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Disclosery

AGD ABRDN GLOBAL DYNAMIC DIVIDEN

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COM (common), issuer CIK 1362481

62 managers (62 13F filers) reported a position in AGD shares at 2025-06-30, 4,569,207 shares in all. 6 filers opened a position and 12 filers sold out during the quarter.

Managers
62
13F filers
62
New
6
Added
22
Reduced
17
Sold out
12
Shares held by filers
4,569,207

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Penserra Capital Management LLCin group Penserra Capital Management L…682,000$7.53M0.11%+20,15513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/544,301$6.01M<0.01%+85,44913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY423,146$4.67M<0.01%-49,89713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC373,022$4.12M<0.01%+168,54913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN278,890$3.08M<0.01%-115,77313F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC237,062$2.62M0.02%-123,50613F-HRTimelineGroup
UBS Group AGin group UBS Group AG204,281$2.26M<0.01%+35513F-HRTimelineGroup
LPL Financial LLC196,149$2.17M<0.01%+18,89513F-HRTimeline
Hennion & Walsh Asset Management, Inc.195,773$2.16M0.09%+70,29313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.127,345$1.41M<0.01%+12,41613F-HR/ATimelineGroup
Advisors Asset Management, Inc.114,268$1.26M0.02%-106,76913F-HR/ATimeline
Investment Partners Asset Management, I…109,406$1.21M0.84%-20013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA109,054$1.2M<0.01%+5,81613F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC80,852$893K<0.01%-3,75513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC79,359$876K<0.01%+1,88713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC73,620$813K<0.01%+16913F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC66,323$732K0.01%-3,66313F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…57,875$663K0.05%new13F-HRTimeline
ABSOLUTE INVESTMENT ADVISERS, LLC59,946$662K0.08%-71,45413F-HRTimeline
1776 Wealth LLC53,478$590K0.24%-92713F-HRTimeline
NewEdge Advisors, LLC48,303$533K<0.01%-3,90313F-HRTimeline
CHOREO, LLC38,504$425K0.01%-2,75213F-HRTimeline
Quarry LP34,351$379K0.09%-40,94913F-HRTimeline
NWF Advisory Services Inc.32,657$361K0.04%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …30,999$342K<0.01%+85613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC24,060$268K<0.01%-11,74913F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.24,007$265K<0.01%-3913F-HRTimelineGroup
UHLMANN PRICE SECURITIES, LLC23,301$257K0.18%+70313F-HRTimeline
Entruity Wealth, LLC23,130$255K0.22%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management18,597$205K<0.01%013F-HRTimelineGroup
Kapstone Financial Advisors LLC18,050$199K0.1%+4,90013F-HRTimeline
Cetera Investment Advisers16,231$179K<0.01%+67813F-HRTimeline
Aptus Capital Advisors, LLC14,956$165K<0.01%+6213F-HRTimeline
Second Line Capital, LLC14,956$165K0.04%+6213F-HRTimeline
Kovack Advisors, Inc.14,463$160K0.02%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP14,184$147K<0.01%013F-HRTimelineGroup
Novak & Powell Financial Services, Inc.13,030$144K0.1%+42613F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.12,412$137K0.1%-79713F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd12,199$135K0.01%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP11,440$126K<0.01%013F-HRTimelineGroup
WEDBUSH SECURITIES INC10,816$119K<0.01%-68513F-HRTimeline
Onyx Bridge Wealth Group LLC10,366$114K0.02%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management9,560$106K<0.01%+29013F-HRTimelineGroup
COMERICA BANK8,389$92.6K<0.01%013F-HRTimeline
CoreCap Advisors, LLC6,296$69.5K<0.01%+7313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,256$47K<0.01%+46613F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC2,888$31.9K<0.01%+17613F-HRTimeline
CWM, LLCin group CWM, LLC2,351$26K<0.01%013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,000$22.1K<0.01%new13F-HRTimelineGroup
MCF Advisors LLC1,711$18.9K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,100$12.1K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC835$9.22K<0.01%013F-HRTimeline
Costello Asset Management, INC577$6.37K<0.01%+1713F-HRTimeline
Steward Partners Investment Advisory, L…529$5.84K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…450$4.97K<0.01%013F-HRTimeline
IFP Advisors, Inc400$4.42K<0.01%-2,50013F-HRTimeline
Global Retirement Partners, LLC300$3.31K<0.01%13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\205$2.26K<0.01%013F-HRTimelineGroup
Medallion Wealth Advisors, LLC179$1.98K<0.01%013F-HRTimeline
GAMMA Investing LLC13$144<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC6$66<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.