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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.18KNew |
$9.04K - $10K
|
1.18K
$9.89K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
637+ 0.95% |
$4.9K - $5.44K
|
67.8K
$570K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
614+ 3.69% |
$4.72K - $5.24K
|
17.3K
$145K
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
533+ 9.71% |
$4.1K - $4.55K
|
6.02K
$50.6K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
500New |
$3.85K - $4.27K
|
500
$4.21K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
439+ 2.64% |
$3.38K - $3.75K
|
17.1K
$144K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
328+ 2.4% |
$2.52K - $2.8K
|
14K
$118K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
270+ 1.81% |
$2.08K - $2.31K
|
15.2K
$128K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
200New |
$1.54K - $1.71K
|
200
$1.68K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
185New |
$1.42K - $1.58K
|
185
$1.56K
|
|
|
May 11, 2023
Q1 2023
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
150New |
$1.15K - $1.28K
|
150
$1.26K
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
146+ 1.03% |
$1.12K - $1.25K
|
14.3K
$121K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
88+ 0.65% |
$677 - $752
|
13.7K
$115K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
37New |
$285 - $316
|
37
$311
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
30+ 1.43% |
$231 - $256
|
2.12K
$17.9K
|
|
|
Apr 18, 2023
Q1 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
23+ 2.79% |
$177 - $196
|
847
$7.12K
|
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
17+ 2.84% |
$131 - $145
|
616
$5.18K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
16+ 0.23% |
$123 - $137
|
7.11K
$59.8K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1+ 0.01% |
$7.69 - $8.54
|
12.3K
$104K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-88- 0.64% |
$677 - $752
|
13.6K
$114K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-167- 1.18% |
$1.28K - $1.43K
|
14K
$118K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-187- 1.35% |
$1.44K - $1.6K
|
13.7K
$115K
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-200- 1.18% |
$1.54K - $1.71K
|
16.8K
$141K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-780- 1.37% |
$6K - $6.66K
|
56K
$471K
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-875- 3.4% |
$6.73K - $7.47K
|
24.9K
$209K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.24K- 7.9% |
$9.55K - $10.6K
|
14.5K
$122K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.33K- 9.52% |
$10.2K - $11.4K
|
12.7K
$107K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.4K- 0.57% |
$10.8K - $12K
|
246K
$2.07M
|
|
|
Apr 11, 2023
Q1 2023
|
Stolper CO
|
SELL
|
- |
-2.14K- 2.73% |
$16.5K - $18.3K
|
76.4K
$642K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.21K- 1.25% |
$24.7K - $27.4K
|
253K
$2.13M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.35K- 9.26% |
$25.7K - $28.6K
|
32.8K
$276K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-3.64K- 19.85% |
$28K - $31.1K
|
14.7K
$123K
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-3.7K- 1.71% |
$28.5K - $31.6K
|
212K
$1.79M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.21K- 3.64% |
$47.7K - $53K
|
164K
$1.38M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.05K- 36.31% |
$61.9K - $68.8K
|
14.1K
$119K
|
|
|
May 10, 2023
Q1 2023
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-9.86K- 15.99% |
$75.8K - $84.2K
|
51.8K
$436K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-11.1K- 56.3% |
$85.1K - $94.5K
|
8.59K
$72.3K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11.3K- 5.87% |
$87.2K - $96.8K
|
182K
$1.53M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-11.6K- 26.37% |
$89.3K - $99.1K
|
32.4K
$273K
|
|
|
Apr 26, 2023
Q1 2023
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-13.7K- 49.24% |
$105K - $117K
|
14.1K
$118K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-14.5K- 62.14% |
$111K - $123K
|
8.81K
$74.1K
|
|
|
May 15, 2023
Q1 2023
|
Dcf Advisers, LLC
Greenwich, CT |
SELL
|
- |
-18.5K- 6.8% |
$142K - $158K
|
254K
$2.13M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-24.7K- 29.22% |
$190K - $211K
|
59.7K
$502K
|
|
|
May 12, 2023
Q1 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-28.2K- 50.0% |
$216K - $240K
|
28.2K
$237K
|
|
|
May 11, 2023
Q1 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-29.6K- 53.03% |
$228K - $253K
|
26.2K
$221K
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-30.7K- 36.05% |
$236K - $262K
|
54.4K
$457K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-76.2K- 99.9% |
$586K - $651K
|
78
$656
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-85.1K- 13.28% |
$655K - $727K
|
556K
$4.67M
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-129K- 69.3% |
$991K - $1.1M
|
57.1K
$480K
|