Abrdn Global Dynamic Dividend Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| PENSERRA CAPITAL MANAGEMENT LLC | 11/04/2025 | 683.91 K | $9.11 M | 0.28% | 2.75% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 573.94 K | $7.64 M | 5.45% | 2.31% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 469.54 K | $6.25 M | 25.88% | 1.89% |
| GUGGENHEIM CAPITAL LLC | 11/13/2025 | 223.76 K | $2.98 M | -5.61% | 0.90% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 10/22/2025 | 221.35 K | $2.95 M | 13.06% | 0.89% |
| UBS GROUP AG | 11/13/2025 | 196.22 K | $2.61 M | -3.94% | 0.79% |
| MORGAN STANLEY | 11/14/2025 | 193.11 K | $2.57 M | -54.36% | 0.78% |
| LPL FINANCIAL LLC | 11/12/2025 | 177.49 K | $2.36 M | -9.51% | 0.71% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 156.30 K | $2.08 M | -43.96% | 0.63% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 124.20 K | $1.50 M | -2.47% | 0.50% |
| ROYAL BANK OF CANADA | 11/14/2025 | 119.11 K | $1.59 M | 9.22% | 0.48% |
| INVESTMENT PARTNERS ASSET MANAGEMENT, INC. | 10/20/2025 | 109.27 K | $1.46 M | -0.13% | 0.44% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 79.28 K | $1.06 M | -0.10% | 0.32% |
| CERITY PARTNERS LLC | 10/22/2025 | 73.77 K | $982.65 K | 0.21% | 0.30% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 10/31/2025 | 73.54 K | $373 | 27.06% | 0.30% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 70.77 K | $913.36 K | 194.14% | 0.28% |
| 1776 WEALTH LLC | 11/06/2025 | 40.01 K | $532.95 K | -25.18% | 0.16% |
| CHOREO, LLC | 11/12/2025 | 38.50 K | $512.88 K | 0.00% | 0.15% |
| NWF ADVISORY SERVICES INC. | 10/31/2025 | 33.66 K | $448.32 K | 3.07% | 0.14% |
| OPPENHEIMER & CO INC | 11/06/2025 | 31.16 K | $415.05 K | 0.52% | 0.13% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 30.18 K | $402.05 K | 85.97% | 0.12% |
| ADAPT WEALTH ADVISORS, LLC | 11/10/2025 | 29.85 K | $397.62 K | 100.00% | 0.12% |
| ENTRUITY WEALTH, LLC | 11/07/2025 | 23.13 K | $308.09 K | 0.00% | 0.09% |
| INVESCO LTD. | 11/13/2025 | 21.59 K | $287.63 K | -10.05% | 0.09% |
| KAPSTONE FINANCIAL ADVISORS LLC | 11/07/2025 | 19.75 K | $263.07 K | 9.42% | 0.08% |
| BROOKSTONE CAPITAL MANAGEMENT | 10/15/2025 | 19.10 K | $254.37 K | 2.69% | 0.08% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 16.28 K | $216.82 K | 100.00% | 0.07% |
| TRUIST FINANCIAL CORP | 11/03/2025 | 15.92 K | $212.09 K | 12.26% | 0.06% |
| JANE STREET GROUP, LLC | 11/14/2025 | 13.97 K | $186.05 K | 100.00% | 0.06% |
| APTUS CAPITAL ADVISORS, LLC | 11/12/2025 | 13.03 K | $173.51 K | -12.90% | 0.05% |
| SECOND LINE CAPITAL, LLC | 11/19/2025 | 13.03 K | $173.51 K | -12.90% | 0.05% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 12.79 K | $170.41 K | -84.18% | 0.05% |
| WEDBUSH SECURITIES INC | 11/06/2025 | 10.85 K | $144.00 K | 0.29% | 0.04% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10/29/2025 | 10.66 K | $148.10 K | 100.00% | 0.04% |
| CORECAP ADVISORS, LLC | 10/22/2025 | 10.61 K | $141.33 K | 68.52% | 0.04% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 10.60 K | $141.19 K | -7.34% | 0.04% |
| ONYX BRIDGE WEALTH GROUP LLC | 11/06/2025 | 10.39 K | $138.41 K | 0.24% | 0.04% |
| SPIRE WEALTH MANAGEMENT | 10/23/2025 | 9.82 K | $130.84 K | 2.75% | 0.04% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 9.07 K | $120.81 K | 100.00% | 0.04% |
| COMERICA BANK | 11/14/2025 | 8.39 K | $111.74 K | 0.00% | 0.03% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11/14/2025 | 4.28 K | $56.96 K | 0.47% | 0.02% |
| ARMSTRONG ADVISORY GROUP, INC | 10/08/2025 | 2.97 K | $39.53 K | 2.77% | 0.01% |
| CWM, LLC | 10/15/2025 | 2.19 K | $29.00 K | -6.81% | 0.01% |
| AMERITAS ADVISORY SERVICES, LLC | 11/06/2025 | 2.00 K | $26.64 K | 0.00% | 0.01% |
| MCF ADVISORS LLC | 11/05/2025 | 1.71 K | $22.79 K | 0.00% | 0.01% |
| FARTHER FINANCE ADVISORS, LLC | 10/14/2025 | 1.10 K | $14.65 K | 0.00% | 0.00% |
| HOEY INVESTMENTS, INC | 11/13/2025 | 835 | $11.12 K | 0.00% | 0.00% |
| COSTELLO ASSET MANAGEMENT, INC | 11/06/2025 | 593 | $7.90 K | 2.77% | 0.00% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 11/12/2025 | 529 | $7.05 K | 0.00% | 0.00% |
| IFP ADVISORS, INC | 12/02/2025 | 400 | $5.33 K | 0.00% | 0.00% |
Abrdn Global Dynamic Dividend Fund institutional Ownership - FAQ's
During the previous two years, 83 institutional investors and hedge funds held shares of Abrdn Global Dynamic Dividend Fund. The most heavily invested institutionals were:
Penserra Capital Management LLC: 683,911
BANK OF AMERICA CORP /DE/: 573,938
RAYMOND JAMES FINANCIAL INC: 469,543
GUGGENHEIM CAPITAL LLC: 223,759
Hennion & Walsh Asset Management, Inc.: 221,348
UBS Group AG: 196,224
16.15% of Abrdn Global Dynamic Dividend Fund stock is owned by institutional investors.
Institutional investors have bought a total of 4.89 M shares in the last 24 months. This purchase volume represents approximately $66.82 M in transactions.