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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.68K+ 0.79% |
$14.1K - $14.9K
|
214K
$1.93M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
1.58K+ 4.68% |
$13.2K - $14K
|
35.3K
$318K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.24K+ 0.81% |
$10.4K - $11K
|
154K
$1.39M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.03K+ 10.96% |
$8.64K - $9.13K
|
10.4K
$94K
|
|
|
Jul 16, 2025
Q1 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
989+ 4.76% |
$8.29K - $8.76K
|
21.8K
$196K
|
|
|
Apr 08, 2025
Q1 2025
|
Stolper CO
|
BUY
|
- |
928+ 0.99% |
$7.78K - $8.22K
|
94.9K
$855K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
711+ 3.66% |
$5.96K - $6.3K
|
20.1K
$181K
|
|
|
Apr 22, 2025
Q1 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
579+ 4.77% |
$4.85K - $5.13K
|
12.7K
$115K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
539+ 0.34% |
$4.52K - $4.78K
|
160K
$1.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
507+ 2.86% |
$4.25K - $4.49K
|
18.3K
$164K
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
460+ 4.22% |
$3.85K - $4.08K
|
11.4K
$102K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
436+ 2.27% |
$3.65K - $3.86K
|
19.7K
$177K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
400New |
$3.35K - $3.54K
|
400
$3.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
341+ 2.84% |
$2.86K - $3.02K
|
12.3K
$111K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
216+ 0.11% |
$1.81K - $1.91K
|
191K
$1.72M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
153+ 1.23% |
$1.28K - $1.36K
|
12.6K
$113K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
105+ 2.66% |
$880 - $930
|
4.06K
$36.6K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
60+ 2.6% |
$503 - $532
|
2.37K
$21.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
54+ 0.22% |
$453 - $478
|
24.4K
$219K
|
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
36+ 3.4% |
$302 - $319
|
1.09K
$9.86K
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
34+ 4.71% |
$285 - $301
|
756
$6.81K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
24New |
$201 - $213
|
24
$216
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2+ 0.01% |
$16.8 - $17.7
|
17.2K
$155K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-34- 0.12% |
$285 - $301
|
29.2K
$263K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-57Closed |
$478 - $505
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-89- 0.99% |
$746 - $789
|
8.9K
$80.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-116- 1.01% |
$972 - $1.03K
|
11.4K
$103K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-179- 0.39% |
$1.5K - $1.59K
|
45.6K
$411K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-240- 24.0% |
$2.01K - $2.13K
|
760
$6.85K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-250- 6.98% |
$2.1K - $2.22K
|
3.33K
$30K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-250- 2.26% |
$2.1K - $2.22K
|
10.8K
$97.6K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-465- 0.02% |
$3.9K - $4.12K
|
2.69M
$24.3M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-1.2K- 1.29% |
$10.1K - $10.6K
|
91.9K
$828K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.25K- 1.04% |
$10.5K - $11.1K
|
120K
$1.08M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.48K- 2.26% |
$12.4K - $13.1K
|
63.8K
$575K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2K- 3.63% |
$16.8K - $17.7K
|
53.1K
$478K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-2.01K- 13.27% |
$16.9K - $17.8K
|
13.1K
$118K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-2.34K- 3.85% |
$19.6K - $20.8K
|
58.6K
$528K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-3.2K- 91.43% |
$26.8K - $28.4K
|
300
$2.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-3.73K- 9.92% |
$31.2K - $33K
|
33.9K
$305K
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-3.89K- 72.81% |
$32.6K - $34.5K
|
1.45K
$13.1K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.72K- 21.22% |
$39.6K - $41.9K
|
17.5K
$158K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.51K- 28.8% |
$46.2K - $48.9K
|
13.6K
$123K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-5.96K- 1.85% |
$49.9K - $52.8K
|
315K
$2.84M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.4K- 6.47% |
$62K - $65.6K
|
107K
$963K
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-7.44K- 40.19% |
$62.3K - $65.9K
|
11.1K
$99.7K
|
|
|
May 15, 2025
Q1 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-7.92K- 11.35% |
$66.4K - $70.2K
|
61.8K
$557K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.39K- 34.17% |
$78.7K - $83.2K
|
18.1K
$163K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.68K- 7.45% |
$81.1K - $85.7K
|
120K
$1.08M
|