Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Abrdn Global Dynamic Dividend Fund include NWF Advisory Services Inc., Kovack Advisors, Inc., XTX Topco Ltd, Onyx Bridge Wealth Group LLC, and GAMMA Investing LLC .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 127,345 | 10.80 | 1,406 | 22.81 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 30,999 | 2.84 | 342 | 14.00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 204,281 | 0.17 | 2,255 | 11.03 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 544,301 | 18.62 | 6,009 | 31.49 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 32,657 | 325 | ||||||
| 2025-07-29 | 13F | Uhlmann Price Securities, Llc | 23,301 | 3.11 | 257 | 14.22 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 2,888 | 6.49 | 32 | 19.23 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 57,875 | 663 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 16,231 | 4.36 | 179 | 16.23 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 373,022 | 82.43 | 4,118 | 102.26 | ||||
| 2025-08-28 | NP | YYY - Amplify High Income ETF | 675,050 | 2.00 | 7,453 | 13.06 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 13 | 0 | ||||||
| 2025-08-12 | 13F | XTX Topco Ltd | 12,199 | 135 | ||||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 577 | 3.04 | 6 | 20.00 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 13,030 | 3.38 | 144 | 14.40 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 682,000 | 3.05 | 8 | 16.67 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 73,620 | 0.23 | 813 | 11.08 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 109,054 | 5.63 | 1,204 | 17.12 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 9,560 | 3.13 | 106 | 14.13 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 10,366 | 114 | ||||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 195,773 | 56.02 | 2,161 | 73.02 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,000 | 22 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 4,256 | 12.30 | 47 | 24.32 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 79,359 | 2.44 | 1 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 14,956 | 0.42 | 165 | 11.49 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 6,296 | 1.17 | 70 | 13.11 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 196,149 | 10.66 | 2,165 | 22.66 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 14,463 | 160 | ||||||
| 2025-07-11 | 13F | Kapstone Financial Advisors LLC | 18,050 | 37.26 | 199 | 53.08 | ||||
| 2025-08-18 | 13F | Second Line Capital, LLC | 14,956 | 0.42 | 165 | 11.49 |
