Latest Institutional Transactions on Aberdeen Total Dynamic Dividend Fund (AOD)
This table provides information on the latest institutional transactions involving Aberdeen Total Dynamic Dividend Fund (AOD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
280KNew |
$2.22M - $2.32M
|
280K
$2.49M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.28K- 23.44% |
$25.9K - $27.1K
|
10.7K
$95K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
50New |
$396 - $414
|
50
$444
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
6.01KNew |
$47.5K - $49.7K
|
6.01K
$53.3K
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
19.7KNew |
$156K - $163K
|
19.7K
$175K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-5.86K- 34.9% |
$46.4K - $48.5K
|
10.9K
$97.1K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-402- 1.24% |
$3.18K - $3.33K
|
32K
$284K
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-22.2K- 55.42% |
$176K - $184K
|
17.9K
$159K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
100+ 50.0% |
$791 - $828
|
300
$2.66K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
100New |
$791 - $828
|
100
$888
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
185New |
$1.42K - $1.58K
|
185
$1.64K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11KNew |
$84.5K - $93.8K
|
11K
$97.6K
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
34.9KNew |
$268K - $298K
|
34.9K
$310K
|
|
|
May 12, 2023
Q1 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-28.2K- 50.0% |
$216K - $240K
|
28.2K
$250K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
500New |
$3.85K - $4.27K
|
500
$4.44K
|
|
|
May 11, 2023
Q1 2023
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
150New |
$1.15K - $1.28K
|
150
$1.33K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
7.11KNew |
$54.7K - $60.8K
|
7.11K
$63.2K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-76.2K- 99.9% |
$586K - $651K
|
78
$693
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-875- 3.4% |
$6.73K - $7.47K
|
24.9K
$221K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.36KNew |
$10.4K - $11.6K
|
1.36K
$12.1K
|
|
| Q4 2022 | |||||||
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-275- 1.98% |
$1.93K - $2.31K
|
13.6K
$121K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
16.5KNew |
$115K - $138K
|
16.5K
$146K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1KNew |
$7K - $8.41K
|
1K
$8.88K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-7.53K- 40.15% |
$52.7K - $63.4K
|
11.2K
$99.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
500New |
$3.5K - $4.21K
|
500
$4.44K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.25KNew |
$8.75K - $10.5K
|
1.25K
$11.1K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.5KNew |
$10.5K - $12.6K
|
1.5K
$13.3K
|
|
|
Feb 01, 2023
Q4 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-3.85K- 19.46% |
$27K - $32.4K
|
15.9K
$141K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
200New |
$1.4K - $1.68K
|
200
$1.78K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
625New |
$4.38K - $5.26K
|
625
$5.55K
|
|
| Q3 2022 | |||||||
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
324+ 2.2% |
$2.31K - $2.81K
|
15K
$134K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-178- 0.69% |
$1.27K - $1.54K
|
25.8K
$229K
|
|
|
Nov 14, 2022
Q3 2022
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
100KNew |
$715K - $869K
|
100K
$890K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-5.5K- 7.39% |
$39.3K - $47.7K
|
68.9K
$612K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
738New |
$5.27K - $6.4K
|
738
$6.55K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.96K+ 139.1% |
$28.2K - $34.3K
|
6.8K
$60.4K
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.5KNew |
$10.7K - $13K
|
1.5K
$13.3K
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11.9KNew |
$84.9K - $103K
|
11.9K
$106K
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
900New |
$6.43K - $7.8K
|
900
$7.99K
|
|
|
Oct 12, 2022
Q3 2022
|
Sol Capital Management CO
|
BUY
|
- |
10.9KNew |
$77.6K - $94.2K
|
10.9K
$96.5K
|
|
| Q2 2022 | |||||||
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
375New |
$2.97K - $3.67K
|
375
$3.33K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2.77KClosed |
$21.9K - $27.1K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-16KClosed |
$126K - $156K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
22.2KNew |
$175K - $217K
|
22.2K
$197K
|
|
|
Aug 11, 2022
Q2 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
205New |
$1.62K - $2K
|
205
$1.82K
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-180- 90.0% |
$1.42K - $1.76K
|
20
$178
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6.14KNew |
$48.6K - $60.1K
|
6.14K
$54.5K
|
|
|
Aug 03, 2022
Q2 2022
|
Segantii Capital Management LTD
|
SELL
|
- |
-22.3KClosed |
$176K - $218K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-3K- 85.71% |
$23.7K - $29.3K
|
500
$4.44K
|
|