Purchases and Sales Made in Q1 2023 in Aberdeen Total Dynamic Dividend Fund (AOD)
This table provides information about the institutional ownership of Aberdeen Total Dynamic Dividend Fund (AOD) during Q1 2023. The information is specifically focused on institutions that hold shares of ABERDEEN TOTAL DYNAMIC DIVIDEND FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
453K+ 4.83% |
$3.49M - $3.87M
|
9.83M
$85.6M
|
|
|
May 11, 2023
Q1 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
131K+ 4.28% |
$1.01M - $1.12M
|
3.18M
$27.7M
|
|
|
May 15, 2023
Q1 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
116K+ 122.73% |
$895K - $994K
|
211K
$1.84M
|
|
|
May 08, 2023
Q1 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
108K+ 35.52% |
$830K - $922K
|
412K
$3.58M
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
96.4K+ 1.31% |
$741K - $823K
|
7.44M
$64.8M
|
|
|
May 15, 2023
Q1 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
85.9K+ 77.61% |
$661K - $734K
|
197K
$1.71M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
61.7K+ 2.37% |
$474K - $527K
|
2.66M
$23.2M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
38.6K+ 19.22% |
$297K - $330K
|
240K
$2.09M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
37.5K+ 62.57% |
$289K - $321K
|
97.6K
$849K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
36.7K+ 5.87% |
$282K - $313K
|
661K
$5.75M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
35.3K+ 6.62% |
$271K - $301K
|
568K
$4.94M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
34.9KNew |
$268K - $298K
|
34.9K
$304K
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
29.1K+ 264.53% |
$224K - $248K
|
40.1K
$349K
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
23.7K+ 8.9% |
$182K - $202K
|
290K
$2.53M
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
23.5K+ 1.85% |
$180K - $200K
|
1.29M
$11.2M
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
23K+ 5.34% |
$177K - $196K
|
453K
$3.94M
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
19KNew |
$146K - $163K
|
19K
$166K
|
|
|
May 12, 2023
Q1 2023
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
18.9K+ 10.86% |
$145K - $161K
|
193K
$1.68M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
16.4KNew |
$126K - $140K
|
16.4K
$142K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
14.1K+ 10.78% |
$108K - $120K
|
145K
$1.26M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
13.7K+ 10.67% |
$105K - $117K
|
142K
$1.24M
|
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
12.7KNew |
$97.8K - $109K
|
12.7K
$111K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.1KNew |
$93.1K - $103K
|
12.1K
$105K
|
|
|
Apr 20, 2023
Q1 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
11.1K+ 69.87% |
$85.4K - $94.8K
|
27K
$235K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11KNew |
$84.5K - $93.8K
|
11K
$95.6K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.1K+ 11.91% |
$77.7K - $86.2K
|
94.9K
$826K
|
|
|
Apr 19, 2023
Q1 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
8.78K+ 2.05% |
$67.5K - $75K
|
437K
$3.8M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.77K+ 8.12% |
$67.4K - $74.9K
|
117K
$1.02M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
8.67K+ 296.71% |
$66.7K - $74K
|
11.6K
$101K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.12K+ 3.09% |
$62.5K - $69.4K
|
271K
$2.36M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.96K+ 60.19% |
$61.2K - $68K
|
21.2K
$184K
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
7.61K+ 8.37% |
$58.5K - $65K
|
98.5K
$857K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
7.11KNew |
$54.7K - $60.8K
|
7.11K
$61.9K
|
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
5.23K+ 3.03% |
$40.2K - $44.7K
|
178K
$1.55M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.93K+ 4.9% |
$37.9K - $42.1K
|
105K
$917K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
4.81K+ 6.0% |
$37K - $41.1K
|
85K
$739K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.77K+ 0.98% |
$36.7K - $40.7K
|
489K
$4.26M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4K+ 1.93% |
$30.8K - $34.2K
|
211K
$1.84M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.81K+ 11.61% |
$29.3K - $32.5K
|
36.6K
$318K
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
3.8K+ 22.12% |
$29.2K - $32.4K
|
21K
$182K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.5K+ 7.29% |
$26.9K - $29.9K
|
51.5K
$448K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
3.41K+ 1.38% |
$26.2K - $29.1K
|
251K
$2.18M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.23K+ 12.37% |
$24.9K - $27.6K
|
29.4K
$256K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.63K+ 1.08% |
$20.3K - $22.5K
|
246K
$2.14M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.02K+ 0.94% |
$15.5K - $17.3K
|
217K
$1.89M
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.95K+ 7.55% |
$15K - $16.7K
|
27.8K
$242K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.64K+ 8.47% |
$12.6K - $14K
|
21K
$183K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
1.63K+ 36.18% |
$12.5K - $13.9K
|
6.13K
$53.3K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.55K+ 1.85% |
$11.9K - $13.2K
|
85.3K
$742K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.36KNew |
$10.4K - $11.6K
|
1.36K
$11.8K
|