abrdn Total Dynamic Dividend Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 10.63 M | $103.60 M | -6.34% | 10.08% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 2.85 M | $27.82 M | -0.77% | 2.71% |
| PENSERRA CAPITAL MANAGEMENT LLC | 02/12/2026 | 2.35 M | $22.87 M | 10.20% | 2.22% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/15/2026 | 2.08 M | $20.32 M | -10.67% | 1.98% |
| LPL FINANCIAL LLC | 02/11/2026 | 1.31 M | $12.75 M | -13.91% | 1.24% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 937.40 K | $9.14 M | 30.08% | 0.89% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 671.21 K | $6.54 M | 31.44% | 0.64% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 660.36 K | $6.44 M | 19.57% | 0.63% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 645.41 K | $6.29 M | 25.42% | 0.61% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 494.19 K | $4.82 M | 34.89% | 0.47% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 468.82 K | $4.57 M | -5.63% | 0.44% |
| ROYAL BANK OF CANADA | 02/17/2026 | 398.32 K | $3.88 M | 7.88% | 0.38% |
| WATERFRONT WEALTH INC. | 01/27/2026 | 387.67 K | $3.89 M | -37.17% | 0.37% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 02/03/2026 | 343.36 K | $3.35 M | 160.75% | 0.33% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 340.38 K | $3.32 M | 13.62% | 0.32% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 322.13 K | $3.14 M | 6.64% | 0.31% |
| DCF ADVISERS, LLC | 02/11/2026 | 266.00 K | $2.59 M | 0.00% | 0.25% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 259.76 K | $2.53 M | 27.96% | 0.25% |
| WEDBUSH SECURITIES INC | 02/12/2026 | 259.08 K | $2.53 M | -1.03% | 0.25% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 02/06/2026 | 232.60 K | $2.27 M | 4.23% | 0.22% |
| UBS GROUP AG | 01/29/2026 | 230.45 K | $2.25 M | -32.61% | 0.22% |
| OPPENHEIMER & CO INC | 02/02/2026 | 228.95 K | $2.23 M | 2.21% | 0.22% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 210.85 K | $2.06 M | 20.57% | 0.20% |
| 02/17/2026 | 204.00 K | $2.01 M | 100.00% | 0.19% | |
| STIFEL FINANCIAL CORP | 02/13/2026 | 192.95 K | $1.88 M | 0.81% | 0.18% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 191.97 K | $1.87 M | 0.61% | 0.18% |
| MARINER, LLC | 02/13/2026 | 179.90 K | $1.75 M | -7.14% | 0.17% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 175.02 K | $1.71 M | 4.94% | 0.17% |
| AVIANCE CAPITAL PARTNERS, LLC | 02/06/2026 | 130.37 K | $1.27 M | 3.50% | 0.12% |
| 05/05/2026 | 118.14 K | $1.15 M | 100.00% | 0.11% | |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 116.50 K | $1.14 M | -0.06% | 0.11% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 02/09/2026 | 106.57 K | $1.04 M | -20.77% | 0.10% |
| THRIVENT FINANCIAL FOR LUTHERANS | 02/05/2026 | 105.00 K | $1.02 M | 0.00% | 0.10% |
| LIVE OAK PRIVATE WEALTH LLC | 01/23/2026 | 103.30 K | $1.01 M | 0.00% | 0.10% |
| SUMMIT FINANCIAL, LLC | 02/13/2026 | 101.44 K | $999.22 K | 0.84% | 0.10% |
| EXCEL SECURITIES & ASSOCIATES, INC. | 02/02/2026 | 100.50 K | $979.88 K | 0.00% | 0.10% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 100.20 K | $976.92 K | 107.90% | 0.10% |
| STOLPER CO | 01/12/2026 | 99.59 K | $971.00 K | 0.60% | 0.09% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 97.24 K | $948.09 K | 3.04% | 0.09% |
| CHOREO, LLC | 01/23/2026 | 94.77 K | $945.77 K | -10.53% | 0.09% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 93.43 K | $920.02 K | -66.21% | 0.09% |
| NWF ADVISORY SERVICES INC. | 03/03/2026 | 93.40 K | $910.65 K | 15.74% | 0.09% |
| IHT WEALTH MANAGEMENT, LLC | 02/17/2026 | 91.43 K | $891.45 K | -10.56% | 0.09% |
| CALAMOS ADVISORS LLC | 01/29/2026 | 86.65 K | $844.88 K | 32.14% | 0.08% |
| 02/11/2026 | 85.59 K | $834.53 K | 100.00% | 0.08% | |
| MERIT FINANCIAL GROUP, LLC | 01/26/2026 | 81.22 K | $791.89 K | -5.12% | 0.08% |
| DIVERSIFY ADVISORY SERVICES, LLC | 01/23/2026 | 76.13 K | $755.24 K | -5.21% | 0.07% |
| 03/13/2026 | 69.49 K | $677.51 K | 100.00% | 0.07% | |
| LIDO ADVISORS, LLC | 02/10/2026 | 65.40 K | $618.64 K | 0.00% | 0.06% |
| JANE STREET GROUP, LLC | 02/12/2026 | 64.45 K | $628.36 K | 393.73% | 0.06% |
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abrdn Total Dynamic Dividend Fund institutional Ownership - FAQ's
During the previous two years, 208 institutional investors and hedge funds held shares of abrdn Total Dynamic Dividend Fund. The most heavily invested institutionals were:
Allspring Global Investments Holdings, LLC: 971,408
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC: 439,873
Waterfront Wealth Inc.: 406,035
Private Advisor Group, LLC: 313,382
COMMONWEALTH EQUITY SERVICES, LLC: 284,034
OPPENHEIMER & CO INC: 271,153
29.43% of abrdn Total Dynamic Dividend Fund stock is owned by institutional investors.
Institutional investors have bought a total of 45.48 M shares in the last 24 months. This purchase volume represents approximately $434.74 M in transactions.