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 159 institutions that hold shares in the stock, with a total of 42.5 Million shares, which have been reported (via 13F filing form) to have a value of $385 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
93,123
shares
|
$842,763
0.0% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
89,000
shares
|
$805,450
0.0% of portfolio
|
Q4 2024
Added 74.51%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
87,813
shares
|
$794,707
0.01% of portfolio
|
Q2 2025
Added 53.96%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
87,800
shares
|
$794,590
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
82,731
shares
|
$748,715
0.0% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
78,055
shares
|
$706,397
0.01% of portfolio
|
Q2 2025
Reduced 15.09%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
73,912
shares
|
$668,903
0.0% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
69,774
shares
|
$631,454
0.04% of portfolio
|
Q4 2023
Reduced 25.98%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
68,880
shares
|
$623,364
0.02% of portfolio
|
Q3 2022
Reduced 7.39%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
68,276
shares
|
$617,897
0.02% of portfolio
|
Q1 2025
Reduced 14.58%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
63,775
shares
|
$577,163
0.03% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
May 15, 2025 Q1 2025 |
61,842
shares
|
$559,670
0.04% of portfolio
|
Q1 2025
Reduced 11.35%
|
|
|
Calamos Advisors LLC
|
Apr 28, 2025 Q1 2025 |
58,550
shares
|
$529,877
0.0% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
53,103
shares
|
$480,582
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
51,674
shares
|
$467,649
0.05% of portfolio
|
Q2 2025
Added 5.56%
|
|
|
Aqr Arbitrage LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
47,011
shares
|
$425,449
0.03% of portfolio
|
Q1 2025
Reduced 89.7%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
43,661
shares
|
$395,132
0.0% of portfolio
|
Q2 2025
Reduced 4.22%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
May 15, 2025 Q1 2025 |
42,500
shares
|
$384,625
0.19% of portfolio
|
Q3 2024
Added 90.58%
|
|
|
Integrated Capital Management, Inc.
|
Apr 09, 2025 Q1 2025 |
40,884
shares
|
$370,000
0.29% of portfolio
|
Q1 2025
Added 30.68%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
39,195
shares
|
$354,714
0.0% of portfolio
|
Q1 2025
Added 183.08%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
36,500
shares
|
$330,325
0.15% of portfolio
|
Q1 2022
Added 231.82%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
36,415
shares
|
$329,555
0.0% of portfolio
|
Q2 2025
Added 3.16%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
35,701
shares
|
$323,094
0.01% of portfolio
|
Q1 2025
Added 181.64%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
34,646
shares
|
$313,546
0.01% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
33,508
shares
|
$303,247
0.15% of portfolio
|
Q1 2025
Reduced 79.38%
|