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 6.95 Million shares, which have been reported (via 13F filing form) to have a value of $70.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
10,085
shares
|
$102,261
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Sky Oak Wealth, LLC
|
Nov 04, 2024 Q3 2024 |
10,000
shares
|
$101,400
0.02% of portfolio
|
Q4 2019
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
8,415
shares
|
$85,328
0.0% of portfolio
|
Q2 2024
Reduced 0.67%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
7,563
shares
|
$76,688
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,350
shares
|
$64,389
0.0% of portfolio
|
Q3 2020
Reduced 52.76%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
5,052
shares
|
$51,227
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
3,746
shares
|
$37,984
0.0% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
2,712
shares
|
$27,499
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
2,552
shares
|
$25,877
0.0% of portfolio
|
Q3 2024
Reduced 13.46%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
1,711
shares
|
$17,349
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Nov 12, 2024 Q3 2024 |
1,460
shares
|
$14,804
0.01% of portfolio
|
Q3 2024
Added 7.75%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
835
shares
|
$8,466
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
529
shares
|
$5,364
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
503
shares
|
$5,100
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
450
shares
|
$4,563
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
400
shares
|
$4,056
0.0% of portfolio
|
Q1 2023
Added 952.63%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
300
shares
|
$3,042
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
280
shares
|
$2,839
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
6
shares
|
$60
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|