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, Q4 2021
Institutional positions in Aberdeen Intermediate Income Fund as of Dec 31, 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. Q3 2021
- Shares held
- 42.3M
- +2.53M (+6.4%) vs. Q3 2021
- Total value
- $151.8M
- +$7.90M (+5.5%) vs. Q3 2021
- New holders
- 12
- 19 more added
- Sold out
- 10
- 19 more reduced
2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Aberdeen Intermediate Income Fund; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 14,166,521 | $50.9M | 1.19% | +1,342,412+10.5% | Added |
| Centaurus Financial, Inc. | 12,359,648 | $44.4M | 3.36% | +2,085,660+20.3% | Added |
| Allspring Global Investments Holdings, LLC | 5,023,428 | $18.0M | 0.02% | +5,023,428 | New |
| Parametric Portfolio Associates LLC | 2,410,006 | $8.65M | 0.00% | +102,110+4.4% | Added |
| 1607 Capital Partners, LLC | 1,544,359 | $5.54M | 0.29% | −1,154,900−42.8% | Reduced |
| Invesco Ltd. | 1,439,852 | $5.17M | 0.00% | +20,406+1.4% | Added |
| Morgan Stanley | 939,354 | $3.37M | 0.00% | −54,759−5.5% | Reduced |
| Evoke Wealth, LLC | 740,996 | $2.66M | 0.08% | +5,663+0.8% | Added |
| Bank of America Corp | 519,087 | $1.86M | 0.00% | −46,950−8.3% | Reduced |
| Ameriprise Financial Inc | 311,071 | $1.12M | 0.00% | +31,471+11.3% | Added |
| GWM Advisors LLC | 295,712 | $1.06M | 0.02% | +295,712 | New |
| UBS Group AG | 275,857 | $990.0K | 0.00% | −62,720−18.5% | Reduced |
| Ameritas Advisory Services, LLC | 189,601 | $681.0K | 0.02% | +189,601 | New |
| CWM, LLC | 166,023 | $596.0K | 0.00% | +166,023 | New |
| Fortitude Advisory Group L.L.C. | 161,029 | $578.0K | 0.29% | +161,029 | New |
| Advisor Group Holdings, Inc. | 121,361 | $436.0K | 0.00% | −52,258−30.1% | Reduced |
| Penbrook Management LLC | 116,429 | $418.0K | 0.25% | −600−0.5% | Reduced |
| Janney Montgomery Scott LLC | 106,283 | $382.0K | 0.00% | +38,147+56.0% | Added |
| Advisors Asset Management, Inc. | 99,409 | $356.9K | 0.01% | −292−0.3% | Reduced |
| Commonwealth Equity Services, LLC | 95,809 | $343.0K | 0.00% | −10,818−10.1% | Reduced |
| Oppenheimer & Co Inc | 92,259 | $331.0K | 0.01% | +550+0.6% | Added |
| Dynamic Advisor Solutions LLC | 83,609 | $300.0K | 0.02% | −5,359−6.0% | Reduced |
| Stephens Inc | 74,305 | $267.0K | 0.00% | +3,000+4.2% | Added |
| Greytown Advisors Inc. | 57,265 | $206.0K | 0.09% | 00.0% | Unchanged |
| Optimum Investment Advisors | 53,991 | $194.0K | 0.08% | 00.0% | Unchanged |
| Smith, Moore & Co. | 52,394 | $188.0K | 0.03% | 00.0% | Unchanged |
| Royal Bank of Canada | 48,685 | $175.0K | 0.00% | +5,896+13.8% | Added |
| Pekin Hardy Strauss, Inc. | 47,700 | $171.0K | 0.02% | 00.0% | Unchanged |
| Meristem Family Wealth, LLC | 46,200 | $166.0K | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 43,998 | $158.0K | 0.00% | −5,137,306−99.2% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 44,050 | $158.0K | 0.02% | −750−1.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 43,691 | $157.0K | 0.00% | +11,529+35.8% | Added |
| Jackson Hole Capital Partners, LLC | 41,627 | $149.0K | 0.05% | +1,575+3.9% | Added |
| Assetmark, Inc | 34,760 | $125.0K | 0.00% | 00.0% | Unchanged |
| Diversified Portfolios, Inc. | 29,319 | $105.0K | 0.03% | +29,319 | New |
| The PNC Financial Services Group, Inc. | 24,526 | $88.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 21,868 | $79.0K | 0.00% | −64,022−74.5% | Reduced |
| Boenning & Scattergood, Inc. | 21,540 | $77.0K | 0.01% | −35,299−62.1% | Reduced |
| LPL Financial LLC | 21,448 | $77.0K | 0.00% | +3,060+16.6% | Added |
| Raymond James & Associates | 21,069 | $76.0K | 0.00% | −2,135−9.2% | Reduced |
| Raymond James Trust N.A. | 18,651 | $67.0K | 0.00% | 00.0% | Unchanged |
| Smith, Salley & Associates | 18,325 | $66.0K | 0.00% | 00.0% | Unchanged |
| Davenport & Co LLC | 16,375 | $59.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| NVWM, LLC | 15,000 | $54.0K | 0.02% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 13,983 | $50.0K | 0.00% | +1,403+11.2% | Added |
| SignalPoint Asset Management, LLC | 13,017 | $46.0K | 0.01% | +92+0.7% | Added |
| SeaCrest Wealth Management, LLC | 12,225 | $44.0K | 0.00% | −200−1.6% | Reduced |
| Truist Financial Corp | 11,750 | $42.0K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 11,348 | $41.0K | 0.00% | +241+2.2% | Added |
| HighTower Advisors, LLC | 11,221 | $41.0K | 0.00% | +421+3.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 11,404 | $41.0K | 0.01% | +1,263+12.5% | Added |
| Jane Street Group, LLC | 10,877 | $39.0K | 0.00% | +10,877 | New |
| We Are One Seven, LLC | 10,705 | $38.0K | 0.00% | −113−1.0% | Reduced |
| Rossmore Private Capital | 10,275 | $37.0K | 0.01% | 00.0% | Unchanged |
| Brave Asset Management Inc | 10,000 | $36.0K | 0.01% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 10,000 | $36.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 8,850 | $31.0K | 0.00% | +5,400+156.5% | Added |
| Proequities, Inc. | 7,000 | $25.0K | 0.00% | −1,750−20.0% | Reduced |
| Carroll Financial Associates, Inc. | 5,500 | $19.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 4,000 | $14.4K | 0.00% | −1,000−20.0% | Reduced |
| US Bancorp | 4,028 | $14.0K | 0.00% | −1,972−32.9% | Reduced |
| Monetary Management Group Inc | 4,000 | $14.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 3,857 | $14.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 2,841 | $10.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 2,250 | $8.08K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2,050 | $7.00K | 0.00% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 1,500 | $5.00K | 0.00% | +1,500 | New |
| Castle Financial & Retirement Planning Associates, Inc. | 1,500 | $5.00K | 0.02% | +1,500 | New |
| Umb Bank N A | 1,000 | $4.00K | 0.00% | +1,000 | New |
| 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 |
| Widmann Financial Services, Inc. | 500 | $1.00K | 0.00% | +500 | New |
| Eaton Vance Management | 76 | $0 | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 99 | $0 | 0.00% | +99 | New |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −145,826−100.0% | Sold out |
| Karpus Management, Inc. | 0 | $0 | 0.00% | −133,951−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −41,228−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −16,370−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −15,840−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −12,202−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −8,068−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −660−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −702−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Mid Atlantic Financial Management Inc | – | – | – | – | Not filed |
| Ameritas Investment Company, LLC | – | – | – | – | Not filed |