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Abrdn Global Dynamic Dividend Fund (AGD) Institutional Ownership

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(As of 05/3/2024 ET)
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Institutional Ownership Changes (13F Filings) for Abrdn Global Dynamic Dividend Fund (NYSE:AGD)

Number of
Institutional Buyers
(last 12 months)
30
Total
Institutional Inflows
(last 12 months)
$24.41M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$3.68M
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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
5/2/2024Choreo LLC58,157$565K0.0%-24.1%0.000%
4/30/2024Commonwealth Equity Services LLC65,789$639K0.0%-7.2%0.000%
4/24/2024 Spire Wealth Management15,146$147K0.0%-7.0%0.000%
4/23/2024 Godsey & Gibb Inc.2,851$28K0.0%-36.0%0.000%
4/15/2024 Investment 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%
1/25/2024 International Assets Investment Management LLC44,122$412K0.0%N/A0.000%
1/25/2024 Investment 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%
1/16/2024 Raymond James Financial Services Advisors Inc.63,037$589K0.0%+8.6%0.000%
1/16/2024 Raymond 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%
11/8/2023 Spire 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%
10/24/2023 Raymond James Financial Services Advisors Inc.58,045$503K0.0%+5.9%0.000%
10/24/2023 Raymond James & Associates59,040$511K0.0%-62.3%0.000%
10/24/2023 Cambridge 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%
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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%
7/25/2023 Raymond James Financial Services Advisors Inc.54,835$523K0.0%+18.3%0.000%
7/25/2023 Raymond James & Associates156,476$1.49M0.0%+2.8%0.000%
7/17/2023 Clear 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%
7/13/2023 Cambridge 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%
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%
5/9/2023 Spire 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%
4/28/2023Ameritas Advisory Services LLC4,255$40K0.0%N/A0.000%
4/28/2023 Janney Montgomery Scott LLC11,003$103K0.0%N/A0.000%
4/26/2023 Integrated Capital Management Inc.71,449$190K0.2%+401.3%0.000%
4/20/2023 Hennion & Walsh Asset Management Inc.172,950$1.61M0.1%+27.8%0.000%
4/19/2023 International Assets Investment Management LLC14,724$137K0.0%N/A0.000%
4/18/2023 Park Avenue Securities LLC84,374$787K0.0%-9.5%0.000%
4/14/2023 Raymond James Financial Services Advisors Inc.46,350$432K0.0%N/A0.000%
4/14/2023 Raymond James & Associates152,278$1.42M0.0%-42.5%0.000%
4/10/2023 Capital Investment Advisors LLC15,043$140K0.0%N/A0.000%
4/7/2023 Armstrong Advisory Group Inc.2,712$25K0.0%N/A0.000%
2/13/2023Advisors Asset Management Inc.834,213$7.89M0.2%+12.4%0.000%
2/10/2023Yakira Capital Management Inc.12,815$121K0.0%N/A0.000%
2/8/2023 Raymond James & Associates264,612$2.50M0.0%+14.8%0.000%
2/7/2023Commonwealth Equity Services LLC56,876$538K0.0%+16.4%0.000%
2/7/2023Envestnet Asset Management Inc.139,821$1.32M0.0%-0.8%0.000%
2/3/2023 Blue Bell Private Wealth Management LLC2,600$25K0.0%-57.4%0.000%
2/3/2023Shaker Financial Services LLC286,185$2.73M1.3%-22.4%0.000%
1/24/2023 Park Avenue Securities LLC93,218$882K0.0%-1.6%0.000%
1/18/2023 Godsey & Gibb Inc.13,402$127K0.0%N/A0.000%
1/17/2023 Integrated Capital Management Inc.14,254$135K0.1%-9.1%0.000%
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1/12/2023 Hennion & Walsh Asset Management Inc.135,369$1.28M0.1%+35.2%0.000%
11/14/2022 Hennion & Walsh Asset Management Inc.100,103$846K0.1%+4.2%0.000%
11/10/2022Relative Value Partners Group LLC19,279$163K0.0%-22.4%0.000%
11/10/2022Wolverine Asset Management LLC76,596$647K0.0%-47.9%0.000%
11/9/2022Shaker Financial Services LLC368,783$3.12M1.5%-1.2%0.000%
11/9/2022 Blue Bell Private Wealth Management LLC6,100$52K0.0%-31.5%0.000%
11/8/2022Advisors Asset Management Inc.742,154$6.27M0.1%+12.0%0.000%
11/4/2022First Republic Investment Management Inc.93,895$793K0.0%-10.7%0.000%
11/2/2022Rockefeller Capital Management L.P.34,508$291K0.0%+7.1%0.000%
11/1/2022 Park Avenue Securities LLC94,780$801K0.0%-2.8%0.000%
(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, 50 institutional investors and hedge funds held shares of Abrdn Global Dynamic Dividend Fund. The most heavily invested institutionals were Advisors Asset Management Inc. ($8.09M), Karpus Management Inc. ($5.91M), LPL Financial LLC ($3.70M), Anfield Capital Management LLC ($3.36M), Saba Capital Management L.P. ($3.23M), Heron Bay Capital Management ($2.71M), and Hennion & Walsh Asset Management Inc. ($1.87M).Learn more on AGD's institutional investors.

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

Of the 42 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), Advisors Asset Management Inc. ($287.93K), Heron Bay Capital Management ($284.37K), Wolverine Asset Management LLC ($267.28K), Shaker Financial Services LLC ($163.55K), and Anfield Capital Management LLC ($149.23K).

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

Institutional investors have bought a total of 3,559,847 shares in the last 24 months. This purchase volume represents approximately $33.12M in transactions.

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

Of the 27 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: Raymond James & Associates ($214.34K), Shaker Financial Services LLC ($212.25K), Wolverine Asset Management LLC ($70.49K), Integrated Capital Management Inc. ($58.24K), Park Avenue Securities LLC ($22.50K), Walleye Capital LLC ($19.85K), and Cornerstone Advisors LLC ($19.14K).

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

Institutional investors have sold a total of 750,041 shares in the last 24 months. This volume of shares sold represents approximately $6.90M in transactions.


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This page (NYSE:AGD) was last updated on 5/4/2024 by MarketBeat.com Staff

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