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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| 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 |
| Prestige Wealth Management Group LLC | 2,050 | $7.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 2,250 | $8.14K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 2,841 | $10.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 3,450 | $12.0K | 0.00% | +1,350+64.3% | Added |
| 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 |
| Anchor Investment Management, LLC | 5,000 | $18.1K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 5,500 | $19.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 6,000 | $22.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 8,068 | $29.0K | 0.00% | −3,068−27.6% | Reduced |
| Proequities, Inc. | 8,750 | $32.0K | 0.00% | −2,108−19.4% | Reduced |
| 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 |
| 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 |
| 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 |
| Avantax Advisory Services, Inc. | 11,107 | $41.0K | 0.00% | +123+1.1% | Added |
| Truist Financial Corp | 11,750 | $43.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 12,202 | $44.0K | 0.00% | +12,202 | New |
| SeaCrest Wealth Management, LLC | 12,425 | $45.0K | 0.01% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 12,580 | $46.0K | 0.00% | +12,580 | New |
| SignalPoint Asset Management, LLC | 12,925 | $47.0K | 0.02% | +90+0.7% | Added |
| NVWM, LLC | 15,000 | $54.0K | 0.02% | 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 |
| Philadelphia Trust Co | 16,100 | $58.0K | 0.00% | 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 |
| Smith, Salley & Associates | 18,325 | $66.0K | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 18,388 | $67.0K | 0.00% | −22,761−55.3% | Reduced |
| Raymond James Trust N.A. | 18,651 | $68.0K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 23,204 | $84.0K | 0.00% | −1,672−6.7% | Reduced |
| The PNC Financial Services Group, Inc. | 24,526 | $88.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 32,162 | $116.0K | 0.00% | +6,726+26.4% | Added |
| Assetmark, Inc | 34,760 | $126.0K | 0.00% | +34,760 | New |
| Jackson Hole Capital Partners, LLC | 40,052 | $145.0K | 0.05% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 41,228 | $149.0K | 0.00% | +23,688+135.1% | Added |
| Royal Bank of Canada | 42,789 | $155.0K | 0.00% | −4,487−9.5% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 44,800 | $162.0K | 0.03% | 00.0% | Unchanged |
| Meristem Family Wealth, LLC | 46,200 | $167.0K | 0.02% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 47,700 | $173.0K | 0.02% | −5,070−9.6% | Reduced |
| Smith, Moore & Co. | 52,394 | $190.0K | 0.03% | 00.0% | Unchanged |
| Optimum Investment Advisors | 53,991 | $195.0K | 0.08% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 56,839 | $205.0K | 0.04% | +8,389+17.3% | Added |
| Greytown Advisors Inc. | 57,265 | $207.0K | 0.09% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 68,136 | $247.0K | 0.00% | +6,016+9.7% | Added |
| Stephens Inc | 71,305 | $258.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 85,890 | $311.0K | 0.00% | +110.0% | Added |
| Dynamic Advisor Solutions LLC | 88,968 | $322.0K | 0.02% | −2,450−2.7% | Reduced |
| Oppenheimer & Co Inc | 91,709 | $332.0K | 0.01% | +541+0.6% | Added |
| Advisors Asset Management, Inc. | 99,701 | $361.0K | 0.01% | −41,328−29.3% | Reduced |
| Commonwealth Equity Services, LLC | 106,627 | $385.0K | 0.00% | +327+0.3% | Added |
| Penbrook Management LLC | 117,029 | $424.0K | 0.27% | −1,500−1.3% | Reduced |
| Karpus Management, Inc. | 133,951 | $485.0K | 0.01% | −2,594,049−95.1% | Reduced |
| Shaker Financial Services, LLC | 145,826 | $528.0K | 0.21% | −95,495−39.6% | Reduced |
| Ameritas Investment Company, LLC | 167,946 | $608.0K | 0.03% | +7,627+4.8% | Added |
| Advisor Group Holdings, Inc. | 173,619 | $629.0K | 0.00% | +20,545+13.4% | Added |
| Mid Atlantic Financial Management Inc | 270,012 | $977.0K | 0.07% | +86,600+47.2% | Added |
| Ameriprise Financial Inc | 279,600 | $1.01M | 0.00% | +15,699+5.9% | Added |
| UBS Group AG | 338,577 | $1.23M | 0.00% | −21,279−5.9% | Reduced |
| Bank of America Corp | 566,037 | $2.05M | 0.00% | +81,794+16.9% | Added |
| Evoke Wealth, LLC | 735,333 | $2.66M | 0.10% | +30,000+4.3% | Added |
| Morgan Stanley | 994,113 | $3.60M | 0.00% | −19,190−1.9% | Reduced |
| Invesco Ltd. | 1,419,446 | $5.14M | 0.00% | +3,340+0.2% | Added |
| Parametric Portfolio Associates LLC | 2,307,896 | $8.36M | 0.00% | +543,914+30.8% | Added |
| 1607 Capital Partners, LLC | 2,699,259 | $9.77M | 0.49% | −148,400−5.2% | Reduced |
| Wells Fargo & Company | 5,181,304 | $18.8M | 0.00% | −412,912−7.4% | Reduced |
| Centaurus Financial, Inc. | 10,273,988 | $37.2M | 3.12% | +1,583,177+18.2% | Added |
| Sit Investment Associates Inc | 12,824,109 | $46.4M | 1.20% | +628,082+5.1% | Added |
| 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 |