abrdn Life Sciences Investors Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 1.77 M | $35.45 M | 12.78% | 5.83% |
| PENSERRA CAPITAL MANAGEMENT LLC | 08/13/2026 | 838.89 K | $16.79 M | 3.97% | 2.76% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 689.13 K | $13.79 M | 4.21% | 2.27% |
| LPL FINANCIAL LLC | 08/07/2026 | 514.16 K | $10.29 M | 7.38% | 1.69% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 08/13/2026 | 455.12 K | $9.11 M | 25.54% | 1.50% |
| NEEDHAM INVESTMENT MANAGEMENT LLC | 08/14/2026 | 443.04 K | $8.87 M | 3.14% | 1.46% |
| FLAGSHIP HARBOR ADVISORS, LLC | 07/22/2026 | 400.77 K | $8.02 M | 4.72% | 1.32% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 195.45 K | $3.91 M | 1.92% | 0.64% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 169.81 K | $3.40 M | 5.86% | 0.56% |
| FORMIDABLE ASSET MANAGEMENT, LLC | 07/17/2026 | 165.24 K | $2.69 M | 4.33% | 0.54% |
| 180 WEALTH ADVISORS, LLC | 07/07/2026 | 152.83 K | $3.06 M | 2.19% | 0.50% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 08/14/2026 | 150.00 K | $3.00 M | -24.52% | 0.49% |
| ROYAL BANK OF CANADA | 08/14/2026 | 124.68 K | $2.50 M | 2.84% | 0.41% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 122.37 K | $2.45 M | 5.87% | 0.40% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 111.73 K | $2.24 M | 22.08% | 0.37% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 08/06/2026 | 92.90 K | $1.86 M | 5.69% | 0.31% |
| PENSIONMARK FINANCIAL GROUP, LLC | 08/14/2026 | 91.02 K | $1.48 M | 0.00% | 0.30% |
| UHLMANN PRICE SECURITIES, LLC | 07/24/2026 | 81.52 K | $1.63 M | 4.70% | 0.27% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 78.15 K | $1.56 M | 462.89% | 0.26% |
| SABA CAPITAL MANAGEMENT, L.P. | 08/14/2026 | 78.10 K | $1.56 M | -91.76% | 0.26% |
| 1607 CAPITAL PARTNERS, LLC | 09/02/2026 | 76.39 K | $1.53 M | -26.60% | 0.25% |
| Z3 CAPITAL PARTNERS, LLC | 07/28/2026 | 72.03 K | $1.44 M | 6.95% | 0.24% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 68.72 K | $1.38 M | 26.53% | 0.23% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 67.32 K | $1.35 M | 26.91% | 0.22% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 60.86 K | $1.22 M | 50.98% | 0.20% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 56.48 K | $1.13 M | -1.50% | 0.19% |
| INVESCO LTD. | 08/14/2026 | 53.96 K | $1.08 M | 33.43% | 0.18% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 47.22 K | $944.79 K | 127,510.81% | 0.16% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 45.60 K | $912.59 K | 24.28% | 0.15% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 08/19/2026 | 35.72 K | $714.68 K | 0.00% | 0.12% |
| STEPHENS INC /AR/ | 07/29/2026 | 31.51 K | $630.52 K | 3.59% | 0.10% |
| CLOSED-END FUND ADVISORS, INC. | 07/27/2026 | 30.17 K | $603.72 K | 13.84% | 0.10% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 30.01 K | $600.52 K | 111.26% | 0.10% |
| KPP ADVISORY SERVICES LLC | 07/24/2026 | 25.25 K | $505.28 K | 2.68% | 0.08% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 23.41 K | $468.32 K | -69.60% | 0.08% |
| PMG FAMILY OFFICE LLC | 07/16/2026 | 23.31 K | $466.47 K | 1.09% | 0.08% |
| XTX TOPCO LTD | 08/14/2026 | 23.23 K | $464.91 K | 100.00% | 0.08% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 21.31 K | $426.44 K | 0.27% | 0.07% |
| UBS GROUP AG | 08/13/2026 | 20.35 K | $407.10 K | 2.97% | 0.07% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 20.17 K | $403.51 K | -15.23% | 0.07% |
| JANE STREET GROUP, LLC | 08/14/2026 | 18.29 K | $365.98 K | 22.45% | 0.06% |
| OPPENHEIMER & CO INC | 08/03/2026 | 17.98 K | $359.70 K | 2.76% | 0.06% |
| ATLANTIC UNION BANKSHARES CORP | 08/11/2026 | 17.81 K | $356.34 K | 0.00% | 0.06% |
| DECISION INVESTMENTS, INC | 07/13/2026 | 17.25 K | $345.25 K | -2.54% | 0.06% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 15.96 K | $319.00 K | 50.57% | 0.05% |
| ATLAS WEALTH LLC | 07/28/2026 | 15.17 K | $303.55 K | 100.00% | 0.05% |
| ALMITAS CAPITAL LLC | 08/17/2026 | 14.88 K | $297.65 K | 0.00% | 0.05% |
| CITADEL ADVISORS LLC | 09/02/2026 | 14.36 K | $287.26 K | 100.00% | 0.05% |
| INDEPENDENT FINANCIAL GROUP, LLC | 07/15/2026 | 13.38 K | $267.68 K | 3.05% | 0.04% |
| LIVE OAK PRIVATE WEALTH LLC | 07/20/2026 | 13.22 K | $264.59 K | 0.00% | 0.04% |
abrdn Life Sciences Investors institutional Ownership - FAQ's
During the previous two years, 117 institutional investors and hedge funds held shares of abrdn Life Sciences Investors. The most heavily invested institutionals were:
MORGAN STANLEY: 1.77 M
Penserra Capital Management LLC: 838,890
RAYMOND JAMES FINANCIAL INC: 689,134
LPL Financial LLC: 514,161
Allspring Global Investments Holdings, LLC: 455,124
NEEDHAM INVESTMENT MANAGEMENT LLC: 443,041
25.91% of abrdn Life Sciences Investors stock is owned by institutional investors.
Institutional investors have bought a total of 8.53 M shares in the last 24 months. This purchase volume represents approximately $139.61 M in transactions.