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Abrdn Global Dynamic Dividend Fund (AGD) Institutional Ownership

Abrdn Global Dynamic Dividend Fund logo
$12.29 +0.08 (+0.66%)
As of 12:28 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)
27
Total
Institutional Inflows
(last 12 months)
$16.39M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$4.62M
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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
8/22/2026 NWF Advisory Services Inc.30,851$374K0.0%-6.0%0.000%
8/17/2026 Bank of America Corp DE531,921$6.44M0.0%N/A0.000%
8/12/2026 Northwestern Mutual Wealth Management Co.4,345$53K0.0%N/A0.000%
8/12/2026 Evolve Private Wealth LLC12,879$156K0.0%N/A0.000%
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%
5/19/2026 Bank of America Corp DE550,909$5.95M0.0%-18.4%0.000%
5/18/2026 Royal 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%
5/1/2026 Fifth Third Bancorp8,355$90K0.0%N/A0.000%
4/22/2026 Absolute Investment Advisers LLC12,018$130K0.0%N/A0.000%
3/17/2026 Rockefeller 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%
2/18/2026 Evolve Private Wealth LLC13,541$160K0.0%N/A0.000%
2/17/2026 Guggenheim Capital LLC98,328$1.15M0.0%-56.1%0.000%
2/17/2026 Kovack Advisors Inc.25,976$303K0.0%N/A0.000%
2/17/2026 Osaic Holdings Inc.130,723$1.52M0.0%+5.3%0.000%
2/17/2026 Royal Bank of Canada151,477$1.77M0.0%+27.2%0.000%
2/13/2026 Wells 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%
2/11/2026 Janney Montgomery Scott LLC13,360$156K0.0%N/A0.000%
2/11/2026 1776 Wealth LLC37,890$442K0.2%-5.3%0.000%
2/11/2026 LPL Financial LLC252,989$2.95M0.0%+42.5%0.000%
2/5/2026 Kapstone 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%
2/3/2026 Indivisible Partners14,583$170K0.0%N/A0.000%
1/26/2026 Shaker Financial Services LLC10,921$129K0.0%N/A0.000%
1/23/2026 Choreo 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%
11/19/2025 Second Line Capital LLC13,026$174K0.0%-12.9%0.000%
11/17/2025 Susquehanna International Group LLP16,278$217K0.0%N/A0.000%
11/17/2025 Bank of America Corp DE573,938$7.65M0.0%+5.4%0.000%
11/17/2025 Ameriprise Financial Inc.70,771$913K0.0%+194.1%0.000%
11/14/2025 Raymond James Financial Inc.469,543$6.25M0.0%+25.9%0.000%
11/13/2025 UBS Group AG196,224$2.61M0.0%-3.9%0.000%
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11/12/2025 Aptus Capital Advisors LLC13,026$174K0.0%-12.9%0.000%
11/10/2025 Adapt Wealth Advisors LLC29,851$398K0.1%N/A0.000%
11/7/2025 Kapstone Financial Advisors LLC19,750$263K0.1%+9.4%0.000%
11/6/2025 1776 Wealth LLC40,011$533K0.2%-25.2%0.000%
11/5/2025 Envestnet Asset Management Inc.12,794$170K0.0%-84.2%0.000%
11/4/2025 Penserra 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%
9/4/2025 Osaic Holdings Inc.127,345$1.41M0.0%+10.8%0.000%
8/15/2025 Bank of America Corp DE544,301$6.01M0.0%+18.6%0.000%
8/15/2025 Ameriprise Financial Inc.24,060$268K0.0%-32.8%0.000%
8/14/2025 Raymond James Financial Inc.373,022$4.12M0.0%+82.4%0.000%
8/14/2025 NewEdge Advisors LLC48,303$533K0.0%-7.5%0.000%
8/13/2025 Guggenheim Capital LLC237,062$2.62M0.0%-34.3%0.000%
8/13/2025 Choreo LLC38,504$425K0.0%-6.7%0.000%
8/12/2025 Advisors Asset Management Inc.114,268$1.26M0.0%-48.3%0.000%
8/12/2025 XTX Topco Ltd12,199$135K0.0%N/A0.000%
8/6/2025 Penserra 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%
7/11/2025 Kapstone 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%
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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%


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), 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 1,354,342 shares in the last 24 months. This purchase volume represents approximately $16.39M 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 8/22/2026. New 13F filings are added each quarter as they're published.
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