Purchases and Sales Made in Q3 2024 in Aberdeen Total Dynamic Dividend Fund (AOD)
This table provides information about the institutional ownership of Aberdeen Total Dynamic Dividend Fund (AOD) during Q3 2024. 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 14, 2024
Q3 2024
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
3.23M+ 109.29% |
$26M - $29.4M
|
6.19M
$53.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.07M+ 11.79% |
$8.59M - $9.74M
|
10.1M
$88.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
574K+ 23.88% |
$4.61M - $5.22M
|
2.98M
$25.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
375KNew |
$3.01M - $3.41M
|
375K
$3.26M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
289KNew |
$2.32M - $2.63M
|
289K
$2.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
183KNew |
$1.47M - $1.67M
|
183K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
102KNew |
$821K - $930K
|
102K
$889K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
66.8K+ 17.81% |
$536K - $608K
|
442K
$3.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
57.4K+ 53.76% |
$461K - $522K
|
164K
$1.43M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
51KNew |
$410K - $464K
|
51K
$444K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
41.3K+ 32.93% |
$332K - $376K
|
167K
$1.45M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
37.6K+ 35.25% |
$302K - $342K
|
144K
$1.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
37.1KNew |
$298K - $338K
|
37.1K
$323K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
33.1KNew |
$266K - $301K
|
33.1K
$288K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
26.8KNew |
$216K - $244K
|
26.8K
$234K
|
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
24.8K+ 26.4% |
$199K - $226K
|
119K
$1.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
23KNew |
$185K - $209K
|
23K
$200K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
21.4K+ 21.17% |
$172K - $195K
|
123K
$1.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
21.3K+ 7.95% |
$171K - $194K
|
289K
$2.51M
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
20.2K+ 90.58% |
$162K - $184K
|
42.5K
$370K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
17.4KNew |
$140K - $159K
|
17.4K
$152K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
16.2KNew |
$130K - $147K
|
16.2K
$141K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
14.5KNew |
$116K - $132K
|
14.5K
$126K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12.5KNew |
$100K - $113K
|
12.5K
$109K
|
|
|
Dec 30, 2024
Q3 2024
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
12.1KNew |
$97.5K - $110K
|
12.1K
$106K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11.5KNew |
$92.6K - $105K
|
11.5K
$100K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
11.4KNew |
$91.8K - $104K
|
11.4K
$99.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
10.9KNew |
$87.5K - $99.2K
|
10.9K
$94.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10.6K+ 819.57% |
$85.1K - $96.4K
|
11.9K
$103K
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
9.03K+ 3.06% |
$72.5K - $82.2K
|
304K
$2.64M
|
|
|
Nov 07, 2024
Q3 2024
|
Calamos Advisors LLC
|
BUY
|
- |
7.03K+ 16.67% |
$56.4K - $63.9K
|
49.2K
$428K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.04K+ 5.93% |
$32.4K - $36.7K
|
72.1K
$628K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.78K+ 1.79% |
$30.3K - $34.4K
|
215K
$1.87M
|
|
|
Oct 25, 2024
Q3 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
3.72K+ 11.06% |
$29.9K - $33.9K
|
37.4K
$325K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
3.41KNew |
$27.4K - $31K
|
3.41K
$29.7K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.53K+ 1.16% |
$20.3K - $23K
|
220K
$1.91M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.5K+ 3.12% |
$20.1K - $22.8K
|
82.7K
$720K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.23K+ 8.88% |
$17.9K - $20.3K
|
27.3K
$238K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.96K+ 0.81% |
$15.7K - $17.8K
|
243K
$2.11M
|
|
|
Oct 07, 2024
Q3 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
1.95K+ 7.06% |
$15.6K - $17.7K
|
29.6K
$257K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.88K+ 9.31% |
$15.1K - $17.1K
|
22.1K
$192K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.75K+ 28.2% |
$14.1K - $15.9K
|
7.96K
$69.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
1.64K+ 9.88% |
$13.2K - $15K
|
18.3K
$159K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.4K+ 18.01% |
$11.2K - $12.7K
|
9.16K
$79.7K
|
|
|
Nov 14, 2024
Q3 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
1K+ 1.39% |
$8.03K - $9.1K
|
73.1K
$636K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
1KNew |
$8.03K - $9.1K
|
1K
$8.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
756+ 0.52% |
$6.07K - $6.88K
|
145K
$1.26M
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
685+ 11.41% |
$5.5K - $6.23K
|
6.69K
$58.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
504+ 280.0% |
$4.05K - $4.59K
|
684
$5.95K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
406+ 59.27% |
$3.26K - $3.69K
|
1.09K
$9.49K
|