abrdn Global Dynamic Dividend Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 889.92 K | $10.78 M | 6.69% | 3.40% |
| PENSERRA CAPITAL MANAGEMENT LLC | 08/13/2026 | 705.38 K | $8.54 M | 3.97% | 2.69% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 533.97 K | $6.47 M | 143.71% | 2.04% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 531.92 K | $6.44 M | -3.45% | 2.03% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 310.17 K | $3.76 M | 1.21% | 1.19% |
| ROYAL BANK OF CANADA | 08/14/2026 | 182.77 K | $2.21 M | -0.62% | 0.70% |
| LPL FINANCIAL LLC | 08/07/2026 | 160.56 K | $1.94 M | -39.44% | 0.61% |
| MORGAN STANLEY | 08/13/2026 | 159.74 K | $1.93 M | -5.67% | 0.61% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 136.66 K | $1.65 M | -1.76% | 0.52% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 135.67 K | $1.64 M | 9.78% | 0.52% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 07/22/2026 | 125.92 K | $1.51 M | -32.74% | 0.48% |
| UBS GROUP AG | 08/13/2026 | 96.79 K | $1.17 M | -17.02% | 0.37% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 89.87 K | $1.09 M | 19.10% | 0.34% |
| CERITY PARTNERS LLC | 08/14/2026 | 74.31 K | $899.84 K | 0.24% | 0.28% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 70.15 K | $849.50 K | 1.46% | 0.27% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 41.30 K | $500.20 K | 36.46% | 0.16% |
| 1776 WEALTH LLC | 08/10/2026 | 37.89 K | $458.85 K | 0.00% | 0.14% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 34.24 K | $414.64 K | 0.17% | 0.13% |
| CHOREO, LLC | 08/04/2026 | 33.55 K | $406.26 K | 0.00% | 0.13% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 32.37 K | $393.97 K | 13.23% | 0.12% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 32.24 K | $390.42 K | 2.96% | 0.12% |
| KOVACK ADVISORS, INC. | 07/29/2026 | 32.22 K | $387.63 K | 51.28% | 0.12% |
| OPPENHEIMER & CO INC | 08/03/2026 | 31.67 K | $383.52 K | 0.56% | 0.12% |
| INVESCO LTD. | 08/14/2026 | 31.07 K | $376.31 K | 100.00% | 0.12% |
| NWF ADVISORY SERVICES INC. | 07/29/2026 | 30.85 K | $373.60 K | -6.01% | 0.12% |
| KAPSTONE FINANCIAL ADVISORS LLC | 08/07/2026 | 30.64 K | $371.05 K | 6.98% | 0.12% |
| ECLECTIC ASSOCIATES INC /ADV | 07/07/2026 | 28.25 K | $342.12 K | -6.01% | 0.11% |
| ENTRUITY WEALTH, LLC | 08/13/2026 | 23.13 K | $280.10 K | 0.00% | 0.09% |
| CORECAP ADVISORS, LLC | 07/06/2026 | 20.42 K | $247.25 K | 115.48% | 0.08% |
| JANE STREET GROUP, LLC | 08/14/2026 | 20.11 K | $243.51 K | -18.68% | 0.08% |
| BROOKSTONE CAPITAL MANAGEMENT | 07/15/2026 | 18.60 K | $225.21 K | 0.00% | 0.07% |
| INDIVISIBLE PARTNERS | 08/04/2026 | 17.49 K | $211.75 K | 1.00% | 0.07% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 14.04 K | $170.04 K | 3.05% | 0.05% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 14.00 K | $170.00 K | -0.28% | 0.05% |
| SECOND LINE CAPITAL, LLC | 09/02/2026 | 13.04 K | $157.88 K | 0.02% | 0.05% |
| APTUS CAPITAL ADVISORS, LLC | 08/12/2026 | 13.04 K | $157.88 K | 0.02% | 0.05% |
| EVOLVE PRIVATE WEALTH, LLC | 08/12/2026 | 12.88 K | $155.97 K | -3.95% | 0.05% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 11.02 K | $133.00 K | 0.52% | 0.04% |
| CITADEL ADVISORS LLC | 09/02/2026 | 10.78 K | $130.56 K | 100.00% | 0.04% |
| ADVISORY ADVOCATES, LLC | 08/10/2026 | 10.30 K | $124.73 K | 0.00% | 0.04% |
| SPIRE WEALTH MANAGEMENT | 07/15/2026 | 9.37 K | $113.45 K | -5.46% | 0.04% |
| FIFTH THIRD BANCORP | 08/05/2026 | 8.36 K | $101.18 K | 0.00% | 0.03% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 6.17 K | $74.67 K | 100.00% | 0.02% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 4.35 K | $52.62 K | 0.53% | 0.02% |
| AXIOM INVESTMENT MANAGEMENT LLC | 07/31/2026 | 3.43 K | $41.48 K | 1.57% | 0.01% |
| ARMSTRONG ADVISORY GROUP, INC | 07/13/2026 | 3.24 K | $39.27 K | 2.95% | 0.01% |
| MCF ADVISORS LLC | 08/12/2026 | 1.71 K | $20.72 K | 0.00% | 0.01% |
| GILL CAPITAL PARTNERS, LLC | 08/20/2026 | 1.64 K | $19.86 K | 0.00% | 0.01% |
| SHP WEALTH MANAGEMENT | 08/11/2026 | 1.40 K | $16.95 K | 100.00% | 0.01% |
| FIDUCIARY FINANCIAL ADVISORS | 08/14/2026 | 1.20 K | $14.57 K | 100.00% | 0.00% |
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abrdn Global Dynamic Dividend Fund institutional Ownership - FAQ's
During the previous two years, 89 institutional investors and hedge funds held shares of abrdn Global Dynamic Dividend Fund. The most heavily invested institutionals were:
RAYMOND JAMES FINANCIAL INC: 889,919
Penserra Capital Management LLC: 705,384
WELLS FARGO & COMPANY/MN: 533,965
BANK OF AMERICA CORP /DE/: 531,921
Hennion & Walsh Asset Management, Inc.: 310,171
ROYAL BANK OF CANADA: 182,769
18.51% of abrdn Global Dynamic Dividend Fund stock is owned by institutional investors.
Institutional investors have bought a total of 5.68 M shares in the last 24 months. This purchase volume represents approximately $65.40 M in transactions.