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 | 05/14/2026 | 834.14 K | $9.01 M | 55.18% | 3.35% |
| PENSERRA CAPITAL MANAGEMENT LLC | 05/11/2026 | 678.45 K | $7.33 M | -7.60% | 2.73% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 550.91 K | $5.95 M | -18.41% | 2.21% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 306.46 K | $3.31 M | 10.88% | 1.23% |
| LPL FINANCIAL LLC | 05/06/2026 | 265.14 K | $2.86 M | 4.80% | 1.07% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 219.10 K | $2.37 M | 5.55% | 0.88% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 05/01/2026 | 187.23 K | $2.06 M | 32.23% | 0.75% |
| ROYAL BANK OF CANADA | 05/15/2026 | 183.90 K | $1.99 M | 21.41% | 0.74% |
| MORGAN STANLEY | 05/15/2026 | 169.35 K | $1.83 M | 6.70% | 0.68% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 139.10 K | $1.50 M | 6.41% | 0.56% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 123.58 K | $1.33 M | 3,925.31% | 0.50% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 122.43 K | $1.32 M | 100.00% | 0.49% |
| UBS GROUP AG | 05/05/2026 | 116.64 K | $1.26 M | -10.62% | 0.47% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 75.45 K | $814.88 K | -23.27% | 0.30% |
| CERITY PARTNERS LLC | 05/15/2026 | 74.13 K | $800.56 K | 0.32% | 0.30% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 69.14 K | $746.74 K | -7.37% | 0.28% |
| 1776 WEALTH LLC | 05/08/2026 | 37.89 K | $409.21 K | 0.00% | 0.15% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 34.18 K | $369.18 K | 0.43% | 0.14% |
| CHOREO, LLC | 05/13/2026 | 33.55 K | $362.31 K | 0.00% | 0.13% |
| NWF ADVISORY SERVICES INC. | 05/04/2026 | 32.82 K | $354.49 K | 0.00% | 0.13% |
| OPPENHEIMER & CO INC | 04/24/2026 | 31.49 K | $340.12 K | 0.56% | 0.13% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 31.31 K | $338.19 K | 100.00% | 0.13% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 30.27 K | $326.89 K | 2.66% | 0.12% |
| ECLECTIC ASSOCIATES INC /ADV | 04/08/2026 | 30.06 K | $324.61 K | 75.85% | 0.12% |
| KAPSTONE FINANCIAL ADVISORS LLC | 04/22/2026 | 28.64 K | $309.31 K | 13.09% | 0.12% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 28.59 K | $312.77 K | 83.09% | 0.11% |
| JANE STREET GROUP, LLC | 05/12/2026 | 24.73 K | $267.05 K | 100.00% | 0.10% |
| ENTRUITY WEALTH, LLC | 05/08/2026 | 23.13 K | $249.80 K | 0.00% | 0.09% |
| KOVACK ADVISORS, INC. | 05/13/2026 | 21.30 K | $233.97 K | -18.01% | 0.09% |
| VIRTU FINANCIAL LLC | 05/14/2026 | 20.29 K | $219.00 K | 100.00% | 0.08% |
| BROOKSTONE CAPITAL MANAGEMENT | 04/16/2026 | 18.60 K | $200.85 K | 0.00% | 0.07% |
| 04/30/2026 | 17.31 K | $186.97 K | 18.71% | 0.07% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 14.90 K | $160.89 K | 100.00% | 0.06% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 14.04 K | $152.00 K | 5.11% | 0.06% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 13.63 K | $147.16 K | 22.70% | 0.05% |
| 04/16/2026 | 13.41 K | $144.82 K | -0.97% | 0.05% | |
| SECOND LINE CAPITAL, LLC | 05/15/2026 | 13.04 K | $159.68 K | 0.05% | 0.05% |
| APTUS CAPITAL ADVISORS, LLC | 05/11/2026 | 13.03 K | $140.77 K | 0.05% | 0.05% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 04/22/2026 | 12.02 K | $129.79 K | 100.00% | 0.05% |
| WEDBUSH SECURITIES INC | 04/21/2026 | 10.96 K | $118.00 K | 0.69% | 0.04% |
| ONYX BRIDGE WEALTH GROUP LLC | 04/22/2026 | 10.45 K | $112.85 K | 0.37% | 0.04% |
| 05/05/2026 | 10.30 K | $111.24 K | 100.00% | 0.04% | |
| SPIRE WEALTH MANAGEMENT | 04/22/2026 | 9.91 K | $107.02 K | -1.10% | 0.04% |
| CORECAP ADVISORS, LLC | 04/07/2026 | 9.48 K | $102.33 K | -15.65% | 0.04% |
| FIFTH THIRD BANCORP | 05/01/2026 | 8.36 K | $90.23 K | 100.00% | 0.03% |
| QUARRY LP | 05/15/2026 | 5.01 K | $54.08 K | 100.00% | 0.02% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 4.32 K | $46.67 K | 0.72% | 0.02% |
| AXIOM INVESTMENT MANAGEMENT LLC | 05/26/2026 | 3.37 K | $36.42 K | 100.00% | 0.01% |
| ARMSTRONG ADVISORY GROUP, INC | 04/10/2026 | 3.15 K | $34.02 K | 4.06% | 0.01% |
| CWM, LLC | 05/14/2026 | 2.10 K | $22.70 K | 0.00% | 0.01% |
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abrdn Global Dynamic Dividend Fund institutional Ownership - FAQ's
During the previous two years, 82 institutional investors and hedge funds held shares of abrdn Global Dynamic Dividend Fund. The most heavily invested institutionals were:
RAYMOND JAMES FINANCIAL INC: 834,140
Penserra Capital Management LLC: 678,447
BANK OF AMERICA CORP /DE/: 550,909
Hennion & Walsh Asset Management, Inc.: 306,456
LPL Financial LLC: 265,138
WELLS FARGO & COMPANY/MN: 219,100
19.05% of abrdn Global Dynamic Dividend Fund stock is owned by institutional investors.
Institutional investors have bought a total of 5.53 M shares in the last 24 months. This purchase volume represents approximately $63.68 M in transactions.