Abrdn Global Dynamic Dividend Fund (AGD) Ownership

$13.68

north_east
$0.11 (0.77%)
Day's range
$13.57
Day's range
$13.77

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.