abrdn Total Dynamic Dividend Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 9.24 M | $95.26 M | -5.38% | 8.76% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 3.34 M | $34.44 M | 9.83% | 3.17% |
| PENSERRA CAPITAL MANAGEMENT LLC | 08/13/2026 | 2.47 M | $25.47 M | 3.97% | 2.34% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 1.70 M | $17.48 M | 70.30% | 1.61% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 1.07 M | $11.05 M | 7.22% | 1.02% |
| LPL FINANCIAL LLC | 08/07/2026 | 1.02 M | $10.51 M | -4.51% | 0.97% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 828.80 K | $8.54 M | 16.63% | 0.79% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 566.77 K | $5.84 M | 12.68% | 0.54% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 07/22/2026 | 437.60 K | $4.49 M | -0.52% | 0.42% |
| WATERFRONT WEALTH INC. | 07/30/2026 | 408.62 K | $4.26 M | 0.64% | 0.39% |
| ROYAL BANK OF CANADA | 08/14/2026 | 389.09 K | $4.01 M | 4.04% | 0.37% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 370.65 K | $3.82 M | -27.01% | 0.35% |
| OPPENHEIMER & CO INC | 08/03/2026 | 268.14 K | $2.76 M | -1.11% | 0.25% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 267.41 K | $2.76 M | 2.88% | 0.25% |
| DCF ADVISERS, LLC | 08/10/2026 | 266.00 K | $2.74 M | 0.00% | 0.25% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 261.94 K | $2.70 M | -7.78% | 0.25% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 254.09 K | $2.62 M | 31.20% | 0.24% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 232.33 K | $2.40 M | 3.50% | 0.22% |
| UBS GROUP AG | 08/13/2026 | 229.52 K | $2.37 M | 1.77% | 0.22% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 203.57 K | $2.10 M | -0.07% | 0.19% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 180.58 K | $1.86 M | -7.31% | 0.17% |
| EVOLVE PRIVATE WEALTH, LLC | 08/12/2026 | 164.78 K | $1.70 M | -19.15% | 0.16% |
| INDEPENDENT FINANCIAL GROUP, LLC | 07/15/2026 | 141.97 K | $1.46 M | 31.51% | 0.13% |
| AVIANCE CAPITAL PARTNERS, LLC | 07/31/2026 | 131.66 K | $1.36 M | 0.70% | 0.12% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 131.40 K | $1.35 M | 2.26% | 0.12% |
| ADVISORY ADVOCATES, LLC | 08/10/2026 | 125.94 K | $1.30 M | 2.69% | 0.12% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 125.24 K | $1.29 M | -60.04% | 0.12% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 115.69 K | $1.22 M | 10.20% | 0.11% |
| LIDO ADVISORS, LLC | 08/07/2026 | 107.21 K | $1.11 M | 46.38% | 0.10% |
| NAVIS WEALTH ADVISORS, LLC | 08/14/2026 | 106.49 K | $1.10 M | 100.00% | 0.10% |
| THRIVENT FINANCIAL FOR LUTHERANS | 08/14/2026 | 105.00 K | $1.08 M | 0.00% | 0.10% |
| STOLPER CO | 07/14/2026 | 104.19 K | $1.07 M | 3.19% | 0.10% |
| SUMMIT FINANCIAL, LLC | 08/12/2026 | 104.17 K | $1.07 M | 1.16% | 0.10% |
| LIVE OAK PRIVATE WEALTH LLC | 07/20/2026 | 103.30 K | $1.06 M | 0.00% | 0.10% |
| EXCEL SECURITIES & ASSOCIATES, INC. | 07/27/2026 | 100.50 K | $1.04 M | 0.00% | 0.10% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 99.93 K | $1.03 M | 9.87% | 0.09% |
| NWF ADVISORY SERVICES INC. | 07/29/2026 | 95.70 K | $986.67 K | -4.49% | 0.09% |
| IHT WEALTH MANAGEMENT, LLC | 08/14/2026 | 91.43 K | $942.65 K | 0.00% | 0.09% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 83.99 K | $865.89 K | 20.13% | 0.08% |
| DIVERSIFY ADVISORY SERVICES, LLC | 08/10/2026 | 78.00 K | $815.89 K | 100.00% | 0.07% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 07/30/2026 | 78.00 K | $815.89 K | 0.12% | 0.07% |
| CHOREO, LLC | 08/04/2026 | 74.77 K | $770.84 K | -14.06% | 0.07% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 71.92 K | $741.53 K | -87.78% | 0.07% |
| MERIT FINANCIAL GROUP, LLC | 07/20/2026 | 71.92 K | $741.53 K | -3.14% | 0.07% |
| SEACREST WEALTH MANAGEMENT, LLC | 07/09/2026 | 68.91 K | $710.43 K | 15.13% | 0.07% |
| CLOSED-END FUND ADVISORS, INC. | 07/27/2026 | 67.98 K | $700.84 K | 1.28% | 0.06% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 64.16 K | $669.16 K | 4.25% | 0.06% |
| MARINER, LLC | 08/13/2026 | 59.04 K | $608.69 K | -66.16% | 0.06% |
| FUND ADVISORS OF AMERICA INC/FL | 08/11/2026 | 58.94 K | $607.71 K | 2.96% | 0.06% |
| GLOBAL RETIREMENT PARTNERS, LLC | 08/06/2026 | 57.37 K | $591.52 K | 100.00% | 0.05% |
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abrdn Total Dynamic Dividend Fund institutional Ownership - FAQ's
During the previous two years, 207 institutional investors and hedge funds held shares of abrdn Total Dynamic Dividend Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 9.24 M
WELLS FARGO & COMPANY/MN: 3.34 M
Penserra Capital Management LLC: 2.47 M
RAYMOND JAMES FINANCIAL INC: 1.7 M
GUGGENHEIM CAPITAL LLC: 1.07 M
LPL Financial LLC: 1.02 M
27.01% of abrdn Total Dynamic Dividend Fund stock is owned by institutional investors.
Institutional investors have bought a total of 41.42 M shares in the last 24 months. This purchase volume represents approximately $395.93 M in transactions.