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Abrdn Global Dynamic Dividend Fund (AGD) Institutional Ownership

Abrdn Global Dynamic Dividend Fund logo
$11.17 -0.18 (-1.60%)
As of 12:43 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)
28
Total
Institutional Inflows
(last 12 months)
$16.27M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$4.62M
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Skip Chart & View Institutional Buying and Selling Data

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
8/26/2026HighTower Advisors LLC32,240$390K0.0%+3.0%0.000%
8/22/2026NWF Advisory Services Inc.30,851$374K0.0%-6.0%0.000%
8/17/2026Bank of America Corp DE531,921$6.44M0.0%N/A0.000%
8/12/2026Northwestern Mutual Wealth Management Co.4,345$53K0.0%N/A0.000%
8/12/2026Evolve Private Wealth LLC12,879$156K0.0%N/A0.000%
7/9/2026Hennion & Walsh Asset Management Inc.310,171$3.76M0.1%+1.2%0.000%
7/8/2026Eclectic Associates Inc. ADV28,251$342K0.0%-6.0%0.000%
7/7/2026CoreCap Advisors LLC20,417$247K0.0%+115.5%0.000%
5/26/2026Axiom Investment Management LLC3,373$36K0.0%N/A0.000%
5/19/2026Bank of America Corp DE550,909$5.95M0.0%-18.4%0.000%
5/18/2026Royal Bank of Canada183,901$1.99M0.0%+21.4%0.000%
5/2/2026International Assets Investment Management LLC187,227$2.06M0.0%+32.2%0.000%
5/1/2026Fifth Third Bancorp8,355$90K0.0%N/A0.000%
4/22/2026Absolute Investment Advisers LLC12,018$130K0.0%N/A0.000%
3/17/2026Rockefeller Capital Management L.P.3,070$36K0.0%-66.2%0.000%
3/3/2026NWF Advisory Services Inc.32,823$383K0.0%-2.5%0.000%
2/18/2026Evolve Private Wealth LLC13,541$160K0.0%N/A0.000%
2/17/2026Guggenheim Capital LLC98,328$1.15M0.0%-56.1%0.000%
2/17/2026Kovack Advisors Inc.25,976$303K0.0%N/A0.000%
2/17/2026Osaic Holdings Inc.130,723$1.52M0.0%+5.3%0.000%
2/17/2026Royal Bank of Canada151,477$1.77M0.0%+27.2%0.000%
2/13/2026Wells Fargo & Company MN207,574$2.42M0.0%+32.8%0.000%
2/12/2026Commonwealth Equity Services LLC74,643$870K0.0%-5.8%0.000%
2/11/2026Janney Montgomery Scott LLC13,360$156K0.0%N/A0.000%
2/11/20261776 Wealth LLC37,890$442K0.2%-5.3%0.000%
2/11/2026LPL Financial LLC252,989$2.95M0.0%+42.5%0.000%
2/5/2026Kapstone Financial Advisors LLC25,325$295K0.1%+28.2%0.000%
2/3/2026International Assets Investment Management LLC141,595$1.65M0.1%+92.6%0.000%
2/3/2026Eclectic Associates Inc. ADV17,092$199K0.0%N/A0.000%
2/3/2026Indivisible Partners14,583$170K0.0%N/A0.000%
1/26/2026Shaker Financial Services LLC10,921$129K0.0%N/A0.000%
1/23/2026Choreo LLC33,547$396K0.0%-12.9%0.000%
1/15/2026Investment Partners Asset Management Inc.82,605$963K0.6%-24.4%0.000%
1/14/2026Hennion & Walsh Asset Management Inc.276,378$3.22M0.1%+24.9%0.000%
1/8/2026Wealth Enhancement Advisory Services LLC15,615$192K0.0%+46.5%0.000%
11/19/2025Second Line Capital LLC13,026$174K0.0%-12.9%0.000%
11/17/2025Susquehanna International Group LLP16,278$217K0.0%N/A0.000%
11/17/2025Bank of America Corp DE573,938$7.65M0.0%+5.4%0.000%
11/17/2025Ameriprise Financial Inc.70,771$913K0.0%+194.1%0.000%
11/14/2025Raymond James Financial Inc.469,543$6.25M0.0%+25.9%0.000%
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11/13/2025UBS Group AG196,224$2.61M0.0%-3.9%0.000%
11/12/2025Aptus Capital Advisors LLC13,026$174K0.0%-12.9%0.000%
11/10/2025Adapt Wealth Advisors LLC29,851$398K0.1%N/A0.000%
11/7/2025Kapstone Financial Advisors LLC19,750$263K0.1%+9.4%0.000%
11/6/20251776 Wealth LLC40,011$533K0.2%-25.2%0.000%
11/5/2025Envestnet Asset Management Inc.12,794$170K0.0%-84.2%0.000%
11/4/2025Penserra Capital Management LLC683,911$9.11M0.1%+0.3%0.000%
11/3/2025Truist Financial Corp15,923$212K0.0%+12.3%0.000%
10/31/2025NWF Advisory Services Inc.33,658$448K0.0%+3.1%0.000%
10/31/2025International Assets Investment Management LLC73,535$979K0.1%+27.1%0.000%
10/29/2025Wealth Enhancement Advisory Services LLC10,662$148K0.0%N/A0.000%
10/22/2025CoreCap Advisors LLC10,610$141K0.0%+68.5%0.000%
10/22/2025Hennion & Walsh Asset Management Inc.221,348$2.95M0.1%+13.1%0.000%
9/4/2025Osaic Holdings Inc.127,345$1.41M0.0%+10.8%0.000%
8/15/2025Bank of America Corp DE544,301$6.01M0.0%+18.6%0.000%
8/15/2025Ameriprise Financial Inc.24,060$268K0.0%-32.8%0.000%
8/14/2025Raymond James Financial Inc.373,022$4.12M0.0%+82.4%0.000%
8/14/2025NewEdge Advisors LLC48,303$533K0.0%-7.5%0.000%
8/13/2025Guggenheim Capital LLC237,062$2.62M0.0%-34.3%0.000%
8/13/2025Choreo LLC38,504$425K0.0%-6.7%0.000%
8/12/2025Advisors Asset Management Inc.114,268$1.26M0.0%-48.3%0.000%
8/12/2025XTX Topco Ltd12,199$135K0.0%N/A0.000%
8/6/2025Penserra Capital Management LLC682,000$7.53M0.1%+3.0%0.000%
8/4/2025Kovack Advisors Inc.14,463$160K0.0%N/A0.000%
8/1/2025Envestnet Asset Management Inc.80,852$893K0.0%-4.4%0.000%
7/30/2025Onyx Bridge Wealth Group LLC10,366$114K0.0%N/A0.000%
7/29/2025International Assets Investment Management LLC57,875$663K0.0%N/A0.000%
7/15/2025Absolute Investment Advisers LLC59,946$662K0.1%-54.4%0.000%
7/14/2025Park Avenue Securities LLC66,323$732K0.0%-5.2%0.000%
7/11/2025Kapstone Financial Advisors LLC18,050$199K0.1%+37.3%0.000%
5/16/2025NewEdge Advisors LLC52,206$520K0.0%-4.2%0.000%
5/16/2025Advisors Asset Management Inc.221,037$2.20M0.0%-40.5%0.000%
5/15/2025Royal Bank of Canada103,238$1.03M0.0%-2.7%0.000%
5/13/2025Sit Investment Associates Inc.92,400$920K0.0%-60.4%0.000%
5/9/2025Shaker Financial Services LLC38,497$383K0.1%-38.9%0.000%
5/7/2025LPL Financial LLC177,254$1.77M0.0%+5.4%0.000%
5/6/2025Cetera Investment Advisers15,553$155K0.0%+22.2%0.000%
5/6/2025Choreo LLC41,256$411K0.0%-20.1%0.000%
5/6/20251776 Wealth LLC54,405$542K0.2%-4.2%0.000%
4/29/2025Penserra Capital Management LLC661,845$6.59M0.1%N/A0.000%
4/29/2025Argentarii LLC18,070$180K0.1%-12.7%0.000%
4/29/2025Absolute Investment Advisers LLC131,400$1.31M0.2%+1.4%0.000%
4/23/2025Oppenheimer & Co. Inc.30,143$300K0.0%N/A0.000%
4/17/2025Janney Montgomery Scott LLC15,585$155K0.0%N/A0.000%
4/10/2025Hennion & Walsh Asset Management Inc.125,480$1.25M0.1%-15.2%0.000%
2/18/2025CSS LLC IL18,428$181K0.0%-43.4%0.000%
2/17/2025Saba Capital Management L.P.170,973$1.68M0.0%-86.9%0.000%
2/17/2025Second Line Capital LLC14,809$147K0.0%-15.9%0.000%
2/17/2025Cetera Investment Advisers12,727$125K0.0%-18.5%0.000%
2/17/2025Citadel Advisors LLC11,622$114K0.0%N/A0.000%
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2/17/2025Bank of America Corp DE426,697$4.18M0.0%-31.8%0.000%
2/17/2025Ameriprise Financial Inc.37,883$371K0.0%+32.3%0.000%
2/17/2025Aptus Capital Advisors LLC14,809$147K0.0%-15.9%0.000%
2/17/2025Almitas Capital LLC27,094$266K0.1%N/A0.000%
2/14/2025AQR Arbitrage LLC72,927$715K0.0%-56.2%0.000%
2/14/2025Quarry LP75,300$738K0.1%N/A0.000%
2/14/2025Stifel Financial Corp11,440$112K0.0%+9.6%0.000%
2/14/2025Shaker Financial Services LLC63,013$625K0.2%-23.5%0.000%
2/13/2025NewEdge Advisors LLC54,491$534K0.0%-7.8%0.000%
2/13/2025Guggenheim Capital LLC363,456$3.56M0.0%+4.3%0.000%


AGD Institutional Ownership - Frequently Asked Questions

During the previous two years, 66 institutional investors and hedge funds held shares of Abrdn Global Dynamic Dividend Fund. The most heavily invested institutionals were Penserra Capital Management LLC ($9.11M), Bank of America Corp DE ($6.44M), Raymond James Financial Inc. ($6.25M), Pathstone Holdings LLC ($4.34M), Hennion & Walsh Asset Management Inc. ($3.76M), LPL Financial LLC ($2.95M), and UBS Group AG ($2.61M).Learn more on Abrdn Global Dynamic Dividend Fund's institutional investors.

Of the 47 institutional investors that purchased Abrdn Global Dynamic Dividend Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Penserra Capital Management LLC ($683.91K), Bank of America Corp DE ($647.01K), Raymond James Financial Inc. ($532.43K), Wells Fargo & Company MN ($275.10K), International Assets Investment Management LLC ($187.23K), Absolute Investment Advisers LLC ($143.42K), and Pathstone Holdings LLC ($90.78K).

Institutional investors have bought a total of 1,342,852 shares in the last 24 months. This purchase volume represents approximately $16.27M in transactions.

Of the 13 institutional investors that sold Abrdn Global Dynamic Dividend Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Guggenheim Capital LLC ($125.43K), Bank of America Corp DE ($124.30K), Envestnet Asset Management Inc. ($68.06K), Investment Partners Asset Management Inc. ($26.66K), 1776 Wealth LLC ($15.59K), UBS Group AG ($8.06K), and Rockefeller Capital Management L.P. ($6K).

Institutional investors have sold a total of 392,161 shares in the last 24 months. This volume of shares sold represents approximately $4.62M in transactions.


Related Companies

Institutional ownership data for NYSE:AGD is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/26/2026. New 13F filings are added each quarter as they're published.
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