Purchases and Sales Made in Q3 2025 in Aberdeen Global Dynamic Dividend Fund (AGD)
This table provides information about the institutional ownership of Aberdeen Global Dynamic Dividend Fund (AGD) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
25.6K+ 13.06% |
$283K - $340K
|
221K
$2.55M
|
|
|
Oct 31, 2025
Q3 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
15.7K+ 27.06% |
$173K - $208K
|
73.5K
$846K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.7KNew |
$118K - $142K
|
10.7K
$123K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.31K+ 68.52% |
$47.7K - $57.4K
|
10.6K
$122K
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.91K+ 0.28% |
$21.1K - $25.4K
|
684K
$7.87M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
1.74K+ 12.26% |
$19.2K - $23.1K
|
15.9K
$183K
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
1K+ 3.07% |
$11.1K - $13.3K
|
33.7K
$387K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
500+ 2.69% |
$5.53K - $6.66K
|
19.1K
$220K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
263+ 2.75% |
$2.91K - $3.5K
|
9.82K
$113K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
200New |
$2.21K - $2.66K
|
200
$2.3K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
161+ 0.52% |
$1.78K - $2.14K
|
31.2K
$359K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
152+ 0.21% |
$1.68K - $2.02K
|
73.8K
$849K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
125New |
$1.38K - $1.66K
|
125
$1.44K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
80+ 2.77% |
$884 - $1.06K
|
2.97K
$34.2K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
31+ 0.29% |
$343 - $413
|
10.8K
$125K
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
25+ 0.24% |
$276 - $333
|
10.4K
$120K
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
16+ 2.77% |
$177 - $213
|
593
$6.83K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-83- 0.1% |
$917 - $1.1K
|
79.3K
$912K
|
|
|
Oct 20, 2025
Q3 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-140- 0.13% |
$1.55K - $1.86K
|
109K
$1.26M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-160- 6.81% |
$1.77K - $2.13K
|
2.19K
$25.2K
|
|
|
Nov 06, 2025
Q3 2025
|
1776 Wealth LLC
|
SELL
|
- |
-13.5K- 25.18% |
$149K - $179K
|
40K
$461K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-68.1K- 84.18% |
$752K - $906K
|
12.8K
$147K
|