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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| 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 |
| Rockefeller Capital Management L.P. | 2,100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2,050 | $8.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 2,250 | $8.41K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 2,841 | $11.0K | 0.01% | +2,841 | New |
| Concord Wealth Partners | 3,857 | $14.0K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 4,000 | $15.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 5,000 | $18.7K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 5,500 | $20.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 6,000 | $22.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 6,399 | $23.0K | 0.00% | +5,208+437.3% | 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 |
| 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 |
| 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 |
| HighTower Advisors, LLC | 11,514 | $43.0K | 0.00% | +714+6.6% | Added |
| Truist Financial Corp | 11,750 | $44.0K | 0.00% | −775−6.2% | Reduced |
| SeaCrest Wealth Management, LLC | 12,425 | $46.0K | 0.01% | −29−0.2% | Reduced |
| SignalPoint Asset Management, LLC | 12,835 | $48.0K | 0.02% | +89+0.7% | Added |
| Two Sigma Securities, LLC | 14,336 | $54.0K | 0.01% | +14,336 | New |
| NVWM, LLC | 15,000 | $56.0K | 0.02% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 15,840 | $59.0K | 0.01% | −2,000−11.2% | Reduced |
| Philadelphia Trust Co | 16,100 | $60.0K | 0.00% | 00.0% | Unchanged |
| Davenport & Co LLC | 16,375 | $61.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 16,655 | $62.0K | 0.00% | +359+2.2% | Added |
| Wolverine Asset Management LLC | 17,540 | $65.0K | 0.00% | −56,237−76.2% | Reduced |
| Smith, Salley & Associates | 18,325 | $69.0K | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 18,651 | $70.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 20,661 | $77.0K | 0.05% | +1,509+7.9% | Added |
| Citadel Advisors LLC | 20,724 | $78.0K | 0.00% | −13,495−39.4% | Reduced |
| The PNC Financial Services Group, Inc. | 24,526 | $92.0K | 0.00% | −763−3.0% | Reduced |
| Raymond James & Associates | 24,876 | $93.0K | 0.00% | −2,405−8.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 25,436 | $95.0K | 0.00% | +6,800+36.5% | Added |
| Jackson Hole Capital Partners, LLC | 40,052 | $150.0K | 0.05% | 00.0% | Unchanged |
| LPL Financial LLC | 41,149 | $154.0K | 0.00% | +1,677+4.2% | Added |
| Dixon Hubard Feinour & Brown Inc | 44,800 | $168.0K | 0.03% | 00.0% | Unchanged |
| Meristem Family Wealth, LLC | 46,200 | $173.0K | 0.03% | 00.0% | Unchanged |
| Royal Bank of Canada | 47,276 | $177.0K | 0.00% | −78,819−62.5% | Reduced |
| Boenning & Scattergood, Inc. | 48,450 | $181.0K | 0.03% | −1,500−3.0% | Reduced |
| Dakota Wealth Management | 49,075 | $183.0K | 0.02% | −25,325−34.0% | Reduced |
| Smith, Moore & Co. | 52,394 | $196.0K | 0.03% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 52,770 | $197.0K | 0.03% | −1,000−1.9% | Reduced |
| Optimum Investment Advisors | 53,991 | $202.0K | 0.06% | 00.0% | Unchanged |
| Greytown Advisors Inc. | 57,265 | $214.0K | 0.10% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 62,120 | $232.0K | 0.00% | +11,720+23.3% | Added |
| Stephens Inc | 71,305 | $267.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 85,879 | $321.0K | 0.00% | +389+0.5% | Added |
| Oppenheimer & Co Inc | 91,168 | $341.0K | 0.01% | +532+0.6% | Added |
| Dynamic Advisor Solutions LLC | 91,418 | $342.0K | 0.03% | −23,461−20.4% | Reduced |
| Commonwealth Equity Services, LLC | 106,300 | $397.0K | 0.00% | +25,816+32.1% | Added |
| Penbrook Management LLC | 118,529 | $443.0K | 0.28% | −1,000−0.8% | Reduced |
| Advisors Asset Management, Inc. | 141,029 | $527.0K | 0.01% | −3,510−2.4% | Reduced |
| Advisor Group Holdings, Inc. | 153,074 | $572.0K | 0.00% | +17,636+13.0% | Added |
| Ameritas Investment Company, LLC | 160,319 | $600.0K | 0.03% | +160,319 | New |
| Mid Atlantic Financial Management Inc | 183,412 | $686.0K | 0.05% | +70,112+61.9% | Added |
| Shaker Financial Services, LLC | 241,321 | $903.0K | 0.33% | +139,997+138.2% | Added |
| Ameriprise Financial Inc | 263,901 | $987.0K | 0.00% | +35,582+15.6% | Added |
| CWM, LLC | 265,023 | $991.0K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 359,856 | $1.35M | 0.00% | +19,522+5.7% | Added |
| Bank of America Corp | 484,243 | $1.81M | 0.00% | +71,555+17.3% | Added |
| Evoke Wealth, LLC | 705,333 | $2.64M | 0.10% | +40,000+6.0% | Added |
| Morgan Stanley | 1,013,303 | $3.79M | 0.00% | −65,588−6.1% | Reduced |
| Invesco Ltd. | 1,416,106 | $5.30M | 0.00% | +291,862+26.0% | Added |
| Parametric Portfolio Associates LLC | 1,763,982 | $6.60M | 0.00% | +991,141+128.2% | Added |
| Karpus Management, Inc. | 2,728,000 | $10.2M | 0.30% | −863,706−24.0% | Reduced |
| 1607 Capital Partners, LLC | 2,847,659 | $10.7M | 0.51% | −2,367,100−45.4% | Reduced |
| Wells Fargo & Company | 5,594,216 | $20.9M | 0.00% | −108,901−1.9% | Reduced |
| Centaurus Financial, Inc. | 8,690,811 | $32.5M | 2.74% | +2,094,537+31.8% | Added |
| Sit Investment Associates Inc | 12,196,027 | $45.6M | 1.13% | −196,862−1.6% | Reduced |
| 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 |