Aberdeen Intermediate Income Fund
MIN- Exchange
- NYSE
- SEC CIK
- 0000826735
In the last 90 days, Aberdeen Intermediate Income Fund insiders filed 1 open-market purchase and 0 sales; 81 institutions reported holding it in 13F filings for Q2 2026, worth $158.6M in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Aberdeen Intermediate Income Fund as of Jun 30, 2021. 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
- 81
- −2 vs. Q1 2021
- Shares held
- 40.8M
- −1.55M (−3.7%) vs. Q1 2021
- Total value
- $152.5M
- −$4.95M (−3.1%) vs. Q1 2021
- New holders
- 5
- 23 more added
- Sold out
- 7
- 20 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MIN 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 81 | $158.6M |
| Q1 2026 | 85 | $153.0M |
| Q4 2025 | 86 | $155.9M |
| Q3 2025 | 84 | $159.6M |
| Q2 2025 | 87 | $162.6M |
| Q1 2025 | 90 | $156.0M |
| Q4 2024 | 88 | $152.8M |
| Q3 2024 | 98 | $151.4M |
| Q2 2024 | 92 | $147.2M |
| Q1 2024 | 97 | $143.7M |
| Q4 2023 | 101 | $147.7M |
| Q3 2023 | 91 | $145.8M |
| Q2 2023 | 92 | $147.7M |
| Q1 2023 | 95 | $147.0M |
| Q4 2022 | 91 | $143.3M |
| Q3 2022 | 84 | $139.8M |
| Q2 2022 | 81 | $143.5M |
| Q1 2022 | 81 | $142.5M |
| Q4 2021 | 81 | $151.8M |
| Q3 2021 | 81 | $145.4M |
| Q2 2021 | 81 | $152.5M |
| Q1 2021 | 83 | $157.5M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Aberdeen Intermediate Income Fund; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 12,196,027 | $45.6M | 1.13% | −196,862−1.6% | Reduced |
| Centaurus Financial, Inc. | 8,690,811 | $32.5M | 2.74% | +2,094,537+31.8% | Added |
| Wells Fargo & Company | 5,594,216 | $20.9M | 0.00% | −108,901−1.9% | Reduced |
| 1607 Capital Partners, LLC | 2,847,659 | $10.7M | 0.51% | −2,367,100−45.4% | Reduced |
| Karpus Management, Inc. | 2,728,000 | $10.2M | 0.30% | −863,706−24.0% | Reduced |
| Parametric Portfolio Associates LLC | 1,763,982 | $6.60M | 0.00% | +991,141+128.2% | Added |
| Invesco Ltd. | 1,416,106 | $5.30M | 0.00% | +291,862+26.0% | Added |
| Morgan Stanley | 1,013,303 | $3.79M | 0.00% | −65,588−6.1% | Reduced |
| Evoke Wealth, LLC | 705,333 | $2.64M | 0.10% | +40,000+6.0% | Added |
| Bank of America Corp | 484,243 | $1.81M | 0.00% | +71,555+17.3% | Added |
| UBS Group AG | 359,856 | $1.35M | 0.00% | +19,522+5.7% | Added |
| CWM, LLC | 265,023 | $991.0K | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 263,901 | $987.0K | 0.00% | +35,582+15.6% | Added |
| Shaker Financial Services, LLC | 241,321 | $903.0K | 0.33% | +139,997+138.2% | Added |
| Mid Atlantic Financial Management Inc | 183,412 | $686.0K | 0.05% | +70,112+61.9% | Added |
| Ameritas Investment Company, LLC | 160,319 | $600.0K | 0.03% | +160,319 | New |
| Advisor Group Holdings, Inc. | 153,074 | $572.0K | 0.00% | +17,636+13.0% | Added |
| Advisors Asset Management, Inc. | 141,029 | $527.0K | 0.01% | −3,510−2.4% | Reduced |
| Penbrook Management LLC | 118,529 | $443.0K | 0.28% | −1,000−0.8% | Reduced |
| Commonwealth Equity Services, LLC | 106,300 | $397.0K | 0.00% | +25,816+32.1% | Added |
| Dynamic Advisor Solutions LLC | 91,418 | $342.0K | 0.03% | −23,461−20.4% | Reduced |
| Oppenheimer & Co Inc | 91,168 | $341.0K | 0.01% | +532+0.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 85,879 | $321.0K | 0.00% | +389+0.5% | Added |
| Stephens Inc | 71,305 | $267.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 62,120 | $232.0K | 0.00% | +11,720+23.3% | Added |
| Greytown Advisors Inc. | 57,265 | $214.0K | 0.10% | 00.0% | Unchanged |
| Optimum Investment Advisors | 53,991 | $202.0K | 0.06% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 52,770 | $197.0K | 0.03% | −1,000−1.9% | Reduced |
| Smith, Moore & Co. | 52,394 | $196.0K | 0.03% | 00.0% | Unchanged |
| Dakota Wealth Management | 49,075 | $183.0K | 0.02% | −25,325−34.0% | Reduced |
| Boenning & Scattergood, Inc. | 48,450 | $181.0K | 0.03% | −1,500−3.0% | Reduced |
| Royal Bank of Canada | 47,276 | $177.0K | 0.00% | −78,819−62.5% | Reduced |
| Meristem Family Wealth, LLC | 46,200 | $173.0K | 0.03% | 00.0% | Unchanged |
| Dixon Hubard Feinour & Brown Inc | 44,800 | $168.0K | 0.03% | 00.0% | Unchanged |
| LPL Financial LLC | 41,149 | $154.0K | 0.00% | +1,677+4.2% | Added |
| Jackson Hole Capital Partners, LLC | 40,052 | $150.0K | 0.05% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 25,436 | $95.0K | 0.00% | +6,800+36.5% | Added |
| Raymond James & Associates | 24,876 | $93.0K | 0.00% | −2,405−8.8% | Reduced |
| The PNC Financial Services Group, Inc. | 24,526 | $92.0K | 0.00% | −763−3.0% | Reduced |
| Citadel Advisors LLC | 20,724 | $78.0K | 0.00% | −13,495−39.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 20,661 | $77.0K | 0.05% | +1,509+7.9% | Added |
| Raymond James Trust N.A. | 18,651 | $70.0K | 0.00% | 00.0% | Unchanged |
| Smith, Salley & Associates | 18,325 | $69.0K | 0.01% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 17,540 | $65.0K | 0.00% | −56,237−76.2% | Reduced |
| Parallel Advisors, LLC | 16,655 | $62.0K | 0.00% | +359+2.2% | Added |
| Davenport & Co LLC | 16,375 | $61.0K | 0.00% | 00.0% | Unchanged |
| Philadelphia Trust Co | 16,100 | $60.0K | 0.00% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 15,840 | $59.0K | 0.01% | −2,000−11.2% | Reduced |
| NVWM, LLC | 15,000 | $56.0K | 0.02% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 14,336 | $54.0K | 0.01% | +14,336 | New |
| SignalPoint Asset Management, LLC | 12,835 | $48.0K | 0.02% | +89+0.7% | Added |
| SeaCrest Wealth Management, LLC | 12,425 | $46.0K | 0.01% | −29−0.2% | Reduced |
| Truist Financial Corp | 11,750 | $44.0K | 0.00% | −775−6.2% | Reduced |
| HighTower Advisors, LLC | 11,514 | $43.0K | 0.00% | +714+6.6% | Added |
| Rossmore Private Capital | 11,180 | $42.0K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 11,136 | $42.0K | 0.00% | +2,021+22.2% | Added |
| Proequities, Inc. | 10,858 | $41.0K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 10,984 | $41.0K | 0.00% | +235+2.2% | Added |
| Brave Asset Management Inc | 10,000 | $37.0K | 0.01% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 10,000 | $37.0K | 0.01% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 6,399 | $23.0K | 0.00% | +5,208+437.3% | Added |
| US Bancorp | 6,000 | $22.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 5,500 | $20.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 5,000 | $18.7K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 4,000 | $15.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 3,857 | $14.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 2,841 | $11.0K | 0.01% | +2,841 | New |
| American Portfolios Advisors | 2,250 | $8.41K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2,050 | $8.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 2,100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 500 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 660 | $2.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 631 | $2.00K | 0.00% | +631 | New |
| Delta Asset Management LLC | 400 | $1.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 400 | $1.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 166 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 150 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 500 | $1.00K | 0.00% | 00.0% | Unchanged |
| Eaton Vance Management | 76 | $0 | 0.00% | −150−66.4% | Reduced |
| Sittner & Nelson, LLC | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 93 | $0 | 0.00% | +93 | New |
| Relative Value Partners Group, LLC | 0 | $0 | 0.00% | −1,712,485−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −21,112−100.0% | Sold out |
| RBA Wealth Management, LLC | 0 | $0 | 0.00% | −6,200−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | – | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −990−100.0% | Sold out |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −725−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −725−100.0% | Sold out |