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abrdn Total Dynamic Dividend Fund

AOD
Exchange
NYSE
SEC CIK
0001379400

No open-market purchases or sales by abrdn Total Dynamic Dividend Fund insiders were filed in the last 90 days; 152 institutions reported holding it in 13F filings for Q2 2026, worth $293.7M in total; no superinvestor holds it.

13F holders, Q1 2024

Institutional positions in abrdn Total Dynamic Dividend Fund as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
130
+5 vs. Q4 2023
Shares held
40.5M
+781.1K (+2.0%) vs. Q4 2023
Total value
$335.5M
+$15.3M (+4.8%) vs. Q4 2023
New holders
21
52 more added
Sold out
16
31 more reduced

2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting AOD on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2024: 130 institutions
Q1 2021: 111 institutionsQ2 2021: 106 institutionsQ3 2021: 106 institutionsQ4 2021: 120 institutionsQ1 2022: 112 institutionsQ2 2022: 119 institutionsQ3 2022: 114 institutionsQ4 2022: 131 institutionsQ1 2023: 126 institutionsQ2 2023: 124 institutionsQ3 2023: 125 institutionsQ4 2023: 127 institutionsQ1 2024: 130 institutionsQ2 2024: 122 institutionsQ3 2024: 134 institutionsQ4 2024: 139 institutionsQ1 2025: 148 institutionsQ2 2025: 133 institutionsQ3 2025: 136 institutionsQ4 2025: 147 institutionsQ1 2026: 161 institutionsQ2 2026: 152 institutions
Value heldQ1 2024: $335.5M
Q1 2021: $397.9MQ2 2021: $428.4MQ3 2021: $391.6MQ4 2021: $391.2MQ1 2022: $349.8MQ2 2022: $312.0MQ3 2022: $276.9MQ4 2022: $299.8MQ1 2023: $304.5MQ2 2023: $310.7MQ3 2023: $294.2MQ4 2023: $320.8MQ1 2024: $335.5MQ2 2024: $360.5MQ3 2024: $388.5MQ4 2024: $354.0MQ1 2025: $347.9MQ2 2025: $342.1MQ3 2025: $321.1MQ4 2025: $305.1MQ1 2026: $277.8MQ2 2026: $293.7M
Institutions holding AOD and their total value by quarter
QuarterHoldersValue
Q2 2026152$293.7M
Q1 2026161$277.8M
Q4 2025147$305.1M
Q3 2025136$321.1M
Q2 2025133$342.1M
Q1 2025148$347.9M
Q4 2024139$354.0M
Q3 2024134$388.5M
Q2 2024122$360.5M
Q1 2024130$335.5M
Q4 2023127$320.8M
Q3 2023125$294.2M
Q2 2023124$310.7M
Q1 2023126$304.5M
Q4 2022131$299.8M
Q3 2022114$276.9M
Q2 2022119$312.0M
Q1 2022112$349.8M
Q4 2021120$391.2M
Q3 2021106$391.6M
Q2 2021106$428.4M
Q1 2021111$397.9M

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding abrdn Total Dynamic Dividend Fund; share changes are against Q4 2023.

Institutions holding AOD in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Citigroup Inc20$1660.00%00.0%Unchanged
JPMorgan Chase & Co57$4730.00%−32−36.0%Reduced
Global Retirement Partners, LLC78$6470.00%00.0%Unchanged
NCP Inc.100$8290.00%+100New
Key Financial Inc180$1.49K0.00%00.0%Unchanged
Ancora Advisors, LLC185$1.53K0.00%00.0%Unchanged
Allworth Financial LP300$2.49K0.00%00.0%Unchanged
Stephens Consulting, LLC375$3.11K0.00%00.0%Unchanged
Gen-Wealth Partners Inc426$3.53K0.00%+426New
Northwestern Mutual Wealth Management Co651$5.39K0.00%−4,000−86.0%Reduced
SRS Capital Advisors, Inc.676$5.61K0.00%00.0%Unchanged
Strengthening Families & Communities, LLC672$6.00K0.00%+19+2.9%Added
Assetmark, Inc734$6.08K0.00%+734New
Highlander Capital Management, LLC887$7.35K0.00%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.947$7.85K0.00%00.0%Unchanged
Geneos Wealth Management Inc.1,293$10.7K0.00%−1,894−59.4%Reduced
Benjamin Edwards Inc1,500$12.0K0.00%+1,500New
Bessemer Group Inc1,700$14.0K0.00%+1,700New
CoreCap Advisors, LLC2,036$16.9K0.00%+2,036New
Tortoise Investment Management, LLC2,221$18.4K0.00%+33+1.5%Added
Atticus Wealth Management, LLC3,890$32.2K0.01%−2,255−36.7%Reduced
NBC Securities, Inc.5,151$42.0K0.00%+1,091+26.9%Added
IFP Advisors, Inc6,005$49.8K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC7,206$59.7K0.00%+4,220+141.3%Added
Harbour Investments, Inc.7,360$61.0K0.00%+84+1.2%Added
CWM, LLC7,510$62.0K0.00%+576+8.3%Added
Creative Financial Designs Inc7,879$65.3K0.01%00.0%Unchanged
ORG Partners LLC8,370$68.9K0.13%+8,370New
Catalina Capital Group, LLC10,029$83.1K0.04%00.0%Unchanged
Winning Points Advisors, LLC10,650$85.8K0.13%00.0%Unchanged
Financial Counselors Inc10,933$90.6K0.00%00.0%Unchanged
Creative Planning11,078$91.8K0.00%−4,356−28.2%Reduced
Quad-Cities Investment Group, LLC11,553$95.8K0.06%+146+1.3%Added
Atomi Financial Group, Inc.11,786$97.7K0.01%+304+2.6%Added
Comerica Bank11,864$98.4K0.00%+678+6.1%Added
Avantax Advisory Services, Inc.12,540$104.0K0.00%+1,075+9.4%Added
Sigma Planning Corp13,180$109.3K0.00%+13,180New
Susquehanna International Group, LLP13,449$111.5K0.00%+13,449New
Truist Financial Corp13,975$115.9K0.00%−86−0.6%Reduced
Spirepoint Private Client, LLC15,239$126.3K0.02%+15,239New
Captrust Financial Advisors15,400$127.7K0.00%+15,400New
Oxbow Advisors, LLC15,930$132.1K0.02%00.0%Unchanged
Flow State Investments, L.P.16,462$136.5K0.04%+16,462New
Davenport & Co LLC17,022$141.1K0.00%+16+0.1%Added
Nations Financial Group Inc,17,178$142.4K0.01%+10.0%Added
Sax Wealth Advisors, LLC17,420$144.4K0.02%00.0%Unchanged
City of London Investment Management Co Ltd17,606$146.0K0.01%+17,606New
MML Investors Services, LLC18,524$154.0K0.00%+389+2.1%Added
Centurion Wealth Management LLC18,843$156.2K0.06%00.0%Unchanged
Spire Wealth Management18,843$156.2K0.00%00.0%Unchanged
Heritage Wealth Management, Inc.18,942$157.0K0.16%+5,458+40.5%Added
Sheaff Brock Investment Advisors, LLC19,476$161.5K0.01%−40.0%Reduced
Wetherby Asset Management Inc20,278$168.1K0.01%+20,278New
CSS LLC21,877$181.4K0.01%+21,877New
Sage Capital Management, LLC22,300$184.9K0.10%00.0%Unchanged
Lido Advisors, LLC22,375$185.5K0.00%+22,375New
Fisher Asset Management, LLC22,500$186.5K0.00%+22,500New
Kovack Advisors, Inc.23,201$192.3K0.02%+479+2.1%Added
Carolinas Wealth Consulting LLC23,828$197.5K0.04%00.0%Unchanged
Successful Portfolios LLC24,198$200.6K0.14%−392−1.6%Reduced
Occidental Asset Management, LLC24,882$206.3K0.04%+2,174+9.6%Added
Integrated Capital Management, Inc.25,613$212.3K0.17%+1,750+7.3%Added
Calamos Advisors LLC28,779$238.6K0.00%+28,779New
We Are One Seven, LLC29,327$243.1K0.01%−672−2.2%Reduced
Pinnacle Wealth Planning Services, Inc.29,466$244.3K0.04%+2,129+7.8%Added
Walleye Capital LLC29,885$247.7K0.00%+6,758+29.2%Added
Advisor Resource Council31,352$252.7K0.11%−293,252−90.3%Reduced
Vanguard Capital Wealth Advisors30,516$253.0K0.18%+210+0.7%Added
Wintrust Investments LLC36,003$298.0K0.03%+3,773+11.7%Added
Wealth Enhancement Advisory Services, LLC47,430$393.2K0.00%−9,700−17.0%Reduced
Relative Value Partners Group, LLC50,945$403.5K0.02%+271+0.5%Added
Cetera Investment Advisers51,697$428.6K0.00%+23,113+80.9%Added
Baird Financial Group, Inc.55,628$461.2K0.00%+2,006+3.7%Added
Capital Investment Advisors, LLC57,016$472.7K0.01%−3,739−6.2%Reduced
GWM Advisors LLC62,546$518.5K0.00%+5,581+9.8%Added
Diversify Advisory Services, LLC70,792$582.6K0.03%+70,792New
HighTower Advisors, LLC72,056$592.0K0.00%+72,056New
1607 Capital Partners, LLC72,062$597.4K0.05%−450,134−86.2%Reduced
Prevail Innovative Wealth Advisors, LLC79,845$661.9K0.25%+79,845New
Raymond James Financial Services Advisors, Inc.80,544$667.7K0.00%−1,873−2.3%Reduced
NWF Advisory Services Inc.82,550$684.3K0.11%−2,400−2.8%Reduced
Shaker Financial Services, LLC85,437$708.3K0.27%+6,333+8.0%Added
Blue Bell Private Wealth Management, LLC87,970$729.3K0.16%+7,403+9.2%Added
National Asset Management, Inc.97,856$739.8K0.02%−12,546−11.4%Reduced
Stolper Co95,521$792.0K0.29%+6,210+7.0%Added
Dakota Wealth Management96,175$797.3K0.02%00.0%Unchanged
The PNC Financial Services Group, Inc.97,732$810.2K0.00%00.0%Unchanged
Live Oak Private Wealth LLC103,295$856.3K0.15%00.0%Unchanged
IHT Wealth Management, LLC106,431$882.3K0.04%00.0%Unchanged
Provenance Wealth Advisors, LLC106,563$883.4K0.12%+5,735+5.7%Added
Janney Montgomery Scott LLC112,240$930.0K0.00%+5,479+5.1%Added
Qube Research & Technologies Ltd115,621$958.5K0.00%00.0%Unchanged
Aviance Capital Partners, LLC119,295$989.0K0.15%+7,091+6.3%Added
Oppenheimer & Co Inc143,197$1.19M0.02%−88−0.1%Reduced
Advisor Group Holdings, Inc.151,913$1.26M0.00%−43,394−22.2%Reduced
Cambridge Investment Research Advisors, Inc.153,117$1.27M0.00%+6,278+4.3%Added
Ameriprise Financial Inc167,615$1.39M0.00%+4,092+2.5%Added
Mariner, LLC173,503$1.44M0.00%−1,899−1.1%Reduced
Envestnet Asset Management Inc212,807$1.76M0.00%−3,437−1.6%Reduced
Stifel Financial Corp213,520$1.77M0.00%−3,608−1.7%Reduced