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 |
|---|---|---|---|---|---|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
5,851
shares
|
$54,180
0.0% of portfolio
|
Q2 2025
Added 44.18%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
5,566
shares
|
$51,541
0.0% of portfolio
|
Q2 2024
Reduced 29.36%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
4,244
shares
|
$39,299
0.0% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
4,215
shares
|
$39,030
0.01% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
3,497
shares
|
$32,382
0.03% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
2,412
shares
|
$22,335
0.0% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
1,835
shares
|
$16,992
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,453
shares
|
$13,454
0.0% of portfolio
|
Q1 2025
Reduced 72.81%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Aug 13, 2025 Q2 2025 |
1,103
shares
|
$10,213
0.0% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,007
shares
|
$9,324
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
906
shares
|
$8,389
0.0% of portfolio
|
Q1 2020
Reduced 44.81%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
887
shares
|
$8,213
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
878
shares
|
$8,130
0.01% of portfolio
|
Q3 2023
Added 1.39%
|
|
|
Strengthening Families & Communities, LLC
|
Jul 24, 2025 Q2 2025 |
781
shares
|
$7,232
0.0% of portfolio
|
Q2 2025
Added 3.31%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
760
shares
|
$7,037
0.0% of portfolio
|
Q1 2025
Reduced 24.0%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
685
shares
|
$6,343
0.0% of portfolio
|
Q4 2024
Reduced 37.21%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
684
shares
|
$6,333
0.0% of portfolio
|
Q3 2024
Added 280.0%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
676
shares
|
$6,259
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
426
shares
|
$3,944
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
418
shares
|
$3,870
0.0% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
205
shares
|
$1,898
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
185
shares
|
$1,713
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
78
shares
|
$722
0.0% of portfolio
|
Q1 2023
Reduced 99.9%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
20
shares
|
$185
0.0% of portfolio
|
Q2 2022
Reduced 90.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|