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, Q1 2022
Institutional positions in Aberdeen Intermediate Income Fund as of Mar 31, 2022. 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. Q4 2021
- Shares held
- 45.2M
- +2.97M (+7.0%) vs. Q4 2021
- Total value
- $142.5M
- −$9.24M (−6.1%) vs. Q4 2021
- New holders
- 14
- 25 more added
- Sold out
- 12
- 13 more reduced
2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Aberdeen Intermediate Income Fund; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 14,058,058 | $44.3M | 1.19% | −108,463−0.8% | Reduced |
| Centaurus Financial, Inc. | 12,411,227 | $39.1M | 3.09% | +51,579+0.4% | Added |
| Allspring Global Investments Holdings, LLC | 6,097,995 | $19.2M | 0.02% | +1,074,567+21.4% | Added |
| Parametric Portfolio Associates LLC | 2,928,912 | $9.23M | 0.00% | +518,906+21.5% | Added |
| 1607 Capital Partners, LLC | 2,514,024 | $7.92M | 0.46% | +969,665+62.8% | Added |
| Invesco Ltd. | 1,403,883 | $4.42M | 0.00% | −35,969−2.5% | Reduced |
| Morgan Stanley | 937,646 | $2.95M | 0.00% | −1,708−0.2% | Reduced |
| Bank of America Corp | 665,442 | $2.10M | 0.00% | +146,355+28.2% | Added |
| Evoke Wealth, LLC | 439,767 | $1.39M | 0.05% | −301,229−40.7% | Reduced |
| Ameriprise Financial Inc | 324,931 | $1.02M | 0.00% | +13,860+4.5% | Added |
| GWM Advisors LLC | 311,812 | $982.0K | 0.02% | +16,100+5.4% | Added |
| Wolverine Asset Management LLC | 249,090 | $784.0K | 0.01% | +249,090 | New |
| UBS Group AG | 204,592 | $645.0K | 0.00% | −71,265−25.8% | Reduced |
| Ameritas Advisory Services, LLC | 203,107 | $640.0K | 0.02% | +13,506+7.1% | Added |
| Relative Value Partners Group, LLC | 190,194 | $599.0K | 0.04% | +190,194 | New |
| Fortitude Advisory Group L.L.C. | 168,812 | $532.0K | 0.29% | +7,783+4.8% | Added |
| Janney Montgomery Scott LLC | 135,003 | $425.0K | 0.00% | +28,720+27.0% | Added |
| Susquehanna International Group, LLP | 122,927 | $387.0K | 0.00% | +122,927 | New |
| Advisor Group Holdings, Inc. | 119,219 | $376.0K | 0.00% | −2,142−1.8% | Reduced |
| Landscape Capital Management, L.L.C. | 115,128 | $363.0K | 0.05% | +115,128 | New |
| Penbrook Management LLC | 113,429 | $357.0K | 0.23% | −3,000−2.6% | Reduced |
| Commonwealth Equity Services, LLC | 105,257 | $331.0K | 0.00% | +9,448+9.9% | Added |
| Dynamic Advisor Solutions LLC | 91,516 | $288.0K | 0.02% | +7,907+9.5% | Added |
| Stephens Inc | 90,305 | $284.0K | 0.00% | +16,000+21.5% | Added |
| CWM, LLC | 83,273 | $262.0K | 0.00% | −82,750−49.8% | Reduced |
| Oppenheimer & Co Inc | 76,429 | $241.0K | 0.00% | −15,830−17.2% | Reduced |
| Atria Wealth Solutions, Inc. | 67,119 | $211.0K | 0.00% | +67,119 | New |
| Greytown Advisors Inc. | 57,265 | $180.0K | 0.09% | 00.0% | Unchanged |
| Optimum Investment Advisors | 53,991 | $170.0K | 0.07% | 00.0% | Unchanged |
| Smith, Moore & Co. | 52,394 | $165.0K | 0.02% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 49,342 | $155.0K | 0.02% | +1,642+3.4% | Added |
| Royal Bank of Canada | 48,700 | $153.0K | 0.00% | +150.0% | Added |
| Meristem Family Wealth, LLC | 46,200 | $146.0K | 0.02% | 00.0% | Unchanged |
| Dixon Hubard Feinour & Brown Inc | 44,050 | $139.0K | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 43,008 | $136.0K | 0.00% | −990−2.3% | Reduced |
| Jackson Hole Capital Partners, LLC | 43,127 | $136.0K | 0.04% | +1,500+3.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 42,366 | $133.0K | 0.00% | −1,325−3.0% | Reduced |
| Karpus Management, Inc. | 36,456 | $115.0K | 0.00% | +36,456 | New |
| Raymond James & Associates | 36,142 | $114.0K | 0.00% | +15,073+71.5% | Added |
| Assetmark, Inc | 34,760 | $109.0K | 0.00% | 00.0% | Unchanged |
| Diversified Portfolios, Inc. | 29,319 | $92.0K | 0.02% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 29,186 | $92.0K | 0.00% | +7,318+33.5% | Added |
| LPL Financial LLC | 29,353 | $92.0K | 0.00% | +7,905+36.9% | Added |
| The PNC Financial Services Group, Inc. | 24,526 | $78.0K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 19,692 | $62.0K | 0.00% | +19,692 | New |
| Raymond James Trust N.A. | 18,651 | $59.0K | 0.00% | 00.0% | Unchanged |
| Smith, Salley & Associates | 18,325 | $58.0K | 0.00% | 00.0% | Unchanged |
| Davenport & Co LLC | 16,375 | $52.0K | 0.00% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 16,421 | $52.0K | 0.00% | +2,438+17.4% | Added |
| Philadelphia Trust Co | 16,100 | $51.0K | 0.00% | 00.0% | Unchanged |
| L.M. Kohn & Company | 15,746 | $50.0K | 0.02% | +15,746 | New |
| NVWM, LLC | 15,000 | $47.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 13,677 | $43.0K | 0.01% | +2,273+19.9% | Added |
| SignalPoint Asset Management, LLC | 13,114 | $41.0K | 0.01% | +97+0.7% | Added |
| We Are One Seven, LLC | 12,818 | $40.0K | 0.00% | +2,113+19.7% | Added |
| SeaCrest Wealth Management, LLC | 12,225 | $39.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 12,088 | $38.0K | 0.00% | +12,088 | New |
| Truist Financial Corp | 11,750 | $37.0K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 11,616 | $37.0K | 0.00% | +268+2.4% | Added |
| HighTower Advisors, LLC | 10,800 | $34.0K | 0.00% | −421−3.8% | Reduced |
| Rossmore Private Capital | 10,275 | $32.0K | 0.00% | 00.0% | Unchanged |
| Brave Asset Management Inc | 10,000 | $32.0K | 0.01% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 10,000 | $32.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 7,050 | $21.0K | 0.00% | −1,800−20.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 6,000 | $19.0K | 0.02% | +6,000 | New |
| Prospera Financial Services Inc | 6,000 | $19.0K | 0.00% | +6,000 | New |
| Monetary Management Group Inc | 5,500 | $17.0K | 0.00% | +1,500+37.5% | Added |
| Anchor Investment Management, LLC | 4,000 | $12.6K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 3,857 | $12.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,511 | $11.0K | 0.00% | +3,511 | New |
| American Portfolios Advisors | 2,250 | $7.09K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2,050 | $6.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,000 | $3.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 631 | $2.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 498 | $2.00K | 0.00% | +498 | New |
| Steward Partners Investment Advisory, LLC | 628 | $2.00K | 0.00% | +628 | New |
| Highlander Capital Management, LLC | 400 | $1.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 166 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 500 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 150 | $0 | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −99,409−100.0% | Sold out |
| Boenning & Scattergood, Inc. | 0 | $0 | 0.00% | −21,540−100.0% | Sold out |
| ProVise Management Group, LLC | 0 | $0 | 0.00% | −15,840−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −10,877−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −4,028−100.0% | Sold out |
| Addison Advisors LLC | 0 | $0 | 0.00% | −2,841−100.0% | Sold out |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Delta Asset Management LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Widmann Financial Services, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Eaton Vance Management | 0 | $0 | 0.00% | −76−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −99−100.0% | Sold out |
| Carroll Financial Associates, Inc. | – | – | – | – | Not filed |
| Castle Financial & Retirement Planning Associates, Inc. | – | – | – | – | Not filed |