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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
3KNew |
$23.7K - $29.3K
|
3K
$27.8K
|
|
|
Jul 25, 2022
Q2 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-625- 5.35% |
$4.94K - $6.11K
|
11.1K
$102K
|
|
|
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
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-10.1KClosed |
$89.4K - $106K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
25.5K+ 231.82% |
$225K - $266K
|
36.5K
$338K
|
|
|
May 13, 2022
Q1 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-29.5KClosed |
$261K - $308K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-15.4KClosed |
$136K - $161K
|
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
$2.78K
|
|
|
Apr 27, 2022
Q1 2022
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-70.4K- 86.86% |
$622K - $736K
|
10.7K
$98.6K
|
|
| 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
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-19.1KClosed |
$183K - $199K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-59.5KClosed |
$571K - $620K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-400Closed |
$3.84K - $4.17K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
250New |
$2.4K - $2.61K
|
250
$2.32K
|
|
|
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
$13.7K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-1K- 80.0% |
$9.6K - $10.4K
|
250
$2.32K
|
|
|
Jan 10, 2022
Q4 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-5KClosed |
$48K - $52.1K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-22.5KClosed |
$218K - $236K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-14.2KClosed |
$138K - $149K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
676New |
$6.56K - $7.09K
|
676
$6.26K
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
SELL
|
- |
-625Closed |
$6.06K - $6.56K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-3.5KClosed |
$34K - $36.7K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-39Closed |
$374 - $406
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.56KClosed |
$14.9K - $16.2K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-332Closed |
$3.18K - $3.45K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-41.3KClosed |
$395K - $429K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-638Closed |
$6.11K - $6.64K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-11.7KClosed |
$112K - $122K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-2KClosed |
$19.2K - $20.8K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-13.5KClosed |
$129K - $140K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
11.2KNew |
$107K - $116K
|
11.2K
$104K
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-512Closed |
$4.45K - $4.88K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.33KClosed |
$11.5K - $12.6K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
12.8KNew |
$111K - $122K
|
12.8K
$118K
|
|
|
May 12, 2021
Q1 2021
|
Rmb Capital Management, LLC
|
SELL
|
- |
-48.9KClosed |
$425K - $466K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-1.29KClosed |
$11.2K - $12.3K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
M&T Bank Corp
|
SELL
|
- |
-17.1KClosed |
$149K - $163K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-17Closed |
$148 - $162
|
0
$0
|
|
| Q4 2020 | |||||||
|
Sep 07, 2021
Q4 2020
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.08KClosed |
$7.88K - $9.59K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
17.4KNew |
$127K - $155K
|
17.4K
$161K
|
|
|
Feb 11, 2021
Q4 2020
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-16.9KClosed |
$123K - $150K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-196KClosed |
$1.43M - $1.75M
|
0
$0
|
|
|
Feb 01, 2021
Q4 2020
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-79.7KClosed |
$583K - $710K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Lindbrook Capital, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-16.5KClosed |
$102K - $134K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Live Oak Private Wealth LLC
|
BUY
|
- |
103KNew |
$638K - $836K
|
103K
$957K
|
|