Institutional Ownership Aberdeen Total Dynamic Dividend Fund (AOD)
This table provides information about the institutional ownership of Aberdeen Total Dynamic Dividend Fund (AOD). We have compiled data on the 151 institutions that hold shares in the stock, with a total of 40.1 Million shares, which have been reported (via 13F filing form) to have a value of $369 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
88,940
shares
|
$823,584
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
87,813
shares
|
$813,148
0.01% of portfolio
|
Q2 2025
Added 53.96%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
82,731
shares
|
$766,089
0.0% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
80,700
shares
|
$747,282
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
78,055
shares
|
$722,789
0.01% of portfolio
|
Q2 2025
Reduced 15.09%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
69,774
shares
|
$646,107
0.04% of portfolio
|
Q4 2023
Reduced 25.98%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
68,880
shares
|
$637,828
0.02% of portfolio
|
Q3 2022
Reduced 7.39%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
65,230
shares
|
$604,029
0.01% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
63,957
shares
|
$592,241
0.02% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Wolverine Asset Management LLC
|
Aug 04, 2025 Q2 2025 |
62,823
shares
|
$581,740
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Calamos Advisors LLC
|
Aug 08, 2025 Q2 2025 |
53,866
shares
|
$498,799
0.0% of portfolio
|
Q2 2025
Reduced 8.0%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
53,103
shares
|
$491,733
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
51,674
shares
|
$478,501
0.05% of portfolio
|
Q2 2025
Added 5.56%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Aug 14, 2025 Q2 2025 |
49,367
shares
|
$457,138
0.04% of portfolio
|
Q2 2025
Reduced 20.17%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
47,536
shares
|
$440,183
0.0% of portfolio
|
Q2 2025
Reduced 60.74%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
45,542
shares
|
$421,718
0.0% of portfolio
|
Q2 2025
Added 16.19%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
44,927
shares
|
$416,024
0.0% of portfolio
|
Q2 2025
Reduced 39.22%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
43,907
shares
|
$406,578
0.02% of portfolio
|
Q2 2025
Added 26.73%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
43,661
shares
|
$404,300
0.0% of portfolio
|
Q2 2025
Reduced 4.22%
|
|
|
Integrated Capital Management, Inc.
|
Jul 25, 2025 Q2 2025 |
42,747
shares
|
$395,837
0.31% of portfolio
|
Q2 2025
Added 4.56%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
38,655
shares
|
$357,945
0.01% of portfolio
|
Q2 2025
Added 8.27%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Aug 05, 2025 Q2 2025 |
38,500
shares
|
$356,510
0.16% of portfolio
|
Q2 2025
Reduced 9.41%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
37,957
shares
|
$351,481
0.0% of portfolio
|
Q2 2025
Added 67.35%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
36,500
shares
|
$337,990
0.15% of portfolio
|
Q1 2022
Added 231.82%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
36,415
shares
|
$337,202
0.0% of portfolio
|
Q2 2025
Added 3.16%
|