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 160 institutions that hold shares in the stock, with a total of 42.6 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 |
|---|---|---|---|---|---|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
10,145
shares
|
$91,812
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
9,390
shares
|
$84,979
0.0% of portfolio
|
Q4 2024
Added 40.36%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
8,901
shares
|
$80,554
0.0% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
7,463
shares
|
$67,540
0.01% of portfolio
|
Q2 2025
Reduced 21.13%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
6,050
shares
|
$54,752
0.01% of portfolio
|
Q3 2024
Reduced 27.72%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
5,566
shares
|
$50,372
0.0% of portfolio
|
Q2 2024
Reduced 29.36%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
4,244
shares
|
$38,408
0.0% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
4,124
shares
|
$37,322
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
4,058
shares
|
$36,724
0.0% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
3,497
shares
|
$31,647
0.03% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
3,331
shares
|
$30,145
0.0% of portfolio
|
Q1 2025
Reduced 6.98%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
2,369
shares
|
$21,439
0.0% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
1,835
shares
|
$16,606
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,453
shares
|
$13,149
0.0% of portfolio
|
Q1 2025
Reduced 72.81%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
May 14, 2025 Q1 2025 |
1,094
shares
|
$9,900
0.0% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,007
shares
|
$9,113
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
906
shares
|
$8,199
0.0% of portfolio
|
Q1 2020
Reduced 44.81%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
887
shares
|
$8,027
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
878
shares
|
$7,945
0.01% of portfolio
|
Q3 2023
Added 1.39%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
760
shares
|
$6,878
0.0% of portfolio
|
Q1 2025
Reduced 24.0%
|
|
|
Strengthening Families & Communities, LLC
|
May 12, 2025 Q1 2025 |
756
shares
|
$6,841
0.0% of portfolio
|
Q1 2025
Added 4.71%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
685
shares
|
$6,199
0.0% of portfolio
|
Q4 2024
Reduced 37.21%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
684
shares
|
$6,190
0.0% of portfolio
|
Q3 2024
Added 280.0%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
676
shares
|
$6,117
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
426
shares
|
$3,855
0.0% of portfolio
|
Q1 2024
New holding
|