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 | 02/12/2026 | 734.21 K | $8.56 M | 7.36% | 2.95% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 675.21 K | $7.87 M | 17.65% | 2.71% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 537.52 K | $6.27 M | 14.48% | 2.16% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 276.38 K | $3.22 M | 24.86% | 1.11% |
| LPL FINANCIAL LLC | 02/11/2026 | 252.99 K | $2.95 M | 42.54% | 1.02% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 207.57 K | $2.42 M | 32.81% | 0.83% |
| MORGAN STANLEY | 02/13/2026 | 158.71 K | $1.85 M | -17.81% | 0.64% |
| ROYAL BANK OF CANADA | 02/17/2026 | 151.48 K | $1.77 M | 27.18% | 0.61% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 02/03/2026 | 141.60 K | $1.65 M | 92.55% | 0.57% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 130.72 K | $1.52 M | 5.25% | 0.53% |
| UBS GROUP AG | 01/29/2026 | 130.50 K | $1.52 M | -33.49% | 0.52% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 98.33 K | $1.15 M | -56.06% | 0.40% |
| INVESTMENT PARTNERS ASSET MANAGEMENT, INC. | 01/15/2026 | 82.61 K | $963.17 K | -24.40% | 0.33% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 74.64 K | $870.34 K | -5.84% | 0.30% |
| CERITY PARTNERS LLC | 02/11/2026 | 73.89 K | $861.52 K | 0.16% | 0.30% |
| 1776 WEALTH LLC | 02/11/2026 | 37.89 K | $441.80 K | -5.30% | 0.15% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 34.04 K | $396.87 K | -51.91% | 0.14% |
| CHOREO, LLC | 01/23/2026 | 33.55 K | $396.20 K | -12.87% | 0.13% |
| NWF ADVISORY SERVICES INC. | 03/03/2026 | 32.82 K | $382.72 K | -2.48% | 0.13% |
| OPPENHEIMER & CO INC | 02/02/2026 | 31.32 K | $365.18 K | 0.51% | 0.13% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 29.48 K | $343.78 K | -2.32% | 0.12% |
| KOVACK ADVISORS, INC. | 02/17/2026 | 25.98 K | $302.88 K | 100.00% | 0.10% |
| KAPSTONE FINANCIAL ADVISORS LLC | 02/05/2026 | 25.33 K | $295.29 K | 28.23% | 0.10% |
| ENTRUITY WEALTH, LLC | 02/03/2026 | 23.13 K | $269.70 K | 0.00% | 0.09% |
| BROOKSTONE CAPITAL MANAGEMENT | 01/15/2026 | 18.60 K | $216.84 K | -2.62% | 0.07% |
| ECLECTIC ASSOCIATES INC /ADV | 02/03/2026 | 17.09 K | $199.29 K | 100.00% | 0.07% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 15.62 K | $191.60 K | 46.45% | 0.06% |
| 02/03/2026 | 14.58 K | $170.03 K | 100.00% | 0.06% | |
| 02/17/2026 | 13.54 K | $159.51 K | 100.00% | 0.05% | |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 13.36 K | $156.00 K | 100.00% | 0.05% |
| SECOND LINE CAPITAL, LLC | 02/17/2026 | 13.03 K | $153.47 K | 0.02% | 0.05% |
| APTUS CAPITAL ADVISORS, LLC | 02/13/2026 | 13.03 K | $151.91 K | 0.02% | 0.05% |
| CORECAP ADVISORS, LLC | 01/13/2026 | 11.23 K | $130.98 K | 5.87% | 0.05% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 11.11 K | $129.49 K | 4.76% | 0.04% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 10.92 K | $128.65 K | 100.00% | 0.04% |
| WEDBUSH SECURITIES INC | 02/12/2026 | 10.88 K | $127.00 K | 0.33% | 0.04% |
| ONYX BRIDGE WEALTH GROUP LLC | 02/18/2026 | 10.41 K | $121.38 K | 0.18% | 0.04% |
| SPIRE WEALTH MANAGEMENT | 01/14/2026 | 10.02 K | $116.83 K | 2.00% | 0.04% |
| COMERICA BANK | 01/29/2026 | 8.36 K | $97.42 K | -0.41% | 0.03% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 4.29 K | $50.03 K | 0.35% | 0.02% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 3.07 K | $35.80 K | -66.15% | 0.01% |
| ARMSTRONG ADVISORY GROUP, INC | 01/08/2026 | 3.03 K | $35.29 K | 1.99% | 0.01% |
| CWM, LLC | 01/26/2026 | 2.10 K | $25.00 K | -4.06% | 0.01% |
| MCF ADVISORS LLC | 02/11/2026 | 1.71 K | $19.95 K | 0.00% | 0.01% |
| FARTHER FINANCE ADVISORS, LLC | 01/23/2026 | 1.10 K | $12.83 K | 0.00% | 0.00% |
| HOEY INVESTMENTS, INC | 01/28/2026 | 835 | $9.74 K | 0.00% | 0.00% |
| COSTELLO ASSET MANAGEMENT, INC | 02/03/2026 | 605 | $7.05 K | 2.02% | 0.00% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 529 | $6.17 K | 0.00% | 0.00% |
| MAI CAPITAL MANAGEMENT | 02/13/2026 | 417 | $4.86 K | 100.00% | 0.00% |
| IFP ADVISORS, INC | 02/06/2026 | 400 | $4.66 K | 0.00% | 0.00% |
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abrdn Global Dynamic Dividend Fund institutional Ownership - FAQ's
During the previous two years, 81 institutional investors and hedge funds held shares of abrdn Global Dynamic Dividend Fund. The most heavily invested institutionals were:
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC: 187,227
WOLVERINE ASSET MANAGEMENT LLC: 122,430
UBS Group AG: 116,644
COMMONWEALTH EQUITY SERVICES, LLC: 69,143
NWF Advisory Services Inc.: 32,823
OPPENHEIMER & CO INC: 31,493
16.93% of abrdn Global Dynamic Dividend Fund stock is owned by institutional investors.
Institutional investors have bought a total of 5.16 M shares in the last 24 months. This purchase volume represents approximately $59.36 M in transactions.