Purchases and Sales Made in Q1 2025 in Aberdeen Total Dynamic Dividend Fund (AOD)
This table provides information about the institutional ownership of Aberdeen Total Dynamic Dividend Fund (AOD) during Q1 2025. 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 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.97MNew |
$16.5M - $17.4M
|
1.97M
$17.7M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
648K+ 6.06% |
$5.43M - $5.74M
|
11.3M
$102M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
388K+ 54.92% |
$3.25M - $3.44M
|
1.09M
$9.86M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
314KNew |
$2.63M - $2.78M
|
314K
$2.83M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
178K+ 46.01% |
$1.49M - $1.57M
|
564K
$5.08M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
102K+ 68.24% |
$859K - $908K
|
253K
$2.28M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
89.1K+ 18.61% |
$747K - $789K
|
568K
$5.12M
|
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
76.3KNew |
$640K - $676K
|
76.3K
$688K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
67.4K+ 536.01% |
$565K - $597K
|
79.9K
$720K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
57KNew |
$478K - $505K
|
57K
$514K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
52.4K+ 14.74% |
$439K - $464K
|
408K
$3.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
39.9K+ 17.23% |
$334K - $354K
|
271K
$2.45M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
35.7K+ 268.93% |
$299K - $316K
|
49K
$441K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
29.1K+ 2650.73% |
$243K - $257K
|
30.1K
$272K
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
27.4K+ 19.42% |
$229K - $242K
|
168K
$1.52M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
26.7KNew |
$224K - $237K
|
26.7K
$241K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
25.3K+ 183.08% |
$212K - $225K
|
39.2K
$353K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
23K+ 181.64% |
$193K - $204K
|
35.7K
$322K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
20.6K+ 10.94% |
$173K - $182K
|
209K
$1.88M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
20.2K+ 25.5% |
$169K - $179K
|
99.2K
$894K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.6KNew |
$156K - $165K
|
18.6K
$167K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17K+ 3.78% |
$143K - $151K
|
468K
$4.22M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
16.5KNew |
$138K - $146K
|
16.5K
$149K
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
13.9KNew |
$117K - $123K
|
13.9K
$125K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
13KNew |
$109K - $115K
|
13K
$117K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.8KNew |
$107K - $113K
|
12.8K
$115K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.6K+ 5.12% |
$97.4K - $103K
|
239K
$2.15M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
10.9KNew |
$91.4K - $96.6K
|
10.9K
$98.2K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.8KNew |
$90.7K - $95.9K
|
10.8K
$97.6K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.3K+ 5.19% |
$86.4K - $91.4K
|
209K
$1.88M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
10.2KNew |
$85.8K - $90.7K
|
10.2K
$92.2K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
10.2KNew |
$85.6K - $90.5K
|
10.2K
$92.1K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
10.1KNew |
$85K - $89.9K
|
10.1K
$91.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
9.6K+ 30.68% |
$80.4K - $85K
|
40.9K
$368K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.03K+ 43.83% |
$75.7K - $80K
|
29.6K
$267K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
7.55K+ 3.03% |
$63.2K - $66.9K
|
257K
$2.31M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
7.42K+ 8.11% |
$62.1K - $65.7K
|
98.9K
$891K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.46K+ 5.64% |
$54.2K - $57.3K
|
121K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Cf Capital LLC
Cohasset, MA |
BUY
|
- |
6.2K+ 1.51% |
$51.9K - $54.9K
|
416K
$3.75M
|
|
|
May 08, 2025
Q1 2025
|
Dcf Advisers, LLC
Greenwich, CT |
BUY
|
- |
4.5K+ 1.72% |
$37.7K - $39.9K
|
266K
$2.4M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
4.12KNew |
$34.6K - $36.5K
|
4.12K
$37.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.11K+ 136933.33% |
$34.4K - $36.4K
|
4.11K
$37K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.01K+ 21.48% |
$33.6K - $35.5K
|
22.7K
$204K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.9K+ 1.87% |
$32.7K - $34.5K
|
213K
$1.92M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.22K+ 26.59% |
$26.9K - $28.5K
|
15.3K
$138K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
3K+ 2.14% |
$25.1K - $26.6K
|
143K
$1.29M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.32K+ 10.86% |
$19.4K - $20.5K
|
23.7K
$213K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.29K+ 2.52% |
$19.2K - $20.3K
|
93.1K
$839K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.91K+ 1.53% |
$16K - $16.9K
|
127K
$1.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
1.84KNew |
$15.4K - $16.3K
|
1.84K
$16.5K
|