Latest Institutional Transactions on Aberdeen Global Dynamic Dividend Fund (AGD)
This table provides information on the latest institutional transactions involving Aberdeen Global Dynamic Dividend Fund (AGD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 15, 2025
Q2 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
62+ 0.42% |
$542 - $684
|
15K
$172K
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-49.9K- 10.55% |
$436K - $551K
|
423K
$4.85M
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.9K- 7.48% |
$34.1K - $43.1K
|
48.3K
$554K
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-116K- 29.33% |
$1.01M - $1.28M
|
279K
$3.2M
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-11.7K- 32.81% |
$103K - $130K
|
24.1K
$276K
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-40.9K- 54.38% |
$358K - $452K
|
34.4K
$394K
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
85.4K+ 18.62% |
$747K - $943K
|
544K
$6.24M
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
355+ 0.17% |
$3.1K - $3.92K
|
204K
$2.34M
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
169K+ 82.43% |
$1.47M - $1.86M
|
373K
$4.28M
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.82K+ 5.63% |
$50.8K - $64.2K
|
109K
$1.25M
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
73+ 1.17% |
$638 - $806
|
6.3K
$72.2K
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-124K- 34.25% |
$1.08M - $1.36M
|
237K
$2.72M
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22.2K- 19.33% |
$194K - $245K
|
92.7K
$1.06M
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
169+ 0.23% |
$1.48K - $1.87K
|
73.6K
$844K
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
466+ 12.3% |
$4.07K - $5.14K
|
4.26K
$48.8K
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-39- 0.16% |
$341 - $431
|
24K
$275K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.9K+ 10.66% |
$165K - $209K
|
196K
$2.25M
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
12.2KNew |
$107K - $135K
|
12.2K
$140K
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.75K- 6.67% |
$24.1K - $30.4K
|
38.5K
$442K
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-107K- 48.3% |
$933K - $1.18M
|
114K
$1.31M
|
|
Aug 11, 2025
Q2 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
426+ 3.38% |
$3.72K - $4.7K
|
13K
$149K
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
62+ 0.42% |
$542 - $684
|
15K
$172K
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
678+ 4.36% |
$5.93K - $7.49K
|
16.2K
$186K
|
|
Aug 08, 2025
Q2 2025
|
1776 Wealth LLC
|
SELL
|
- |
-927- 1.7% |
$8.1K - $10.2K
|
53.5K
$613K
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
70.3K+ 56.02% |
$614K - $776K
|
196K
$2.25M
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.89K+ 2.44% |
$16.5K - $20.8K
|
79.4K
$910K
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-685- 5.96% |
$5.99K - $7.56K
|
10.8K
$124K
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
20.2K+ 3.05% |
$176K - $223K
|
682K
$7.82M
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
14.5KNew |
$126K - $160K
|
14.5K
$166K
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
290+ 3.13% |
$2.53K - $3.2K
|
9.56K
$110K
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.76K- 4.44% |
$32.8K - $41.5K
|
80.9K
$927K
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
856+ 2.84% |
$7.48K - $9.45K
|
31K
$356K
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
10.4KNew |
$90.6K - $114K
|
10.4K
$119K
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
57.9KNew |
$506K - $639K
|
57.9K
$664K
|
|
Jul 25, 2025
Q2 2025
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-797- 6.03% |
$6.97K - $8.8K
|
12.4K
$142K
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
17+ 3.04% |
$149 - $188
|
577
$6.62K
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.5K- 86.21% |
$21.9K - $27.6K
|
400
$4.59K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2KNew |
$17.5K - $22.1K
|
2K
$22.9K
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-200- 0.18% |
$1.75K - $2.21K
|
109K
$1.25M
|
|
Jul 15, 2025
Q2 2025
|
Absolute Investment Advisers LLC
|
SELL
|
- |
-71.5K- 54.38% |
$625K - $789K
|
59.9K
$688K
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
13New |
$114 - $144
|
13
$149
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
176+ 6.49% |
$1.54K - $1.94K
|
2.89K
$33.1K
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.66K- 5.23% |
$32K - $40.4K
|
66.3K
$761K
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
4.9K+ 37.26% |
$42.8K - $54.1K
|
18.1K
$207K
|
|
Q1 2025 | |||||||
Aug 12, 2025
Q1 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
32.7KNew |
$321K - $341K
|
32.7K
$375K
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
SELL
|
- |
-8.1K- 43.97% |
$79.6K - $84.6K
|
10.3K
$118K
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-122Closed |
$1.2K - $1.27K
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-26- 0.31% |
$255 - $271
|
8.39K
$96.2K
|
|
May 14, 2025
Q1 2025
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-298K- 82.31% |
$2.93M - $3.11M
|
64K
$734K
|