abrdn Global Dynamic Dividend
AGD • XNYS
abrdn Global Dynamic Dividend is a publicly traded company on XNYS. As of Q3 2025, 51 institutional investors hold shares in this company, with total holdings valued at $40.4M. BANK OF AMERICA CORP /DE/ is the largest holder with a position valued at $7.6M.
Overview
Overview of institutional ownership in AGD as of Q3 2025
All Institutions
- Institutions
- 51
- Value Held
- $40.4M
- Shares Held
- 3.1M
- Avg Position
- $792.1K
- Median Position
- $173.5K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in AGD as of Q3 2025
| Institution | Position Value |
|---|---|
 BANK OF AMERICA CORP /DE/ Institution | $7.6M 0.00% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $6.3M 0.00% of portfolio |
G GUGGENHEIM CAPITAL LLC Institution | $3.0M 0.02% of portfolio |
 Hennion & Walsh Asset Management, Inc. RIA/Wealth | $2.9M 0.11% of portfolio |
 UBS Group AG Institution | $2.6M 0.00% of portfolio |
 MORGAN STANLEY RIA/Wealth | $2.6M 0.00% of portfolio |
L LPL Financial LLC Institution | $2.4M 0.00% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $2.1M 0.00% of portfolio |
A Advisor Group Holdings, Inc. Institution | $1.5M 0.00% of portfolio |
$1.5M 0.97% of portfolio |
Net Capital Flow
Institutional buying and selling activity for AGD in Q3 2025
- Traded
- −$6.1M
- Buyers
- 25
- Sellers
- 23
- Total Bought
- +$4.0M
- Total Sold
- −$10.1M
- Avg Position
- $651.6K
Biggest Buyers
| Institution | Net Bought |
|---|---|
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$1.3M +96.5K shares |
 AMERIPRISE FINANCIAL INC Institution | +$602.8K +46.7K shares |
 ADAPT WEALTH ADVISORS, LLC RIA/Wealth | +$397.6K +29.9K shares |
BANK OF AMERICA CORP /DE/ Institution | +$394.8K +29.6K shares |
Hennion & Walsh Asset Management, Inc. RIA/Wealth | +$340.7K +25.6K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$216.8K +16.3K shares |
J JANE STREET GROUP, LLC Institution | +$186.1K +14.0K shares |
 Cetera Investment Advisers RIA/Wealth | +$185.9K +14.0K shares |
+$148.1K +10.7K shares | |
 Rockefeller Capital Management L.P. Long Only Manager | +$120.8K +9.1K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
MORGAN STANLEY RIA/Wealth | −$3.1M −230.0K shares |
WELLS FARGO & COMPANY/MN Institution | −$1.6M −122.6K shares |
 Advisors Asset Management, Inc. ETF Provider | −$1.3M −114.3K shares |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$906.5K −68.1K shares |
 ABSOLUTE INVESTMENT ADVISERS LLC Hedge Fund•Multi-Strategy | −$661.8K −59.9K shares |
 Goss Wealth Management LLC RIA/Wealth | −$533.3K −48.3K shares |
Q Quarry LP Institution | −$379.2K −34.4K shares |
U UHLMANN PRICE SECURITIES, LLC RIA/Wealth | −$257.2K −23.3K shares |
L LPL Financial LLC Institution | −$248.6K −18.7K shares |
 1776 Wealth LLC RIA/Wealth | −$179.4K −13.5K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited AGD in Q3 2025
- New Positions
- 6
- New Value
- $736.1K
- Exited Positions
- 11
- Exited Value
- $3.7M
New Positions
| Institution | Position Value |
|---|---|
ADAPT WEALTH ADVISORS, LLC RIA/Wealth | $397.6K 29.9K shares |
J JANE STREET GROUP, LLC Institution | $186.1K 14.0K shares |
$148.1K 10.7K shares | |
 Union Bankshares Corp Institution | $2.7K 200.0 shares |
 HIGHLINE WEALTH PARTNERS LLC RIA/Wealth | $1.7K 125.0 shares |
 PARK AVENUE SECURITIES LLC RIA/Wealth | - - shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Advisors Asset Management, Inc. ETF Provider | $1.3M 114.3K shares |
ABSOLUTE INVESTMENT ADVISERS LLC Hedge Fund•Multi-Strategy | $661.8K 59.9K shares |
Goss Wealth Management LLC RIA/Wealth | $533.3K 48.3K shares |
Q Quarry LP Institution | $379.2K 34.4K shares |
U UHLMANN PRICE SECURITIES, LLC RIA/Wealth | $257.2K 23.3K shares |
 Kovack Advisors, Inc. RIA/Wealth | $159.7K 14.5K shares |
N Novak & Powell Financial Services, Inc. RIA/Wealth | $143.8K 13.0K shares |
 INTEGRATED CAPITAL MANAGEMENT, INC. RIA/Wealth | $137.0K 12.4K shares |
X XTX Topco Ltd Institution | $134.7K 12.2K shares |
 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. Private Equity | $5.0K 450.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in AGD as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with AGD as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
0.97% $1.5M | |
 Entruity Wealth, LLC RIA/Wealth | 0.24% $308.1K |
1776 Wealth LLC RIA/Wealth | 0.21% $532.9K |
ADAPT WEALTH ADVISORS, LLC RIA/Wealth | 0.15% $397.6K |
K Kapstone Financial Advisors LLC RIA/Wealth | 0.12% $263.1K |
Hennion & Walsh Asset Management, Inc. RIA/Wealth | 0.11% $2.9M |
 NWF Advisory Services Inc. RIA/Wealth | 0.05% $448.3K |
S Second Line Capital, LLC RIA/Wealth | 0.04% $173.5K |
G GUGGENHEIM CAPITAL LLC Institution | 0.02% $3.0M |
O Onyx Bridge Wealth Group LLC RIA/Wealth | 0.02% $138.4K |