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, Q3 2021
Institutional positions in Aberdeen Intermediate Income Fund as of Sep 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
- +1 vs. Q2 2021
- Shares held
- 40.2M
- −344.4K (−0.8%) vs. Q2 2021
- Total value
- $145.4M
- −$6.11M (−4.0%) vs. Q2 2021
- New holders
- 7
- 21 more added
- Sold out
- 6
- 18 more reduced
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Aberdeen Intermediate Income Fund; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 12,824,109 | $46.4M | 1.20% | +628,082+5.1% | Added |
| Centaurus Financial, Inc. | 10,273,988 | $37.2M | 3.12% | +1,583,177+18.2% | Added |
| Wells Fargo & Company | 5,181,304 | $18.8M | 0.00% | −412,912−7.4% | Reduced |
| 1607 Capital Partners, LLC | 2,699,259 | $9.77M | 0.49% | −148,400−5.2% | Reduced |
| Parametric Portfolio Associates LLC | 2,307,896 | $8.36M | 0.00% | +543,914+30.8% | Added |
| Invesco Ltd. | 1,419,446 | $5.14M | 0.00% | +3,340+0.2% | Added |
| Morgan Stanley | 994,113 | $3.60M | 0.00% | −19,190−1.9% | Reduced |
| Evoke Wealth, LLC | 735,333 | $2.66M | 0.10% | +30,000+4.3% | Added |
| Bank of America Corp | 566,037 | $2.05M | 0.00% | +81,794+16.9% | Added |
| UBS Group AG | 338,577 | $1.23M | 0.00% | −21,279−5.9% | Reduced |
| Ameriprise Financial Inc | 279,600 | $1.01M | 0.00% | +15,699+5.9% | Added |
| Mid Atlantic Financial Management Inc | 270,012 | $977.0K | 0.07% | +86,600+47.2% | Added |
| Advisor Group Holdings, Inc. | 173,619 | $629.0K | 0.00% | +20,545+13.4% | Added |
| Ameritas Investment Company, LLC | 167,946 | $608.0K | 0.03% | +7,627+4.8% | Added |
| Shaker Financial Services, LLC | 145,826 | $528.0K | 0.21% | −95,495−39.6% | Reduced |
| Karpus Management, Inc. | 133,951 | $485.0K | 0.01% | −2,594,049−95.1% | Reduced |
| Penbrook Management LLC | 117,029 | $424.0K | 0.27% | −1,500−1.3% | Reduced |
| Commonwealth Equity Services, LLC | 106,627 | $385.0K | 0.00% | +327+0.3% | Added |
| Advisors Asset Management, Inc. | 99,701 | $361.0K | 0.01% | −41,328−29.3% | Reduced |
| Oppenheimer & Co Inc | 91,709 | $332.0K | 0.01% | +541+0.6% | Added |
| Dynamic Advisor Solutions LLC | 88,968 | $322.0K | 0.02% | −2,450−2.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 85,890 | $311.0K | 0.00% | +110.0% | Added |
| Stephens Inc | 71,305 | $258.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 68,136 | $247.0K | 0.00% | +6,016+9.7% | Added |
| Greytown Advisors Inc. | 57,265 | $207.0K | 0.09% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 56,839 | $205.0K | 0.04% | +8,389+17.3% | Added |
| Optimum Investment Advisors | 53,991 | $195.0K | 0.08% | 00.0% | Unchanged |
| Smith, Moore & Co. | 52,394 | $190.0K | 0.03% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 47,700 | $173.0K | 0.02% | −5,070−9.6% | Reduced |
| Meristem Family Wealth, LLC | 46,200 | $167.0K | 0.02% | 00.0% | Unchanged |
| Dixon Hubard Feinour & Brown Inc | 44,800 | $162.0K | 0.03% | 00.0% | Unchanged |
| Royal Bank of Canada | 42,789 | $155.0K | 0.00% | −4,487−9.5% | Reduced |
| Wolverine Asset Management LLC | 41,228 | $149.0K | 0.00% | +23,688+135.1% | Added |
| Jackson Hole Capital Partners, LLC | 40,052 | $145.0K | 0.05% | 00.0% | Unchanged |
| Assetmark, Inc | 34,760 | $126.0K | 0.00% | +34,760 | New |
| Raymond James Financial Services Advisors, Inc. | 32,162 | $116.0K | 0.00% | +6,726+26.4% | Added |
| The PNC Financial Services Group, Inc. | 24,526 | $88.0K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 23,204 | $84.0K | 0.00% | −1,672−6.7% | Reduced |
| Raymond James Trust N.A. | 18,651 | $68.0K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 18,388 | $67.0K | 0.00% | −22,761−55.3% | Reduced |
| Smith, Salley & Associates | 18,325 | $66.0K | 0.01% | 00.0% | Unchanged |
| Davenport & Co LLC | 16,375 | $59.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 16,370 | $59.0K | 0.01% | +2,034+14.2% | Added |
| Philadelphia Trust Co | 16,100 | $58.0K | 0.00% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 15,840 | $57.0K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 15,840 | $57.0K | 0.00% | +15,840 | New |
| NVWM, LLC | 15,000 | $54.0K | 0.02% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 12,925 | $47.0K | 0.02% | +90+0.7% | Added |
| Park Avenue Securities LLC | 12,580 | $46.0K | 0.00% | +12,580 | New |
| SeaCrest Wealth Management, LLC | 12,425 | $45.0K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 12,202 | $44.0K | 0.00% | +12,202 | New |
| Truist Financial Corp | 11,750 | $43.0K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 11,107 | $41.0K | 0.00% | +123+1.1% | Added |
| HighTower Advisors, LLC | 10,800 | $39.0K | 0.00% | −714−6.2% | Reduced |
| We Are One Seven, LLC | 10,818 | $39.0K | 0.00% | +10,818 | New |
| Rossmore Private Capital | 10,275 | $37.0K | 0.01% | −905−8.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 10,141 | $37.0K | 0.01% | +10,141 | New |
| Brave Asset Management Inc | 10,000 | $36.0K | 0.01% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 10,000 | $36.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 8,750 | $32.0K | 0.00% | −2,108−19.4% | Reduced |
| Citigroup Inc | 8,068 | $29.0K | 0.00% | −3,068−27.6% | Reduced |
| US Bancorp | 6,000 | $22.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 5,500 | $19.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 5,000 | $18.1K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 4,000 | $14.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 3,857 | $14.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 3,450 | $12.0K | 0.00% | +1,350+64.3% | Added |
| Addison Advisors LLC | 2,841 | $10.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 2,250 | $8.14K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2,050 | $7.00K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 702 | $2.00K | 0.00% | −5,697−89.0% | Reduced |
| Harbour Investments, Inc. | 660 | $2.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 631 | $2.00K | 0.00% | 00.0% | Unchanged |
| 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% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 50 | $0 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $0 | 0.00% | +1 | New |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −16,655−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −49,075−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −20,724−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −20,661−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −93−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |