DaveManuel.com · Institutional Ownership · Who Owns It
ABRDN GLOBAL PREMIER PPTYS F (AWP)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
81
Reporting holders
$44.3M
Reported value
0.0%
Calls
0.0%
Puts
+0
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $13.8M | 1,163,400 | 0.00% | 2q | +11.2%+$1.4M |
| WELLS FARGO & COMPANY/MN | $4.4M | 372,826 | 0.00% | 2q | -15.1%-$786.8K |
| BANK OF AMERICA CORP /DE/ | $2.5M | 209,748 | 0.00% | 2q | HELD |
| OSAIC HOLDINGS, INC. | $2.2M | 187,180 | 0.00% | 2q | HELD |
| NWF Advisory Services Inc. | $1.6M | 133,090 | 0.15% | 2q | -6.8%-$115.1K |
| ROYAL BANK OF CANADA | $1.4M | 115,743 | 0.00% | 2q | -2.2%-$30.2K |
| J.W. COLE ADVISORS, INC. | $1.3M | 110,500 | 0.02% | new | NEW |
| LPL Financial LLC | $1.1M | 94,883 | 0.00% | 2q | +22.0%+$202.3K |
| AlphaCore Capital LLC | $982.6K | 82,991 | 0.02% | 2q | +2.1%+$19.9K |
| OneAscent Financial Services LLC | $977.9K | 82,592 | 0.05% | 2q | +1.3%+$12.4K |
| Advisory Advocates, LLC | $929.5K | 78,505 | 0.80% | 2q | +1.8%+$16.2K |
| Kestra Advisory Services, LLC | $913.6K | 77,161 | 0.00% | 2q | +29.4%+$207.8K |
| RAYMOND JAMES FINANCIAL INC | $826.9K | 69,843 | 0.00% | 2q | +6.2%+$47.9K |
| Samalin Investment Counsel, LLC | $787.3K | 66,499 | 0.25% | 2q | -36.7%-$456.4K |
| OPPENHEIMER & CO INC | $724.6K | 61,202 | 0.01% | 2q | -0.8%-$6.0K |
| UBS Group AG | $700.9K | 59,198 | 0.00% | 2q | +105.8%+$360.4K |
| Mezzasalma Advisors, LLC | $568.0K | 47,973 | 0.11% | 2q | +2.9%+$15.8K |
| Baird Financial Group, Inc. | $567.5K | 47,931 | 0.00% | 2q | +1.4%+$7.8K |
| Marshall & Sterling Wealth Advisors Inc. | $479.6K | 40,510 | 0.28% | 2q | -0.9%-$4.5K |
| Private Advisor Group, LLC | $476.0K | 40,200 | 0.00% | 2q | -9.2%-$48.4K |
| IHT Wealth Management, LLC | $422.0K | 35,641 | 0.01% | new | NEW |
| AMERIPRISE FINANCIAL INC | $407.1K | 34,386 | 0.00% | 2q | +35.1%+$105.9K |
| JANE STREET GROUP, LLC | $370.9K | 31,322 | 0.00% | 2q | +60.2%+$139.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $353.9K | 29,891 | 0.00% | 2q | -5.4%-$20.2K |
| Total Wealth Planning & Management, Inc. | $340.1K | 28,725 | 0.23% | new | NEW |
| Abel Hall, LLC | $331.5K | 27,999 | 0.06% | 2q | HELD |
| XTX Topco Ltd | $330.3K | 27,901 | 0.00% | 2q | +104.3%+$168.6K |
| IMC-Chicago, LLC | $270.4K | 22,836 | 0.00% | new | NEW |
| Marex Group Ltd | $260.5K | 22,005 | 0.00% | new | NEW |
| NewEdge Advisors, LLC | $254.9K | 21,531 | 0.00% | 2q | -6.0%-$16.4K |
| HighTower Advisors, LLC | $244.0K | 20,609 | 0.00% | 2q | +32.1%+$59.2K |
| Live Oak Private Wealth LLC | $223.7K | 18,896 | 0.03% | 2q | HELD |
| Mariner, LLC | $212.7K | 17,963 | 0.00% | 2q | +1.5%+$3.1K |
| Tennessee Valley Asset Management Partners | $211.5K | 17,859 | 0.02% | 2q | +5.1%+$10.2K |
| SeaCrest Wealth Management, LLC | $210.0K | 17,740 | 0.02% | 2q | HELD |
| CoreCap Advisors, LLC | $190.8K | 16,112 | 0.01% | 2q | +120.1%+$104.1K |
| WealthTrust Axiom LLC | $188.4K | 15,915 | 0.04% | 2q | HELD |
| Coastal Bridge Advisors, LLC | $165.3K | 13,965 | 0.01% | 2q | HELD |
| Carnegie Lake Advisors LLC | $150.7K | 12,724 | 0.06% | 2q | HELD |
| HUB Investment Partners, LLC | $146.7K | 12,387 | 0.00% | 2q | HELD |
| Cetera Investment Advisers | $138.4K | 11,692 | 0.00% | 2q | +0.6% |
| Merit Financial Group, LLC | $135.5K | 11,445 | 0.00% | 2q | HELD |
| Sage Capital Advisors,llc | $135.3K | 11,427 | 0.03% | 2q | +0.6% |
| EVOLVE PRIVATE WEALTH, LLC | $133.7K | 11,289 | 0.01% | 2q | -7.8%-$11.3K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $131.3K | 11,087 | 0.00% | 2q | HELD |
| MAI Capital Management | $129.1K | 10,904 | 0.00% | 2q | +95.9%+$63.2K |
| SCOTIA CAPITAL INC. | $125.9K | 10,630 | 0.00% | 2q | HELD |
| INSIGNEO ADVISORY SERVICES, LLC | $124.0K | 10,475 | 0.00% | 2q | HELD |
| DECISION INVESTMENTS, INC | $123.4K | 10,420 | 0.11% | 2q | -0.9%-$1.2K |
| BENJAMIN EDWARDS INC | $119.1K | 10,062 | 0.00% | 2q | -7.4%-$9.5K |
| EverSource Wealth Advisors, LLC | $98.7K | 8,333 | 0.00% | 2q | HELD |
| Triumph Capital Management | $77.0K | 6,507 | 0.01% | 2q | +6.0%+$4.4K |
| Clark Wealth Partners | $48.7K | 4,114 | 0.03% | 2q | HELD |
| US BANCORP \DE\ | $43.4K | 3,665 | 0.00% | 2q | HELD |
| Allworth Financial LP | $38.6K | 3,258 | 0.00% | 2q | HELD |
| Nova Wealth Management, Inc. | $27.9K | 2,355 | 0.02% | 2q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $27.6K | 2,333 | 0.00% | 2q | -5.2%-$1.5K |
| Cullen/Frost Bankers, Inc. | $21.3K | 1,800 | 0.00% | 2q | HELD |
| Global Retirement Partners, LLC | $20.9K | 1,762 | 0.00% | new | NEW |
| BFC Planning, Inc. | $15.1K | 1,277 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $13.1K | 1,109 | 0.00% | 2q | HELD |
| Caldwell Trust Co | $10.3K | 868 | 0.00% | 2q | -50.0%-$10.3K |
| SIGNATUREFD, LLC | $7.4K | 628 | 0.00% | new | NEW |
| Pinnacle Wealth Planning Services, Inc. | $7.3K | 619 | 0.00% | 2q | HELD |
| Larson Financial Group LLC | $6.6K | 555 | 0.00% | 2q | -2.5% |
| Johnson Financial Group, Inc. | $6.2K | 521 | 0.00% | new | NEW |
| Axiom Investment Management LLC | $6.1K | 513 | 0.00% | 2q | HELD |
| FIFTH THIRD BANCORP | $5.8K | 492 | 0.00% | 2q | -84.1%-$30.7K |
| SWAN Capital LLC | $5.5K | 466 | 0.00% | 2q | HELD |
| Arax Advisory Partners | $4.6K | 390 | 0.00% | new | NEW |
| Operose Advisors LLC | $4.4K | 370 | 0.00% | new | NEW |
| WOLFF WIESE MAGANA LLC | $4.3K | 366 | 0.00% | 2q | -18.7% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $4.0K | 342 | 0.00% | 2q | +2.1% |
| North Star Investment Management Corp. | $3.7K | 310 | 0.00% | 2q | HELD |
| BAYBAN | $3.3K | 280 | 0.00% | 2q | HELD |
| WPG Advisers, LLC | $3.3K | 276 | 0.00% | 2q | +1.5% |
| HIGHLINE WEALTH PARTNERS LLC | $2.8K | 238 | 0.00% | 2q | HELD |
| PNC Financial Services Group, Inc. | $2.5K | 215 | 0.00% | 2q | HELD |
| BARRETT & COMPANY, INC. | $1.0K | 86 | 0.00% | 2q | HELD |
| ASSETMARK, INC | $876 | 74 | 0.00% | 2q | -70.2%-$2.1K |
| HUNTINGTON NATIONAL BANK | $12 | 1 | 0.00% | 15q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 23 | $4.7M | 449,067 | 4 | 6 | 6 | 0.0% |
| Q2 2026 | 81 | $44.3M | 3,741,936 | 11 | 23 | 18 | 0.0% |
| Q1 2026 | 81 | $40.3M | 3,651,086 | 79 | 0 | 1 | 0.0% |
| Q4 2025 | 89 | $43.4M | 11,304,269 | 9 | 26 | 20 | 0.0% |
| Q3 2025 | 88 | $45.6M | 11,474,566 | 12 | 29 | 17 | 0.0% |
| Q2 2025 | 84 | $52.4M | 13,235,281 | 8 | 26 | 26 | 0.0% |
| Q1 2025 | 90 | $49.2M | 12,672,500 | 11 | 29 | 21 | 0.0% |
| Q4 2024 | 99 | $47.8M | 12,368,087 | 20 | 22 | 21 | 0.0% |
| Q3 2024 | 82 | $55.6M | 12,033,856 | 10 | 21 | 22 | 0.0% |
| Q2 2024 | 82 | $38.3M | 10,034,473 | 14 | 22 | 19 | 0.0% |
| Q1 2024 | 85 | $75.0M | 18,950,624 | 15 | 26 | 20 | 0.0% |
| Q4 2023 | 86 | $63.5M | 16,375,096 | 15 | 18 | 26 | 0.0% |
| Q3 2023 | 80 | $44.1M | 12,105,348 | 11 | 18 | 23 | 0.0% |
| Q2 2023 | 81 | $46.7M | 11,907,448 | 9 | 17 | 23 | 0.0% |
| Q1 2023 | 86 | $52.4M | 12,730,719 | 11 | 28 | 20 | 0.0% |
| Q4 2022 | 86 | $49.1M | 12,597,731 | 17 | 30 | 21 | 0.0% |
| Q3 2022 | 77 | $316.1M | 82,743,060 | 13 | 25 | 16 | 0.0% |
| Q2 2022 | 76 | $116.7M | 23,752,823 | 8 | 29 | 11 | 0.0% |
| Q1 2022 | 82 | $159.0M | 24,685,633 | 12 | 24 | 18 | 0.0% |
| Q4 2021 | 81 | $162.7M | 23,782,271 | 10 | 26 | 14 | 0.0% |
| Q3 2021 | 81 | $135.4M | 22,345,535 | 8 | 23 | 23 | 0.0% |
| Q2 2021 | 80 | $155.4M | 24,437,416 | 9 | 22 | 21 | 0.0% |
| Q1 2021 | 77 | $155.3M | 26,094,225 | 9 | 17 | 24 | 0.0% |
| Q4 2020 | 81 | $130.6M | 24,835,034 | 8 | 17 | 31 | 0.0% |
| Q3 2020 | 88 | $227.3M | 49,399,678 | 7 | 18 | 31 | 0.0% |
| Q2 2020 | 90 | $154.6M | 33,164,827 | 9 | 23 | 26 | 0.0% |
| Q1 2020 | 92 | $138.3M | 32,620,985 | 13 | 29 | 23 | 0.0% |
| Q4 2019 | 89 | $167.7M | 25,878,843 | 13 | 30 | 21 | 0.0% |
| Q3 2019 | 84 | $153.2M | 24,631,519 | 23 | 18 | 20 | 0.0% |
| Q2 2019 | 64 | $142.5M | 22,759,913 | 9 | 17 | 21 | 0.0% |
| Q1 2019 | 72 | $144.3M | 24,005,081 | 12 | 17 | 25 | 0.0% |
| Q4 2018 | 68 | $126.6M | 25,425,158 | 2 | 2 | 3 | 0.0% |