abrdn Total Dynamic Dividend Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2026 | 9.76 M | $89.93 M | -8.10% | 9.26% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 3.04 M | $28.01 M | 6.59% | 2.88% |
| PENSERRA CAPITAL MANAGEMENT LLC | 05/11/2026 | 2.38 M | $21.88 M | 1.31% | 2.25% |
| LPL FINANCIAL LLC | 05/06/2026 | 1.07 M | $9.83 M | -18.37% | 1.01% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 999.83 K | $9.21 M | 6.66% | 0.95% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 995.66 K | $9.17 M | 48.34% | 0.94% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 05/05/2026 | 971.41 K | $8.95 M | -53.39% | 0.92% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 710.62 K | $6.54 M | 7.61% | 0.67% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 588.53 K | $5.42 M | 19.09% | 0.56% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 507.80 K | $4.68 M | -21.32% | 0.48% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 502.97 K | $4.63 M | 7.28% | 0.48% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 447.87 K | $4.12 M | 379.34% | 0.42% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 05/01/2026 | 439.87 K | $4.16 M | 28.11% | 0.42% |
| WATERFRONT WEALTH INC. | 04/30/2026 | 406.04 K | $3.74 M | 4.74% | 0.39% |
| ROYAL BANK OF CANADA | 05/15/2026 | 373.97 K | $3.45 M | -6.11% | 0.35% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 313.38 K | $2.89 M | -2.72% | 0.30% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 284.03 K | $2.62 M | 9.34% | 0.27% |
| OPPENHEIMER & CO INC | 04/24/2026 | 271.15 K | $2.50 M | 18.43% | 0.26% |
| DCF ADVISERS, LLC | 05/11/2026 | 266.00 K | $2.45 M | 0.00% | 0.25% |
| WEDBUSH SECURITIES INC | 04/21/2026 | 259.93 K | $2.39 M | 0.33% | 0.25% |
| UBS GROUP AG | 05/05/2026 | 225.53 K | $2.08 M | -2.13% | 0.21% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 224.46 K | $2.09 M | -34.06% | 0.21% |
| 04/16/2026 | 203.82 K | $1.88 M | -0.09% | 0.19% | |
| STIFEL FINANCIAL CORP | 05/12/2026 | 203.71 K | $1.88 M | 5.58% | 0.19% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 194.82 K | $1.79 M | 11.32% | 0.18% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 193.67 K | $1.78 M | -8.15% | 0.18% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 190.40 K | $1.75 M | -0.82% | 0.18% |
| MARINER, LLC | 05/13/2026 | 174.46 K | $1.59 M | -3.03% | 0.17% |
| AVIANCE CAPITAL PARTNERS, LLC | 05/06/2026 | 130.75 K | $1.20 M | 0.29% | 0.12% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 128.49 K | $1.18 M | 10.29% | 0.12% |
| 05/05/2026 | 122.64 K | $1.13 M | 3.81% | 0.12% | |
| INDEPENDENT FINANCIAL GROUP, LLC | 05/15/2026 | 107.95 K | $994.22 K | 7.51% | 0.10% |
| THRIVENT FINANCIAL FOR LUTHERANS | 05/01/2026 | 105.00 K | $967.00 K | 0.00% | 0.10% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 104.98 K | $966.86 K | 4.77% | 0.10% |
| LIVE OAK PRIVATE WEALTH LLC | 04/20/2026 | 103.30 K | $951.35 K | 0.00% | 0.10% |
| SUMMIT FINANCIAL, LLC | 05/15/2026 | 102.98 K | $948.43 K | 1.51% | 0.10% |
| STOLPER CO | 04/13/2026 | 100.97 K | $930.00 K | 1.39% | 0.10% |
| JANE STREET GROUP, LLC | 05/12/2026 | 100.67 K | $927.15 K | 56.20% | 0.10% |
| EXCEL SECURITIES & ASSOCIATES, INC. | 05/18/2026 | 100.50 K | $925.61 K | 0.00% | 0.10% |
| NWF ADVISORY SERVICES INC. | 05/04/2026 | 100.20 K | $922.84 K | 7.28% | 0.10% |
| IHT WEALTH MANAGEMENT, LLC | 05/15/2026 | 91.43 K | $842.08 K | 0.00% | 0.09% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 90.95 K | $837.66 K | -6.47% | 0.09% |
| CHOREO, LLC | 05/13/2026 | 87.00 K | $801.29 K | -8.19% | 0.08% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 05/01/2026 | 77.91 K | $784.56 K | 100.00% | 0.07% |
| MERIT FINANCIAL GROUP, LLC | 04/15/2026 | 74.26 K | $683.89 K | -8.57% | 0.07% |
| LIDO ADVISORS, LLC | 05/13/2026 | 73.24 K | $674.54 K | 12.00% | 0.07% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 69.91 K | $643.91 K | 54.55% | 0.07% |
| 05/11/2026 | 67.12 K | $618.18 K | -21.58% | 0.06% | |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 66.57 K | $613.15 K | 293.84% | 0.06% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 66.00 K | $607.81 K | 100.00% | 0.06% |
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abrdn Total Dynamic Dividend Fund institutional Ownership - FAQ's
During the previous two years, 199 institutional investors and hedge funds held shares of abrdn Total Dynamic Dividend Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 9.76 M
WELLS FARGO & COMPANY/MN: 3.04 M
Penserra Capital Management LLC: 2.38 M
LPL Financial LLC: 1.07 M
GUGGENHEIM CAPITAL LLC: 999,833
RAYMOND JAMES FINANCIAL INC: 995,658
28.57% of abrdn Total Dynamic Dividend Fund stock is owned by institutional investors.
Institutional investors have bought a total of 42.54 M shares in the last 24 months. This purchase volume represents approximately $406.71 M in transactions.