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 70 institutions that hold shares in the stock, with a total of 5.06 Million shares, which have been reported (via 13F filing form) to have a value of $66.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
49,423
shares
|
$647,441
0.0% of portfolio
|
Q3 2024
Added 4.2%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
48,303
shares
|
$632,769
0.0% of portfolio
|
Q2 2025
Reduced 7.48%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
45,245
shares
|
$592,709
0.0% of portfolio
|
Q4 2024
Reduced 3.21%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
38,504
shares
|
$504,402
0.01% of portfolio
|
Q2 2025
Reduced 6.67%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
34,351
shares
|
$449,998
0.08% of portfolio
|
Q2 2025
Reduced 54.38%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
32,657
shares
|
$427,806
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
30,999
shares
|
$406,086
0.0% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
24,060
shares
|
$315,186
0.0% of portfolio
|
Q2 2025
Reduced 32.81%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
24,007
shares
|
$314,491
0.0% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jul 29, 2025 Q2 2025 |
23,301
shares
|
$305,243
0.18% of portfolio
|
Q3 2024
Reduced 7.97%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
Aug 12, 2025 Q2 2025 |
23,130
shares
|
$303,003
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
18,597
shares
|
$243,620
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Jul 11, 2025 Q2 2025 |
18,050
shares
|
$236,455
0.1% of portfolio
|
Q2 2025
Added 37.26%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
16,231
shares
|
$212,626
0.0% of portfolio
|
Q2 2025
Added 4.36%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
14,956
shares
|
$195,923
0.0% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Aug 15, 2025 Q2 2025 |
14,956
shares
|
$195,923
0.04% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
14,463
shares
|
$189,465
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
14,184
shares
|
$185,810
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Aug 11, 2025 Q2 2025 |
13,030
shares
|
$170,693
0.1% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Integrated Capital Management, Inc.
|
Jul 25, 2025 Q2 2025 |
12,412
shares
|
$162,597
0.11% of portfolio
|
Q2 2025
Reduced 6.03%
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
12,199
shares
|
$159,806
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
11,440
shares
|
$149,864
0.0% of portfolio
|
Q4 2024
Added 9.58%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
10,816
shares
|
$141,689
0.0% of portfolio
|
Q2 2025
Reduced 5.96%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
10,366
shares
|
$135,794
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
9,560
shares
|
$125,236
0.0% of portfolio
|
Q2 2025
Added 3.13%
|