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 12, 2023
Q2 2023
|
Heron Bay Capital Management
|
BUY
|
- |
46.1K+ 19.35% |
$421K - $444K
|
284K
$2.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
11.3KNew |
$103K - $109K
|
11.3K
$116K
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
10.1KNew |
$92K - $97.1K
|
10.1K
$103K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
372New |
$3.39K - $3.58K
|
372
$3.79K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
92+ 0.13% |
$839 - $886
|
72.6K
$740K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
49.9KNew |
$443K - $504K
|
49.9K
$509K
|
|
|
May 15, 2023
Q1 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
38KNew |
$338K - $385K
|
38K
$388K
|
|
|
May 15, 2023
Q1 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
36.9KNew |
$328K - $373K
|
36.9K
$377K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
16.8KNew |
$149K - $169K
|
16.8K
$171K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.26KNew |
$37.8K - $43K
|
4.26K
$43.4K
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.71KNew |
$24.1K - $27.4K
|
2.71K
$27.7K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.71KNew |
$15.2K - $17.3K
|
1.71K
$17.5K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
869New |
$7.73K - $8.79K
|
869
$8.86K
|
|
|
May 11, 2023
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
835New |
$7.42K - $8.44K
|
835
$8.52K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
494New |
$4.39K - $4.99K
|
494
$5.04K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
128New |
$1.14K - $1.29K
|
128
$1.31K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
6New |
$53.3 - $60.7
|
6
$61.2
|
|
| Q4 2022 | |||||||
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.65KNew |
$13.7K - $16.2K
|
1.65K
$16.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
400New |
$3.33K - $3.92K
|
400
$4.08K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
902+ 6.11% |
$7.62K - $9.43K
|
15.7K
$160K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
300New |
$2.54K - $3.14K
|
300
$3.06K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
154New |
$1.3K - $1.61K
|
154
$1.57K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
30New |
$253 - $314
|
30
$306
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
34New |
$306 - $387
|
34
$347
|
|
| Q1 2021 | |||||||
|
Apr 12, 2021
Q1 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2KNew |
$20.6K - $22.5K
|
2K
$20.4K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Fifth Third Bancorp
|
BUY
|
- |
2.33KNew |
$19.9K - $24.4K
|
2.33K
$23.7K
|
|
| Q1 2020 | |||||||
|
May 13, 2020
Q1 2020
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5K+ 50.0% |
$29.7K - $53.8K
|
15K
$153K
|
|
| Q4 2019 | |||||||
|
Feb 04, 2020
Q4 2019
|
Sky Oak Wealth, LLC
|
BUY
|
- |
10KNew |
$93.8K - $105K
|
10K
$102K
|
|
| Q2 2019 | |||||||
|
Jul 25, 2019
Q2 2019
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
529New |
$4.7K - $5.17K
|
529
$5.4K
|
|