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Get Institutions for : 
Alpine Global Dynamic Dividend Fund (AGD)  
$9.47 0.04 (0.42%) as of 4:30 Mon 5/6


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 69    3
Total shares held : 
 6,700,212  
% of shares held : 
 26.74%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   8  
Amount of shares held : 
 306,220  
% of shares held change : 
   1.22%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $8.56  
Last Quarter's Ending Price : 
 $9.34  
Last Quarter's Average Price : 
 $8.88  
Change from last quarter's     
avg. price to the last closing  : 
0.59 (6.64%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 116,930
 1.75%
 
Increased Positions :
28
 735,026
 10.97%
 
Unchanged Positions :
19
 417,301
 6.23%
 
Decreased Positions :
17
-494,275
-7.38%
 
Closed Positions :
8
-51,461
-0.77%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   FIXED INCOME SECURITIES INC 202 - 2024-03-31 685,085 $6,652,000 -130,296
   LPL FINANCIAL CORP 2555 - 2024-03-31 191,493 $1,859,000 -56,875
   WELLS FARGO & CO/MN 2783 - 2024-03-31 147,163 $1,429,000 -5,135
   Advisor Group Holdings Inc. 2197 - 2024-03-31 117,579 $1,142,000 -8,275
   Investment Partners Asset Management Inc. 30 - 2024-03-31 112,091 $1,088,000 -1,281
   BDO Wealth Advisors LLC 136 - 2023-06-30 97,777 $933,000 -3,407
   ENVESTNET ASSET MANAGEMENT INC 3125 - 2024-03-31 85,610 $831,000 -28,726
   ROYAL BANK OF CANADA 3121 - 2024-03-31 84,450 $820,000 -2,759
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1079 - 2023-09-30 87,551 $758,000 -3,239
   COMMONWEALTH EQUITY SERVICES LLC. 2574 - 2024-03-31 65,789 $639,000 -5,133
   RSM US WEALTH MANAGEMENT LLC 407 - 2024-03-31 58,157 $565,000 -18,449
   Goss Wealth Management LLC 1329 - 2024-03-31 52,315 $508,000 -14,178
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2507 - 2024-03-31 50,758 $493,000 -12,279
   WEDBUSH MORGAN SECURITIES INC 963 - 2024-03-31 25,611 $249,000 -3,285
   AMERIPRISE FINANCIAL INC 3583 - 2024-03-31 22,164 $218,000 -13,852
   Second Line Capital LLC 109 - 2024-03-31 16,905 $164,000 -1,123
   Spire Wealth Management 879 - 2024-03-31 15,146 $147,000 -1,142
   Integrated Capital Management Inc. 75 - 2024-03-31 13,754 $134,000 -84
   Cornerstone Advisors LLC 304 - 2024-03-31 13,531 $131,000 -48,397
   Atria Wealth Solutions Inc. 1861 - 2024-03-31 11,669 $113,000 -254
   GODSEY & GIBB ASSOCIATES 204 - 2024-03-31 2,851 $28,000 -1,602
   Geneos Wealth Management Inc. 1947 - 2024-03-31 160 $2,000 -801
  22 Records found
  1    
  Page 1 of 1
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