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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
32.2K+ 7.54% |
$316K - $336K
|
459K
$4.88M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-122Closed |
$1.2K - $1.27K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.29K- 4.19% |
$22.4K - $23.9K
|
52.2K
$555K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-34.4K- 6.79% |
$338K - $360K
|
473K
$5.03M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.86K- 2.69% |
$28.1K - $29.8K
|
103K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
85+ 0.57% |
$835 - $887
|
14.9K
$158K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-150K- 40.48% |
$1.48M - $1.57M
|
221K
$2.35M
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
SELL
|
- |
-8.1K- 43.97% |
$79.6K - $84.6K
|
10.3K
$110K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-26- 0.31% |
$255 - $271
|
8.39K
$89.3K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
29+ 0.77% |
$285 - $303
|
3.79K
$40.3K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.07K- 5.47% |
$20.4K - $21.7K
|
35.8K
$381K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.89K- 0.79% |
$28.4K - $30.2K
|
361K
$3.84M
|
|
|
May 14, 2025
Q1 2025
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-298K- 82.31% |
$2.93M - $3.11M
|
64K
$681K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
39+ 2.69% |
$383 - $407
|
1.49K
$15.8K
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
536+ 4.44% |
$5.26K - $5.6K
|
12.6K
$134K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
28.1K+ 7.67% |
$276K - $293K
|
395K
$4.2M
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-141K- 60.44% |
$1.39M - $1.47M
|
92.4K
$983K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
70.8K+ 52.95% |
$695K - $739K
|
204K
$2.18M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
85+ 0.57% |
$835 - $887
|
14.9K
$158K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-51.3K- 20.09% |
$503K - $535K
|
204K
$2.17M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-232- 0.96% |
$2.28K - $2.42K
|
24K
$256K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.39K- 87.08% |
$82.4K - $87.6K
|
1.25K
$13.2K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.94K+ 13.04% |
$87.8K - $93.3K
|
77.5K
$824K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.17K+ 23.18% |
$11.5K - $12.2K
|
6.22K
$66.2K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
560New |
$5.5K - $5.85K
|
560
$5.96K
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-24.5K- 38.91% |
$241K - $256K
|
38.5K
$410K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-999- 99.9% |
$9.81K - $10.4K
|
1
$10.6
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-75- 26.79% |
$737 - $783
|
205
$2.18K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.15K+ 5.44% |
$89.9K - $95.5K
|
177K
$1.89M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-10.4K- 20.12% |
$102K - $109K
|
41.3K
$439K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.83K+ 22.2% |
$27.8K - $29.5K
|
15.6K
$165K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-3.11K- 82.75% |
$30.5K - $32.4K
|
648
$6.89K
|
|
|
May 05, 2025
Q1 2025
|
1776 Wealth LLC
|
SELL
|
- |
-2.36K- 4.16% |
$23.2K - $24.6K
|
54.4K
$579K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-135- 5.43% |
$1.33K - $1.41K
|
2.35K
$25K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
229+ 0.31% |
$2.25K - $2.39K
|
73.5K
$782K
|
|
|
Apr 29, 2025
Q1 2025
|
Absolute Investment Advisers LLC
|
BUY
|
- |
1.8K+ 1.39% |
$17.7K - $18.8K
|
131K
$1.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
14.2KNew |
$139K - $148K
|
14.2K
$151K
|
|
|
Apr 29, 2025
Q1 2025
|
Argentarii, LLC
Cincinnati, OH |
SELL
|
- |
-2.62K- 12.66% |
$25.7K - $27.3K
|
18.1K
$192K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
622+ 0.74% |
$6.11K - $6.49K
|
84.6K
$900K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
662KNew |
$6.5M - $6.91M
|
662K
$7.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-362- 3.76% |
$3.55K - $3.78K
|
9.27K
$98.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
30.1KNew |
$296K - $315K
|
30.1K
$321K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.6KNew |
$153K - $163K
|
15.6K
$166K
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-200- 0.18% |
$1.96K - $2.09K
|
110K
$1.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.1KNew |
$10.8K - $11.5K
|
1.1K
$11.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-862- 1.22% |
$8.46K - $9K
|
70K
$745K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-22.4K- 15.16% |
$220K - $234K
|
125K
$1.34M
|
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-589- 4.27% |
$5.78K - $6.15K
|
13.2K
$141K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22.2K- 19.33% |
$216K - $236K
|
92.7K
$986K
|
|