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 150 institutions that hold shares in the stock, with a total of 43.3 Million shares, which have been reported (via 13F filing form) to have a value of $371 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
33,247
shares
|
$284,594
0.0% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
32,009
shares
|
$273,997
0.03% of portfolio
|
Q2 2023
Reduced 1.24%
|
|
|
Integrated Capital Management, Inc.
|
Jan 13, 2025 Q4 2024 |
31,285
shares
|
$267,799
0.22% of portfolio
|
Q4 2024
Added 5.85%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
29,225
shares
|
$250,166
0.04% of portfolio
|
Q4 2024
Added 7.03%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
27,486
shares
|
$235,280
0.0% of portfolio
|
Q4 2024
Added 78.48%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
26,400
shares
|
$225,984
0.0% of portfolio
|
Q2 2024
Added 17.99%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
25,770
shares
|
$220,591
0.03% of portfolio
|
Q3 2022
Reduced 0.69%
|
|
|
Successful Portfolios LLC
|
Jan 16, 2025 Q4 2024 |
24,297
shares
|
$207,982
0.14% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
22,260
shares
|
$190,545
0.01% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
21,348
shares
|
$182,738
0.02% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
20,609
shares
|
$176,413
0.0% of portfolio
|
Q4 2024
Added 6.84%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
20,278
shares
|
$173,579
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
19,476
shares
|
$166,714
0.01% of portfolio
|
Q1 2024
Reduced 0.02%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
19,431
shares
|
$166,329
0.01% of portfolio
|
Q4 2024
Added 15.76%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
19,232
shares
|
$164,625
0.01% of portfolio
|
Q4 2024
Added 68.2%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
19,143
shares
|
$163,864
0.01% of portfolio
|
Q4 2024
Added 42.31%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Feb 10, 2025 Q4 2024 |
18,843
shares
|
$161,296
0.05% of portfolio
|
Q4 2023
Reduced 11.44%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
18,671
shares
|
$159,823
0.0% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Feb 11, 2025 Q4 2024 |
18,500
shares
|
$158,360
0.11% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
17,420
shares
|
$149,115
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
17,181
shares
|
$147,069
0.01% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Feb 03, 2025 Q4 2024 |
15,930
shares
|
$136,360
0.02% of portfolio
|
Q4 2022
Reduced 19.46%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
14,778
shares
|
$126,499
0.0% of portfolio
|
Q3 2024
Reduced 13.18%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
13,846
shares
|
$118,521
0.0% of portfolio
|
Q4 2024
Reduced 14.27%
|
|
|
Landscape Capital Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
13,758
shares
|
$117,768
0.01% of portfolio
|
Q4 2024
New holding
|