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Abrdn Global Dynamic Dividend Fund (AGD) Institutional Ownership

Abrdn Global Dynamic Dividend Fund logo
$11.14 -0.01 (-0.09%)
As of 07/8/2025 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)
29
Total
Institutional Inflows
(last 12 months)
$18.74M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$23.74M
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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
5/16/2025NewEdge 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%
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%
2/13/2025Entruity Wealth LLC23,130$227K0.2%N/A0.000%
2/13/2025Raymond James Financial Inc.133,682$1.31M0.0%N/A0.000%
2/13/2025Envestnet Asset Management Inc.83,985$823K0.0%-6.5%0.000%
2/13/2025Wedbush Securities Inc.11,501$113K0.0%-55.1%0.000%
2/13/2025Sit Investment Associates Inc.233,566$2.29M0.1%+36.0%0.000%
2/13/2025Wells Fargo & Company MN366,562$3.59M0.0%+156.8%0.000%
2/11/2025LPL Financial LLC168,102$1.65M0.0%+0.9%0.000%
2/11/2025Virtu Financial LLC16,391$161K0.0%N/A0.000%
2/10/2025Advisors Asset Management Inc.371,363$3.64M0.1%-22.9%0.000%
2/10/2025Commonwealth Equity Services LLC68,534$672K0.0%+4.1%0.000%
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2/7/2025Argentarii LLC20,689$203K0.1%N/A0.000%
2/7/2025PNC Financial Services Group Inc.9,635$94K0.0%-46.8%0.000%
2/7/2025Blue Bell Private Wealth Management LLC3,756$37K0.0%-76.4%0.000%
2/6/2025Raymond James Financial Inc.133,682$1.31M0.0%N/A0.000%
2/6/2025Kapstone Financial Advisors LLC13,150$132K0.1%N/A0.000%
2/4/2025IFP Advisors Inc2,900$28K0.0%+625.0%0.000%
1/31/2025Sanctuary Advisors LLC45,245$466K0.0%-3.2%0.000%
1/30/2025Investment Partners Asset Management Inc.109,806$1.08M0.8%-1.6%0.000%
1/24/2025Absolute Investment Advisers LLC129,600$1.27M0.2%N/A0.000%
1/24/2025Spire Wealth Management9,632$94K0.0%-11.5%0.000%
1/15/2025Hennion & Walsh Asset Management Inc.147,910$1.45M0.1%-14.9%0.000%
1/14/2025Park 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%
10/23/2024Hennion & Walsh Asset Management Inc.173,883$1.85M0.1%-28.9%0.000%
10/3/2024Park 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%
7/20/2024Hennion & Walsh Asset Management Inc.244,462$2.39M0.1%-1.6%0.000%
7/18/2024Brookstone Capital Management18,597$186K0.0%N/A0.000%
7/9/2024Park 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%
4/23/2024Godsey & 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%
Presidential Bombshell: $150T Resource to Be Released as soon as this Summer? (Ad)

Something extraordinary is happening in Washington. For the first time in over a century, a sitting President could release a national treasure that's been tied up in red tape, for generations. I'm talking about a $150 trillion American asset that's scattered across all 50 states. While the mainstream media focuses on political theater, this story is quietly developing behind closed doors.

We recently interviewed Rickards to get the full story and understand how everyday Americans can pre
1/25/2024International 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%
1/24/2024International 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%
(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, 67 institutional investors and hedge funds held shares of Abrdn Global Dynamic Dividend Fund. The most heavily invested institutionals were Penserra Capital Management LLC ($6.59M), Karpus Management Inc. ($5.91M), Pathstone Holdings LLC ($4.34M), Bank of America Corp DE ($4.18M), Wells Fargo & Company MN ($3.59M), Guggenheim Capital LLC ($3.56M), and Heron Bay Capital Management ($2.71M).Learn more on Abrdn Global Dynamic Dividend Fund's institutional investors.

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

Of the 49 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 ($661.85K), Karpus Management Inc. ($273.59K), Raymond James Financial Inc. ($267.36K), Wells Fargo & Company MN ($223.82K), Cornerstone Advisors LLC ($137.60K), Saba Capital Management L.P. ($132.69K), and Absolute Investment Advisers LLC ($131.40K).

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

Institutional investors have bought a total of 1,892,118 shares in the last 24 months. This purchase volume represents approximately $18.74M in transactions.

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

Of the 26 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: Saba Capital Management L.P. ($1.13M), Advisors Asset Management Inc. ($369.58K), Bank of America Corp DE ($198.55K), Shaker Financial Services LLC ($155.49K), Sit Investment Associates Inc. ($141.17K), Hennion & Walsh Asset Management Inc. ($122.88K), and AQR Arbitrage LLC ($93.40K).

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

Institutional investors have sold a total of 2,389,206 shares in the last 24 months. This volume of shares sold represents approximately $23.74M in transactions.


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This page (NYSE:AGD) was last updated on 7/9/2025 by MarketBeat.com Staff
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