Purchases and Sales Made in Q1 2024 in Aberdeen Total Dynamic Dividend Fund (AOD)
This table provides information about the institutional ownership of Aberdeen Total Dynamic Dividend Fund (AOD) during Q1 2024. The information is specifically focused on institutions that hold shares of ABERDEEN TOTAL DYNAMIC DIVIDEND FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.17K+ 9.57% |
$17.1K - $18K
|
24.9K
$216K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.13K+ 7.79% |
$16.7K - $17.6K
|
29.5K
$256K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.01K+ 3.74% |
$15.8K - $16.6K
|
55.6K
$484K
|
|
|
Apr 11, 2024
Q1 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
1.75K+ 7.33% |
$13.8K - $14.5K
|
25.6K
$223K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.7KNew |
$13.4K - $14.1K
|
1.7K
$14.8K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.5KNew |
$11.8K - $12.4K
|
1.5K
$13K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.09K+ 26.87% |
$8.58K - $9.04K
|
5.15K
$44.8K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.08K+ 9.38% |
$8.45K - $8.91K
|
12.5K
$109K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
734New |
$5.77K - $6.08K
|
734
$6.39K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
678+ 6.06% |
$5.33K - $5.62K
|
11.9K
$103K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
576+ 8.31% |
$4.53K - $4.78K
|
7.51K
$65.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
479+ 2.11% |
$3.76K - $3.97K
|
23.2K
$202K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
426New |
$3.35K - $3.53K
|
426
$3.71K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
389+ 2.15% |
$3.06K - $3.22K
|
18.5K
$161K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
304+ 2.65% |
$2.39K - $2.52K
|
11.8K
$103K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
271+ 0.53% |
$2.13K - $2.25K
|
50.9K
$443K
|
|
|
Apr 15, 2024
Q1 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
210+ 0.69% |
$1.65K - $1.74K
|
30.5K
$265K
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
146+ 1.28% |
$1.15K - $1.21K
|
11.6K
$101K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
84+ 1.15% |
$660 - $696
|
7.36K
$64K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
33+ 1.51% |
$259 - $274
|
2.22K
$19.3K
|
|
|
May 07, 2024
Q1 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
19+ 2.91% |
$149 - $158
|
672
$5.85K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
16+ 0.09% |
$126 - $133
|
17K
$148K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1+ 0.01% |
$7.86 - $8.29
|
17.2K
$149K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-4- 0.02% |
$31.4 - $33.2
|
19.5K
$169K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-32- 35.96% |
$252 - $265
|
57
$496
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-43- 2.07% |
$338 - $356
|
2.04K
$17.7K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-86- 0.61% |
$676 - $713
|
14K
$122K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-88- 0.06% |
$692 - $730
|
143K
$1.25M
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-392- 1.59% |
$3.08K - $3.25K
|
24.2K
$211K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-672- 2.24% |
$5.28K - $5.57K
|
29.3K
$255K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.87K- 2.27% |
$14.7K - $15.5K
|
80.5K
$701K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.89K- 59.43% |
$14.9K - $15.7K
|
1.29K
$11.2K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.9K- 1.08% |
$14.9K - $15.7K
|
174K
$1.51M
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2.26K- 36.7% |
$17.7K - $18.7K
|
3.89K
$33.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.72K- 1.24% |
$21.3K - $22.5K
|
216K
$1.88M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.44K- 1.59% |
$27K - $28.5K
|
213K
$1.85M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.61K- 1.66% |
$28.4K - $29.9K
|
214K
$1.86M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.74K- 6.15% |
$29.4K - $31K
|
57K
$496K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4K- 86.0% |
$31.4K - $33.2K
|
651
$5.66K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.36K- 28.22% |
$34.2K - $36.1K
|
11.1K
$96.4K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-6.52K- 20.9% |
$51.2K - $54K
|
24.7K
$215K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.84K- 2.52% |
$53.8K - $56.7K
|
265K
$2.31M
|
|
|
May 13, 2024
Q1 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-9.01K- 0.3% |
$70.9K - $74.7K
|
2.99M
$26M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9.7K- 16.98% |
$76.2K - $80.4K
|
47.4K
$413K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-12.5K- 11.36% |
$98.6K - $104K
|
97.9K
$851K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-16.7K- 58.5% |
$131K - $139K
|
11.9K
$103K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-17.5K- 3.66% |
$138K - $145K
|
461K
$4.01M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-20.3K- 8.47% |
$160K - $168K
|
219K
$1.91M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-23.4K- 3.18% |
$184K - $194K
|
711K
$6.18M
|