Purchases and Sales Made in Q2 2022 in Aberdeen Total Dynamic Dividend Fund (AOD)
This table provides information about the institutional ownership of Aberdeen Total Dynamic Dividend Fund (AOD) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
751New |
$5.94K - $7.34K
|
751
$6.53K
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
653+ 11.02% |
$5.17K - $6.39K
|
6.58K
$57.2K
|
|
Aug 10, 2022
Q2 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
400+ 73.13% |
$3.16K - $3.91K
|
947
$8.24K
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
375New |
$2.97K - $3.67K
|
375
$3.26K
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
312+ 2.22% |
$2.47K - $3.05K
|
14.4K
$125K
|
|
Jul 08, 2022
Q2 2022
|
Stolper CO
|
BUY
|
- |
209+ 0.26% |
$1.65K - $2.04K
|
79.4K
$691K
|
|
Aug 11, 2022
Q2 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
205New |
$1.62K - $2K
|
205
$1.78K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
156New |
$1.23K - $1.53K
|
156
$1.36K
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
119+ 0.17% |
$941 - $1.16K
|
68.6K
$597K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
65+ 0.09% |
$514 - $636
|
75.5K
$657K
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
55+ 0.28% |
$435 - $538
|
19.5K
$169K
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
39+ 0.32% |
$308 - $381
|
12K
$105K
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
29+ 0.54% |
$229 - $284
|
5.42K
$47.1K
|
|
Jul 22, 2022
Q2 2022
|
Successful Portfolios LLC
|
BUY
|
- |
19+ 0.12% |
$150 - $186
|
16.1K
$140K
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
7+ 0.34% |
$55.4 - $68.5
|
2.06K
$17.9K
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-13- 0.04% |
$103 - $127
|
31.4K
$274K
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-50Closed |
$396 - $489
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-180- 90.0% |
$1.42K - $1.76K
|
20
$174
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-290Closed |
$2.29K - $2.84K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-290- 1.11% |
$2.29K - $2.84K
|
25.9K
$226K
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-301- 0.7% |
$2.38K - $2.94K
|
42.6K
$371K
|
|
Jul 19, 2022
Q2 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-507- 0.19% |
$4.01K - $4.96K
|
269K
$2.34M
|
|
Jul 25, 2022
Q2 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-625- 5.35% |
$4.94K - $6.11K
|
11.1K
$96.2K
|
|
Jul 18, 2022
Q2 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-640- 4.43% |
$5.06K - $6.26K
|
13.8K
$120K
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.2K- 5.53% |
$9.49K - $11.7K
|
20.5K
$178K
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.2K- 3.13% |
$9.49K - $11.7K
|
37.2K
$323K
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.21K- 1.86% |
$17.5K - $21.6K
|
117K
$1.02M
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.49K- 6.15% |
$19.7K - $24.3K
|
38K
$330K
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.64K- 0.44% |
$20.9K - $25.8K
|
591K
$5.14M
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.77K- 5.47% |
$21.9K - $27.1K
|
47.8K
$416K
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2.77KClosed |
$21.9K - $27.1K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-3K- 85.71% |
$23.7K - $29.3K
|
500
$4.35K
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.12K- 5.36% |
$24.7K - $30.5K
|
55.1K
$479K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.4KClosed |
$26.9K - $33.2K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-3.88K- 9.64% |
$30.7K - $37.9K
|
36.4K
$316K
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.58K- 20.97% |
$36.3K - $44.8K
|
17.3K
$150K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.06K- 2.52% |
$40K - $49.4K
|
195K
$1.7M
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-7.28K- 2.81% |
$57.6K - $71.2K
|
252K
$2.19M
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.35K- 0.25% |
$58.1K - $71.8K
|
2.91M
$25.3M
|
|
Aug 04, 2022
Q2 2022
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-7.41K- 27.15% |
$58.6K - $72.5K
|
19.9K
$173K
|
|
Aug 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-7.59K- 7.9% |
$60K - $74.2K
|
88.4K
$769K
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.94KClosed |
$62.8K - $77.7K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-8.5K- 10.26% |
$67.2K - $83.1K
|
74.4K
$647K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-9.61K- 77.16% |
$76K - $94K
|
2.84K
$24.7K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-11.6K- 39.52% |
$91.7K - $113K
|
17.8K
$154K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-13KClosed |
$103K - $127K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-14.2KClosed |
$112K - $139K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-16KClosed |
$126K - $156K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-19K- 1.63% |
$150K - $186K
|
1.14M
$9.94M
|