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Abrdn Global Dynamic Dividend Fund (AGD) Institutional Ownership

$9.49
-0.17 (-1.76%)
(As of 05/29/2024 ET)

Institutional Ownership Changes (13F Filings) for Abrdn Global Dynamic Dividend Fund (NYSE:AGD)

Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$11.03M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$5.41M
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AGD Institutional Buying and Selling by Quarter

Abrdn Global Dynamic Dividend Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/22/2024 Second Line Capital LLC16,905$164K0.1%-6.2%0.000%
5/14/2024 Advisors Asset Management Inc.685,085$6.65M0.1%-16.0%0.000%
5/10/2024 Cornerstone Advisors LLC13,531$131K0.0%-78.2%0.000%
5/2/2024 Choreo 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%
2/21/2024 Novak & Powell Financial Services Inc.10,993$103K0.1%N/A0.000%
2/13/2024 Karpus Management Inc.632,505$5.91M0.2%+4.5%0.000%
2/13/2024 Quantedge Capital Pte Ltd35,500$332K0.2%+64.4%0.000%
2/9/2024 Cornerstone Advisors LLC61,928$578K0.0%+54.0%0.000%
2/7/2024 Shaker Financial Services LLC191,435$1.80M0.7%-1.4%0.000%
2/5/2024 Choreo LLC76,606$720K0.0%N/A0.000%
2/1/2024 Wolverine 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%
11/15/2023 Advisors Asset Management Inc.934,014$8.09M0.2%+1.7%0.000%
11/14/2023 AQR Arbitrage LLC111,965$970K0.0%+79.4%0.000%
11/14/2023 Saba Capital Management L.P.372,783$3.23M0.1%+55.3%0.000%
11/13/2023 Quantedge Capital Pte Ltd21,600$187K0.1%+11.9%0.000%
11/13/2023 Wolverine Asset Management LLC81,798$708K0.0%+31,604.7%0.000%
11/13/2023 PNC Financial Services Group Inc.24,524$212K0.0%+22.5%0.000%
11/9/2023 Karpus Management Inc.605,380$5.24M0.2%+29.5%0.000%
11/9/2023 Cornerstone Advisors LLC40,216$348K0.0%-32.2%0.000%
11/8/2023 Aptus Capital Advisors LLC21,722$188K0.0%N/A0.000%
11/8/2023 Landscape 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%
11/2/2023 Shaker 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%
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10/16/2023 Capital Investment Advisors LLC10,181$88K0.0%-24.8%0.000%
8/11/2023 Cornerstone Advisors LLC59,354$566K0.0%N/A0.000%
8/11/2023 Karpus Management Inc.467,530$4.46M0.1%+30.3%0.000%
8/11/2023 Landscape Capital Management L.L.C.23,833$227K0.0%-13.0%0.000%
8/10/2023 Cetera Investment Advisers16,577$158K0.0%+32.3%0.000%
8/7/2023 Shaker Financial Services LLC169,038$1.61M0.7%-42.0%0.000%
8/4/2023 Envestnet Asset Management Inc.130,313$1.24M0.0%-6.0%0.000%
8/3/2023 Atria Wealth Solutions Inc.11,737$112K0.0%-30.6%0.000%
8/3/2023 WNY Asset Management LLC10,085$96K0.0%N/A0.000%
8/2/2023 1776 Wealth LLC64,236$613K0.3%+43.2%0.000%
8/1/2023BDO Wealth Advisors LLC97,777$933K0.1%-3.4%0.000%
7/31/2023 LPL 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%
7/12/2023 Heron 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%
6/14/2023 Atria Wealth Solutions Inc.16,911$158K0.0%N/A0.000%
5/12/2023 Advisors Asset Management Inc.906,661$8.46M0.2%+8.7%0.000%
5/12/2023 Yakira Capital Management Inc.11,653$109K0.0%-9.1%0.000%
5/11/2023 Karpus Management Inc.358,915$3.35M0.1%N/A0.000%
5/11/2023 Heron Bay Capital Management238,253$2.22M0.9%N/A0.000%
5/10/2023 Landscape Capital Management L.L.C.27,387$256K0.0%N/A0.000%
5/10/2023 LPL 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%
5/9/2023 Wedbush Securities Inc.24,885$232K0.0%N/A0.000%
5/8/2023 Shaker Financial Services LLC291,551$2.72M1.2%+1.9%0.000%
5/8/2023 Wolverine Asset Management LLC61,109$570K0.0%N/A0.000%
5/4/2023 Anfield 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%
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%
2/13/2023 Advisors Asset Management Inc.834,213$7.89M0.2%+12.4%0.000%
2/10/2023 Yakira 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%
2/7/2023 Envestnet 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%
2/3/2023 Shaker Financial Services LLC286,185$2.73M1.3%-22.4%0.000%
Urgent Alert: Biden's IRS Targeting Your Money – Act Fast to Protect It! (Ad)

The FEDNOW Biden Dollar ends cash in a matter of WEEKS Stumbling Biden's dollar next phases begins Oct 21st This guide shows you what to do next. In a cashless society, Biden forces you to use the government's new "digital dollar"...

CLICK HERE TO GET YOUR GUIDE NOW
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%
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%
11/10/2022 Relative Value Partners Group LLC19,279$163K0.0%-22.4%0.000%
11/10/2022 Wolverine Asset Management LLC76,596$647K0.0%-47.9%0.000%
11/9/2022 Shaker 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%
11/8/2022 Advisors Asset Management Inc.742,154$6.27M0.1%+12.0%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, 48 institutional investors and hedge funds held shares of Abrdn Global Dynamic Dividend Fund. The most heavily invested institutionals were Advisors Asset Management Inc. ($6.65M), 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 39 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 ($216.40K), Anfield Capital Management LLC ($149.23K), and Saba Capital Management L.P. ($132.69K).

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

Institutional investors have bought a total of 3,368,295 shares in the last 24 months. This purchase volume represents approximately $30.97M 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: Raymond James & Associates ($214.34K), Shaker Financial Services LLC ($212.25K), Advisors Asset Management Inc. ($130.30K), Wolverine Asset Management LLC ($70.49K), Cornerstone Advisors LLC ($67.54K), Integrated Capital Management Inc. ($58.24K), and Park Avenue Securities LLC ($22.50K).

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

Institutional investors have sold a total of 926,957 shares in the last 24 months. This volume of shares sold represents approximately $8.61M in transactions.


This page (NYSE:AGD) was last updated on 5/30/2024 by MarketBeat.com Staff

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