Purchases and Sales Made in Q4 2021 in Aberdeen Total Dynamic Dividend Fund (AOD)
This table provides information about the institutional ownership of Aberdeen Total Dynamic Dividend Fund (AOD) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 01, 2022
Q4 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
269+ 1.9% |
$2.58K - $2.8K
|
14.4K
$122K
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
253+ 0.48% |
$2.43K - $2.64K
|
53.1K
$451K
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
251+ 0.05% |
$2.41K - $2.62K
|
471K
$4M
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
250New |
$2.4K - $2.61K
|
250
$2.12K
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
200New |
$1.92K - $2.08K
|
200
$1.7K
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
123New |
$1.18K - $1.28K
|
123
$1.04K
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
123+ 0.93% |
$1.18K - $1.28K
|
13.4K
$113K
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
61+ 0.44% |
$586 - $636
|
13.9K
$118K
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
23+ 0.16% |
$221 - $240
|
14K
$119K
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
17+ 1.66% |
$163 - $177
|
1.04K
$8.81K
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8+ 0.4% |
$76.8 - $83.4
|
1.99K
$16.9K
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
5+ 0.02% |
$48 - $52.1
|
29.3K
$249K
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-45- 0.06% |
$432 - $469
|
79.3K
$672K
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-71- 15.2% |
$682 - $740
|
396
$3.36K
|
|
Feb 10, 2022
Q4 2021
|
Financial Counselors Inc
|
SELL
|
- |
-100- 0.59% |
$960 - $1.04K
|
17K
$144K
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-125- 0.57% |
$1.2K - $1.3K
|
21.7K
$184K
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-277- 2.21% |
$2.66K - $2.89K
|
12.3K
$104K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-300- 23.08% |
$2.88K - $3.13K
|
1K
$8.48K
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-400Closed |
$3.84K - $4.17K
|
0
$0
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-406- 44.81% |
$3.9K - $4.23K
|
500
$4.24K
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-413- 95.38% |
$3.96K - $4.3K
|
20
$170
|
|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-485- 2.92% |
$4.66K - $5.05K
|
16.1K
$137K
|
|
Jan 21, 2022
Q4 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-507- 1.2% |
$4.87K - $5.28K
|
41.8K
$354K
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-515- 0.44% |
$4.94K - $5.37K
|
117K
$990K
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-593- 3.71% |
$5.69K - $6.18K
|
15.4K
$130K
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-615- 1.24% |
$5.9K - $6.41K
|
49.1K
$416K
|
|
Feb 15, 2022
Q4 2021
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-865- 0.45% |
$8.3K - $9.01K
|
190K
$1.61M
|
|
Feb 02, 2022
Q4 2021
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-880- 2.37% |
$8.45K - $9.17K
|
36.2K
$307K
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-927- 1.19% |
$8.9K - $9.66K
|
77.2K
$655K
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-1K- 80.0% |
$9.6K - $10.4K
|
250
$2.12K
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1KClosed |
$9.6K - $10.4K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.1KClosed |
$10.6K - $11.5K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.39K- 1.25% |
$13.4K - $14.5K
|
110K
$935K
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.58K- 3.67% |
$15.1K - $16.4K
|
41.4K
$351K
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.74K- 2.91% |
$16.7K - $18.1K
|
58K
$492K
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.13K- 9.92% |
$20.4K - $22.2K
|
19.3K
$164K
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.14K- 99.72% |
$20.5K - $22.3K
|
6
$50.9
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.18K- 0.82% |
$20.9K - $22.7K
|
263K
$2.23M
|
|
Feb 03, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-2.48K- 12.73% |
$23.8K - $25.8K
|
17K
$144K
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.68K- 4.88% |
$25.7K - $27.9K
|
52.2K
$442K
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.1K- 11.45% |
$29.8K - $32.3K
|
24K
$203K
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-4KClosed |
$38.4K - $41.7K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-4.5K- 40.91% |
$43.2K - $46.9K
|
6.5K
$55.1K
|
|
Jan 10, 2022
Q4 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-5KClosed |
$48K - $52.1K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.72K- 0.62% |
$64.5K - $70K
|
1.07M
$9.09M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.72K- 3.05% |
$74.1K - $80.4K
|
245K
$2.08M
|
|
Feb 09, 2022
Q4 2021
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-10.5K- 34.02% |
$101K - $110K
|
20.4K
$173K
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-14.3K- 55.98% |
$138K - $149K
|
11.3K
$95.6K
|
|
Jan 28, 2022
Q4 2021
|
Heritage Investors Management Corp
|
SELL
|
- |
-15.6KClosed |
$150K - $163K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-16K- 29.04% |
$154K - $167K
|
39.2K
$332K
|