Go Pro
→ Buy this stock today (From Chaikin Analytics) (Ad)tc pixel Free AGD Stock Alerts

Abrdn Global Dynamic Dividend Fund (AGD) Institutional Ownership

Abrdn Global Dynamic Dividend Fund logo
$12.15 +0.03 (+0.25%)
As of 11:11 AM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$12.92M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$7.34M
Get AGD Insider Trade Alerts

Want to know when executives and insiders are buying or selling Abrdn Global Dynamic Dividend Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

AGD Institutional Buying and Selling by Quarter

Abrdn Global Dynamic Dividend Fund Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2026 Hennion & Walsh Asset Management Inc.310,171$3.76M0.1%+1.2%0.000%
7/8/2026 Eclectic Associates Inc. ADV28,251$342K0.0%-6.0%0.000%
7/7/2026 CoreCap Advisors LLC20,417$247K0.0%+115.5%0.000%
5/26/2026 Axiom 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%
5/2/2026 International Assets Investment Management LLC187,227$2.06M0.0%+32.2%0.000%
5/1/2026Fifth Third Bancorp8,355$90K0.0%N/A0.000%
4/22/2026 Absolute Investment Advisers LLC12,018$130K0.0%N/A0.000%
3/17/2026Rockefeller Capital Management L.P.3,070$36K0.0%-66.2%0.000%
3/3/2026 NWF 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%
2/17/2026 Kovack 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%
2/12/2026 Commonwealth 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%
2/3/2026 International Assets Investment Management LLC141,595$1.65M0.1%+92.6%0.000%
2/3/2026 Eclectic Associates Inc. ADV17,092$199K0.0%N/A0.000%
2/3/2026Indivisible Partners14,583$170K0.0%N/A0.000%
1/26/2026 Shaker Financial Services LLC10,921$129K0.0%N/A0.000%
1/23/2026Choreo LLC33,547$396K0.0%-12.9%0.000%
1/15/2026 Investment Partners Asset Management Inc.82,605$963K0.6%-24.4%0.000%
1/14/2026 Hennion & Walsh Asset Management Inc.276,378$3.22M0.1%+24.9%0.000%
1/8/2026 Wealth 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%
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%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
11/5/2025 Envestnet 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%
11/3/2025 Truist Financial Corp15,923$212K0.0%+12.3%0.000%
10/31/2025 NWF Advisory Services Inc.33,658$448K0.0%+3.1%0.000%
10/31/2025 International Assets Investment Management LLC73,535$979K0.1%+27.1%0.000%
10/29/2025 Wealth Enhancement Advisory Services LLC10,662$148K0.0%N/A0.000%
10/22/2025 CoreCap Advisors LLC10,610$141K0.0%+68.5%0.000%
10/22/2025 Hennion & 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%
8/4/2025 Kovack Advisors Inc.14,463$160K0.0%N/A0.000%
8/1/2025 Envestnet Asset Management Inc.80,852$893K0.0%-4.4%0.000%
7/30/2025 Onyx Bridge Wealth Group LLC10,366$114K0.0%N/A0.000%
7/29/2025 International Assets Investment Management LLC57,875$663K0.0%N/A0.000%
7/15/2025 Absolute Investment Advisers LLC59,946$662K0.1%-54.4%0.000%
7/14/2025 Park 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%
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%
Ready to give options a try? Your first trade (Ticker included) -INSIDE (Ad)

Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and stinging losses? Dave Aquino is giving away the exact 11-hour options strategy he uses in volatile markets. You get the plain English blueprint behind the strategy and the very same "rinse and repeat" ticker he's traded nearly 900 times with a 95.3% success rate. It's so simple to understand, you could trade it tomorrow.tc pixel

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%


AGD Institutional Ownership - Frequently Asked Questions

During the previous two years, 65 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), Raymond James Financial Inc. ($6.25M), Bank of America Corp DE ($5.95M), 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 48 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), 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), Bank of America Corp DE ($115.09K), and Pathstone Holdings LLC ($90.78K).

Institutional investors have bought a total of 1,091,549 shares in the last 24 months. This purchase volume represents approximately $12.92M in transactions.

Of the 16 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 ($248.94K), Bank of America Corp DE ($124.30K), Advisors Asset Management Inc. ($106.77K), Envestnet Asset Management Inc. ($68.06K), Investment Partners Asset Management Inc. ($26.66K), 1776 Wealth LLC ($15.59K), and Ameriprise Financial Inc. ($11.75K).

Institutional investors have sold a total of 638,868 shares in the last 24 months. This volume of shares sold represents approximately $7.34M in transactions.


Related Companies

This page (NYSE:AGD) was last updated on 8/5/2026 by MarketBeat.com Staff.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
The $15 Gold Fund That Pays Up to $1,152/Month
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying...
Investors Alley | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
They didn't warn anyone in 1971. This time someone is warning you.
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel