Purchases and Sales Made in Q3 2022 in Aberdeen Total Dynamic Dividend Fund (AOD)
This table provides information about the institutional ownership of Aberdeen Total Dynamic Dividend Fund (AOD) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
900New |
$6.43K - $7.8K
|
900
$7.83K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
738New |
$5.27K - $6.4K
|
738
$6.42K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
467+ 0.19% |
$3.33K - $4.05K
|
245K
$2.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
324+ 2.2% |
$2.31K - $2.81K
|
15K
$131K
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
324+ 2.2% |
$2.31K - $2.81K
|
15K
$131K
|
|
|
Nov 07, 2022
Q3 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
142+ 1.03% |
$1.01K - $1.23K
|
13.9K
$121K
|
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
127+ 0.88% |
$907 - $1.1K
|
14.5K
$126K
|
|
|
Oct 21, 2022
Q3 2022
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
105+ 0.53% |
$750 - $910
|
20K
$174K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
61+ 3.7% |
$436 - $529
|
1.71K
$14.9K
|
|
|
Nov 03, 2022
Q3 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
25+ 4.42% |
$179 - $217
|
591
$5.14K
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
22+ 1.07% |
$157 - $191
|
2.08K
$18.1K
|
|
|
Oct 13, 2022
Q3 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
12+ 1.5% |
$85.7 - $104
|
812
$7.06K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-178- 0.69% |
$1.27K - $1.54K
|
25.8K
$224K
|
|
|
Nov 02, 2022
Q3 2022
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-209- 0.4% |
$1.49K - $1.81K
|
51.6K
$449K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-515- 0.24% |
$3.68K - $4.47K
|
214K
$1.86M
|
|
|
Nov 03, 2022
Q3 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-610- 2.99% |
$4.36K - $5.29K
|
19.8K
$172K
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-968- 5.6% |
$6.91K - $8.39K
|
16.3K
$142K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1KClosed |
$7.14K - $8.67K
|
0
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.06K- 1.41% |
$7.58K - $9.21K
|
74.4K
$647K
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.1K- 2.56% |
$7.83K - $9.51K
|
41.8K
$364K
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.32K- 3.64% |
$9.45K - $11.5K
|
35K
$305K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.4K- 3.77% |
$10K - $12.1K
|
35.8K
$311K
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.82K- 2.65% |
$13K - $15.8K
|
66.8K
$581K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.86K- 0.8% |
$13.2K - $16.1K
|
230K
$2M
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.86K- 4.91% |
$13.3K - $16.2K
|
36.1K
$314K
|
|
|
Nov 14, 2022
Q3 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.95K- 0.73% |
$14K - $16.9K
|
267K
$2.32M
|
|
|
Oct 12, 2022
Q3 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-1.98K- 12.27% |
$14.1K - $17.2K
|
14.2K
$123K
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.1K- 3.95% |
$15K - $18.2K
|
51K
$444K
|
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.4K- 2.71% |
$17.1K - $20.8K
|
86K
$748K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.37K- 16.7% |
$24K - $29.2K
|
16.8K
$146K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.38K- 1.34% |
$24.1K - $29.3K
|
249K
$2.16M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.78K- 19.4% |
$27K - $32.7K
|
15.7K
$136K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-5.5K- 7.39% |
$39.3K - $47.7K
|
68.9K
$599K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.57K- 2.98% |
$54K - $65.6K
|
247K
$2.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.38K- 19.65% |
$59.8K - $72.7K
|
34.3K
$298K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-11.8K- 37.54% |
$84.3K - $102K
|
19.6K
$171K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-13.1K- 2.22% |
$93.6K - $114K
|
578K
$5.03M
|
|
|
Oct 26, 2022
Q3 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-14.5K- 0.25% |
$103K - $126K
|
5.74M
$49.9M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-15.7K- 88.41% |
$112K - $136K
|
2.06K
$17.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-36.6K- 22.31% |
$261K - $317K
|
127K
$1.11M
|
|
|
Nov 10, 2022
Q3 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-37.1K- 11.44% |
$265K - $322K
|
287K
$2.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-46.6K- 4.08% |
$333K - $404K
|
1.1M
$9.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-97.8K- 3.36% |
$698K - $848K
|
2.82M
$24.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-651K- 5.83% |
$4.65M - $5.64M
|
10.5M
$91.5M
|
|
|
Nov 14, 2022
Q3 2022
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-2.03M- 45.85% |
$14.5M - $17.6M
|
2.39M
$20.8M
|