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Abrdn Global Dynamic Dividend Fund (AGD) Institutional Ownership

Abrdn Global Dynamic Dividend Fund logo
$10.19 +0.05 (+0.49%)
As of 01/17/2025 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Abrdn Global Dynamic Dividend Fund (NYSE:AGD)

Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$6.06M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$6.34M
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AGD Institutional Buying and Selling by Quarter

Abrdn Global Dynamic Dividend Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/15/2025 Hennion & Walsh Asset Management Inc.147,910$1.45M0.1%-14.9%0.000%
1/14/2025 Park Avenue Securities LLC70,848$694K0.0%+6.9%0.000%
12/3/2024Rivernorth Capital Management LLC11,192$119K0.0%N/A0.000%
11/25/2024Sanctuary Advisors LLC46,747$472K0.0%-2.6%0.000%
11/18/2024TD Private Client Wealth LLC7,563$80K0.0%N/A0.000%
11/15/2024Stifel Financial Corp10,440$111K0.0%N/A0.000%
11/15/2024Rivernorth Capital Management LLC11,192$119K0.0%N/A0.000%
11/8/2024Cornerstone Advisors LLC29,902$318K0.0%-57.3%0.000%
11/8/2024Advisors Asset Management Inc.481,362$5.11M0.1%-18.5%0.000%
11/7/2024Pathstone Holdings LLC408,798$4.34M0.0%+28.5%0.000%
11/6/20241776 Wealth LLC56,766$603K0.3%-15.8%0.000%
10/31/2024Shaker Financial Services LLC82,364$875K0.3%-56.4%0.000%
10/23/2024 Hennion & Walsh Asset Management Inc.173,883$1.85M0.1%-28.9%0.000%
10/3/2024 Park Avenue Securities LLC66,259$704K0.0%-2.4%0.000%
9/5/2024Sanctuary Advisors LLC48,015$452K0.0%N/A0.000%
8/15/2024Logan Stone Capital LLC106,092$1.04M0.3%+7.2%0.000%
8/9/2024Cornerstone Advisors LLC70,067$684K0.0%+417.8%0.000%
8/7/2024Choreo LLC50,949$496K0.0%-12.4%0.000%
8/3/2024Shaker Financial Services LLC188,767$1.84M0.7%-2.7%0.000%
8/2/2024Wolverine Asset Management LLC81,806$798K0.0%-20.6%0.000%
7/31/2024Aptus Capital Advisors LLC17,558$171K0.0%-17.5%0.000%
7/31/2024Commonwealth Equity Services LLC68,605$670K0.0%+4.3%0.000%
7/20/2024 Hennion & Walsh Asset Management Inc.244,462$2.39M0.1%-1.6%0.000%
7/18/2024 Brookstone Capital Management18,597$186K0.0%N/A0.000%
7/9/2024 Park Avenue Securities LLC67,906$663K0.0%-4.5%0.000%
5/22/2024Second Line Capital LLC16,905$164K0.1%-6.2%0.000%
5/14/2024Advisors Asset Management Inc.685,085$6.65M0.1%-16.0%0.000%
5/10/2024Cornerstone Advisors LLC13,531$131K0.0%-78.2%0.000%
5/2/2024Choreo LLC58,157$565K0.0%-24.1%0.000%
4/30/2024Commonwealth Equity Services LLC65,789$639K0.0%-7.2%0.000%
4/24/2024Spire Wealth Management15,146$147K0.0%-7.0%0.000%
4/23/2024 Godsey & Gibb Inc.2,851$28K0.0%-36.0%0.000%
4/15/2024Investment Partners Asset Management Inc.112,091$1.09M1.0%-1.1%0.000%
2/21/2024Novak & Powell Financial Services Inc.10,993$103K0.1%N/A0.000%
2/13/2024Karpus Management Inc.632,505$5.91M0.2%+4.5%0.000%
2/13/2024Quantedge Capital Pte Ltd35,500$332K0.2%+64.4%0.000%
2/9/2024Cornerstone Advisors LLC61,928$578K0.0%+54.0%0.000%
2/7/2024Shaker Financial Services LLC191,435$1.80M0.7%-1.4%0.000%
2/5/2024Choreo LLC76,606$720K0.0%N/A0.000%
2/1/2024Wolverine Asset Management LLC85,591$799K0.0%+4.6%0.000%
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1/25/2024 International Assets Investment Management LLC44,122$412K0.0%N/A0.000%
1/25/2024Investment Partners Asset Management Inc.113,372$1.06M1.1%N/A0.000%
1/24/2024 International Assets Investment Management LLC44,122$412K0.0%N/A0.000%
1/16/2024Raymond James Financial Services Advisors Inc.63,037$589K0.0%+8.6%0.000%
1/16/2024Raymond James & Associates54,475$509K0.0%-7.7%0.000%
11/15/2023Advisors Asset Management Inc.934,014$8.09M0.2%+1.7%0.000%
11/14/2023AQR Arbitrage LLC111,965$970K0.0%+79.4%0.000%
11/14/2023Saba Capital Management L.P.372,783$3.23M0.1%+55.3%0.000%
11/13/2023Quantedge Capital Pte Ltd21,600$187K0.1%+11.9%0.000%
11/13/2023Wolverine Asset Management LLC81,798$708K0.0%+31,604.7%0.000%
11/13/2023PNC Financial Services Group Inc.24,524$212K0.0%+22.5%0.000%
11/9/2023Karpus Management Inc.605,380$5.24M0.2%+29.5%0.000%
11/9/2023Cornerstone Advisors LLC40,216$348K0.0%-32.2%0.000%
11/8/2023Aptus Capital Advisors LLC21,722$188K0.0%N/A0.000%
11/8/2023Landscape Capital Management L.L.C.18,714$162K0.0%-21.5%0.000%
11/8/2023Spire Wealth Management16,919$147K0.0%-7.8%0.000%
11/8/2023J.P. Morgan Private Wealth Advisors LLC87,551$758K0.0%-3.6%0.000%
11/2/2023Shaker Financial Services LLC194,091$1.68M0.8%+14.8%0.000%
10/27/2023 Hennion & Walsh Asset Management Inc.215,530$1.87M0.1%+27.3%0.000%
10/26/2023 Park Avenue Securities LLC75,029$650K0.0%-2.5%0.000%
10/26/2023Advisor Partners II LLC57,676$499K0.0%N/A0.000%
10/24/2023Raymond James Financial Services Advisors Inc.58,045$503K0.0%+5.9%0.000%
10/24/2023Raymond James & Associates59,040$511K0.0%-62.3%0.000%
10/24/2023Cambridge Investment Research Advisors Inc.10,557$91K0.0%-25.5%0.000%
10/23/2023Commonwealth Equity Services LLC68,047$589K0.0%+2.3%0.000%
10/16/2023 Capital Investment Advisors LLC10,181$88K0.0%-24.8%0.000%
8/11/2023Cornerstone Advisors LLC59,354$566K0.0%N/A0.000%
8/11/2023Karpus Management Inc.467,530$4.46M0.1%+30.3%0.000%
8/11/2023Landscape Capital Management L.L.C.23,833$227K0.0%-13.0%0.000%
8/10/2023Cetera Investment Advisers16,577$158K0.0%+32.3%0.000%
8/7/2023Shaker Financial Services LLC169,038$1.61M0.7%-42.0%0.000%
8/4/2023Envestnet Asset Management Inc.130,313$1.24M0.0%-6.0%0.000%
8/3/2023Atria Wealth Solutions Inc.11,737$112K0.0%-30.6%0.000%
8/3/2023WNY Asset Management LLC10,085$96K0.0%N/A0.000%
8/2/20231776 Wealth LLC64,236$613K0.3%+43.2%0.000%
8/1/2023BDO Wealth Advisors LLC97,777$933K0.1%-3.4%0.000%
7/31/2023LPL Financial LLC387,593$3.70M0.0%-3.2%0.000%
7/31/2023 Integrated Capital Management Inc.14,627$140K0.1%-79.5%0.000%
7/25/2023Raymond James Financial Services Advisors Inc.54,835$523K0.0%+18.3%0.000%
7/25/2023Raymond James & Associates156,476$1.49M0.0%+2.8%0.000%
7/17/2023Clear Creek Financial Management LLC12,815$122K0.0%-18.2%0.000%
7/14/2023 Park Avenue Securities LLC76,962$734K0.0%-8.8%0.000%
7/13/2023Cambridge Investment Research Advisors Inc.14,178$135K0.0%-12.7%0.000%
7/12/2023Heron Bay Capital Management284,365$2.71M0.8%+19.4%0.000%
7/11/2023 Capital Investment Advisors LLC13,543$129K0.0%-10.0%0.000%
6/14/2023Atria Wealth Solutions Inc.16,911$158K0.0%N/A0.000%
5/12/2023Advisors Asset Management Inc.906,661$8.46M0.2%+8.7%0.000%
5/12/2023Yakira Capital Management Inc.11,653$109K0.0%-9.1%0.000%
5/11/2023Karpus Management Inc.358,915$3.35M0.1%N/A0.000%
5/11/2023Heron Bay Capital Management238,253$2.22M0.9%N/A0.000%
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5/10/2023Landscape Capital Management L.L.C.27,387$256K0.0%N/A0.000%
5/10/2023LPL Financial LLC400,511$3.74M0.0%+1,822.8%0.000%
5/9/2023Spire Wealth Management18,067$169K0.0%+606.8%0.000%
5/9/2023BDO Wealth Advisors LLC101,184$944K0.1%N/A0.000%
5/9/2023Wedbush Securities Inc.24,885$232K0.0%N/A0.000%
5/8/2023Shaker Financial Services LLC291,551$2.72M1.2%+1.9%0.000%
5/8/2023Wolverine Asset Management LLC61,109$570K0.0%N/A0.000%
5/4/2023Anfield Capital Management LLC149,225$3.36M1.6%N/A0.000%
4/28/2023 Ameritas Advisory Services LLC4,255$40K0.0%N/A0.000%
4/28/2023 Janney Montgomery Scott LLC11,003$103K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

AGD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AGD shares?

During the previous two years, 51 institutional investors and hedge funds held shares of Abrdn Global Dynamic Dividend Fund. The most heavily invested institutionals were Karpus Management Inc. ($5.91M), Advisors Asset Management Inc. ($5.11M), Pathstone Holdings LLC ($4.34M), LPL Financial LLC ($3.70M), Anfield Capital Management LLC ($3.36M), Saba Capital Management L.P. ($3.23M), and Heron Bay Capital Management ($2.71M).Learn more on AGD's institutional investors.

Which institutional investors have been buying Abrdn Global Dynamic Dividend Fund stock?

Of the 44 institutional investors that purchased Abrdn Global Dynamic Dividend Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Karpus Management Inc. ($632.51K), LPL Financial LLC ($379.68K), Heron Bay Capital Management ($284.37K), Advisors Asset Management Inc. ($180.53K), Anfield Capital Management LLC ($149.23K), Wolverine Asset Management LLC ($146.44K), and Cornerstone Advisors LLC ($137.60K).

How much institutional buying is happening at Abrdn Global Dynamic Dividend Fund?

Institutional investors have bought a total of 3,256,356 shares in the last 24 months. This purchase volume represents approximately $30.30M in transactions.

Which Abrdn Global Dynamic Dividend Fund major shareholders have been selling company stock?

Of the 28 institutional investors that sold Abrdn Global Dynamic Dividend Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Shaker Financial Services LLC ($319.39K), Advisors Asset Management Inc. ($239.55K), Raymond James & Associates ($214.34K), Cornerstone Advisors LLC ($107.70K), Hennion & Walsh Asset Management Inc. ($100.45K), Integrated Capital Management Inc. ($56.82K), and Choreo LLC ($25.66K).

How much institutional selling is happening at Abrdn Global Dynamic Dividend Fund?

Institutional investors have sold a total of 1,197,992 shares in the last 24 months. This volume of shares sold represents approximately $11.69M in transactions.


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This page (NYSE:AGD) was last updated on 1/20/2025 by MarketBeat.com Staff
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