oct 18, 2024 Q3 2024 |
18,290
shares
|
$157,842
0.12% of portfolio
|
Q3 2024
Added 9.88%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
17,449
shares
|
$150,584
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
17,420
shares
|
$150,334
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
17,181
shares
|
$148,272
0.01% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Css LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
16,741
shares
|
$144,474
0.02% of portfolio
|
Q3 2024
Reduced 28.7%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
16,150
shares
|
$139,374
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Feb 03, 2025 Q4 2024 |
15,930
shares
|
$137,475
0.02% of portfolio
|
Q4 2022
Reduced 19.46%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
15,400
shares
|
$132,902
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
14,778
shares
|
$127,534
0.0% of portfolio
|
Q3 2024
Reduced 13.18%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
14,500
shares
|
$125,135
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
13,268
shares
|
$114,502
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
12,676
shares
|
$109,393
0.0% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
12,568
shares
|
$108,461
0.0% of portfolio
|
Q4 2024
Added 5.7%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Dec 30, 2024 Q3 2024 |
12,140
shares
|
$104,768
0.05% of portfolio
|
Q3 2024
New holding
|