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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
16.5KNew |
$115K - $138K
|
16.5K
$141K
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
500New |
$3.5K - $4.21K
|
500
$4.28K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-7.53K- 40.15% |
$52.7K - $63.4K
|
11.2K
$96.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.25KNew |
$8.75K - $10.5K
|
1.25K
$10.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.5KNew |
$10.5K - $12.6K
|
1.5K
$12.8K
|
|
|
Feb 01, 2023
Q4 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-3.85K- 19.46% |
$27K - $32.4K
|
15.9K
$136K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
200New |
$1.4K - $1.68K
|
200
$1.71K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
625New |
$4.38K - $5.26K
|
625
$5.35K
|
|
| Q3 2022 | |||||||
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
324+ 2.2% |
$2.31K - $2.81K
|
15K
$129K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-178- 0.69% |
$1.27K - $1.54K
|
25.8K
$221K
|
|
|
Nov 14, 2022
Q3 2022
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
100KNew |
$715K - $869K
|
100K
$858K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-5.5K- 7.39% |
$39.3K - $47.7K
|
68.9K
$590K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
738New |
$5.27K - $6.4K
|
738
$6.32K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.96K+ 139.1% |
$28.2K - $34.3K
|
6.8K
$58.2K
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.5KNew |
$10.7K - $13K
|
1.5K
$12.8K
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11.9KNew |
$84.9K - $103K
|
11.9K
$102K
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
900New |
$6.43K - $7.8K
|
900
$7.7K
|
|
|
Oct 12, 2022
Q3 2022
|
Sol Capital Management CO
|
BUY
|
- |
10.9KNew |
$77.6K - $94.2K
|
10.9K
$93K
|
|
| Q2 2022 | |||||||
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
375New |
$2.97K - $3.67K
|
375
$3.21K
|
|
|
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
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
22.2KNew |
$175K - $217K
|
22.2K
$190K
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-16KClosed |
$126K - $156K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
205New |
$1.62K - $2K
|
205
$1.75K
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-180- 90.0% |
$1.42K - $1.76K
|
20
$171
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
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
$4.28K
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-50.1KClosed |
$396K - $490K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
156New |
$1.23K - $1.53K
|
156
$1.34K
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
10.1KNew |
$79.9K - $98.8K
|
10.1K
$86.5K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-290Closed |
$2.29K - $2.84K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
3KNew |
$23.7K - $29.3K
|
3K
$25.7K
|
|
|
Jul 25, 2022
Q2 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-625- 5.35% |
$4.94K - $6.11K
|
11.1K
$94.7K
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-50Closed |
$396 - $489
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.4KClosed |
$26.9K - $33.2K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
25.5K+ 231.82% |
$225K - $266K
|
36.5K
$312K
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-10.1KClosed |
$89.4K - $106K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-15.4KClosed |
$136K - $161K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-29.5KClosed |
$261K - $308K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
SELL
|
- |
-5KClosed |
$44.2K - $52.3K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
300New |
$2.65K - $3.14K
|
300
$2.57K
|
|
|
Apr 27, 2022
Q1 2022
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-70.4K- 86.86% |
$622K - $736K
|
10.7K
$91.2K
|
|
| Q4 2021 | |||||||
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1KClosed |
$9.6K - $10.4K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-400Closed |
$3.84K - $4.17K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-59.5KClosed |
$571K - $620K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-19.1KClosed |
$183K - $199K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
250New |
$2.4K - $2.61K
|
250
$2.14K
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.1KClosed |
$10.6K - $11.5K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Heritage Investors Management Corp
|
SELL
|
- |
-15.6KClosed |
$150K - $163K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
1.48KNew |
$14.2K - $15.4K
|
1.48K
$12.7K
|
|