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 74 institutions that hold shares in the stock, with a total of 5.32 Million shares, which have been reported (via 13F filing form) to have a value of $56.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
10,000
shares
|
$106,400
0.02% of portfolio
|
Q4 2019
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
9,270
shares
|
$98,632
0.0% of portfolio
|
Q1 2025
Reduced 3.76%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
8,389
shares
|
$89,258
0.0% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,350
shares
|
$67,564
0.0% of portfolio
|
Q3 2020
Reduced 52.76%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
6,223
shares
|
$66,212
0.0% of portfolio
|
Q1 2025
Added 23.18%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
3,790
shares
|
$40,325
0.0% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
2,900
shares
|
$30,856
0.0% of portfolio
|
Q4 2024
Added 625.0%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
2,712
shares
|
$28,855
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
2,351
shares
|
$25,014
0.0% of portfolio
|
Q1 2025
Reduced 5.43%
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
1,711
shares
|
$18,205
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
May 14, 2025 Q1 2025 |
1,487
shares
|
$15,821
0.01% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,245
shares
|
$13,246
0.0% of portfolio
|
Q1 2025
Reduced 87.08%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
1,100
shares
|
$11,704
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Apr 16, 2025 Q1 2025 |
835
shares
|
$8,884
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
648
shares
|
$6,894
0.0% of portfolio
|
Q1 2025
Reduced 82.75%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
560
shares
|
$5,958
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
529
shares
|
$5,628
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
503
shares
|
$5,351
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
450
shares
|
$4,788
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
300
shares
|
$3,192
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
205
shares
|
$2,181
0.0% of portfolio
|
Q1 2025
Reduced 26.79%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
6
shares
|
$63
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
1
shares
|
$10
0.01% of portfolio
|
Q1 2025
Reduced 99.9%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|