Purchases and Sales Made in Q4 2022 in Aberdeen Total Dynamic Dividend Fund (AOD)
This table provides information about the institutional ownership of Aberdeen Total Dynamic Dividend Fund (AOD) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
1.3K+ 0.53% |
$9.12K - $11K
|
247K
$2.23M
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.25KNew |
$8.75K - $10.5K
|
1.25K
$11.3K
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
1.2K+ 7.59% |
$8.4K - $10.1K
|
17K
$153K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1KNew |
$7K - $8.41K
|
1K
$9.01K
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
864+ 41.98% |
$6.05K - $7.27K
|
2.92K
$26.3K
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
818+ 0.38% |
$5.73K - $6.88K
|
215K
$1.94M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
647+ 1.15% |
$4.53K - $5.44K
|
56.8K
$512K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
625New |
$4.38K - $5.26K
|
625
$5.63K
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
521+ 3.23% |
$3.65K - $4.38K
|
16.6K
$150K
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
500New |
$3.5K - $4.21K
|
500
$4.51K
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
326+ 0.49% |
$2.28K - $2.74K
|
67.1K
$605K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
200New |
$1.4K - $1.68K
|
200
$1.8K
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
171+ 1.27% |
$1.2K - $1.44K
|
13.6K
$123K
|
|
Feb 14, 2023
Q4 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
170+ 17.95% |
$1.19K - $1.43K
|
1.12K
$10.1K
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
137+ 0.93% |
$959 - $1.15K
|
14.9K
$134K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
77+ 0.35% |
$539 - $648
|
22.2K
$200K
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
68+ 1.25% |
$476 - $572
|
5.49K
$49.4K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
43+ 0.27% |
$301 - $362
|
15.7K
$142K
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
BUY
|
- |
23+ 0.16% |
$161 - $193
|
14.2K
$128K
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
16+ 0.77% |
$112 - $135
|
2.09K
$18.9K
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
12+ 1.48% |
$84 - $101
|
824
$7.42K
|
|
Feb 06, 2023
Q4 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
8+ 1.35% |
$56 - $67.3
|
599
$5.4K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-143- 0.85% |
$1K - $1.2K
|
16.6K
$150K
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-275- 1.98% |
$1.93K - $2.31K
|
13.6K
$122K
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-314- 2.17% |
$2.2K - $2.64K
|
14.2K
$128K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-330- 3.62% |
$2.31K - $2.78K
|
8.79K
$79.2K
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-420- 0.16% |
$2.94K - $3.53K
|
267K
$2.4M
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-452- 0.45% |
$3.16K - $3.8K
|
101K
$906K
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-750- 2.86% |
$5.25K - $6.31K
|
25.5K
$230K
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-971- 0.39% |
$6.8K - $8.17K
|
248K
$2.23M
|
|
Jan 17, 2023
Q4 2022
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-1.75K- 5.93% |
$12.2K - $14.7K
|
27.7K
$250K
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.23K- 2.59% |
$15.6K - $18.7K
|
83.8K
$755K
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.31K- 14.15% |
$16.1K - $19.4K
|
14K
$126K
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.67K- 2.0% |
$18.7K - $22.4K
|
131K
$1.18M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.96K- 1.51% |
$20.7K - $24.9K
|
193K
$1.74M
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3K- 5.88% |
$21K - $25.2K
|
48K
$433K
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3K- 8.39% |
$21K - $25.2K
|
32.8K
$295K
|
|
Jan 11, 2023
Q4 2022
|
Stolper CO
|
SELL
|
- |
-3.77K- 4.59% |
$26.4K - $31.7K
|
78.5K
$707K
|
|
Feb 01, 2023
Q4 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-3.85K- 19.46% |
$27K - $32.4K
|
15.9K
$144K
|
|
Jan 17, 2023
Q4 2022
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-4.09K- 20.49% |
$28.7K - $34.4K
|
15.9K
$143K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.98K- 45.75% |
$41.9K - $50.3K
|
7.09K
$63.9K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7K- 7.66% |
$49K - $58.9K
|
84.4K
$760K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.19K- 7.81% |
$50.3K - $60.4K
|
84.8K
$764K
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-7.53K- 40.15% |
$52.7K - $63.4K
|
11.2K
$101K
|
|
Feb 14, 2023
Q4 2022
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-8.7K- 4.76% |
$60.9K - $73.2K
|
174K
$1.57M
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-9.2K- 26.27% |
$64.4K - $77.4K
|
25.8K
$233K
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-9.96K- 27.59% |
$69.7K - $83.8K
|
26.1K
$236K
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10K- 1.84% |
$70K - $84.1K
|
533K
$4.8M
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-14.6K- 42.61% |
$102K - $123K
|
19.7K
$177K
|