Skip to content
Disclosery

AGD ABRDN GLOBAL DYNAMIC DIVIDEN

Follow

COM (common), issuer CIK 1362481

57 managers (57 13F filers) reported a position in AGD shares at 2025-09-30, 4,015,517 shares in all. 7 filers opened a position and 11 filers sold out during the quarter.

Managers
57
13F filers
57
New
7
Added
21
Reduced
15
Sold out
11
Shares held by filers
4,015,517

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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…683,911$9.11M0.11%+1,91113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/573,938$7.64M<0.01%+29,63713F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC469,543$6.25M<0.01%+96,52113F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC223,759$2.98M0.02%-13,30313F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.221,348$2.95M0.11%+25,57513F-HRTimeline
UBS Group AGin group UBS Group AG196,224$2.61M<0.01%-8,05713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY193,105$2.57M<0.01%-230,04113F-HR/ATimelineGroup
LPL Financial LLC177,487$2.36M<0.01%-18,66213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN156,299$2.08M<0.01%-122,59113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA119,108$1.59M<0.01%+10,05413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.124,198$1.5M<0.01%-3,14713F-HRTimelineGroup
Investment Partners Asset Management, I…109,266$1.46M0.96%-14013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC79,276$1.06M<0.01%-8313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC73,772$983K<0.01%+15213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC70,771$913K<0.01%+46,71113F-HRTimelineGroup
1776 Wealth LLC40,011$533K0.21%-13,46713F-HRTimeline
CHOREO, LLC38,504$513K0.01%013F-HRTimeline
NWF Advisory Services Inc.33,658$448K0.05%+1,00113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …31,160$415K0.01%+16113F-HRTimelineGroup
Cetera Investment Advisers30,184$402K<0.01%+13,95313F-HRTimeline
ADAPT WEALTH ADVISORS, LLC29,851$398K0.15%new13F-HRTimeline
Entruity Wealth, LLC23,130$308K0.24%013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.21,594$288K<0.01%-2,41313F-HRTimelineGroup
Kapstone Financial Advisors LLC19,750$263K0.12%+1,70013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management19,097$254K<0.01%+50013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,278$217K<0.01%new13F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP15,923$212K<0.01%+1,73913F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC13,968$186K<0.01%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC13,026$174K<0.01%-1,93013F-HRTimeline
Second Line Capital, LLC13,026$174K0.04%-1,93013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC12,794$170K<0.01%-68,05813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,662$148K<0.01%new13F-HRTimeline
WEDBUSH SECURITIES INC10,847$144K<0.01%+3113F-HRTimeline
CoreCap Advisors, LLC10,610$141K0.01%+4,31413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP10,600$141K<0.01%-84013F-HRTimelineGroup
Onyx Bridge Wealth Group LLC10,391$138K0.02%+2513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management9,823$131K<0.01%+26313F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…9,070$121K<0.01%new13F-HRTimelineGroup
COMERICA BANK8,389$112K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,276$57K<0.01%+2013F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC2,968$39.5K<0.01%+8013F-HRTimeline
CWM, LLCin group CWM, LLC2,191$29K<0.01%-16013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,000$26.6K<0.01%013F-HRTimelineGroup
MCF Advisors LLC1,711$22.8K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,100$14.7K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC835$11.1K<0.01%013F-HRTimeline
Costello Asset Management, INC593$7.9K<0.01%+1613F-HRTimeline
Steward Partners Investment Advisory, L…529$7.05K<0.01%013F-HRTimeline
IFP Advisors, Inc400$5.33K<0.01%013F-HR/ATimeline
Global Retirement Partners, LLC300$4K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\205$2.73K<0.01%013F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp200$2.66K<0.01%new13F-HRTimelineGroup
Medallion Wealth Advisors, LLC179$2.38K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC125$1.67K<0.01%new13F-HRTimeline
GAMMA Investing LLC13$173<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC6$80<0.01%013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…73,535$373+15,66013F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.