Purchases and Sales Made in Q2 2025 in Aberdeen Global Dynamic Dividend Fund (AGD)
This table provides information about the institutional ownership of Aberdeen Global Dynamic Dividend Fund (AGD) during Q2 2025. The information is specifically focused on institutions that hold shares of ABERDEEN GLOBAL DYNAMIC DIVIDEND FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
70.3K+ 56.02% |
$614K - $776K
|
196K
$2.23M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
57.9KNew |
$506K - $639K
|
57.9K
$658K
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
20.2K+ 3.05% |
$176K - $223K
|
682K
$7.75M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
14.5KNew |
$126K - $160K
|
14.5K
$164K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
10.4KNew |
$90.6K - $114K
|
10.4K
$118K
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
4.9K+ 37.26% |
$42.8K - $54.1K
|
18.1K
$205K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2KNew |
$17.5K - $22.1K
|
2K
$22.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.89K+ 2.44% |
$16.5K - $20.8K
|
79.4K
$902K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
856+ 2.84% |
$7.48K - $9.45K
|
31K
$352K
|
|
|
Jul 29, 2025
Q2 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
703+ 3.11% |
$6.14K - $7.76K
|
23.3K
$265K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
678+ 4.36% |
$5.93K - $7.49K
|
16.2K
$185K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
290+ 3.13% |
$2.53K - $3.2K
|
9.56K
$109K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
176+ 6.49% |
$1.54K - $1.94K
|
2.89K
$32.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
17+ 3.04% |
$149 - $188
|
577
$6.56K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
13New |
$114 - $144
|
13
$148
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-200- 0.18% |
$1.75K - $2.21K
|
109K
$1.24M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-685- 5.96% |
$5.99K - $7.56K
|
10.8K
$123K
|
|
|
Jul 25, 2025
Q2 2025
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-797- 6.03% |
$6.97K - $8.8K
|
12.4K
$141K
|
|
|
Aug 08, 2025
Q2 2025
|
1776 Wealth LLC
|
SELL
|
- |
-927- 1.7% |
$8.1K - $10.2K
|
53.5K
$608K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.5K- 86.21% |
$21.9K - $27.6K
|
400
$4.55K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.66K- 5.23% |
$32K - $40.4K
|
66.3K
$754K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.76K- 4.44% |
$32.8K - $41.5K
|
80.9K
$919K
|
|
|
Jul 15, 2025
Q2 2025
|
Absolute Investment Advisers LLC
|
SELL
|
- |
-71.5K- 54.38% |
$625K - $789K
|
59.9K
$682K
|