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 |
---|---|---|---|---|---|---|---|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-1K- 80.0% |
$9.6K - $10.4K
|
250
$2.14K
|
|
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
$5.79K
|
|
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
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-41.3KClosed |
$395K - $429K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-332Closed |
$3.18K - $3.45K
|
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
|
Davenport & CO LLC
|
BUY
|
PUT |
11.2KNew |
$107K - $116K
|
11.2K
$95.8K
|
|
Jul 21, 2021
Q2 2021
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-13.5KClosed |
$129K - $140K
|
0
$0
|
|
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
$109K
|
|
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
$149K
|
|
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
$884K
|
|
Jul 20, 2020
Q2 2020
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-125Closed |
$773 - $1.01K
|
0
$0
|
|
Q1 2020 | |||||||
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-211KClosed |
$1.1M - $1.96M
|
0
$0
|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-406- 44.81% |
$2.11K - $3.77K
|
500
$4.28K
|
|
May 15, 2020
Q1 2020
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-290KClosed |
$1.51M - $2.69M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-29.7KClosed |
$154K - $276K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-20.4KClosed |
$106K - $190K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
9258 Wealth Management, LLC
|
SELL
|
- |
-13.3KClosed |
$69.2K - $124K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-900Closed |
$4.68K - $8.36K
|
0
$0
|
|
Apr 16, 2020
Q1 2020
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-100Closed |
$520 - $929
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.56KNew |
$12.6K - $13.9K
|
1.56K
$13.3K
|
|
Feb 14, 2020
Q4 2019
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-2KClosed |
$16.3K - $17.9K
|
0
$0
|
|
Feb 11, 2020
Q4 2019
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.21MClosed |
$9.83M - $10.8M
|
0
$0
|
|
Jan 21, 2020
Q4 2019
|
Ota Financial Group L.P.
|
BUY
|
- |
15.1K+ 42.54% |
$123K - $135K
|
50.6K
$433K
|
|
Jan 15, 2020
Q4 2019
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-13.4KClosed |
$109K - $120K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 13, 2019
Q3 2019
|
Private Capital Group, LLC
|
SELL
|
- |
-8Closed |
$63.9 - $67.6
|
0
$0
|
|
Oct 22, 2019
Q3 2019
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.1KClosed |
$8.79K - $9.3K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 14, 2019
Q2 2019
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-15.6KClosed |
$121K - $133K
|
0
$0
|
|
Jul 15, 2019
Q2 2019
|
First Hawaiian Bank
|
SELL
|
- |
-445Closed |
$3.46K - $3.82K
|
0
$0
|
|
Q1 2019 | |||||||
May 15, 2019
Q1 2019
|
Ionic Capital Management LLC
New York, NY |
SELL
|
- |
-21.7KClosed |
$158K - $183K
|
0
$0
|