Institutional Ownership Aberdeen Global Dynamic Dividend Fund (AGD)
This table provides information about the institutional ownership of Aberdeen Global Dynamic Dividend Fund (AGD). We have compiled data on the 66 institutions that hold shares in the stock, with a total of 4.51 Million shares, which have been reported (via 13F filing form) to have a value of $51.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
33,658
shares
|
$387,740
0.05% of portfolio
|
Q4 2023
Reduced 5.55%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
31,160
shares
|
$358,963
0.01% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
30,184
shares
|
$347,719
0.0% of portfolio
|
Q3 2025
Added 85.97%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
29,851
shares
|
$343,883
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
Nov 06, 2025 Q3 2025 |
23,130
shares
|
$266,457
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
21,594
shares
|
$248,762
0.0% of portfolio
|
Q3 2025
Reduced 10.05%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 07, 2025 Q3 2025 |
19,750
shares
|
$227,520
0.12% of portfolio
|
Q3 2025
Added 9.42%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
19,097
shares
|
$219,997
0.0% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
16,278
shares
|
$187,522
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
15,923
shares
|
$183,432
0.0% of portfolio
|
Q3 2025
Added 12.26%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
13,968
shares
|
$160,911
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
13,026
shares
|
$150,059
0.0% of portfolio
|
Q3 2025
Reduced 12.9%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2025 Q3 2025 |
13,026
shares
|
$150,059
0.04% of portfolio
|
Q3 2025
Reduced 12.9%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
12,794
shares
|
$147,386
0.0% of portfolio
|
Q3 2025
Reduced 84.18%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
10,847
shares
|
$124,957
0.0% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
10,662
shares
|
$122,826
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
10,610
shares
|
$122,227
0.01% of portfolio
|
Q3 2025
Added 68.52%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
10,600
shares
|
$122,112
0.0% of portfolio
|
Q3 2025
Reduced 7.34%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
10,391
shares
|
$119,704
0.02% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
9,823
shares
|
$113,160
0.0% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
9,070
shares
|
$104,486
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
8,389
shares
|
$96,641
0.0% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,350
shares
|
$73,152
0.0% of portfolio
|
Q3 2020
Reduced 52.76%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
4,276
shares
|
$49,259
0.0% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
2,968
shares
|
$34,191
0.0% of portfolio
|
Q3 2025
Added 2.77%
|
|