Purchases and Sales Made in Q4 2024 in Aberdeen Total Dynamic Dividend Fund (AOD)
This table provides information about the institutional ownership of Aberdeen Total Dynamic Dividend Fund (AOD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.32K+ 6.84% |
$11K - $12K
|
20.6K
$179K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.02K+ 12.1% |
$8.49K - $9.2K
|
9.41K
$81.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
709+ 0.34% |
$5.93K - $6.42K
|
209K
$1.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
678+ 5.7% |
$5.67K - $6.14K
|
12.6K
$109K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
667New |
$5.58K - $6.04K
|
667
$5.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
458+ 3.97% |
$3.83K - $4.15K
|
12K
$104K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
297+ 0.86% |
$2.48K - $2.69K
|
34.6K
$301K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
210+ 1.15% |
$1.76K - $1.9K
|
18.5K
$161K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
204+ 1.64% |
$1.71K - $1.85K
|
12.7K
$110K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
204+ 0.92% |
$1.71K - $1.85K
|
22.3K
$194K
|
|
|
Feb 14, 2025
Q4 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
182+ 0.49% |
$1.52K - $1.65K
|
37.6K
$327K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
161+ 0.49% |
$1.35K - $1.46K
|
33.2K
$289K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
130+ 1.14% |
$1.09K - $1.18K
|
11.5K
$100K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
126+ 3.29% |
$1.05K - $1.14K
|
3.95K
$34.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
39+ 0.16% |
$326 - $353
|
24.3K
$211K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
28+ 1.23% |
$234 - $254
|
2.31K
$20.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
25+ 2.33% |
$209 - $227
|
1.1K
$9.54K
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
16+ 2.27% |
$134 - $145
|
722
$6.28K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1+ 0.01% |
$8.36 - $9.06
|
17.2K
$149K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-93- 2.59% |
$777 - $843
|
3.5K
$30.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-172- 1.88% |
$1.44K - $1.56K
|
8.99K
$78.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-311- 1.64% |
$2.6K - $2.82K
|
18.7K
$162K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-406- 37.21% |
$3.39K - $3.68K
|
685
$5.96K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-749- 3.39% |
$6.26K - $6.79K
|
21.3K
$186K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.15K- 0.54% |
$9.61K - $10.4K
|
213K
$1.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.32K- 1.39% |
$11K - $11.9K
|
93.1K
$810K
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
SELL
|
- |
-1.68K- 1.76% |
$14.1K - $15.2K
|
94K
$818K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.86K- 2.45% |
$15.5K - $16.9K
|
73.9K
$643K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-2.3K- 14.27% |
$19.3K - $20.9K
|
13.8K
$120K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-2.34K- 1.83% |
$19.5K - $21.2K
|
125K
$1.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.34K- 1.16% |
$19.6K - $21.2K
|
199K
$1.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.63K- 3.87% |
$22K - $23.8K
|
65.3K
$568K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3K- 5.16% |
$25.1K - $27.2K
|
55.1K
$479K
|
|
|
Feb 13, 2025
Q4 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-3.3K- 4.52% |
$27.6K - $29.9K
|
69.8K
$607K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.42K- 9.2% |
$28.6K - $30.9K
|
33.7K
$293K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-4.23K- 2.94% |
$35.4K - $38.3K
|
140K
$1.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.41K- 99.94% |
$45.2K - $49K
|
3
$26.1
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15.3K- 10.52% |
$128K - $138K
|
130K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-17.1K- 3.65% |
$143K - $155K
|
451K
$3.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-20.1K- 11.78% |
$168K - $182K
|
150K
$1.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-20.9K- 2.67% |
$175K - $189K
|
762K
$6.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-25.1K- 15.52% |
$210K - $227K
|
137K
$1.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-31.7K- 10.99% |
$265K - $287K
|
257K
$2.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-49.8K- 30.36% |
$417K - $451K
|
114K
$995K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-54K- 24.93% |
$451K - $489K
|
163K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-82.3K- 2.76% |
$688K - $746K
|
2.9M
$25.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-98.7K- 67.99% |
$825K - $894K
|
46.5K
$404K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-172K- 16.46% |
$1.44M - $1.56M
|
875K
$7.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-211K- 8.54% |
$1.76M - $1.91M
|
2.26M
$19.6M
|