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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| Albion Financial Group | 631 | $2.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,000 | $4.00K | 0.00% | +1,000 | New |
| 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 |
| Prestige Wealth Management Group LLC | 2,050 | $7.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 2,250 | $8.08K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 2,841 | $10.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Anchor Investment Management, LLC | 4,000 | $14.4K | 0.00% | −1,000−20.0% | Reduced |
| Carroll Financial Associates, Inc. | 5,500 | $19.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 7,000 | $25.0K | 0.00% | −1,750−20.0% | Reduced |
| Rockefeller Capital Management L.P. | 8,850 | $31.0K | 0.00% | +5,400+156.5% | Added |
| 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 |
| Rossmore Private Capital | 10,275 | $37.0K | 0.01% | 00.0% | Unchanged |
| We Are One Seven, LLC | 10,705 | $38.0K | 0.00% | −113−1.0% | Reduced |
| Jane Street Group, LLC | 10,877 | $39.0K | 0.00% | +10,877 | New |
| 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 |
| Truist Financial Corp | 11,750 | $42.0K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 12,225 | $44.0K | 0.00% | −200−1.6% | Reduced |
| SignalPoint Asset Management, LLC | 13,017 | $46.0K | 0.01% | +92+0.7% | Added |
| Park Avenue Securities LLC | 13,983 | $50.0K | 0.00% | +1,403+11.2% | 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 |
| Philadelphia Trust Co | 16,100 | $58.0K | 0.00% | 00.0% | Unchanged |
| Davenport & Co LLC | 16,375 | $59.0K | 0.00% | 00.0% | Unchanged |
| Smith, Salley & Associates | 18,325 | $66.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 18,651 | $67.0K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 21,069 | $76.0K | 0.00% | −2,135−9.2% | 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 |
| Cambridge Investment Research Advisors, Inc. | 21,868 | $79.0K | 0.00% | −64,022−74.5% | Reduced |
| The PNC Financial Services Group, Inc. | 24,526 | $88.0K | 0.00% | 00.0% | Unchanged |
| Diversified Portfolios, Inc. | 29,319 | $105.0K | 0.03% | +29,319 | New |
| Assetmark, Inc | 34,760 | $125.0K | 0.00% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 41,627 | $149.0K | 0.05% | +1,575+3.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 43,691 | $157.0K | 0.00% | +11,529+35.8% | Added |
| 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 |
| Meristem Family Wealth, LLC | 46,200 | $166.0K | 0.01% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 47,700 | $171.0K | 0.02% | 00.0% | Unchanged |
| Royal Bank of Canada | 48,685 | $175.0K | 0.00% | +5,896+13.8% | Added |
| Smith, Moore & Co. | 52,394 | $188.0K | 0.03% | 00.0% | Unchanged |
| Optimum Investment Advisors | 53,991 | $194.0K | 0.08% | 00.0% | Unchanged |
| Greytown Advisors Inc. | 57,265 | $206.0K | 0.09% | 00.0% | Unchanged |
| Stephens Inc | 74,305 | $267.0K | 0.00% | +3,000+4.2% | Added |
| Dynamic Advisor Solutions LLC | 83,609 | $300.0K | 0.02% | −5,359−6.0% | Reduced |
| Oppenheimer & Co Inc | 92,259 | $331.0K | 0.01% | +550+0.6% | Added |
| Commonwealth Equity Services, LLC | 95,809 | $343.0K | 0.00% | −10,818−10.1% | Reduced |
| Advisors Asset Management, Inc. | 99,409 | $356.9K | 0.01% | −292−0.3% | Reduced |
| Janney Montgomery Scott LLC | 106,283 | $382.0K | 0.00% | +38,147+56.0% | Added |
| Penbrook Management LLC | 116,429 | $418.0K | 0.25% | −600−0.5% | Reduced |
| Advisor Group Holdings, Inc. | 121,361 | $436.0K | 0.00% | −52,258−30.1% | Reduced |
| Fortitude Advisory Group L.L.C. | 161,029 | $578.0K | 0.29% | +161,029 | New |
| CWM, LLC | 166,023 | $596.0K | 0.00% | +166,023 | New |
| Ameritas Advisory Services, LLC | 189,601 | $681.0K | 0.02% | +189,601 | New |
| UBS Group AG | 275,857 | $990.0K | 0.00% | −62,720−18.5% | Reduced |
| GWM Advisors LLC | 295,712 | $1.06M | 0.02% | +295,712 | New |
| Ameriprise Financial Inc | 311,071 | $1.12M | 0.00% | +31,471+11.3% | Added |
| Bank of America Corp | 519,087 | $1.86M | 0.00% | −46,950−8.3% | Reduced |
| Evoke Wealth, LLC | 740,996 | $2.66M | 0.08% | +5,663+0.8% | Added |
| Morgan Stanley | 939,354 | $3.37M | 0.00% | −54,759−5.5% | Reduced |
| Invesco Ltd. | 1,439,852 | $5.17M | 0.00% | +20,406+1.4% | Added |
| 1607 Capital Partners, LLC | 1,544,359 | $5.54M | 0.29% | −1,154,900−42.8% | Reduced |
| Parametric Portfolio Associates LLC | 2,410,006 | $8.65M | 0.00% | +102,110+4.4% | Added |
| Allspring Global Investments Holdings, LLC | 5,023,428 | $18.0M | 0.02% | +5,023,428 | New |
| Centaurus Financial, Inc. | 12,359,648 | $44.4M | 3.36% | +2,085,660+20.3% | Added |
| Sit Investment Associates Inc | 14,166,521 | $50.9M | 1.19% | +1,342,412+10.5% | Added |
| 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 |