Purchases and Sales Made in Q3 2023 in Aberdeen Total Dynamic Dividend Fund (AOD)
This table provides information about the institutional ownership of Aberdeen Total Dynamic Dividend Fund (AOD) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
513+ 1.55% |
$3.87K - $4.31K
|
33.6K
$303K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
215+ 1.4% |
$1.62K - $1.81K
|
15.6K
$141K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
70New |
$529 - $589
|
70
$631
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
51+ 0.71% |
$385 - $429
|
7.19K
$64.8K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
46+ 0.76% |
$347 - $387
|
6.11K
$55.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
24+ 1.12% |
$181 - $202
|
2.17K
$19.6K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
23+ 0.04% |
$174 - $193
|
60.7K
$547K
|
|
|
Oct 10, 2023
Q3 2023
|
Successful Portfolios LLC
|
BUY
|
- |
23+ 0.17% |
$174 - $193
|
13.6K
$122K
|
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
14+ 2.23% |
$106 - $118
|
643
$5.79K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
12+ 1.39% |
$90.6 - $101
|
878
$7.91K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-716- 2.58% |
$5.41K - $6.02K
|
27K
$243K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-749- 5.07% |
$5.65K - $6.3K
|
14K
$126K
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
SELL
|
- |
-820- 0.83% |
$6.19K - $6.9K
|
97.7K
$881K
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-830- 1.62% |
$6.27K - $6.98K
|
50.4K
$454K
|
|
|
Oct 10, 2023
Q3 2023
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-897- 3.3% |
$6.77K - $7.54K
|
26.3K
$237K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.12K- 9.35% |
$8.46K - $9.42K
|
10.9K
$97.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.2K- 0.86% |
$9.04K - $10.1K
|
138K
$1.24M
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.24K- 9.76% |
$9.38K - $10.4K
|
11.5K
$103K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-1.3K- 15.69% |
$9.84K - $11K
|
7K
$63.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.37K- 4.02% |
$10.3K - $11.5K
|
32.6K
$294K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.44K- 7.52% |
$10.8K - $12.1K
|
17.7K
$159K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.44K- 5.05% |
$10.9K - $12.1K
|
27.1K
$244K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.67K- 2.06% |
$12.6K - $14.1K
|
79.4K
$716K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.8K- 2.72% |
$28.7K - $31.9K
|
136K
$1.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.98K- 31.9% |
$45.2K - $50.3K
|
12.8K
$115K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.27K- 16.94% |
$47.4K - $52.7K
|
30.8K
$277K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.5K- 2.64% |
$49.1K - $54.7K
|
240K
$2.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-6.9K- 4.5% |
$52.1K - $58K
|
146K
$1.32M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-6.92K- 27.94% |
$52.3K - $58.2K
|
17.9K
$161K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.75K- 4.42% |
$73.6K - $82K
|
211K
$1.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-10.3K- 4.29% |
$77.4K - $86.2K
|
229K
$2.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-17.3K- 6.82% |
$131K - $146K
|
237K
$2.13M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-21.9K- 18.32% |
$166K - $185K
|
97.9K
$882K
|
|
|
Nov 14, 2023
Q3 2023
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-28.2K- 15.36% |
$213K - $237K
|
156K
$1.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-32.6K- 20.37% |
$246K - $274K
|
127K
$1.15M
|
|
|
Nov 09, 2023
Q3 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-33.3K- 1.06% |
$252K - $280K
|
3.11M
$28M
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-65.3K- 18.1% |
$493K - $549K
|
296K
$2.66M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-76.3K- 0.77% |
$576K - $642K
|
9.85M
$88.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-103K- 55.59% |
$778K - $867K
|
82.4K
$742K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-153K- 20.78% |
$1.15M - $1.28M
|
582K
$5.25M
|
|
|
Nov 14, 2023
Q3 2023
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-934K- 54.39% |
$7.05M - $7.86M
|
783K
$7.06M
|