Latest Institutional Purchases of Aberdeen Global Dynamic Dividend Fund (AGD)
This list provides information on the latest institutional transactions involving Aberdeen Global Dynamic Dividend Fund (AGD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
4.9K+ 37.26% |
$42.8K - $54.1K
|
18.1K
$201K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
176+ 6.49% |
$1.54K - $1.94K
|
2.89K
$32.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
13New |
$114 - $144
|
13
$145
|
|
| Q1 2025 | |||||||
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
662KNew |
$6.5M - $6.91M
|
662K
$7.37M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
70.8K+ 52.95% |
$695K - $739K
|
204K
$2.28M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
32.2K+ 7.54% |
$316K - $336K
|
459K
$5.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
30.1KNew |
$296K - $315K
|
30.1K
$336K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
28.1K+ 7.67% |
$276K - $293K
|
395K
$4.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.6KNew |
$153K - $163K
|
15.6K
$174K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
14.2KNew |
$139K - $148K
|
14.2K
$158K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.15K+ 5.44% |
$89.9K - $95.5K
|
177K
$1.97M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.94K+ 13.04% |
$87.8K - $93.3K
|
77.5K
$863K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.83K+ 22.2% |
$27.8K - $29.5K
|
15.6K
$173K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.17K+ 23.18% |
$11.5K - $12.2K
|
6.22K
$69.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.1KNew |
$10.8K - $11.5K
|
1.1K
$12.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
622+ 0.74% |
$6.11K - $6.49K
|
84.6K
$943K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
560New |
$5.5K - $5.85K
|
560
$6.24K
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
536+ 4.44% |
$5.26K - $5.6K
|
12.6K
$140K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
229+ 0.31% |
$2.25K - $2.39K
|
73.5K
$818K
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
85+ 0.57% |
$835 - $887
|
14.9K
$166K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
85+ 0.57% |
$835 - $887
|
14.9K
$166K
|
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
39+ 2.69% |
$383 - $407
|
1.49K
$16.6K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
29+ 0.77% |
$285 - $303
|
3.79K
$42.2K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
75.3KNew |
$730K - $800K
|
75.3K
$839K
|
|
|
Feb 14, 2025
Q4 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
27.1KNew |
$263K - $288K
|
27.1K
$302K
|
|
|
Feb 13, 2025
Q4 2024
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
23.1KNew |
$224K - $246K
|
23.1K
$258K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
16.4KNew |
$159K - $174K
|
16.4K
$183K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.6KNew |
$113K - $123K
|
11.6K
$129K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.51KNew |
$24.3K - $26.6K
|
2.51K
$27.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.5K+ 625.0% |
$24.3K - $26.5K
|
2.9K
$32.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1K+ 9.58% |
$9.7K - $10.6K
|
11.4K
$127K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
11.2KNew |
$102K - $119K
|
11.2K
$125K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
7.56KNew |
$68.8K - $80.3K
|
7.56K
$84.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.99K+ 4.2% |
$18.1K - $21.2K
|
49.4K
$551K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.51K+ 2.07% |
$13.7K - $16K
|
74.5K
$830K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
450New |
$4.1K - $4.78K
|
450
$5.01K
|
|
| Q2 2024 | |||||||
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
18.6KNew |
$170K - $183K
|
18.6K
$207K
|
|
| Q1 2024 | |||||||
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2KNew |
$18.2K - $19.4K
|
2K
$22.3K
|
|
|
May 15, 2024
Q1 2024
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
941New |
$8.56K - $9.14K
|
941
$10.5K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
106+ 0.71% |
$965 - $1.03K
|
15.1K
$168K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
27+ 1.96% |
$246 - $262
|
1.41K
$15.7K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1New |
$9.1 - $9.71
|
1
$11.1
|
|
| Q4 2023 | |||||||
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
44.1KNew |
$362K - $418K
|
44.1K
$492K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.3KNew |
$166K - $192K
|
20.3K
$226K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
6.77KNew |
$55.5K - $64.2K
|
6.77K
$75.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
962New |
$7.89K - $9.12K
|
962
$10.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
503New |
$4.12K - $4.77K
|
503
$5.6K
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
57.7KNew |
$497K - $560K
|
57.7K
$643K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
56+ 0.44% |
$483 - $544
|
12.9K
$143K
|
|