Purchases and Sales Made in Q2 2025 in Aberdeen Total Dynamic Dividend Fund (AOD)
This table provides information about the institutional ownership of Aberdeen Total Dynamic Dividend Fund (AOD) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
766+ 6.73% |
$5.68K - $6.79K
|
12.2K
$113K
|
|
|
Jul 29, 2025
Q2 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
492+ 2.26% |
$3.65K - $4.36K
|
22.3K
$206K
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
410+ 3.22% |
$3.04K - $3.63K
|
13.1K
$122K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
339+ 1.27% |
$2.52K - $3K
|
27.1K
$251K
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
326+ 1.79% |
$2.42K - $2.89K
|
18.6K
$172K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
214+ 0.23% |
$1.59K - $1.9K
|
93.3K
$864K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
187+ 0.6% |
$1.39K - $1.66K
|
31.4K
$290K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
182+ 0.29% |
$1.35K - $1.61K
|
64K
$592K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
133+ 3.24% |
$987 - $1.18K
|
4.24K
$39.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
125+ 0.47% |
$928 - $1.11K
|
26.5K
$246K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
91+ 2.21% |
$675 - $806
|
4.22K
$39K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
86+ 0.63% |
$638 - $762
|
13.7K
$127K
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
BUY
|
- |
46+ 0.19% |
$341 - $408
|
24.4K
$226K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
43+ 1.82% |
$319 - $381
|
2.41K
$22.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
37+ 0.12% |
$275 - $328
|
30.2K
$280K
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
25+ 3.31% |
$186 - $222
|
781
$7.23K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
18+ 4.5% |
$134 - $159
|
418
$3.87K
|
|
|
Aug 13, 2025
Q2 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
9+ 0.82% |
$66.8 - $79.7
|
1.1K
$10.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-225- 0.19% |
$1.67K - $1.99K
|
115K
$1.07M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-370- 4.16% |
$2.75K - $3.28K
|
8.53K
$79K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-552- 0.56% |
$4.1K - $4.89K
|
98.3K
$910K
|
|
|
Aug 06, 2025
Q2 2025
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-671- 5.91% |
$4.98K - $5.95K
|
10.7K
$98.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-779- 0.3% |
$5.78K - $6.9K
|
256K
$2.37M
|
|
|
Jul 28, 2025
Q2 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-842- 7.61% |
$6.25K - $7.46K
|
10.2K
$94.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-1.26K- 3.73% |
$9.38K - $11.2K
|
32.6K
$302K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.75K- 7.39% |
$13K - $15.5K
|
21.9K
$203K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.77K- 6.06% |
$13.1K - $15.7K
|
27.4K
$254K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.92K- 4.22% |
$14.3K - $17K
|
43.7K
$404K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-2K- 21.13% |
$14.8K - $17.7K
|
7.46K
$69.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-2.22K- 1.75% |
$16.5K - $19.7K
|
125K
$1.15M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.29K- 13.33% |
$17K - $20.3K
|
14.9K
$138K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.4K- 2.24% |
$17.8K - $21.3K
|
105K
$968K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.53K- 1.21% |
$18.7K - $22.4K
|
206K
$1.91M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.6K- 27.69% |
$19.3K - $23K
|
6.79K
$62.9K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.05K- 4.46% |
$22.6K - $27K
|
65.2K
$604K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-3.13K- 23.77% |
$23.2K - $27.7K
|
10K
$92.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-4K- 9.41% |
$29.7K - $35.4K
|
38.5K
$357K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.46K- 1.87% |
$33.1K - $39.5K
|
234K
$2.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-4.68K- 8.0% |
$34.8K - $41.5K
|
53.9K
$499K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.74K- 3.94% |
$35.2K - $42K
|
116K
$1.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-7.4K- 6.18% |
$54.9K - $65.6K
|
112K
$1.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-8.32K- 5.82% |
$61.7K - $73.7K
|
135K
$1.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-9.04K- 3.33% |
$67.1K - $80.1K
|
262K
$2.43M
|
|
|
Aug 14, 2025
Q2 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-12.5K- 20.17% |
$92.6K - $111K
|
49.4K
$457K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-13.9K- 15.09% |
$103K - $123K
|
78.1K
$723K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-29K- 39.22% |
$215K - $257K
|
44.9K
$416K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-46.5K- 52.28% |
$345K - $412K
|
42.5K
$393K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-66.5K- 11.72% |
$494K - $590K
|
501K
$4.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-73.6K- 60.74% |
$546K - $652K
|
47.5K
$440K
|